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SWANSON, MARTIN & BELL, LLP 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameSWANSON, MARTIN & BELL, LLP 401(K) PROFIT SHARING PLAN
Plan identification number 001

SWANSON, MARTIN & BELL, LLP 401(K) PROFIT SHARING PLAN Benefits

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

401k Sponsoring company profile

SWANSON, MARTIN & BELL LLP has sponsored the creation of one or more 401k plans.

Company Name:SWANSON, MARTIN & BELL LLP
Employer identification number (EIN):363825975
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SWANSON, MARTIN & BELL, LLP 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JAY KOEHLER2023-09-26
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01KENNETH BEDNO
0012016-01-01KENNETH BEDNO
0012015-01-01KENNETH BEDNO
0012014-01-01KENNETH BEDNO
0012013-01-01KENNETH BEDNO
0012012-01-01KENNETH E. BEDNO
0012011-01-01RALPH C. SOUDER
0012010-01-01RALPH C. SOUDER
0012009-01-01BRIAN BELL

Plan Statistics for SWANSON, MARTIN & BELL, LLP 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for SWANSON, MARTIN & BELL, LLP 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: SWANSON, MARTIN & BELL, LLP 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01268
Total number of active participants reported on line 7a of the Form 55002022-01-01173
Number of other retired or separated participants entitled to future benefits2022-01-0171
Total of all active and inactive participants2022-01-01244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01245
Number of participants with account balances2022-01-01244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0112
2021: SWANSON, MARTIN & BELL, LLP 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01269
Total number of active participants reported on line 7a of the Form 55002021-01-01183
Number of other retired or separated participants entitled to future benefits2021-01-0178
Total of all active and inactive participants2021-01-01261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01262
Number of participants with account balances2021-01-01262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0118
2020: SWANSON, MARTIN & BELL, LLP 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01262
Total number of active participants reported on line 7a of the Form 55002020-01-01195
Number of retired or separated participants receiving benefits2020-01-0162
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01257
Number of participants with account balances2020-01-01257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0113
2019: SWANSON, MARTIN & BELL, LLP 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01258
Total number of active participants reported on line 7a of the Form 55002019-01-01195
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-0156
Total of all active and inactive participants2019-01-01253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01253
Number of participants with account balances2019-01-01253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0119
2018: SWANSON, MARTIN & BELL, LLP 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01252
Total number of active participants reported on line 7a of the Form 55002018-01-01243
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-0151
Total of all active and inactive participants2018-01-01297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01298
Number of participants with account balances2018-01-01243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-017
2017: SWANSON, MARTIN & BELL, LLP 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01238
Total number of active participants reported on line 7a of the Form 55002017-01-01178
Number of retired or separated participants receiving benefits2017-01-016
Number of other retired or separated participants entitled to future benefits2017-01-0153
Total of all active and inactive participants2017-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01238
Number of participants with account balances2017-01-01236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-016
2016: SWANSON, MARTIN & BELL, LLP 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01240
Total number of active participants reported on line 7a of the Form 55002016-01-01180
Number of retired or separated participants receiving benefits2016-01-014
Number of other retired or separated participants entitled to future benefits2016-01-0151
Total of all active and inactive participants2016-01-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01235
Number of participants with account balances2016-01-01234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-017
2015: SWANSON, MARTIN & BELL, LLP 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01220
Total number of active participants reported on line 7a of the Form 55002015-01-01173
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-0144
Total of all active and inactive participants2015-01-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01220
Number of participants with account balances2015-01-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-019
2014: SWANSON, MARTIN & BELL, LLP 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01219
Total number of active participants reported on line 7a of the Form 55002014-01-01168
Number of retired or separated participants receiving benefits2014-01-014
Number of other retired or separated participants entitled to future benefits2014-01-0139
Total of all active and inactive participants2014-01-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01211
Number of participants with account balances2014-01-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SWANSON, MARTIN & BELL, LLP 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01213
Total number of active participants reported on line 7a of the Form 55002013-01-01155
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0154
Total of all active and inactive participants2013-01-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01209
Number of participants with account balances2013-01-01209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-018
2012: SWANSON, MARTIN & BELL, LLP 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01204
Total number of active participants reported on line 7a of the Form 55002012-01-01146
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0153
Total of all active and inactive participants2012-01-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01200
Number of participants with account balances2012-01-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: SWANSON, MARTIN & BELL, LLP 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01193
Total number of active participants reported on line 7a of the Form 55002011-01-01146
Number of retired or separated participants receiving benefits2011-01-016
Number of other retired or separated participants entitled to future benefits2011-01-0146
Total of all active and inactive participants2011-01-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01198
Number of participants with account balances2011-01-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0111
2010: SWANSON, MARTIN & BELL, LLP 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01188
Total number of active participants reported on line 7a of the Form 55002010-01-01145
Number of retired or separated participants receiving benefits2010-01-0142
Total of all active and inactive participants2010-01-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01187
Number of participants with account balances2010-01-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-015
2009: SWANSON, MARTIN & BELL, LLP 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01182
Total number of active participants reported on line 7a of the Form 55002009-01-01136
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0144
Total of all active and inactive participants2009-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01180
Number of participants with account balances2009-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-017

Financial Data on SWANSON, MARTIN & BELL, LLP 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : SWANSON, MARTIN & BELL, LLP 401(K) PROFIT SHARING PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-18,339,072
Total unrealized appreciation/depreciation of assets2022-12-31$-18,339,072
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$2,325
Total income from all sources (including contributions)2022-12-31$-11,649,441
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$8,541,036
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$8,481,166
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,599,335
Value of total assets at end of year2022-12-31$73,060,515
Value of total assets at beginning of year2022-12-31$93,253,317
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$59,870
Total interest from all sources2022-12-31$8,085
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,082,211
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$3,082,211
Administrative expenses professional fees incurred2022-12-31$59,870
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$1,707,796
Participant contributions at end of year2022-12-31$164,489
Participant contributions at beginning of year2022-12-31$211,774
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$4,473
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-20,190,477
Value of net assets at end of year (total assets less liabilities)2022-12-31$73,060,515
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$93,250,992
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 registered invesment companies (eg mutual funds) at end of year2022-12-31$66,828,778
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$86,260,551
Interest on participant loans2022-12-31$8,085
Value of interest in common/collective trusts at end of year2022-12-31$4,171,203
Value of interest in common/collective trusts at beginning of year2022-12-31$4,865,516
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$4,506
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$95,225
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$95,225
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$1,891,539
Employer contributions (assets) at end of year2022-12-31$1,891,539
Employer contributions (assets) at beginning of year2022-12-31$1,815,778
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$8,481,166
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$2,325
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 name2022-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2022-12-31410746749
2021 : SWANSON, MARTIN & BELL, LLP 401(K) PROFIT SHARING PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$6,837,197
Total unrealized appreciation/depreciation of assets2021-12-31$6,837,197
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$2,325
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$15,987,205
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,345,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,247,196
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,582,123
Value of total assets at end of year2021-12-31$93,253,317
Value of total assets at beginning of year2021-12-31$82,609,212
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$98,229
Total interest from all sources2021-12-31$9,490
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$5,558,395
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$5,558,395
Administrative expenses professional fees incurred2021-12-31$98,229
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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$1,703,797
Participant contributions at end of year2021-12-31$211,774
Participant contributions at beginning of year2021-12-31$209,536
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$62,548
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$4,473
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$403,994
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$10,641,780
Value of net assets at end of year (total assets less liabilities)2021-12-31$93,250,992
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$82,609,212
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 registered invesment companies (eg mutual funds) at end of year2021-12-31$86,260,551
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$75,345,628
Interest on participant loans2021-12-31$9,490
Value of interest in common/collective trusts at end of year2021-12-31$4,865,516
Value of interest in common/collective trusts at beginning of year2021-12-31$4,674,604
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$95,225
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$97,297
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$97,297
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$1,815,778
Employer contributions (assets) at end of year2021-12-31$1,815,778
Employer contributions (assets) at beginning of year2021-12-31$1,878,153
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,247,196
Liabilities. Value of benefit claims payable at end of year2021-12-31$2,325
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 name2021-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2021-12-31410746749
2020 : SWANSON, MARTIN & BELL, LLP 401(K) PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$8,956,276
Total unrealized appreciation/depreciation of assets2020-12-31$8,956,276
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$15,169,960
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,414,627
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,326,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,514,144
Value of total assets at end of year2020-12-31$82,609,212
Value of total assets at beginning of year2020-12-31$68,853,879
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$88,423
Total interest from all sources2020-12-31$8,516
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,691,024
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,691,024
Administrative expenses professional fees incurred2020-12-31$88,423
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$1,635,991
Participant contributions at end of year2020-12-31$209,536
Participant contributions at beginning of year2020-12-31$109,310
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$403,994
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$5,241
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$13,755,333
Value of net assets at end of year (total assets less liabilities)2020-12-31$82,609,212
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$68,853,879
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 registered invesment companies (eg mutual funds) at end of year2020-12-31$75,345,628
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$63,058,383
Interest on participant loans2020-12-31$8,516
Value of interest in common/collective trusts at end of year2020-12-31$4,674,604
Value of interest in common/collective trusts at beginning of year2020-12-31$3,695,343
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$97,297
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$93,349
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$93,349
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$1,878,153
Employer contributions (assets) at end of year2020-12-31$1,878,153
Employer contributions (assets) at beginning of year2020-12-31$1,892,253
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,326,204
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : SWANSON, MARTIN & BELL, LLP 401(K) PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$9,629,758
Total unrealized appreciation/depreciation of assets2019-12-31$9,629,758
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$15,989,567
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,418,929
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,324,208
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,598,842
Value of total assets at end of year2019-12-31$68,853,879
Value of total assets at beginning of year2019-12-31$54,283,241
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$94,721
Total interest from all sources2019-12-31$6,109
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,754,858
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,754,858
Administrative expenses professional fees incurred2019-12-31$94,721
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$1,647,936
Participant contributions at end of year2019-12-31$109,310
Participant contributions at beginning of year2019-12-31$163,186
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$58,653
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$5,241
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$5,953
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$14,570,638
Value of net assets at end of year (total assets less liabilities)2019-12-31$68,853,879
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$54,283,241
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 registered invesment companies (eg mutual funds) at end of year2019-12-31$63,058,383
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$48,723,783
Interest on participant loans2019-12-31$6,034
Value of interest in common/collective trusts at end of year2019-12-31$3,695,343
Value of interest in common/collective trusts at beginning of year2019-12-31$3,485,878
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$93,349
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$88,729
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$88,729
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$75
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$1,892,253
Employer contributions (assets) at end of year2019-12-31$1,892,253
Employer contributions (assets) at beginning of year2019-12-31$1,815,712
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,324,208
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
2018 : SWANSON, MARTIN & BELL, LLP 401(K) PROFIT SHARING PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-9,959,197
Total unrealized appreciation/depreciation of assets2018-12-31$-9,959,197
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$1,140
Total income from all sources (including contributions)2018-12-31$216,018
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,812,339
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,716,918
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,527,574
Value of total assets at end of year2018-12-31$54,283,241
Value of total assets at beginning of year2018-12-31$56,880,702
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$95,421
Total interest from all sources2018-12-31$8,720
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$6,638,921
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$6,638,921
Administrative expenses professional fees incurred2018-12-31$95,421
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$1,584,279
Participant contributions at end of year2018-12-31$163,186
Participant contributions at beginning of year2018-12-31$155,365
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$127,583
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$6,645
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$5,953
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$4,063
Liabilities. Value of operating payables at beginning of year2018-12-31$1,140
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,596,321
Value of net assets at end of year (total assets less liabilities)2018-12-31$54,283,241
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$56,879,562
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 registered invesment companies (eg mutual funds) at end of year2018-12-31$48,723,783
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$51,157,293
Interest on participant loans2018-12-31$7,965
Value of interest in common/collective trusts at end of year2018-12-31$3,485,878
Value of interest in common/collective trusts at beginning of year2018-12-31$3,666,245
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$88,729
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$90,565
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$90,565
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$755
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$1,815,712
Employer contributions (assets) at end of year2018-12-31$1,815,712
Employer contributions (assets) at beginning of year2018-12-31$1,807,171
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,710,273
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 name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : SWANSON, MARTIN & BELL, LLP 401(K) PROFIT SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$4,967,223
Total unrealized appreciation/depreciation of assets2017-12-31$4,967,223
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,140
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$11,355,387
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,031,253
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,924,605
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,321,977
Value of total assets at end of year2017-12-31$56,880,702
Value of total assets at beginning of year2017-12-31$49,555,428
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$106,648
Total interest from all sources2017-12-31$7,856
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$3,058,331
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$3,058,331
Administrative expenses professional fees incurred2017-12-31$106,648
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$1,509,460
Participant contributions at end of year2017-12-31$155,365
Participant contributions at beginning of year2017-12-31$174,843
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$5,346
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$4,063
Liabilities. Value of operating payables at end of year2017-12-31$1,140
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$7,324,134
Value of net assets at end of year (total assets less liabilities)2017-12-31$56,879,562
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$49,555,428
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 registered invesment companies (eg mutual funds) at end of year2017-12-31$51,157,293
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$43,294,457
Income. Interest from loans (other than to participants)2017-12-31$7,271
Value of interest in common/collective trusts at end of year2017-12-31$3,666,245
Value of interest in common/collective trusts at beginning of year2017-12-31$4,216,585
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$90,565
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$85,737
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$85,737
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$585
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$1,807,171
Employer contributions (assets) at end of year2017-12-31$1,807,171
Employer contributions (assets) at beginning of year2017-12-31$1,783,806
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,924,605
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 name2017-12-31CLIFTONLARSONALLEN
Accountancy firm EIN2017-12-31410746749
2016 : SWANSON, MARTIN & BELL, LLP 401(K) PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$2,318,072
Total unrealized appreciation/depreciation of assets2016-12-31$2,318,072
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$7,399,833
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$355,534
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$280,084
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,469,884
Value of total assets at end of year2016-12-31$49,555,428
Value of total assets at beginning of year2016-12-31$42,511,129
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$75,450
Total interest from all sources2016-12-31$8,028
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,603,849
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$1,603,849
Administrative expenses professional fees incurred2016-12-31$75,450
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$1,425,269
Participant contributions at end of year2016-12-31$174,843
Participant contributions at beginning of year2016-12-31$142,177
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$260,809
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$7,044,299
Value of net assets at end of year (total assets less liabilities)2016-12-31$49,555,428
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$42,511,129
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 end of year2016-12-31$43,294,457
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$37,066,321
Interest on participant loans2016-12-31$6,121
Interest earned on other investments2016-12-31$1,451
Value of interest in common/collective trusts at end of year2016-12-31$4,216,585
Value of interest in common/collective trusts at beginning of year2016-12-31$3,556,620
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$85,737
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$107,986
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$107,986
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$456
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$1,783,806
Employer contributions (assets) at end of year2016-12-31$1,783,806
Employer contributions (assets) at beginning of year2016-12-31$1,638,025
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$280,084
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CLIFTONLARSENALLEN
Accountancy firm EIN2016-12-31410746749
2015 : SWANSON, MARTIN & BELL, LLP 401(K) PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-2,328,973
Total unrealized appreciation/depreciation of assets2015-12-31$-2,328,973
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$3,333,006
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,602,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,535,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,473,400
Value of total assets at end of year2015-12-31$42,511,129
Value of total assets at beginning of year2015-12-31$40,780,515
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$67,035
Total interest from all sources2015-12-31$8,546
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,180,033
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$2,180,033
Administrative expenses professional fees incurred2015-12-31$67,035
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 period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,269,162
Participant contributions at end of year2015-12-31$142,177
Participant contributions at beginning of year2015-12-31$146,512
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$566,213
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$4,960
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,730,614
Value of net assets at end of year (total assets less liabilities)2015-12-31$42,511,129
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$40,780,515
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$37,066,321
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$35,519,491
Interest on participant loans2015-12-31$6,566
Value of interest in common/collective trusts at end of year2015-12-31$3,556,620
Value of interest in common/collective trusts at beginning of year2015-12-31$3,442,905
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$107,986
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$80,869
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$80,869
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1,980
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,638,025
Employer contributions (assets) at end of year2015-12-31$1,638,025
Employer contributions (assets) at beginning of year2015-12-31$1,585,778
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,535,357
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 name2015-12-31CLIFTONLARSENALLEN
Accountancy firm EIN2015-12-31410746749
2014 : SWANSON, MARTIN & BELL, LLP 401(K) PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$176,507
Total unrealized appreciation/depreciation of assets2014-12-31$176,507
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$5,528,996
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,336,555
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,257,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,930,500
Value of total assets at end of year2014-12-31$40,780,515
Value of total assets at beginning of year2014-12-31$36,588,074
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$79,055
Total interest from all sources2014-12-31$10,138
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,411,851
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$2,411,851
Administrative expenses professional fees incurred2014-12-31$79,055
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 period2014-12-31Yes
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$1,253,901
Participant contributions at end of year2014-12-31$146,512
Participant contributions at beginning of year2014-12-31$86,974
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$90,821
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$4,960
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$3,048
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$4,192,441
Value of net assets at end of year (total assets less liabilities)2014-12-31$40,780,515
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$36,588,074
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$35,519,491
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$32,363,329
Interest on participant loans2014-12-31$4,337
Value of interest in common/collective trusts at end of year2014-12-31$3,442,905
Value of interest in common/collective trusts at beginning of year2014-12-31$2,630,341
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$80,869
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$72,891
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$72,891
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$5,801
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,585,778
Employer contributions (assets) at end of year2014-12-31$1,585,778
Employer contributions (assets) at beginning of year2014-12-31$1,431,491
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,257,500
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
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 name2014-12-31CLIFTON LARSON ALLEN
Accountancy firm EIN2014-12-31410746749
2013 : SWANSON, MARTIN & BELL, LLP 401(K) PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$4,101,374
Total unrealized appreciation/depreciation of assets2013-12-31$4,101,374
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$8,705,323
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$470,933
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$384,917
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,620,885
Value of total assets at end of year2013-12-31$36,588,074
Value of total assets at beginning of year2013-12-31$28,353,684
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$86,016
Total interest from all sources2013-12-31$3,037
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,980,027
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$1,980,027
Administrative expenses professional fees incurred2013-12-31$86,016
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 period2013-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,170,155
Participant contributions at end of year2013-12-31$86,974
Participant contributions at beginning of year2013-12-31$47,783
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$19,239
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$3,048
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$5,368
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$8,234,390
Value of net assets at end of year (total assets less liabilities)2013-12-31$36,588,074
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$28,353,684
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$32,363,329
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$24,094,239
Interest on participant loans2013-12-31$2,830
Value of interest in common/collective trusts at end of year2013-12-31$2,630,341
Value of interest in common/collective trusts at beginning of year2013-12-31$2,832,946
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$72,891
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$60,912
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$60,912
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$207
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,431,491
Employer contributions (assets) at end of year2013-12-31$1,431,491
Employer contributions (assets) at beginning of year2013-12-31$1,312,436
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$384,917
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
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 name2013-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2013-12-31410746749
2012 : SWANSON, MARTIN & BELL, LLP 401(K) PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$2,208,815
Total unrealized appreciation/depreciation of assets2012-12-31$2,208,815
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$5,754,240
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,481,407
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,410,631
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,404,095
Value of total assets at end of year2012-12-31$28,353,684
Value of total assets at beginning of year2012-12-31$25,080,851
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$70,776
Total interest from all sources2012-12-31$2,337
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,138,993
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$1,138,993
Administrative expenses professional fees incurred2012-12-31$70,776
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 period2012-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,084,230
Participant contributions at end of year2012-12-31$47,783
Participant contributions at beginning of year2012-12-31$49,030
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$7,429
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$5,368
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$6,818
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$3,272,833
Value of net assets at end of year (total assets less liabilities)2012-12-31$28,353,684
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$25,080,851
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$24,094,239
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$21,886,059
Interest on participant loans2012-12-31$2,044
Value of interest in common/collective trusts at end of year2012-12-31$2,832,946
Value of interest in common/collective trusts at beginning of year2012-12-31$1,793,014
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$60,912
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$60,879
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$60,879
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$293
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$1,312,436
Employer contributions (assets) at end of year2012-12-31$1,312,436
Employer contributions (assets) at beginning of year2012-12-31$1,285,051
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,410,631
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
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 name2012-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2012-12-31410746749
2011 : SWANSON, MARTIN & BELL, LLP 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,568,370
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$336,511
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$268,773
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,446,343
Value of total assets at end of year2011-12-31$25,080,851
Value of total assets at beginning of year2011-12-31$23,848,992
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$67,738
Total interest from all sources2011-12-31$1,860
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$559,274
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$559,274
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$460,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
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$1,080,147
Participant contributions at end of year2011-12-31$49,030
Participant contributions at beginning of year2011-12-31$42,398
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$81,145
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$6,818
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$7,073
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$1,231,859
Value of net assets at end of year (total assets less liabilities)2011-12-31$25,080,851
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$23,848,992
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$21,886,059
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$22,433,360
Interest on participant loans2011-12-31$1,860
Value of interest in common/collective trusts at end of year2011-12-31$1,793,014
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$60,879
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$64,345
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$64,345
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,470,446
Net investment gain or loss from common/collective trusts2011-12-31$31,339
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$1,285,051
Employer contributions (assets) at end of year2011-12-31$1,285,051
Employer contributions (assets) at beginning of year2011-12-31$1,301,816
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$268,773
Contract administrator fees2011-12-31$67,738
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
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 name2011-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2011-12-31410746749
2010 : SWANSON, MARTIN & BELL, LLP 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$6,135,087
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$336,088
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$277,634
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,585,880
Value of total assets at end of year2010-12-31$23,848,992
Value of total assets at beginning of year2010-12-31$18,049,993
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$58,454
Total interest from all sources2010-12-31$3,876
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$446,731
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$446,731
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$460,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
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$1,011,399
Participant contributions at end of year2010-12-31$42,398
Participant contributions at beginning of year2010-12-31$25,803
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,272,665
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$7,073
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$5,798,999
Value of net assets at end of year (total assets less liabilities)2010-12-31$23,848,992
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$18,049,993
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$22,433,360
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$16,711,715
Interest on participant loans2010-12-31$1,511
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$64,345
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$60,190
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$60,190
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$2,365
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,098,600
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$1,301,816
Employer contributions (assets) at end of year2010-12-31$1,301,816
Employer contributions (assets) at beginning of year2010-12-31$1,252,285
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$277,634
Contract administrator fees2010-12-31$58,454
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
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 name2010-12-31CLIFTON GUNDERSON LLP
Accountancy firm EIN2010-12-31370802863
2009 : SWANSON, MARTIN & BELL, LLP 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SWANSON, MARTIN & BELL, LLP 401(K) PROFIT SHARING PLAN

2022: SWANSON, MARTIN & BELL, LLP 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SWANSON, MARTIN & BELL, LLP 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SWANSON, MARTIN & BELL, LLP 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SWANSON, MARTIN & BELL, LLP 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SWANSON, MARTIN & BELL, LLP 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SWANSON, MARTIN & BELL, LLP 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SWANSON, MARTIN & BELL, LLP 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SWANSON, MARTIN & BELL, LLP 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SWANSON, MARTIN & BELL, LLP 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SWANSON, MARTIN & BELL, LLP 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SWANSON, MARTIN & BELL, LLP 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SWANSON, MARTIN & BELL, LLP 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SWANSON, MARTIN & BELL, LLP 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SWANSON, MARTIN & BELL, LLP 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

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