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SIKICH LLP EMPLOYEES' 401(K) PLAN 401k Plan overview

Plan NameSIKICH LLP EMPLOYEES' 401(K) PLAN
Plan identification number 001

SIKICH LLP EMPLOYEES' 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SIKICH LLP has sponsored the creation of one or more 401k plans.

Company Name:SIKICH LLP
Employer identification number (EIN):363168081
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Additional information about SIKICH LLP

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2012-05-07
Company Identification Number: 0801594018
Legal Registered Office Address: 1415 W DIEHL RD STE 400
1010 PHEASANT RIDGE DR
NAPERVILLE
United States of America (USA)
60563

More information about SIKICH LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SIKICH LLP EMPLOYEES' 401(K) 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
0012017-01-01KAREN S SANCHEZ
0012016-01-01KAREN S SANCHEZ KAREN S SANCHEZ2017-10-16
0012015-01-01KAREN SANCHEZ
0012014-01-01KAREN SANCHEZ
0012013-01-01KAREN SANCHEZ
0012012-01-01KAREN SANCHEZ
0012011-01-01KAREN SANCHEZ
0012010-01-01KAREN SANCHEZ
0012009-01-01KAREN S. SANCHEZ

Plan Statistics for SIKICH LLP EMPLOYEES' 401(K) PLAN

401k plan membership statisitcs for SIKICH LLP EMPLOYEES' 401(K) PLAN

Measure Date Value
2022: SIKICH LLP EMPLOYEES' 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,685
Total number of active participants reported on line 7a of the Form 55002022-01-011,342
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-01621
Total of all active and inactive participants2022-01-011,967
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,967
Number of participants with account balances2022-01-011,854
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01251
2021: SIKICH LLP EMPLOYEES' 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,456
Total number of active participants reported on line 7a of the Form 55002021-01-011,110
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-01552
Total of all active and inactive participants2021-01-011,666
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,666
Number of participants with account balances2021-01-011,601
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01243
2020: SIKICH LLP EMPLOYEES' 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,478
Total number of active participants reported on line 7a of the Form 55002020-01-01931
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-01472
Total of all active and inactive participants2020-01-011,406
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,406
Number of participants with account balances2020-01-011,348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01178
2019: SIKICH LLP EMPLOYEES' 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,306
Total number of active participants reported on line 7a of the Form 55002019-01-01974
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-01497
Total of all active and inactive participants2019-01-011,473
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,473
Number of participants with account balances2019-01-011,327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01147
2018: SIKICH LLP EMPLOYEES' 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,196
Total number of active participants reported on line 7a of the Form 55002018-01-01817
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-01407
Total of all active and inactive participants2018-01-011,227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,227
Number of participants with account balances2018-01-011,107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0194
2017: SIKICH LLP EMPLOYEES' 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,139
Total number of active participants reported on line 7a of the Form 55002017-01-01783
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-01376
Total of all active and inactive participants2017-01-011,162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,162
Number of participants with account balances2017-01-011,072
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01123
2016: SIKICH LLP EMPLOYEES' 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01711
Total number of active participants reported on line 7a of the Form 55002016-01-01807
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-01311
Total of all active and inactive participants2016-01-011,121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,121
Number of participants with account balances2016-01-011,023
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0168
2015: SIKICH LLP EMPLOYEES' 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01847
Total number of active participants reported on line 7a of the Form 55002015-01-01679
Number of retired or separated participants receiving benefits2015-01-0118
Number of other retired or separated participants entitled to future benefits2015-01-01224
Total of all active and inactive participants2015-01-01921
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01922
Number of participants with account balances2015-01-01848
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0196
2014: SIKICH LLP EMPLOYEES' 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01797
Total number of active participants reported on line 7a of the Form 55002014-01-01635
Number of retired or separated participants receiving benefits2014-01-0112
Number of other retired or separated participants entitled to future benefits2014-01-01200
Total of all active and inactive participants2014-01-01847
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01847
Number of participants with account balances2014-01-01761
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0161
2013: SIKICH LLP EMPLOYEES' 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01720
Total number of active participants reported on line 7a of the Form 55002013-01-01588
Number of retired or separated participants receiving benefits2013-01-0118
Number of other retired or separated participants entitled to future benefits2013-01-01191
Total of all active and inactive participants2013-01-01797
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01797
Number of participants with account balances2013-01-01696
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0153
2012: SIKICH LLP EMPLOYEES' 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01486
Total number of active participants reported on line 7a of the Form 55002012-01-01443
Number of retired or separated participants receiving benefits2012-01-0110
Number of other retired or separated participants entitled to future benefits2012-01-01138
Total of all active and inactive participants2012-01-01591
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01591
Number of participants with account balances2012-01-01520
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0142
2011: SIKICH LLP EMPLOYEES' 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01482
Total number of active participants reported on line 7a of the Form 55002011-01-01364
Number of retired or separated participants receiving benefits2011-01-0110
Number of other retired or separated participants entitled to future benefits2011-01-01112
Total of all active and inactive participants2011-01-01486
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01486
Number of participants with account balances2011-01-01449
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0124
2010: SIKICH LLP EMPLOYEES' 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01491
Total number of active participants reported on line 7a of the Form 55002010-01-01358
Number of retired or separated participants receiving benefits2010-01-0112
Number of other retired or separated participants entitled to future benefits2010-01-01112
Total of all active and inactive participants2010-01-01482
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01482
Number of participants with account balances2010-01-01427
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0127
2009: SIKICH LLP EMPLOYEES' 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01391
Total number of active participants reported on line 7a of the Form 55002009-01-01391
Number of retired or separated participants receiving benefits2009-01-016
Number of other retired or separated participants entitled to future benefits2009-01-0193
Total of all active and inactive participants2009-01-01490
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01491
Number of participants with account balances2009-01-01386
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0127

Financial Data on SIKICH LLP EMPLOYEES' 401(K) PLAN

Measure Date Value
2022 : SIKICH LLP EMPLOYEES' 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$64,569
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$0
Total income from all sources (including contributions)2022-12-31$-7,793,631
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$9,921,515
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$9,888,824
Value of total corrective distributions2022-12-31$3,781
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$21,431,443
Value of total assets at end of year2022-12-31$168,730,427
Value of total assets at beginning of year2022-12-31$186,381,004
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$28,910
Total interest from all sources2022-12-31$47,566
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$3,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$12,529,100
Participant contributions at end of year2022-12-31$1,030,341
Participant contributions at beginning of year2022-12-31$989,950
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$5,295,495
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-17,715,146
Value of net assets at end of year (total assets less liabilities)2022-12-31$168,730,427
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$186,381,004
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
Value of interest in pooled separate accounts at end of year2022-12-31$167,700,086
Value of interest in pooled separate accounts at beginning of year2022-12-31$185,391,054
Interest on participant loans2022-12-31$47,566
Net investment gain/loss from pooled separate accounts2022-12-31$-29,272,640
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$3,606,848
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$9,888,824
Contract administrator fees2022-12-31$28,910
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 name2022-12-31MARTIN HOOD LLC
Accountancy firm EIN2022-12-31371119790
2021 : SIKICH LLP EMPLOYEES' 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$17,967
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$45,484,687
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$9,498,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$9,471,459
Value of total corrective distributions2021-12-31$1,546
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$18,913,145
Value of total assets at end of year2021-12-31$186,381,004
Value of total assets at beginning of year2021-12-31$150,376,646
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$25,291
Total interest from all sources2021-12-31$52,324
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$3,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$10,056,359
Participant contributions at end of year2021-12-31$989,950
Participant contributions at beginning of year2021-12-31$1,052,973
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$6,147,802
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$35,986,391
Value of net assets at end of year (total assets less liabilities)2021-12-31$186,381,004
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$150,376,646
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
Value of interest in pooled separate accounts at end of year2021-12-31$185,391,054
Value of interest in pooled separate accounts at beginning of year2021-12-31$149,323,673
Interest on participant loans2021-12-31$52,324
Net investment gain/loss from pooled separate accounts2021-12-31$26,519,218
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,708,984
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$9,471,459
Contract administrator fees2021-12-31$25,291
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 name2021-12-31MARTIN HOOD LLC
Accountancy firm EIN2021-12-31371119790
2020 : SIKICH LLP EMPLOYEES' 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$55,755
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$35,397,177
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$7,356,736
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,321,942
Value of total corrective distributions2020-12-31$4,368
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$16,881,012
Value of total assets at end of year2020-12-31$150,376,646
Value of total assets at beginning of year2020-12-31$122,280,450
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$30,426
Total interest from all sources2020-12-31$49,516
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
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$8,350,808
Participant contributions at end of year2020-12-31$1,052,973
Participant contributions at beginning of year2020-12-31$775,393
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$6,441,597
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$28,040,441
Value of net assets at end of year (total assets less liabilities)2020-12-31$150,376,646
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$122,280,450
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
Value of interest in pooled separate accounts at end of year2020-12-31$149,323,673
Value of interest in pooled separate accounts at beginning of year2020-12-31$121,505,057
Interest on participant loans2020-12-31$49,516
Net investment gain/loss from pooled separate accounts2020-12-31$18,466,649
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,088,607
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$7,321,942
Contract administrator fees2020-12-31$30,426
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 name2020-12-31MARTIN HOOD LLC
Accountancy firm EIN2020-12-31371119790
2019 : SIKICH LLP EMPLOYEES' 401(K) 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$36,199,654
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$8,783,743
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,762,342
Value of total corrective distributions2019-12-31$1,853
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$14,400,590
Value of total assets at end of year2019-12-31$122,280,450
Value of total assets at beginning of year2019-12-31$94,864,539
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$19,548
Total interest from all sources2019-12-31$45,959
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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$7,308,704
Participant contributions at end of year2019-12-31$775,393
Participant contributions at beginning of year2019-12-31$840,335
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$5,380,860
Other income not declared elsewhere2019-12-31$156
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$27,415,911
Value of net assets at end of year (total assets less liabilities)2019-12-31$122,280,450
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$94,864,539
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
Value of interest in pooled separate accounts at end of year2019-12-31$121,505,057
Value of interest in pooled separate accounts at beginning of year2019-12-31$94,024,204
Interest on participant loans2019-12-31$45,959
Net investment gain/loss from pooled separate accounts2019-12-31$21,752,949
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,711,026
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$8,762,342
Contract administrator fees2019-12-31$19,548
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MARTIN HOOD LLC
Accountancy firm EIN2019-12-31371119790
2018 : SIKICH LLP EMPLOYEES' 401(K) 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$2,966,453
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$11,286,873
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$11,268,399
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$8,405,801
Value of total assets at end of year2018-12-31$94,864,539
Value of total assets at beginning of year2018-12-31$103,184,959
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$18,474
Total interest from all sources2018-12-31$39,660
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$6,437,585
Participant contributions at end of year2018-12-31$840,335
Participant contributions at beginning of year2018-12-31$699,761
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$740,549
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-8,320,420
Value of net assets at end of year (total assets less liabilities)2018-12-31$94,864,539
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$103,184,959
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
Value of interest in pooled separate accounts at end of year2018-12-31$94,024,204
Value of interest in pooled separate accounts at beginning of year2018-12-31$102,485,198
Interest on participant loans2018-12-31$39,660
Net investment gain/loss from pooled separate accounts2018-12-31$-5,479,008
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$1,227,667
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$11,268,399
Contract administrator fees2018-12-31$18,474
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MARTIN HOOD LLC
Accountancy firm EIN2018-12-31371119790
2017 : SIKICH LLP EMPLOYEES' 401(K) 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$22,245,210
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,705,455
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,691,718
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$8,248,534
Value of total assets at end of year2017-12-31$103,184,959
Value of total assets at beginning of year2017-12-31$85,645,204
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$13,737
Total interest from all sources2017-12-31$28,478
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$6,389,245
Participant contributions at end of year2017-12-31$699,761
Participant contributions at beginning of year2017-12-31$563,855
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$671,320
Liabilities. Value of operating payables at beginning of year2017-12-31$0
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$17,539,755
Value of net assets at end of year (total assets less liabilities)2017-12-31$103,184,959
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$85,645,204
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
Value of interest in pooled separate accounts at end of year2017-12-31$102,485,198
Value of interest in pooled separate accounts at beginning of year2017-12-31$85,081,349
Interest on participant loans2017-12-31$28,478
Net investment gain/loss from pooled separate accounts2017-12-31$13,968,198
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$1,187,969
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,691,718
Contract administrator fees2017-12-31$13,737
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MARTIN HOOD LLC
Accountancy firm EIN2017-12-31371119790
2016 : SIKICH LLP EMPLOYEES' 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$13,752,402
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$65,744
Total income from all sources (including contributions)2016-12-31$14,814,371
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$5,724,764
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,713,621
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$7,318,327
Value of total assets at end of year2016-12-31$85,645,204
Value of total assets at beginning of year2016-12-31$62,868,939
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$11,143
Total interest from all sources2016-12-31$19,018
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$458
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$458
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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$5,530,911
Participant contributions at end of year2016-12-31$563,855
Participant contributions at beginning of year2016-12-31$359,927
Participant contributions at beginning of year2016-12-31$228,599
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$950,474
Liabilities. Value of operating payables at end of year2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$25,644
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$9,089,607
Value of net assets at end of year (total assets less liabilities)2016-12-31$85,645,204
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$62,803,195
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
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$61,967,645
Value of interest in pooled separate accounts at end of year2016-12-31$85,081,349
Interest on participant loans2016-12-31$19,018
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$7,476,568
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$836,942
Employer contributions (assets) at beginning of year2016-12-31$312,768
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,713,621
Contract administrator fees2016-12-31$11,143
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$40,100
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MARTIN HOOD FRIESE & ASSOC. LLC
Accountancy firm EIN2016-12-31371119790
2015 : SIKICH LLP EMPLOYEES' 401(K) 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$65,744
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$289,482
Total income from all sources (including contributions)2015-12-31$8,054,277
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$4,299,072
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,190,872
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$8,495,410
Value of total assets at end of year2015-12-31$62,868,939
Value of total assets at beginning of year2015-12-31$59,337,472
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$108,200
Total interest from all sources2015-12-31$16,620
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,486,431
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$1,486,431
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
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$5,099,080
Participant contributions at end of year2015-12-31$359,927
Participant contributions at beginning of year2015-12-31$446,691
Participant contributions at end of year2015-12-31$228,599
Participant contributions at beginning of year2015-12-31$188,649
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,366,498
Liabilities. Value of operating payables at end of year2015-12-31$25,644
Liabilities. Value of operating payables at beginning of year2015-12-31$22,527
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$3,755,205
Value of net assets at end of year (total assets less liabilities)2015-12-31$62,803,195
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$59,047,990
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$61,967,645
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$49,573,994
Interest on participant loans2015-12-31$16,620
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$8,805,021
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,149,386
Net investment gain or loss from common/collective trusts2015-12-31$205,202
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,029,832
Employer contributions (assets) at end of year2015-12-31$312,768
Employer contributions (assets) at beginning of year2015-12-31$323,117
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,190,872
Contract administrator fees2015-12-31$108,200
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Liabilities. Value of benefit claims payable at end of year2015-12-31$40,100
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$266,955
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MARTIN, HOOD, FRIESE, & ASSOC, LLC
Accountancy firm EIN2015-12-31371119790
2014 : SIKICH LLP EMPLOYEES' 401(K) 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$289,482
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$25,602
Total income from all sources (including contributions)2014-12-31$10,224,908
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,704,396
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,595,845
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$6,110,516
Value of total assets at end of year2014-12-31$59,337,472
Value of total assets at beginning of year2014-12-31$52,553,080
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$108,551
Total interest from all sources2014-12-31$15,141
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,367,283
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$1,367,283
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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$4,688,905
Participant contributions at end of year2014-12-31$446,691
Participant contributions at beginning of year2014-12-31$416,624
Participant contributions at end of year2014-12-31$188,649
Participant contributions at beginning of year2014-12-31$167,995
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$468,492
Liabilities. Value of operating payables at end of year2014-12-31$22,527
Liabilities. Value of operating payables at beginning of year2014-12-31$25,602
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$3,756
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$6,520,512
Value of net assets at end of year (total assets less liabilities)2014-12-31$59,047,990
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$52,527,478
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$49,573,994
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$43,604,597
Interest on participant loans2014-12-31$15,141
Value of interest in common/collective trusts at end of year2014-12-31$8,805,021
Value of interest in common/collective trusts at beginning of year2014-12-31$8,076,533
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,533,407
Net investment gain or loss from common/collective trusts2014-12-31$198,561
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$953,119
Employer contributions (assets) at end of year2014-12-31$323,117
Employer contributions (assets) at beginning of year2014-12-31$283,575
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,595,845
Contract administrator fees2014-12-31$108,551
Liabilities. Value of benefit claims payable at end of year2014-12-31$266,955
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MARTIN, HOOD, FRIESE, & ASSOC, LLC
Accountancy firm EIN2014-12-31371119790
2013 : SIKICH LLP EMPLOYEES' 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$10,760,622
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$25,602
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$18,781
Total income from all sources (including contributions)2013-12-31$11,997,695
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,971,515
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,873,762
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,939,512
Value of total assets at end of year2013-12-31$52,553,080
Value of total assets at beginning of year2013-12-31$32,759,457
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$97,753
Total interest from all sources2013-12-31$14,171
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,088,470
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,088,470
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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$3,724,980
Participant contributions at end of year2013-12-31$416,624
Participant contributions at beginning of year2013-12-31$381,660
Participant contributions at end of year2013-12-31$167,995
Participant contributions at beginning of year2013-12-31$124,908
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$436,051
Liabilities. Value of operating payables at end of year2013-12-31$25,602
Liabilities. Value of operating payables at beginning of year2013-12-31$18,781
Total non interest bearing cash at end of year2013-12-31$3,756
Total non interest bearing cash at beginning of year2013-12-31$0
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$9,026,180
Value of net assets at end of year (total assets less liabilities)2013-12-31$52,527,478
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$32,740,676
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$43,604,597
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$26,495,267
Interest on participant loans2013-12-31$14,171
Value of interest in common/collective trusts at end of year2013-12-31$8,076,533
Value of interest in common/collective trusts at beginning of year2013-12-31$5,532,587
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$5,819,314
Net investment gain or loss from common/collective trusts2013-12-31$136,228
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$778,481
Employer contributions (assets) at end of year2013-12-31$283,575
Employer contributions (assets) at beginning of year2013-12-31$225,035
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,873,762
Contract administrator fees2013-12-31$97,753
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MARTIN, HOOD, FRIESE, & ASSOC, LLC
Accountancy firm EIN2013-12-31371119790
2012 : SIKICH LLP EMPLOYEES' 401(K) 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$18,781
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$21,647
Total income from all sources (including contributions)2012-12-31$7,561,732
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,634,168
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,554,378
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,013,866
Value of total assets at end of year2012-12-31$32,759,457
Value of total assets at beginning of year2012-12-31$26,834,759
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$79,790
Total interest from all sources2012-12-31$10,406
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$693,879
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$693,879
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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$3,016,868
Participant contributions at end of year2012-12-31$381,660
Participant contributions at beginning of year2012-12-31$323,016
Participant contributions at end of year2012-12-31$124,908
Participant contributions at beginning of year2012-12-31$169,260
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$387,193
Liabilities. Value of operating payables at end of year2012-12-31$18,781
Liabilities. Value of operating payables at beginning of year2012-12-31$16,447
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$5,927,564
Value of net assets at end of year (total assets less liabilities)2012-12-31$32,740,676
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$26,813,112
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$26,495,267
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$22,417,785
Interest on participant loans2012-12-31$10,406
Value of interest in common/collective trusts at end of year2012-12-31$5,532,587
Value of interest in common/collective trusts at beginning of year2012-12-31$3,722,933
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,725,006
Net investment gain or loss from common/collective trusts2012-12-31$118,575
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$609,805
Employer contributions (assets) at end of year2012-12-31$225,035
Employer contributions (assets) at beginning of year2012-12-31$201,765
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,554,378
Contract administrator fees2012-12-31$79,790
Liabilities. Value of benefit claims payable at end of year2012-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$5,200
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MARTIN, HOOD, FRIESE, & ASSOC, LLC
Accountancy firm EIN2012-12-31371119790
2011 : SIKICH LLP EMPLOYEES' 401(K) 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$21,647
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$15,045
Total income from all sources (including contributions)2011-12-31$3,523,224
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,311,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,239,326
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,627,269
Value of total assets at end of year2011-12-31$26,834,759
Value of total assets at beginning of year2011-12-31$24,616,535
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$72,276
Total interest from all sources2011-12-31$7,304
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$588,542
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$588,542
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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$2,599,788
Participant contributions at end of year2011-12-31$323,016
Participant contributions at beginning of year2011-12-31$189,066
Participant contributions at end of year2011-12-31$169,260
Participant contributions at beginning of year2011-12-31$149,753
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$502,347
Liabilities. Value of operating payables at end of year2011-12-31$16,447
Liabilities. Value of operating payables at beginning of year2011-12-31$15,045
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$2,211,622
Value of net assets at end of year (total assets less liabilities)2011-12-31$26,813,112
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$24,601,490
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
Investment advisory and management fees2011-12-31$72,276
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$22,417,785
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$20,719,584
Interest on participant loans2011-12-31$7,304
Value of interest in common/collective trusts at end of year2011-12-31$3,722,933
Value of interest in common/collective trusts at beginning of year2011-12-31$3,370,605
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-802,613
Net investment gain or loss from common/collective trusts2011-12-31$102,722
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$525,134
Employer contributions (assets) at end of year2011-12-31$201,765
Employer contributions (assets) at beginning of year2011-12-31$187,527
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,239,326
Liabilities. Value of benefit claims payable at end of year2011-12-31$5,200
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MARTIN, HOOD, FRIESE, & ASSOC, LLC
Accountancy firm EIN2011-12-31371119790
2010 : SIKICH LLP EMPLOYEES' 401(K) 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$15,045
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$9,519
Total income from all sources (including contributions)2010-12-31$6,673,595
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$565,754
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$511,502
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,760,375
Value of total assets at end of year2010-12-31$24,616,535
Value of total assets at beginning of year2010-12-31$18,503,168
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$54,252
Total interest from all sources2010-12-31$8,074
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$402,454
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$402,454
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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$2,410,629
Participant contributions at end of year2010-12-31$189,066
Participant contributions at beginning of year2010-12-31$176,907
Participant contributions at end of year2010-12-31$149,753
Participant contributions at beginning of year2010-12-31$115,092
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$845,795
Liabilities. Value of operating payables at end of year2010-12-31$15,045
Liabilities. Value of operating payables at beginning of year2010-12-31$9,519
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$6,107,841
Value of net assets at end of year (total assets less liabilities)2010-12-31$24,601,490
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$18,493,649
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
Investment advisory and management fees2010-12-31$54,252
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$20,719,584
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$15,487,282
Interest on participant loans2010-12-31$8,074
Value of interest in common/collective trusts at end of year2010-12-31$3,370,605
Value of interest in common/collective trusts at beginning of year2010-12-31$2,570,996
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,413,374
Net investment gain or loss from common/collective trusts2010-12-31$89,318
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$503,951
Employer contributions (assets) at end of year2010-12-31$187,527
Employer contributions (assets) at beginning of year2010-12-31$152,891
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$511,502
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MARTIN, HOOD, FRIESE, & ASSOC, LLC
Accountancy firm EIN2010-12-31371119790

Form 5500 Responses for SIKICH LLP EMPLOYEES' 401(K) PLAN

2022: SIKICH LLP EMPLOYEES' 401(K) 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SIKICH LLP EMPLOYEES' 401(K) 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SIKICH LLP EMPLOYEES' 401(K) 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SIKICH LLP EMPLOYEES' 401(K) 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SIKICH LLP EMPLOYEES' 401(K) 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SIKICH LLP EMPLOYEES' 401(K) 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SIKICH LLP EMPLOYEES' 401(K) 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SIKICH LLP EMPLOYEES' 401(K) 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: SIKICH LLP EMPLOYEES' 401(K) 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: SIKICH LLP EMPLOYEES' 401(K) 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: SIKICH LLP EMPLOYEES' 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
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: SIKICH LLP EMPLOYEES' 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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: SIKICH LLP EMPLOYEES' 401(K) 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: SIKICH LLP EMPLOYEES' 401(K) 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

Insurance Providers Used on plan

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number068813
Policy instance 1
Insurance contract or identification number068813
Number of Individuals Covered1967
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number068813
Policy instance 1
Insurance contract or identification number068813
Number of Individuals Covered1666
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number068813
Policy instance 1
Insurance contract or identification number068813
Number of Individuals Covered1406
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number068813
Policy instance 1
Insurance contract or identification number068813
Number of Individuals Covered1473
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number068813
Policy instance 1
Insurance contract or identification number068813
Number of Individuals Covered1227
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number068813
Policy instance 1
Insurance contract or identification number068813
Number of Individuals Covered1162
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker name

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