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DEWITT ROSS & STEVENS S.C. SAVINGS PLAN 401k Plan overview

Plan NameDEWITT ROSS & STEVENS S.C. SAVINGS PLAN
Plan identification number 001

DEWITT ROSS & STEVENS S.C. SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

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

Company Name:DEWITT LLP
Employer identification number (EIN):391804522
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DEWITT ROSS & STEVENS S.C. SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01KATHLEEN V STAUBER2021-10-13
0012019-01-01
0012018-01-01
0012017-01-01KATHLEEN V STAUBER
0012016-01-01MATT GENTZ
0012015-01-01MATT GENTZ
0012014-01-01MATT GENTZ
0012013-01-01MATT GENTZ
0012012-01-01MATT GENTZ
0012011-01-01MATTHEW GENTZ
0012009-01-01GREG W. HARPER GREG W. HARPER2010-09-29

Plan Statistics for DEWITT ROSS & STEVENS S.C. SAVINGS PLAN

401k plan membership statisitcs for DEWITT ROSS & STEVENS S.C. SAVINGS PLAN

Measure Date Value
2022: DEWITT ROSS & STEVENS S.C. SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01322
Total number of active participants reported on line 7a of the Form 55002022-01-01231
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0188
Total of all active and inactive participants2022-01-01319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01321
Number of participants with account balances2022-01-01316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: DEWITT ROSS & STEVENS S.C. SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01321
Total number of active participants reported on line 7a of the Form 55002021-01-01239
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0181
Total of all active and inactive participants2021-01-01320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01322
Number of participants with account balances2021-01-01310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: DEWITT ROSS & STEVENS S.C. SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01311
Total number of active participants reported on line 7a of the Form 55002020-01-01225
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0195
Total of all active and inactive participants2020-01-01320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01321
Number of participants with account balances2020-01-01312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: DEWITT ROSS & STEVENS S.C. SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01306
Total number of active participants reported on line 7a of the Form 55002019-01-01227
Number of retired or separated participants receiving benefits2019-01-016
Number of other retired or separated participants entitled to future benefits2019-01-0178
Total of all active and inactive participants2019-01-01311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01311
Number of participants with account balances2019-01-01311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: DEWITT ROSS & STEVENS S.C. SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01309
Total number of active participants reported on line 7a of the Form 55002018-01-01226
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0180
Total of all active and inactive participants2018-01-01306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01306
Number of participants with account balances2018-01-01305
2017: DEWITT ROSS & STEVENS S.C. SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01285
Total number of active participants reported on line 7a of the Form 55002017-01-01232
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0177
Total of all active and inactive participants2017-01-01309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01309
Number of participants with account balances2017-01-01309
2016: DEWITT ROSS & STEVENS S.C. SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01259
Total number of active participants reported on line 7a of the Form 55002016-01-01215
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0169
Total of all active and inactive participants2016-01-01284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01284
Number of participants with account balances2016-01-01284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: DEWITT ROSS & STEVENS S.C. SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01247
Total number of active participants reported on line 7a of the Form 55002015-01-01186
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0171
Total of all active and inactive participants2015-01-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01257
Number of participants with account balances2015-01-01257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: DEWITT ROSS & STEVENS S.C. SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01236
Total number of active participants reported on line 7a of the Form 55002014-01-01190
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0157
Total of all active and inactive participants2014-01-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01247
Number of participants with account balances2014-01-01247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: DEWITT ROSS & STEVENS S.C. SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01198
Total number of active participants reported on line 7a of the Form 55002013-01-01185
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0151
Total of all active and inactive participants2013-01-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01236
Number of participants with account balances2013-01-01233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: DEWITT ROSS & STEVENS S.C. SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01208
Total number of active participants reported on line 7a of the Form 55002012-01-01152
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0146
Total of all active and inactive participants2012-01-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01198
Number of participants with account balances2012-01-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: DEWITT ROSS & STEVENS S.C. SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01200
Total number of active participants reported on line 7a of the Form 55002011-01-01161
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0146
Total of all active and inactive participants2011-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01207
Number of participants with account balances2011-01-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: DEWITT ROSS & STEVENS S.C. SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01207
Total number of active participants reported on line 7a of the Form 55002009-01-01157
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0148
Total of all active and inactive participants2009-01-01205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01205
Number of participants with account balances2009-01-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on DEWITT ROSS & STEVENS S.C. SAVINGS PLAN

Measure Date Value
2022 : DEWITT ROSS & STEVENS S.C. SAVINGS 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$0
Total income from all sources (including contributions)2022-12-31$-13,190,722
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$7,332,987
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$7,077,184
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,936,925
Value of total assets at end of year2022-12-31$115,179,216
Value of total assets at beginning of year2022-12-31$135,702,925
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$255,803
Total interest from all sources2022-12-31$22,247
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,656,982
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$3,656,982
Administrative expenses professional fees incurred2022-12-31$255,803
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$550,000
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$2,387,984
Participant contributions at end of year2022-12-31$536,710
Participant contributions at beginning of year2022-12-31$438,331
Participant contributions at end of year2022-12-31$48,896
Assets. Other investments not covered elsewhere at end of year2022-12-31$15,467,267
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$18,271,567
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,781,063
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$5,841
Other income not declared elsewhere2022-12-31$-1,974,180
Total non interest bearing cash at end of year2022-12-31$31,056
Total non interest bearing cash at beginning of year2022-12-31$131,335
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-20,523,709
Value of net assets at end of year (total assets less liabilities)2022-12-31$115,179,216
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$135,702,925
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$86,678,194
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$105,043,960
Income. Interest from loans (other than to participants)2022-12-31$22,247
Value of interest in common/collective trusts at end of year2022-12-31$11,791,905
Value of interest in common/collective trusts at beginning of year2022-12-31$11,124,802
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-21,832,696
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,767,878
Employer contributions (assets) at end of year2022-12-31$619,347
Employer contributions (assets) at beginning of year2022-12-31$692,930
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$7,077,184
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 name2022-12-31WIPFLI LLP
Accountancy firm EIN2022-12-31390758449
2021 : DEWITT ROSS & STEVENS S.C. SAVINGS 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$23,452,997
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$6,872,214
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,630,619
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$6,022,607
Value of total assets at end of year2021-12-31$135,702,925
Value of total assets at beginning of year2021-12-31$119,122,142
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$241,595
Total interest from all sources2021-12-31$19,217
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,841,076
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$3,841,076
Administrative expenses professional fees incurred2021-12-31$241,595
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$550,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,233,022
Participant contributions at end of year2021-12-31$438,331
Participant contributions at beginning of year2021-12-31$377,955
Assets. Other investments not covered elsewhere at end of year2021-12-31$18,271,567
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$18,966,947
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,082,771
Other income not declared elsewhere2021-12-31$2,467,807
Total non interest bearing cash at end of year2021-12-31$131,335
Total non interest bearing cash at beginning of year2021-12-31$111,385
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$16,580,783
Value of net assets at end of year (total assets less liabilities)2021-12-31$135,702,925
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$119,122,142
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$105,043,960
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$89,515,510
Interest on participant loans2021-12-31$19,217
Value of interest in common/collective trusts at end of year2021-12-31$11,124,802
Value of interest in common/collective trusts at beginning of year2021-12-31$9,340,395
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$10,815,733
Net investment gain or loss from common/collective trusts2021-12-31$286,557
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$2,706,814
Employer contributions (assets) at end of year2021-12-31$692,930
Employer contributions (assets) at beginning of year2021-12-31$809,950
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,630,619
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 name2021-12-31BDO USA, LLP
Accountancy firm EIN2021-12-31135381590
2020 : DEWITT ROSS & STEVENS S.C. SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$20,628,949
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,226,086
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,832,859
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,190,151
Value of total assets at end of year2020-12-31$119,122,142
Value of total assets at beginning of year2020-12-31$100,719,279
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$393,227
Total interest from all sources2020-12-31$21,405
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,570,391
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,570,391
Administrative expenses professional fees incurred2020-12-31$393,227
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 period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,133,337
Participant contributions at end of year2020-12-31$377,955
Participant contributions at beginning of year2020-12-31$361,110
Assets. Other investments not covered elsewhere at end of year2020-12-31$18,966,947
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$17,455,892
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$428,093
Other income not declared elsewhere2020-12-31$2,194,891
Total non interest bearing cash at end of year2020-12-31$111,385
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$18,402,863
Value of net assets at end of year (total assets less liabilities)2020-12-31$119,122,142
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$100,719,279
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$89,515,510
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$74,874,409
Interest on participant loans2020-12-31$21,405
Value of interest in common/collective trusts at end of year2020-12-31$9,340,395
Value of interest in common/collective trusts at beginning of year2020-12-31$8,027,868
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$10,652,111
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$2,628,721
Employer contributions (assets) at end of year2020-12-31$809,950
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,832,859
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BDO USA, LLP
Accountancy firm EIN2020-12-31135381590
2019 : DEWITT ROSS & STEVENS S.C. SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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 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 liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$15,083,555
Total income from all sources (including contributions)2019-12-31$15,083,555
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$7,740,032
Total of all expenses incurred2019-12-31$7,740,032
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,597,661
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,597,661
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,925,274
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,925,274
Value of total assets at end of year2019-12-31$100,719,279
Value of total assets at end of year2019-12-31$100,719,279
Value of total assets at beginning of year2019-12-31$93,375,756
Value of total assets at beginning of year2019-12-31$93,375,756
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$142,371
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$142,371
Total interest from all sources2019-12-31$18,794
Total interest from all sources2019-12-31$18,794
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$10,079,783
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$10,079,783
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$10,079,783
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$10,079,783
Administrative expenses professional fees incurred2019-12-31$10,963
Administrative expenses professional fees incurred2019-12-31$10,963
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,035,270
Contributions received from participants2019-12-31$2,035,270
Participant contributions at end of year2019-12-31$361,110
Participant contributions at end of year2019-12-31$361,110
Participant contributions at beginning of year2019-12-31$474,285
Participant contributions at beginning of year2019-12-31$474,285
Assets. Other investments not covered elsewhere at end of year2019-12-31$17,455,892
Assets. Other investments not covered elsewhere at end of year2019-12-31$17,455,892
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$22,566,455
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$22,566,455
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$186,912
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$186,912
Other income not declared elsewhere2019-12-31$-6,644,956
Other income not declared elsewhere2019-12-31$-6,644,956
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
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$7,343,523
Value of net income/loss2019-12-31$7,343,523
Value of net assets at end of year (total assets less liabilities)2019-12-31$100,719,279
Value of net assets at end of year (total assets less liabilities)2019-12-31$100,719,279
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$93,375,756
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$93,375,756
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$95,385
Investment advisory and management fees2019-12-31$95,385
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$74,874,409
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$74,874,409
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$61,151,161
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$61,151,161
Interest on participant loans2019-12-31$18,794
Value of interest in common/collective trusts at end of year2019-12-31$8,027,868
Value of interest in common/collective trusts at end of year2019-12-31$8,027,868
Value of interest in common/collective trusts at beginning of year2019-12-31$9,183,855
Value of interest in common/collective trusts at beginning of year2019-12-31$9,183,855
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,704,660
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,704,660
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,703,092
Contributions received in cash from employer2019-12-31$1,703,092
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,597,661
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,597,661
Contract administrator fees2019-12-31$36,023
Contract administrator fees2019-12-31$36,023
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BDO USA, LLP
Accountancy firm EIN2019-12-31135381590
Accountancy firm EIN2019-12-31135381590
2018 : DEWITT ROSS & STEVENS S.C. SAVINGS 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$0
Total income from all sources (including contributions)2018-12-31$-1,203,149
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$5,400,552
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,079,222
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,791,570
Value of total assets at end of year2018-12-31$93,375,756
Value of total assets at beginning of year2018-12-31$99,979,457
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$321,330
Total interest from all sources2018-12-31$26,870
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,885,193
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$1,885,193
Administrative expenses professional fees incurred2018-12-31$9,868
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 period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,083,235
Participant contributions at end of year2018-12-31$474,285
Participant contributions at beginning of year2018-12-31$525,366
Assets. Other investments not covered elsewhere at end of year2018-12-31$22,566,455
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$24,730,346
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$22,795
Other income not declared elsewhere2018-12-31$-739,649
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$-6,603,701
Value of net assets at end of year (total assets less liabilities)2018-12-31$93,375,756
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$99,979,457
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
Investment advisory and management fees2018-12-31$221,307
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$61,151,161
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$66,449,078
Interest on participant loans2018-12-31$26,870
Value of interest in common/collective trusts at end of year2018-12-31$9,183,855
Value of interest in common/collective trusts at beginning of year2018-12-31$8,274,667
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-7,355,569
Net investment gain or loss from common/collective trusts2018-12-31$188,436
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$2,685,540
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,079,222
Contract administrator fees2018-12-31$90,155
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 name2018-12-31BDO USA, LLP
Accountancy firm EIN2018-12-31135381590
2017 : DEWITT ROSS & STEVENS S.C. SAVINGS 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$21,869,752
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,297,923
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,957,260
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$7,383,499
Value of total assets at end of year2017-12-31$99,979,457
Value of total assets at beginning of year2017-12-31$81,407,628
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$340,663
Total interest from all sources2017-12-31$19,874
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,257,364
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$1,257,364
Administrative expenses professional fees incurred2017-12-31$14,317
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,082,938
Participant contributions at end of year2017-12-31$525,366
Participant contributions at beginning of year2017-12-31$428,099
Assets. Other investments not covered elsewhere at end of year2017-12-31$24,730,346
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$20,926,308
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,828,100
Other income not declared elsewhere2017-12-31$3,646,093
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$18,571,829
Value of net assets at end of year (total assets less liabilities)2017-12-31$99,979,457
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$81,407,628
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
Investment advisory and management fees2017-12-31$219,905
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$66,449,078
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$52,657,499
Interest on participant loans2017-12-31$19,874
Value of interest in common/collective trusts at end of year2017-12-31$8,274,667
Value of interest in common/collective trusts at beginning of year2017-12-31$7,395,722
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$9,405,375
Net investment gain or loss from common/collective trusts2017-12-31$157,547
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$2,472,461
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,957,260
Contract administrator fees2017-12-31$106,441
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 name2017-12-31BDO USA, LLP
Accountancy firm EIN2017-12-31135381590
2016 : DEWITT ROSS & STEVENS S.C. SAVINGS 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$17,047,982
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,099,175
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,875,180
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$10,797,363
Value of total assets at end of year2016-12-31$81,407,628
Value of total assets at beginning of year2016-12-31$67,458,821
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$223,995
Total interest from all sources2016-12-31$17,779
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,169,089
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,169,089
Administrative expenses professional fees incurred2016-12-31$10,050
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$550,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,833,695
Participant contributions at end of year2016-12-31$428,099
Participant contributions at beginning of year2016-12-31$470,099
Assets. Other investments not covered elsewhere at end of year2016-12-31$20,926,308
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$11,264,923
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$6,875,034
Other income not declared elsewhere2016-12-31$969,995
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$13,948,807
Value of net assets at end of year (total assets less liabilities)2016-12-31$81,407,628
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$67,458,821
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
Investment advisory and management fees2016-12-31$157,323
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$52,657,499
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$48,605,973
Interest on participant loans2016-12-31$17,779
Value of interest in common/collective trusts at end of year2016-12-31$7,395,722
Value of interest in common/collective trusts at beginning of year2016-12-31$7,117,826
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,955,346
Net investment gain or loss from common/collective trusts2016-12-31$138,410
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$2,088,634
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,875,180
Contract administrator fees2016-12-31$56,622
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 name2016-12-31SMITH & GESTELAND
Accountancy firm EIN2016-12-31390857178
2015 : DEWITT ROSS & STEVENS S.C. SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$6,978,939
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,853,196
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,682,583
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$8,529,477
Value of total assets at end of year2015-12-31$67,458,821
Value of total assets at beginning of year2015-12-31$62,333,078
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$170,613
Total interest from all sources2015-12-31$21,454
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,215,440
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,215,440
Administrative expenses professional fees incurred2015-12-31$12,152
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$550,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,786,594
Participant contributions at end of year2015-12-31$470,099
Participant contributions at beginning of year2015-12-31$588,305
Assets. Other investments not covered elsewhere at end of year2015-12-31$11,264,923
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$10,754,282
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$3,615,320
Other income not declared elsewhere2015-12-31$-235,316
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$5,125,743
Value of net assets at end of year (total assets less liabilities)2015-12-31$67,458,821
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$62,333,078
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
Investment advisory and management fees2015-12-31$85,665
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$48,605,973
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$44,618,719
Interest on participant loans2015-12-31$21,454
Value of interest in common/collective trusts at end of year2015-12-31$7,117,826
Value of interest in common/collective trusts at beginning of year2015-12-31$6,371,772
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,670,994
Net investment gain or loss from common/collective trusts2015-12-31$118,878
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$3,127,563
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,682,583
Contract administrator fees2015-12-31$72,796
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31SMITH & GESTELAND
Accountancy firm EIN2015-12-31390857178
2014 : DEWITT ROSS & STEVENS S.C. SAVINGS 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$11,575,112
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$5,433,747
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,276,644
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$7,202,712
Value of total assets at end of year2014-12-31$62,333,078
Value of total assets at beginning of year2014-12-31$56,191,713
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$157,103
Total interest from all sources2014-12-31$24,500
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$504,617
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$504,617
Administrative expenses professional fees incurred2014-12-31$10,100
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,508,314
Participant contributions at end of year2014-12-31$588,305
Participant contributions at beginning of year2014-12-31$501,761
Assets. Other investments not covered elsewhere at end of year2014-12-31$10,754,282
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$11,510,213
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$3,864,558
Other income not declared elsewhere2014-12-31$2,363,318
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$6,141,365
Value of net assets at end of year (total assets less liabilities)2014-12-31$62,333,078
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$56,191,713
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
Investment advisory and management fees2014-12-31$79,314
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$44,618,719
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$38,544,544
Interest on participant loans2014-12-31$24,500
Value of interest in common/collective trusts at end of year2014-12-31$6,371,772
Value of interest in common/collective trusts at beginning of year2014-12-31$5,635,195
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,349,617
Net investment gain or loss from common/collective trusts2014-12-31$130,348
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,829,840
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,276,644
Contract administrator fees2014-12-31$67,689
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 name2014-12-31SMITH & GESTELAND
Accountancy firm EIN2014-12-31390857178
2013 : DEWITT ROSS & STEVENS S.C. SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$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$11,747,590
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,079,120
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,941,460
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,032,686
Value of total assets at end of year2013-12-31$56,191,713
Value of total assets at beginning of year2013-12-31$47,523,243
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$137,660
Total interest from all sources2013-12-31$22,399
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,352,298
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,352,298
Administrative expenses professional fees incurred2013-12-31$12,449
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$550,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,239,172
Participant contributions at end of year2013-12-31$501,761
Participant contributions at beginning of year2013-12-31$570,417
Assets. Other investments not covered elsewhere at end of year2013-12-31$11,510,213
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$10,453,779
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$9,362
Other income not declared elsewhere2013-12-31$1,352,123
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$8,668,470
Value of net assets at end of year (total assets less liabilities)2013-12-31$56,191,713
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$47,523,243
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$73,569
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$38,544,544
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$31,247,924
Interest on participant loans2013-12-31$22,399
Value of interest in common/collective trusts at end of year2013-12-31$5,635,195
Value of interest in common/collective trusts at beginning of year2013-12-31$5,251,123
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$5,893,103
Net investment gain or loss from common/collective trusts2013-12-31$94,981
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,784,152
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,941,460
Contract administrator fees2013-12-31$51,642
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SMITH & GESTELAND
Accountancy firm EIN2013-12-31390857178
2012 : DEWITT ROSS & STEVENS S.C. SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$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$8,669,565
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,668,483
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,536,538
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,838,605
Value of total assets at end of year2012-12-31$47,523,243
Value of total assets at beginning of year2012-12-31$41,522,161
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$131,945
Total interest from all sources2012-12-31$23,757
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$873,692
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$873,692
Administrative expenses professional fees incurred2012-12-31$11,000
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,176,576
Participant contributions at end of year2012-12-31$570,417
Participant contributions at beginning of year2012-12-31$542,540
Assets. Other investments not covered elsewhere at end of year2012-12-31$10,453,779
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$9,232,723
Other income not declared elsewhere2012-12-31$1,159,387
Administrative expenses (other) incurred2012-12-31$1,568
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$6,001,082
Value of net assets at end of year (total assets less liabilities)2012-12-31$47,523,243
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$41,522,161
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$69,109
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$31,247,924
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$26,126,347
Interest on participant loans2012-12-31$23,757
Value of interest in common/collective trusts at end of year2012-12-31$5,251,123
Value of interest in common/collective trusts at beginning of year2012-12-31$5,620,551
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,588,177
Net investment gain or loss from common/collective trusts2012-12-31$185,947
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,662,029
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,536,538
Contract administrator fees2012-12-31$50,268
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SMITH & GESTELAND
Accountancy firm EIN2012-12-31390857178
2011 : DEWITT ROSS & STEVENS S.C. SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,380,848
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$837,924
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$712,452
Value of total corrective distributions2011-12-31$3,424
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,107,744
Value of total assets at end of year2011-12-31$41,522,161
Value of total assets at beginning of year2011-12-31$40,979,237
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$122,048
Total interest from all sources2011-12-31$19,903
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$778,681
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$778,681
Administrative expenses professional fees incurred2011-12-31$11,007
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,129,854
Participant contributions at end of year2011-12-31$542,540
Participant contributions at beginning of year2011-12-31$441,882
Assets. Other investments not covered elsewhere at end of year2011-12-31$9,232,723
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$8,160,114
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$435,840
Administrative expenses (other) incurred2011-12-31$1,398
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$542,924
Value of net assets at end of year (total assets less liabilities)2011-12-31$41,522,161
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$40,979,237
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$62,841
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$26,126,347
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$28,007,259
Interest on participant loans2011-12-31$19,903
Value of interest in common/collective trusts at end of year2011-12-31$5,620,551
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$4,369,982
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$4,369,982
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,527,844
Net investment gain or loss from common/collective trusts2011-12-31$2,364
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,542,050
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$712,452
Contract administrator fees2011-12-31$46,802
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SMITH & GESTELAND
Accountancy firm EIN2011-12-31390857178
2010 : DEWITT ROSS & STEVENS S.C. SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$7,368,034
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,697,525
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,582,391
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,894,326
Value of total assets at end of year2010-12-31$40,979,237
Value of total assets at beginning of year2010-12-31$35,308,728
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$115,134
Total interest from all sources2010-12-31$20,208
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$679,227
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$679,227
Administrative expenses professional fees incurred2010-12-31$12,105
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,110,282
Participant contributions at end of year2010-12-31$441,882
Participant contributions at beginning of year2010-12-31$376,027
Assets. Other investments not covered elsewhere at end of year2010-12-31$8,160,114
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$7,084,790
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$9,268
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$5,670,509
Value of net assets at end of year (total assets less liabilities)2010-12-31$40,979,237
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$35,308,728
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$57,540
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$28,007,259
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$23,442,849
Interest on participant loans2010-12-31$19,677
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$4,369,982
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$4,405,062
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$4,405,062
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$531
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,774,273
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,774,776
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,582,391
Contract administrator fees2010-12-31$45,489
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SMITH & GESTELAND
Accountancy firm EIN2010-12-31390857178
2009 : DEWITT ROSS & STEVENS S.C. SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for DEWITT ROSS & STEVENS S.C. SAVINGS PLAN

2022: DEWITT ROSS & STEVENS S.C. SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: DEWITT ROSS & STEVENS S.C. SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
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: DEWITT ROSS & STEVENS S.C. SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: DEWITT ROSS & STEVENS S.C. SAVINGS 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: DEWITT ROSS & STEVENS S.C. SAVINGS 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: DEWITT ROSS & STEVENS S.C. SAVINGS 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: DEWITT ROSS & STEVENS S.C. SAVINGS 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: DEWITT ROSS & STEVENS S.C. SAVINGS 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: DEWITT ROSS & STEVENS S.C. SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: DEWITT ROSS & STEVENS S.C. SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: DEWITT ROSS & STEVENS S.C. SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: DEWITT ROSS & STEVENS S.C. SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: DEWITT ROSS & STEVENS S.C. SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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