ROBERT W. BAIRD & CO., INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BAIRD PROFIT SHARING & SAVINGS PLAN
Measure | Date | Value |
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2022 : BAIRD PROFIT SHARING & SAVINGS PLAN 2022 401k financial data |
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Total income from all sources (including contributions) | 2022-12-31 | $-137,879,040 |
Total of all expenses incurred | 2022-12-31 | $103,174,146 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $102,781,290 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $184,687,936 |
Value of total assets at end of year | 2022-12-31 | $1,577,705,535 |
Value of total assets at beginning of year | 2022-12-31 | $1,818,758,721 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $392,856 |
Total interest from all sources | 2022-12-31 | $11,353 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $65,518,767 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $65,518,767 |
Was this plan covered by a fidelity bond | 2022-12-31 | No |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $81,091,161 |
Participant contributions at end of year | 2022-12-31 | $152,313 |
Participant contributions at beginning of year | 2022-12-31 | $250,582 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $38,818,360 |
Administrative expenses (other) incurred | 2022-12-31 | $14,953 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-241,053,186 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $1,577,705,535 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,818,758,721 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $1,422,851,808 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $1,656,896,812 |
Interest on participant loans | 2022-12-31 | $11,353 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $90,068,505 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $70,085,864 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-389,971,628 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $1,874,532 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $64,778,415 |
Employer contributions (assets) at end of year | 2022-12-31 | $64,632,909 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $91,525,463 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $102,781,290 |
Contract administrator fees | 2022-12-31 | $377,903 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | No |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | BAKER TILLY US, LLP |
Accountancy firm EIN | 2022-12-31 | 390859910 |
2021 : BAIRD PROFIT SHARING & SAVINGS PLAN 2021 401k financial data |
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Total income from all sources (including contributions) | 2021-12-31 | $402,793,054 |
Total of all expenses incurred | 2021-12-31 | $125,669,134 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $125,215,986 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $181,997,095 |
Value of total assets at end of year | 2021-12-31 | $1,818,758,721 |
Value of total assets at beginning of year | 2021-12-31 | $1,541,634,801 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $453,148 |
Total interest from all sources | 2021-12-31 | $23,502 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $103,935,836 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $103,935,836 |
Was this plan covered by a fidelity bond | 2021-12-31 | No |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $74,819,782 |
Participant contributions at end of year | 2021-12-31 | $250,582 |
Participant contributions at beginning of year | 2021-12-31 | $0 |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at beginning of year | 2021-12-31 | $533,638 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $15,631,264 |
Administrative expenses (other) incurred | 2021-12-31 | $26,915 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $277,123,920 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $1,818,758,721 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,541,634,801 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $1,656,896,812 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $1,424,233,069 |
Interest on participant loans | 2021-12-31 | $19,534 |
Interest earned on other investments | 2021-12-31 | $3,968 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $70,085,864 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $70,895,926 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $115,047,633 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $1,788,988 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $91,546,049 |
Employer contributions (assets) at end of year | 2021-12-31 | $91,525,463 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $45,972,168 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $125,215,986 |
Contract administrator fees | 2021-12-31 | $426,233 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | No |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | BAKER TILLY US, LLP |
Accountancy firm EIN | 2021-12-31 | 390859910 |
2020 : BAIRD PROFIT SHARING & SAVINGS PLAN 2020 401k financial data |
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Total income from all sources (including contributions) | 2020-12-31 | $344,142,971 |
Total of all expenses incurred | 2020-12-31 | $91,240,831 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $90,875,916 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $118,785,306 |
Value of total assets at end of year | 2020-12-31 | $1,541,634,801 |
Value of total assets at beginning of year | 2020-12-31 | $1,288,732,661 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $364,915 |
Total interest from all sources | 2020-12-31 | $60,440,367 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | No |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $66,697,524 |
Participant contributions at end of year | 2020-12-31 | $533,638 |
Participant contributions at beginning of year | 2020-12-31 | $879,898 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $6,115,614 |
Administrative expenses (other) incurred | 2020-12-31 | $364,915 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $252,902,140 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $1,541,634,801 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,288,732,661 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $1,424,233,069 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $1,190,201,382 |
Interest earned on other investments | 2020-12-31 | $60,440,367 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $70,895,926 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $58,920,498 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $164,917,298 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $45,972,168 |
Employer contributions (assets) at end of year | 2020-12-31 | $45,972,168 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $38,730,883 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $90,875,916 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | No |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | BAKER TILLY US, LLP |
Accountancy firm EIN | 2020-12-31 | 390859910 |
2019 : BAIRD PROFIT SHARING & SAVINGS PLAN 2019 401k financial data |
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Total income from all sources (including contributions) | 2019-12-31 | $481,975,013 |
Total income from all sources (including contributions) | 2019-12-31 | $481,975,013 |
Total of all expenses incurred | 2019-12-31 | $62,043,730 |
Total of all expenses incurred | 2019-12-31 | $62,043,730 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $61,834,517 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $61,834,517 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $264,102,260 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $264,102,260 |
Value of total assets at end of year | 2019-12-31 | $1,288,732,661 |
Value of total assets at beginning of year | 2019-12-31 | $868,801,378 |
Value of total assets at beginning of year | 2019-12-31 | $868,801,378 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $209,213 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $209,213 |
Total interest from all sources | 2019-12-31 | $47,342,097 |
Total interest from all sources | 2019-12-31 | $47,342,097 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $60,651,481 |
Contributions received from participants | 2019-12-31 | $60,651,481 |
Participant contributions at end of year | 2019-12-31 | $879,898 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $164,719,896 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $164,719,896 |
Administrative expenses (other) incurred | 2019-12-31 | $209,213 |
Administrative expenses (other) incurred | 2019-12-31 | $209,213 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $419,931,283 |
Value of net income/loss | 2019-12-31 | $419,931,283 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $1,288,732,661 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $868,801,378 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $868,801,378 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $1,190,201,382 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $783,320,517 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $783,320,517 |
Interest earned on other investments | 2019-12-31 | $47,342,097 |
Interest earned on other investments | 2019-12-31 | $47,342,097 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $58,920,498 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $54,658,472 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $54,658,472 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $170,530,656 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $170,530,656 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $38,730,883 |
Contributions received in cash from employer | 2019-12-31 | $38,730,883 |
Employer contributions (assets) at end of year | 2019-12-31 | $38,730,883 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $30,822,389 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $30,822,389 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $61,834,517 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $61,834,517 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | BAKER TILLY US, LLP |
Accountancy firm name | 2019-12-31 | BAKER TILLY US, LLP |
Accountancy firm EIN | 2019-12-31 | 390859910 |
Accountancy firm EIN | 2019-12-31 | 390859910 |
2018 : BAIRD PROFIT SHARING & SAVINGS PLAN 2018 401k financial data |
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Total income from all sources (including contributions) | 2018-12-31 | $34,477,725 |
Total of all expenses incurred | 2018-12-31 | $39,262,463 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $39,093,856 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $93,319,075 |
Value of total assets at end of year | 2018-12-31 | $868,801,378 |
Value of total assets at beginning of year | 2018-12-31 | $873,586,116 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $168,607 |
Total interest from all sources | 2018-12-31 | $52,792,277 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | No |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $47,343,166 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $15,153,520 |
Administrative expenses (other) incurred | 2018-12-31 | $168,607 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-4,784,738 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $868,801,378 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $873,586,116 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $783,320,517 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $800,787,566 |
Interest earned on other investments | 2018-12-31 | $52,792,277 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $54,658,472 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $48,750,456 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-111,633,627 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $30,822,389 |
Employer contributions (assets) at end of year | 2018-12-31 | $30,822,389 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $24,048,094 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $39,093,856 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2018-12-31 | 390859910 |
2017 : BAIRD PROFIT SHARING & SAVINGS PLAN 2017 401k financial data |
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Total income from all sources (including contributions) | 2017-12-31 | $209,686,123 |
Total of all expenses incurred | 2017-12-31 | $36,450,985 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $36,271,890 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $72,126,524 |
Value of total assets at end of year | 2017-12-31 | $873,586,116 |
Value of total assets at beginning of year | 2017-12-31 | $700,350,978 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $179,095 |
Total interest from all sources | 2017-12-31 | $44,503,256 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | No |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $43,146,713 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $4,931,717 |
Administrative expenses (other) incurred | 2017-12-31 | $179,095 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $173,235,138 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $873,586,116 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $700,350,978 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $800,787,566 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $631,787,788 |
Interest earned on other investments | 2017-12-31 | $44,503,256 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $48,750,456 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $48,680,232 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $93,056,343 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $24,048,094 |
Employer contributions (assets) at end of year | 2017-12-31 | $24,048,094 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $19,882,958 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $36,271,890 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2017-12-31 | 390859910 |
2016 : BAIRD PROFIT SHARING & SAVINGS PLAN 2016 401k financial data |
---|
Total income from all sources (including contributions) | 2016-12-31 | $116,752,085 |
Total of all expenses incurred | 2016-12-31 | $37,920,539 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $37,750,274 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $64,925,424 |
Value of total assets at end of year | 2016-12-31 | $700,350,978 |
Value of total assets at beginning of year | 2016-12-31 | $621,519,432 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $170,265 |
Total interest from all sources | 2016-12-31 | $19,594,919 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | No |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $39,891,993 |
Participant contributions at end of year | 2016-12-31 | $0 |
Participant contributions at beginning of year | 2016-12-31 | $1,740 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $5,150,473 |
Administrative expenses (other) incurred | 2016-12-31 | $170,265 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $78,831,546 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $700,350,978 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $621,519,432 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $631,787,788 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $550,551,282 |
Interest earned on other investments | 2016-12-31 | $19,594,919 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $48,680,232 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $51,489,743 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $32,231,742 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $19,882,958 |
Employer contributions (assets) at end of year | 2016-12-31 | $19,882,958 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $19,476,667 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $37,750,274 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2016-12-31 | 390859910 |
2015 : BAIRD PROFIT SHARING & SAVINGS PLAN 2015 401k financial data |
---|
Total income from all sources (including contributions) | 2015-12-31 | $64,071,476 |
Total of all expenses incurred | 2015-12-31 | $26,124,358 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $25,968,849 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $62,137,817 |
Value of total assets at end of year | 2015-12-31 | $621,519,432 |
Value of total assets at beginning of year | 2015-12-31 | $583,572,314 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $155,509 |
Total interest from all sources | 2015-12-31 | $24,625,588 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | No |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $35,889,953 |
Participant contributions at end of year | 2015-12-31 | $1,740 |
Participant contributions at beginning of year | 2015-12-31 | $7,115 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $6,771,197 |
Other income not declared elsewhere | 2015-12-31 | $-415,964 |
Administrative expenses (other) incurred | 2015-12-31 | $155,509 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $37,947,118 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $621,519,432 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $583,572,314 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $550,551,282 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $517,222,128 |
Interest earned on other investments | 2015-12-31 | $24,625,588 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $51,489,743 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $48,337,196 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-22,943,436 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $667,471 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $19,476,667 |
Employer contributions (assets) at end of year | 2015-12-31 | $19,476,667 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $18,005,875 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $25,968,849 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | No |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2015-12-31 | 390859910 |
2014 : BAIRD PROFIT SHARING & SAVINGS PLAN 2014 401k financial data |
---|
Total income from all sources (including contributions) | 2014-12-31 | $81,221,225 |
Total of all expenses incurred | 2014-12-31 | $26,431,969 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $26,284,908 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $52,168,738 |
Value of total assets at end of year | 2014-12-31 | $583,572,314 |
Value of total assets at beginning of year | 2014-12-31 | $528,783,058 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $147,061 |
Total interest from all sources | 2014-12-31 | $28,869,829 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | No |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $30,665,541 |
Participant contributions at end of year | 2014-12-31 | $7,115 |
Participant contributions at beginning of year | 2014-12-31 | $10,127 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $3,497,322 |
Other income not declared elsewhere | 2014-12-31 | $256,200 |
Administrative expenses (other) incurred | 2014-12-31 | $147,061 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $54,789,256 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $583,572,314 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $528,783,058 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $517,222,128 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $464,238,354 |
Interest earned on other investments | 2014-12-31 | $28,869,829 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $48,337,196 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $48,991,815 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-600,685 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $527,143 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $18,005,875 |
Employer contributions (assets) at end of year | 2014-12-31 | $18,005,875 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $15,542,762 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $26,284,908 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | No |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2014-12-31 | 390859910 |
2013 : BAIRD PROFIT SHARING & SAVINGS PLAN 2013 401k financial data |
---|
Total income from all sources (including contributions) | 2013-12-31 | $133,034,520 |
Total of all expenses incurred | 2013-12-31 | $25,405,094 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $25,266,162 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $46,607,949 |
Value of total assets at end of year | 2013-12-31 | $528,783,058 |
Value of total assets at beginning of year | 2013-12-31 | $421,153,632 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $138,932 |
Total interest from all sources | 2013-12-31 | $24,148,905 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | No |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $27,642,722 |
Participant contributions at end of year | 2013-12-31 | $10,127 |
Participant contributions at beginning of year | 2013-12-31 | $735 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $3,422,465 |
Other income not declared elsewhere | 2013-12-31 | $-817,774 |
Administrative expenses (other) incurred | 2013-12-31 | $138,932 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $107,629,426 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $528,783,058 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $421,153,632 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $464,238,354 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $355,559,866 |
Interest earned on other investments | 2013-12-31 | $24,148,905 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $48,991,815 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $51,943,122 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $62,578,327 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $517,113 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $15,542,762 |
Employer contributions (assets) at end of year | 2013-12-31 | $15,542,762 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $13,649,909 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $25,266,162 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2013-12-31 | 390859910 |
2012 : BAIRD PROFIT SHARING & SAVINGS PLAN 2012 401k financial data |
---|
Total income from all sources (including contributions) | 2012-12-31 | $89,044,881 |
Total of all expenses incurred | 2012-12-31 | $24,852,326 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $24,693,392 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $41,668,258 |
Value of total assets at end of year | 2012-12-31 | $421,153,632 |
Value of total assets at beginning of year | 2012-12-31 | $356,961,077 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $158,934 |
Total interest from all sources | 2012-12-31 | $8,593,159 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | No |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $25,311,187 |
Participant contributions at end of year | 2012-12-31 | $735 |
Participant contributions at beginning of year | 2012-12-31 | $3,598 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $2,707,162 |
Other income not declared elsewhere | 2012-12-31 | $858,824 |
Administrative expenses (other) incurred | 2012-12-31 | $158,934 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $64,192,555 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $421,153,632 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $356,961,077 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $355,559,866 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $286,059,286 |
Interest earned on other investments | 2012-12-31 | $8,593,159 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $51,943,122 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $58,525,321 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $37,278,340 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $646,300 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $13,649,909 |
Employer contributions (assets) at end of year | 2012-12-31 | $13,649,909 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $12,372,872 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $24,693,392 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2012-12-31 | 390859910 |
2011 : BAIRD PROFIT SHARING & SAVINGS PLAN 2011 401k financial data |
---|
Total income from all sources (including contributions) | 2011-12-31 | $30,408,691 |
Total of all expenses incurred | 2011-12-31 | $24,604,422 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $24,545,841 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $36,983,248 |
Value of total assets at end of year | 2011-12-31 | $356,961,077 |
Value of total assets at beginning of year | 2011-12-31 | $351,156,808 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $58,581 |
Total interest from all sources | 2011-12-31 | $7,556,583 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | No |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $23,469,106 |
Participant contributions at end of year | 2011-12-31 | $3,598 |
Participant contributions at beginning of year | 2011-12-31 | $5,575 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $1,132,770 |
Other income not declared elsewhere | 2011-12-31 | $-89,909 |
Administrative expenses (other) incurred | 2011-12-31 | $58,581 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $5,804,269 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $356,961,077 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $351,156,808 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $286,059,286 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $285,794,116 |
Interest earned on other investments | 2011-12-31 | $7,556,583 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $58,525,321 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $53,551,329 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-14,041,231 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $12,381,372 |
Employer contributions (assets) at end of year | 2011-12-31 | $12,372,872 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $11,805,788 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $24,545,841 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2011-12-31 | 390859910 |
2010 : BAIRD PROFIT SHARING & SAVINGS PLAN 2010 401k financial data |
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Total income from all sources (including contributions) | 2010-12-31 | $70,174,112 |
Total of all expenses incurred | 2010-12-31 | $18,191,055 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $18,114,623 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $34,823,136 |
Value of total assets at end of year | 2010-12-31 | $351,156,808 |
Value of total assets at beginning of year | 2010-12-31 | $299,173,751 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $76,432 |
Total interest from all sources | 2010-12-31 | $6,075,402 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | No |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $21,558,236 |
Participant contributions at end of year | 2010-12-31 | $5,575 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $1,459,112 |
Other income not declared elsewhere | 2010-12-31 | $1,505,466 |
Administrative expenses (other) incurred | 2010-12-31 | $76,432 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $51,983,057 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $351,156,808 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $299,173,751 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $285,794,116 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $240,030,183 |
Interest earned on other investments | 2010-12-31 | $6,075,402 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $53,551,329 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $49,941,028 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $27,770,108 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $11,805,788 |
Employer contributions (assets) at end of year | 2010-12-31 | $11,805,788 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $9,202,540 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $18,114,623 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2010-12-31 | 390859910 |