MECKLER, BULGER, TILSON ET AL has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MECKLER BULGER TILSON MARICK & PEARSON LLP PARTNER & STAFF SAVINGS PLAN
401k plan membership statisitcs for MECKLER BULGER TILSON MARICK & PEARSON LLP PARTNER & STAFF SAVINGS PLAN
Measure | Date | Value |
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2014 : MECKLER BULGER TILSON MARICK & PEARSON LLP PARTNER & STAFF SAVINGS PLAN 2014 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $3,582,545 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $3,631,590 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $3,582,863 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,878,203 |
Value of total assets at end of year | 2014-12-31 | $30,259,464 |
Value of total assets at beginning of year | 2014-12-31 | $30,308,509 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $48,727 |
Total interest from all sources | 2014-12-31 | $15,318 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $1,769,388 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $1,769,388 |
Administrative expenses professional fees incurred | 2014-12-31 | $5,000 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $452,609 |
Participant contributions at end of year | 2014-12-31 | $415,411 |
Participant contributions at beginning of year | 2014-12-31 | $403,150 |
Participant contributions at end of year | 2014-12-31 | $130,964 |
Participant contributions at beginning of year | 2014-12-31 | $142,850 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $94,526 |
Administrative expenses (other) incurred | 2014-12-31 | $440 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $-49,045 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $30,259,464 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $30,308,509 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $40,702 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $24,625,939 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $24,728,963 |
Interest on participant loans | 2014-12-31 | $15,318 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $3,734,545 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $3,249,571 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $21,537 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $371,147 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $371,147 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $-80,364 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $1,331,068 |
Employer contributions (assets) at end of year | 2014-12-31 | $1,331,068 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $1,412,828 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $3,582,863 |
Contract administrator fees | 2014-12-31 | $2,585 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | OSTROW REISIN BERK & ABRAMS, LTD |
Accountancy firm EIN | 2014-12-31 | 362938874 |
2013 : MECKLER BULGER TILSON MARICK & PEARSON LLP PARTNER & STAFF SAVINGS PLAN 2013 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total transfer of assets to this plan | 2013-12-31 | $436,846 |
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 | $6,952,487 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $7,051,835 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $6,983,863 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,920,021 |
Value of total assets at end of year | 2013-12-31 | $30,308,509 |
Value of total assets at beginning of year | 2013-12-31 | $29,971,011 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $67,972 |
Total interest from all sources | 2013-12-31 | $32,124 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $1,616,035 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $1,616,035 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $504,198 |
Participant contributions at end of year | 2013-12-31 | $403,150 |
Participant contributions at beginning of year | 2013-12-31 | $502,320 |
Participant contributions at end of year | 2013-12-31 | $142,850 |
Participant contributions at beginning of year | 2013-12-31 | $103,200 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $46,850 |
Administrative expenses (other) incurred | 2013-12-31 | $67,972 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $-99,348 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $30,308,509 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $29,971,011 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $24,728,963 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $21,931,813 |
Interest on participant loans | 2013-12-31 | $17,285 |
Interest earned on other investments | 2013-12-31 | $14,741 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $3,249,571 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $3,127,706 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $371,147 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $2,523,964 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $2,523,964 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $98 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $3,350,592 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $33,715 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $1,368,973 |
Employer contributions (assets) at end of year | 2013-12-31 | $1,412,828 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $1,782,008 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $6,983,863 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | OSTROW REISIN BERK & ABRAMS, LTD. |
Accountancy firm EIN | 2013-12-31 | 362938874 |
2012 : MECKLER BULGER TILSON MARICK & PEARSON LLP PARTNER & STAFF SAVINGS PLAN 2012 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
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 | $6,974,253 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $493,575 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $442,987 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $4,201,398 |
Value of total assets at end of year | 2012-12-31 | $29,971,011 |
Value of total assets at beginning of year | 2012-12-31 | $23,490,333 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $50,588 |
Total interest from all sources | 2012-12-31 | $23,358 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $534,774 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $534,774 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $442,987 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $602,025 |
Participant contributions at end of year | 2012-12-31 | $502,320 |
Participant contributions at beginning of year | 2012-12-31 | $615,892 |
Participant contributions at end of year | 2012-12-31 | $103,200 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $6,480,678 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $29,971,011 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $23,490,333 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $50,588 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $21,931,813 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $18,823,857 |
Interest on participant loans | 2012-12-31 | $22,245 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $3,127,706 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $2,744,937 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $2,523,964 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $1,305,647 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $1,305,647 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $1,113 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $2,172,773 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $41,950 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $3,599,373 |
Employer contributions (assets) at end of year | 2012-12-31 | $1,782,008 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $442,987 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | WELTMAN BERNFIELD LLC |
Accountancy firm EIN | 2012-12-31 | 364119553 |