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JAFFE, RAITT, HEUER & WEISS, PROFESSIONAL CORPORATION RETIREMENT PLAN 401k Plan overview

Plan NameJAFFE, RAITT, HEUER & WEISS, PROFESSIONAL CORPORATION RETIREMENT PLAN
Plan identification number 001

JAFFE, RAITT, HEUER & WEISS, PROFESSIONAL CORPORATION RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

JAFFE, RAITT, HEUER & WEISS, PROFESSIONAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:JAFFE, RAITT, HEUER & WEISS, PROFESSIONAL CORPORATION
Employer identification number (EIN):381915036
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAFFE, RAITT, HEUER & WEISS, PROFESSIONAL CORPORATION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JOEL S GOLDEN
0012016-01-01JOEL S GOLDEN
0012015-01-01JOEL GOLDEN
0012014-02-01JOEL GOLDEN
0012013-02-01JOEL GOLDEN
0012012-02-01JOEL GOLDEN
0012011-02-01JOEL GOLDEN
0012009-02-01JOEL GOLDEN

Plan Statistics for JAFFE, RAITT, HEUER & WEISS, PROFESSIONAL CORPORATION RETIREMENT PLAN

401k plan membership statisitcs for JAFFE, RAITT, HEUER & WEISS, PROFESSIONAL CORPORATION RETIREMENT PLAN

Measure Date Value
2022: JAFFE, RAITT, HEUER & WEISS, PROFESSIONAL CORPORATION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01252
Total number of active participants reported on line 7a of the Form 55002022-01-01197
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0154
Total of all active and inactive participants2022-01-01251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01252
Number of participants with account balances2022-01-01240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-014
2021: JAFFE, RAITT, HEUER & WEISS, PROFESSIONAL CORPORATION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01232
Total number of active participants reported on line 7a of the Form 55002021-01-01162
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0150
Total of all active and inactive participants2021-01-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01214
Number of participants with account balances2021-01-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: JAFFE, RAITT, HEUER & WEISS, PROFESSIONAL CORPORATION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01237
Total number of active participants reported on line 7a of the Form 55002020-01-01175
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0157
Total of all active and inactive participants2020-01-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01234
Number of participants with account balances2020-01-01228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: JAFFE, RAITT, HEUER & WEISS, PROFESSIONAL CORPORATION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01219
Total number of active participants reported on line 7a of the Form 55002019-01-01186
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0138
Total of all active and inactive participants2019-01-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01226
Number of participants with account balances2019-01-01214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: JAFFE, RAITT, HEUER & WEISS, PROFESSIONAL CORPORATION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01218
Total number of active participants reported on line 7a of the Form 55002018-01-01179
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0137
Total of all active and inactive participants2018-01-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01217
Number of participants with account balances2018-01-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0110
2017: JAFFE, RAITT, HEUER & WEISS, PROFESSIONAL CORPORATION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01221
Total number of active participants reported on line 7a of the Form 55002017-01-01188
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0128
Total of all active and inactive participants2017-01-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01217
Number of participants with account balances2017-01-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: JAFFE, RAITT, HEUER & WEISS, PROFESSIONAL CORPORATION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01234
Total number of active participants reported on line 7a of the Form 55002016-01-01180
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0139
Total of all active and inactive participants2016-01-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01220
Number of participants with account balances2016-01-01215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: JAFFE, RAITT, HEUER & WEISS, PROFESSIONAL CORPORATION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01216
Total number of active participants reported on line 7a of the Form 55002015-01-01204
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0126
Total of all active and inactive participants2015-01-01230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01230
Number of participants with account balances2015-01-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: JAFFE, RAITT, HEUER & WEISS, PROFESSIONAL CORPORATION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-02-01213
Total number of active participants reported on line 7a of the Form 55002014-02-01178
Number of other retired or separated participants entitled to future benefits2014-02-0135
Total of all active and inactive participants2014-02-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-02-010
Total participants2014-02-01213
Number of participants with account balances2014-02-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-02-011
2013: JAFFE, RAITT, HEUER & WEISS, PROFESSIONAL CORPORATION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-02-01206
Total number of active participants reported on line 7a of the Form 55002013-02-01176
Number of retired or separated participants receiving benefits2013-02-010
Number of other retired or separated participants entitled to future benefits2013-02-0134
Total of all active and inactive participants2013-02-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-02-010
Total participants2013-02-01210
Number of participants with account balances2013-02-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-02-011
2012: JAFFE, RAITT, HEUER & WEISS, PROFESSIONAL CORPORATION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-02-01209
Total number of active participants reported on line 7a of the Form 55002012-02-01165
Number of retired or separated participants receiving benefits2012-02-010
Number of other retired or separated participants entitled to future benefits2012-02-0139
Total of all active and inactive participants2012-02-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-02-010
Total participants2012-02-01204
Number of participants with account balances2012-02-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-02-013
2011: JAFFE, RAITT, HEUER & WEISS, PROFESSIONAL CORPORATION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-02-01219
Total number of active participants reported on line 7a of the Form 55002011-02-01167
Number of retired or separated participants receiving benefits2011-02-010
Number of other retired or separated participants entitled to future benefits2011-02-0136
Total of all active and inactive participants2011-02-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-02-010
Total participants2011-02-01203
Number of participants with account balances2011-02-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-02-014
2009: JAFFE, RAITT, HEUER & WEISS, PROFESSIONAL CORPORATION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-02-01218
Total number of active participants reported on line 7a of the Form 55002009-02-01176
Number of retired or separated participants receiving benefits2009-02-010
Number of other retired or separated participants entitled to future benefits2009-02-0142
Total of all active and inactive participants2009-02-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-02-010
Total participants2009-02-01218
Number of participants with account balances2009-02-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-02-010

Financial Data on JAFFE, RAITT, HEUER & WEISS, PROFESSIONAL CORPORATION RETIREMENT PLAN

Measure Date Value
2022 : JAFFE, RAITT, HEUER & WEISS, PROFESSIONAL CORPORATION RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-10,779,804
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$5,655,384
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,550,099
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,783,910
Value of total assets at end of year2022-12-31$117,159,718
Value of total assets at beginning of year2022-12-31$133,594,906
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$105,285
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$441,591
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$441,591
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$3,027,745
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$483,909
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-16,435,188
Value of net assets at end of year (total assets less liabilities)2022-12-31$117,159,718
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$133,594,906
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$12,902,402
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$13,278,752
Value of interest in common/collective trusts at end of year2022-12-31$101,466,768
Value of interest in common/collective trusts at beginning of year2022-12-31$117,767,255
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,035,087
Net investment gain or loss from common/collective trusts2022-12-31$-15,970,218
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$3,272,256
Employer contributions (assets) at end of year2022-12-31$2,790,548
Employer contributions (assets) at beginning of year2022-12-31$2,548,899
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,550,099
Contract administrator fees2022-12-31$105,285
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 name2022-12-31BERGER, GHERSI & LADUKE PLC
Accountancy firm EIN2022-12-31382517534
2021 : JAFFE, RAITT, HEUER & WEISS, PROFESSIONAL CORPORATION RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$21,701,916
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$8,546,923
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$8,426,124
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$6,130,236
Value of total assets at end of year2021-12-31$133,594,906
Value of total assets at beginning of year2021-12-31$120,439,913
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$120,799
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$282,805
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$282,805
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
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$2,519,759
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$660,436
Other income not declared elsewhere2021-12-31$3,387
Administrative expenses (other) incurred2021-12-31$35,362
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$13,154,993
Value of net assets at end of year (total assets less liabilities)2021-12-31$133,594,906
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$120,439,913
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$13,278,752
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$10,392,459
Value of interest in common/collective trusts at end of year2021-12-31$117,767,255
Value of interest in common/collective trusts at beginning of year2021-12-31$107,636,964
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$997,936
Net investment gain or loss from common/collective trusts2021-12-31$14,287,552
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,950,041
Employer contributions (assets) at end of year2021-12-31$2,548,899
Employer contributions (assets) at beginning of year2021-12-31$2,410,490
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$8,426,124
Contract administrator fees2021-12-31$85,437
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
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 name2021-12-31BERGER, GHERSI & LADUKE, PLC
Accountancy firm EIN2021-12-31382517534
2020 : JAFFE, RAITT, HEUER & WEISS, PROFESSIONAL CORPORATION RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$15,932,195
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,635,958
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,521,177
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,365,301
Value of total assets at end of year2020-12-31$120,439,913
Value of total assets at beginning of year2020-12-31$108,143,676
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$114,781
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$164,307
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$164,307
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
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
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$2,555,257
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$8,264
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$399
Administrative expenses (other) incurred2020-12-31$114,781
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$12,296,237
Value of net assets at end of year (total assets less liabilities)2020-12-31$120,439,913
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$108,143,676
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$10,392,459
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$9,850,767
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$107,636,964
Value of interest in common/collective trusts at beginning of year2020-12-31$95,943,717
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$888,003
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$9,514,185
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,801,780
Employer contributions (assets) at end of year2020-12-31$2,410,490
Employer contributions (assets) at beginning of year2020-12-31$2,349,192
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,521,177
Contract administrator fees2020-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
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
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BERGER, GHERSI & LADUKE, PLC
Accountancy firm EIN2020-12-31382517534
2019 : JAFFE, RAITT, HEUER & WEISS, PROFESSIONAL CORPORATION RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$23,053,414
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,409,833
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,295,045
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$7,083,073
Value of total assets at end of year2019-12-31$108,143,676
Value of total assets at beginning of year2019-12-31$88,500,095
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$114,788
Total interest from all sources2019-12-31$248,117
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
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$2,387,632
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,977,455
Other income not declared elsewhere2019-12-31$-632
Administrative expenses (other) incurred2019-12-31$114,788
Total non interest bearing cash at end of year2019-12-31$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$19,643,581
Value of net assets at end of year (total assets less liabilities)2019-12-31$108,143,676
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$88,500,095
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$9,850,767
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,692,528
Income. Interest from corporate debt instruments2019-12-31$248,117
Value of interest in common/collective trusts at end of year2019-12-31$95,943,717
Value of interest in common/collective trusts at beginning of year2019-12-31$76,454,809
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,106,738
Net investment gain or loss from common/collective trusts2019-12-31$13,616,118
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$2,717,986
Employer contributions (assets) at end of year2019-12-31$2,349,192
Employer contributions (assets) at beginning of year2019-12-31$2,352,758
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,295,045
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
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 name2019-12-31BERGER, GHERSI & LADUKE PLC
Accountancy firm EIN2019-12-31382517534
2018 : JAFFE, RAITT, HEUER & WEISS, PROFESSIONAL CORPORATION RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$641,534
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,974,997
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,841,560
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,501,272
Value of total assets at end of year2018-12-31$88,500,095
Value of total assets at beginning of year2018-12-31$90,833,558
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$133,437
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$292,584
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$292,584
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
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$2,305,715
Participant contributions at beginning of year2018-12-31$710,053
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$475,413
Other income not declared elsewhere2018-12-31$87,028
Administrative expenses (other) incurred2018-12-31$133,437
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,333,463
Value of net assets at end of year (total assets less liabilities)2018-12-31$88,500,095
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$90,833,558
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$9,692,528
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$11,567,713
Value of interest in common/collective trusts at end of year2018-12-31$76,454,809
Value of interest in common/collective trusts at beginning of year2018-12-31$75,965,413
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,170,524
Net investment gain or loss from common/collective trusts2018-12-31$-4,068,826
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$2,720,144
Employer contributions (assets) at end of year2018-12-31$2,352,758
Employer contributions (assets) at beginning of year2018-12-31$2,590,379
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,841,560
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
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 name2018-12-31BERGER, GHERSI & LADUKE PLC
Accountancy firm EIN2018-12-31382517534
2017 : JAFFE, RAITT, HEUER & WEISS, PROFESSIONAL CORPORATION RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$16,193,272
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$6,857,188
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,734,578
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,031,067
Value of total assets at end of year2017-12-31$90,833,558
Value of total assets at beginning of year2017-12-31$81,497,474
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$122,610
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$294,367
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$294,367
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 period2017-12-31Yes
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$2,266,203
Participant contributions at end of year2017-12-31$710,053
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$28,880
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$29,213
Administrative expenses (other) incurred2017-12-31$122,610
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$9,336,084
Value of net assets at end of year (total assets less liabilities)2017-12-31$90,833,558
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$81,497,474
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$11,567,713
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$15,613,900
Value of interest in common/collective trusts at end of year2017-12-31$75,965,413
Value of interest in common/collective trusts at beginning of year2017-12-31$63,586,433
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,834,799
Net investment gain or loss from common/collective trusts2017-12-31$9,033,039
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$2,735,984
Employer contributions (assets) at end of year2017-12-31$2,590,379
Employer contributions (assets) at beginning of year2017-12-31$2,267,928
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$6,734,578
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
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 name2017-12-31BERGER, GHERSI, & LADUKE PLC
Accountancy firm EIN2017-12-31382517534
2016 : JAFFE, RAITT, HEUER & WEISS, PROFESSIONAL CORPORATION RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$10,437,823
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,116,729
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,005,478
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,818,269
Value of total assets at end of year2016-12-31$81,497,474
Value of total assets at beginning of year2016-12-31$73,176,380
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$111,251
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$254,283
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
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$2,201,073
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$16,208
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$29,213
Administrative expenses (other) incurred2016-12-31$111,251
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$8,321,094
Value of net assets at end of year (total assets less liabilities)2016-12-31$81,497,474
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$73,176,380
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$15,613,900
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$17,931,601
Value of interest in common/collective trusts at end of year2016-12-31$63,586,433
Value of interest in common/collective trusts at beginning of year2016-12-31$53,029,762
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$809,488
Net investment gain or loss from common/collective trusts2016-12-31$4,555,783
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$2,600,988
Employer contributions (assets) at end of year2016-12-31$2,267,928
Employer contributions (assets) at beginning of year2016-12-31$2,215,017
Income. Dividends from common stock2016-12-31$254,283
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,005,478
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 name2016-12-31BERGER, GHERSI & LADUKE PLC
Accountancy firm EIN2016-12-31382517534
2015 : JAFFE, RAITT, HEUER & WEISS, PROFESSIONAL CORPORATION RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$3,789,156
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,697,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,590,917
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,626,598
Value of total assets at end of year2015-12-31$73,176,380
Value of total assets at beginning of year2015-12-31$71,085,108
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$106,967
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$371,726
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$371,726
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$2,059,301
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$14,000
Other income not declared elsewhere2015-12-31$106,969
Administrative expenses (other) incurred2015-12-31$106,967
Total non interest bearing cash at beginning of year2015-12-31$58
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$2,091,272
Value of net assets at end of year (total assets less liabilities)2015-12-31$73,176,380
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$71,085,108
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$17,931,601
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$17,137,480
Interest on participant loans2015-12-31$0
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$0
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$53,029,762
Value of interest in common/collective trusts at beginning of year2015-12-31$51,952,613
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-449,865
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$-866,272
Net gain/loss from 103.12 investment entities2015-12-31$0
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$2,553,297
Employer contributions (assets) at end of year2015-12-31$2,215,017
Employer contributions (assets) at beginning of year2015-12-31$1,994,957
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,590,917
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
Aggregate proceeds on sale of assets2015-12-31$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
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 name2015-12-31BERGER, GHERSI & LADUKE PLC
Accountancy firm EIN2015-12-31382517534
2014 : JAFFE, RAITT, HEUER & WEISS, PROFESSIONAL CORPORATION RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$8,466,650
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$717,281
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$653,825
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,347,899
Value of total assets at end of year2014-12-31$71,085,108
Value of total assets at beginning of year2014-12-31$63,335,739
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$63,456
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$323,252
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$323,252
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,022,559
Participant contributions at beginning of year2014-12-31$797,674
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$158,178
Other income not declared elsewhere2014-12-31$64,133
Administrative expenses (other) incurred2014-12-31$63,456
Total non interest bearing cash at end of year2014-12-31$58
Total non interest bearing cash at beginning of year2014-12-31$50,969
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$7,749,369
Value of net assets at end of year (total assets less liabilities)2014-12-31$71,085,108
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$63,335,739
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$17,137,480
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$15,163,313
Value of interest in common/collective trusts at end of year2014-12-31$51,952,613
Value of interest in common/collective trusts at beginning of year2014-12-31$44,973,937
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,420,125
Net investment gain or loss from common/collective trusts2014-12-31$3,311,241
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$2,167,162
Employer contributions (assets) at end of year2014-12-31$1,994,957
Employer contributions (assets) at beginning of year2014-12-31$2,349,846
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$653,825
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 name2014-12-31BERGER, GHERSI & LADUKE PLC
Accountancy firm EIN2014-12-31382517534
Total unrealized appreciation/depreciation of assets2014-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-01-31$0
Total income from all sources (including contributions)2014-01-31$9,984,534
Total loss/gain on sale of assets2014-01-31$0
Total of all expenses incurred2014-01-31$1,313,986
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-01-31$1,296,390
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-01-31$4,491,392
Value of total assets at end of year2014-01-31$63,335,739
Value of total assets at beginning of year2014-01-31$54,665,191
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-01-31$17,596
Total interest from all sources2014-01-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-01-31$295,660
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-01-31$295,660
Was this plan covered by a fidelity bond2014-01-31Yes
Value of fidelity bond cover2014-01-31$500,000
If this is an individual account plan, was there a blackout period2014-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-01-31$0
Were there any nonexempt tranactions with any party-in-interest2014-01-31No
Contributions received from participants2014-01-31$1,909,654
Participant contributions at end of year2014-01-31$797,674
Participant contributions at beginning of year2014-01-31$807,278
Income. Received or receivable in cash from other sources (including rollovers)2014-01-31$124,969
Other income not declared elsewhere2014-01-31$18,149
Administrative expenses (other) incurred2014-01-31$17,596
Total non interest bearing cash at end of year2014-01-31$50,969
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-01-31No
Value of net income/loss2014-01-31$8,670,548
Value of net assets at end of year (total assets less liabilities)2014-01-31$63,335,739
Value of net assets at beginning of year (total assets less liabilities)2014-01-31$54,665,191
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-01-31No
Were any leases to which the plan was party in default or uncollectible2014-01-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-01-31$15,163,313
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-01-31$16,674,532
Value of interest in common/collective trusts at end of year2014-01-31$44,973,937
Value of interest in common/collective trusts at beginning of year2014-01-31$34,941,708
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-01-31$1,211,755
Net investment gain or loss from common/collective trusts2014-01-31$3,967,578
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-01-31No
Was there a failure to transmit to the plan any participant contributions2014-01-31No
Has the plan failed to provide any benefit when due under the plan2014-01-31No
Contributions received in cash from employer2014-01-31$2,456,769
Employer contributions (assets) at end of year2014-01-31$2,349,846
Employer contributions (assets) at beginning of year2014-01-31$2,241,673
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-01-31$1,296,390
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-01-31No
Did the plan have assets held for investment2014-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-01-31Yes
Opinion of an independent qualified public accountant for this plan2014-01-31Disclaimer
Accountancy firm name2014-01-31BERGER, GHERSI & LADUKE PLC
Accountancy firm EIN2014-01-31382517534
2013 : JAFFE, RAITT, HEUER & WEISS, PROFESSIONAL CORPORATION RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-01-31$0
Total income from all sources (including contributions)2013-01-31$9,518,251
Total loss/gain on sale of assets2013-01-31$0
Total of all expenses incurred2013-01-31$834,548
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-01-31$825,918
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-01-31$4,145,062
Value of total assets at end of year2013-01-31$54,665,191
Value of total assets at beginning of year2013-01-31$45,981,488
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-01-31$8,630
Total interest from all sources2013-01-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-01-31$206,284
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-01-31$206,284
Was this plan covered by a fidelity bond2013-01-31Yes
Value of fidelity bond cover2013-01-31$500,000
If this is an individual account plan, was there a blackout period2013-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-01-31$0
Were there any nonexempt tranactions with any party-in-interest2013-01-31No
Contributions received from participants2013-01-31$1,807,326
Participant contributions at end of year2013-01-31$807,278
Participant contributions at beginning of year2013-01-31$740,707
Other income not declared elsewhere2013-01-31$8,630
Administrative expenses (other) incurred2013-01-31$8,630
Total non interest bearing cash at beginning of year2013-01-31$248,985
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-01-31No
Value of net income/loss2013-01-31$8,683,703
Value of net assets at end of year (total assets less liabilities)2013-01-31$54,665,191
Value of net assets at beginning of year (total assets less liabilities)2013-01-31$45,981,488
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-01-31No
Were any leases to which the plan was party in default or uncollectible2013-01-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-01-31$16,674,532
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-01-31$15,548,625
Value of interest in common/collective trusts at end of year2013-01-31$34,941,708
Value of interest in common/collective trusts at beginning of year2013-01-31$27,305,890
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-01-31$1,695,387
Net investment gain or loss from common/collective trusts2013-01-31$3,462,888
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-01-31No
Was there a failure to transmit to the plan any participant contributions2013-01-31No
Has the plan failed to provide any benefit when due under the plan2013-01-31No
Contributions received in cash from employer2013-01-31$2,337,736
Employer contributions (assets) at end of year2013-01-31$2,241,673
Employer contributions (assets) at beginning of year2013-01-31$2,137,281
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-01-31$825,918
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-01-31No
Did the plan have assets held for investment2013-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-01-31Yes
Opinion of an independent qualified public accountant for this plan2013-01-31Disclaimer
Accountancy firm name2013-01-31BERGER, GHERSI & LADUKE PLC
Accountancy firm EIN2013-01-31382517534
2012 : JAFFE, RAITT, HEUER & WEISS, PROFESSIONAL CORPORATION RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-01-31$0
Total income from all sources (including contributions)2012-01-31$4,691,650
Total loss/gain on sale of assets2012-01-31$0
Total of all expenses incurred2012-01-31$5,564,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-01-31$5,552,520
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-01-31$4,037,786
Value of total assets at end of year2012-01-31$45,981,488
Value of total assets at beginning of year2012-01-31$46,854,137
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-01-31$11,779
Total interest from all sources2012-01-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-01-31$121,672
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-01-31$121,672
Was this plan covered by a fidelity bond2012-01-31Yes
Value of fidelity bond cover2012-01-31$500,000
If this is an individual account plan, was there a blackout period2012-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-01-31$0
Were there any nonexempt tranactions with any party-in-interest2012-01-31No
Contributions received from participants2012-01-31$1,787,083
Participant contributions at end of year2012-01-31$740,707
Participant contributions at beginning of year2012-01-31$809,629
Other income not declared elsewhere2012-01-31$11,779
Administrative expenses (other) incurred2012-01-31$11,779
Total non interest bearing cash at end of year2012-01-31$248,985
Total non interest bearing cash at beginning of year2012-01-31$158,678
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-01-31No
Value of net income/loss2012-01-31$-872,649
Value of net assets at end of year (total assets less liabilities)2012-01-31$45,981,488
Value of net assets at beginning of year (total assets less liabilities)2012-01-31$46,854,137
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-01-31No
Were any leases to which the plan was party in default or uncollectible2012-01-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-01-31$15,548,625
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-01-31$39,347,512
Value of interest in common/collective trusts at end of year2012-01-31$27,305,890
Value of interest in common/collective trusts at beginning of year2012-01-31$4,454,533
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-01-31$1,232,866
Net investment gain or loss from common/collective trusts2012-01-31$-712,453
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-01-31No
Was there a failure to transmit to the plan any participant contributions2012-01-31No
Has the plan failed to provide any benefit when due under the plan2012-01-31No
Contributions received in cash from employer2012-01-31$2,250,703
Employer contributions (assets) at end of year2012-01-31$2,137,281
Employer contributions (assets) at beginning of year2012-01-31$2,083,785
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-01-31$5,552,520
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-01-31No
Did the plan have assets held for investment2012-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-01-31Yes
Opinion of an independent qualified public accountant for this plan2012-01-31Disclaimer
Accountancy firm name2012-01-31BERGER, GHERSI, LADUKE, PLC
Accountancy firm EIN2012-01-31382517534
2011 : JAFFE, RAITT, HEUER & WEISS, PROFESSIONAL CORPORATION RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-01-31$0
Total income from all sources (including contributions)2011-01-31$9,817,445
Total loss/gain on sale of assets2011-01-31$0
Total of all expenses incurred2011-01-31$3,176,221
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-01-31$3,163,203
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-01-31$3,989,562
Value of total assets at end of year2011-01-31$46,854,137
Value of total assets at beginning of year2011-01-31$40,212,913
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-01-31$13,018
Total interest from all sources2011-01-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-01-31$687,386
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-01-31$687,386
Was this plan covered by a fidelity bond2011-01-31Yes
Value of fidelity bond cover2011-01-31$500,000
If this is an individual account plan, was there a blackout period2011-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-01-31$0
Were there any nonexempt tranactions with any party-in-interest2011-01-31No
Contributions received from participants2011-01-31$1,776,620
Participant contributions at end of year2011-01-31$809,629
Participant contributions at beginning of year2011-01-31$809,388
Income. Received or receivable in cash from other sources (including rollovers)2011-01-31$26,463
Administrative expenses (other) incurred2011-01-31$13,018
Total non interest bearing cash at end of year2011-01-31$158,678
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-01-31No
Value of net income/loss2011-01-31$6,641,224
Value of net assets at end of year (total assets less liabilities)2011-01-31$46,854,137
Value of net assets at beginning of year (total assets less liabilities)2011-01-31$40,212,913
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-01-31No
Were any leases to which the plan was party in default or uncollectible2011-01-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-01-31$39,347,512
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-01-31$34,650,245
Value of interest in common/collective trusts at end of year2011-01-31$4,454,533
Value of interest in common/collective trusts at beginning of year2011-01-31$2,663,655
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-01-31$4,600,104
Net investment gain or loss from common/collective trusts2011-01-31$540,393
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-01-31No
Was there a failure to transmit to the plan any participant contributions2011-01-31No
Has the plan failed to provide any benefit when due under the plan2011-01-31No
Contributions received in cash from employer2011-01-31$2,186,479
Employer contributions (assets) at end of year2011-01-31$2,083,785
Employer contributions (assets) at beginning of year2011-01-31$2,089,625
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-01-31$3,163,203
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-01-31No
Did the plan have assets held for investment2011-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-01-31Yes
Opinion of an independent qualified public accountant for this plan2011-01-31Disclaimer
Accountancy firm name2011-01-31BERGER, GHERSI & LADUKE, PLC
Accountancy firm EIN2011-01-31382517534
2010 : JAFFE, RAITT, HEUER & WEISS, PROFESSIONAL CORPORATION RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-01-31$0

Form 5500 Responses for JAFFE, RAITT, HEUER & WEISS, PROFESSIONAL CORPORATION RETIREMENT PLAN

2022: JAFFE, RAITT, HEUER & WEISS, PROFESSIONAL CORPORATION RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: JAFFE, RAITT, HEUER & WEISS, PROFESSIONAL CORPORATION RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: JAFFE, RAITT, HEUER & WEISS, PROFESSIONAL CORPORATION RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: JAFFE, RAITT, HEUER & WEISS, PROFESSIONAL CORPORATION RETIREMENT 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: JAFFE, RAITT, HEUER & WEISS, PROFESSIONAL CORPORATION RETIREMENT 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: JAFFE, RAITT, HEUER & WEISS, PROFESSIONAL CORPORATION RETIREMENT 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: JAFFE, RAITT, HEUER & WEISS, PROFESSIONAL CORPORATION RETIREMENT 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: JAFFE, RAITT, HEUER & WEISS, PROFESSIONAL CORPORATION RETIREMENT 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: JAFFE, RAITT, HEUER & WEISS, PROFESSIONAL CORPORATION RETIREMENT PLAN 2014 form 5500 responses
2014-02-01Type of plan entitySingle employer plan
2014-02-01Submission has been amendedNo
2014-02-01This submission is the final filingNo
2014-02-01This return/report is a short plan year return/report (less than 12 months)Yes
2014-02-01Plan is a collectively bargained planNo
2014-02-01Plan funding arrangement – TrustYes
2014-02-01Plan benefit arrangement - TrustYes
2013: JAFFE, RAITT, HEUER & WEISS, PROFESSIONAL CORPORATION RETIREMENT PLAN 2013 form 5500 responses
2013-02-01Type of plan entitySingle employer plan
2013-02-01Submission has been amendedNo
2013-02-01This submission is the final filingNo
2013-02-01This return/report is a short plan year return/report (less than 12 months)No
2013-02-01Plan is a collectively bargained planNo
2013-02-01Plan funding arrangement – TrustYes
2013-02-01Plan benefit arrangement - TrustYes
2012: JAFFE, RAITT, HEUER & WEISS, PROFESSIONAL CORPORATION RETIREMENT PLAN 2012 form 5500 responses
2012-02-01Type of plan entitySingle employer plan
2012-02-01Submission has been amendedNo
2012-02-01This submission is the final filingNo
2012-02-01This return/report is a short plan year return/report (less than 12 months)No
2012-02-01Plan is a collectively bargained planNo
2012-02-01Plan funding arrangement – TrustYes
2012-02-01Plan benefit arrangement - TrustYes
2011: JAFFE, RAITT, HEUER & WEISS, PROFESSIONAL CORPORATION RETIREMENT PLAN 2011 form 5500 responses
2011-02-01Type of plan entitySingle employer plan
2011-02-01Submission has been amendedNo
2011-02-01This submission is the final filingNo
2011-02-01This return/report is a short plan year return/report (less than 12 months)No
2011-02-01Plan is a collectively bargained planNo
2011-02-01Plan funding arrangement – TrustYes
2011-02-01Plan benefit arrangement - TrustYes
2009: JAFFE, RAITT, HEUER & WEISS, PROFESSIONAL CORPORATION RETIREMENT PLAN 2009 form 5500 responses
2009-02-01Type of plan entitySingle employer plan
2009-02-01Submission has been amendedNo
2009-02-01This submission is the final filingNo
2009-02-01This return/report is a short plan year return/report (less than 12 months)No
2009-02-01Plan is a collectively bargained planNo
2009-02-01Plan funding arrangement – TrustYes
2009-02-01Plan benefit arrangement - TrustYes

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