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Plan Name | LEONARD, O'BRIEN, SPENCER, GALE & SAYRE, LTD. RETIREMENT PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | LEONARD, OBRIEN, SPENCER, GALE SAYRE, LTD. |
Employer identification number (EIN): | 410956652 |
NAIC Classification: | 541110 |
NAIC Description: | Offices of Lawyers |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2021-01-01 | ERIC QUELLA | 2022-08-24 | ||
002 | 2020-01-01 | ERIC QUELLA | 2021-07-06 | ||
002 | 2019-01-01 | THOMAS ATMORE | 2020-07-23 | THOMAS ATMORE | 2020-07-23 |
002 | 2018-01-01 | THOMAS ATMORE | 2019-10-02 | ||
002 | 2017-01-01 | MATTHEW R BURTON | 2018-08-09 | MATTHEW R BURTON | 2018-08-09 |
002 | 2016-01-01 | MATTHEW R BURTON | 2017-07-11 | ||
002 | 2015-01-01 | MATTHEW R BURTON | MATTHEW R BURTON | 2016-10-04 | |
002 | 2014-01-01 | MICHAEL R. O'BRIEN | 2015-09-25 | MICHAEL R. O'BRIEN | 2015-09-25 |
002 | 2013-01-01 | MICHAEL R. O'BRIEN | 2014-09-17 | MICHAEL R. O'BRIEN | 2014-09-17 |
002 | 2012-01-01 | MICHAEL R. O'BRIEN | 2013-06-18 | MICHAEL R. O'BRIEN | 2013-06-18 |
002 | 2011-01-01 | MICHAEL R. O'BRIEN | 2012-05-17 | MICHAEL R. O'BRIEN | 2012-05-17 |
002 | 2010-01-01 | MICHAEL R. O'BRIEN | 2011-09-28 | MICHAEL R. O'BRIEN | 2011-09-28 |
Measure | Date | Value |
---|---|---|
2015: LEONARD, O'BRIEN, SPENCER, GALE & SAYRE, LTD. RETIREMENT PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 37 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 35 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 9 |
Total of all active and inactive participants | 2015-01-01 | 44 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 44 |
Number of participants with account balances | 2015-01-01 | 44 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 3 |
Measure | Date | Value |
---|---|---|
2015 : LEONARD, O'BRIEN, SPENCER, GALE & SAYRE, LTD. RETIREMENT PLAN 2015 401k financial data | ||
Total income from all sources | 2015-12-31 | $831,833 |
Expenses. Total of all expenses incurred | 2015-12-31 | $457,717 |
Benefits paid (including direct rollovers) | 2015-12-31 | $432,157 |
Total plan assets at end of year | 2015-12-31 | $13,711,086 |
Total plan assets at beginning of year | 2015-12-31 | $13,336,970 |
Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
Total contributions received or receivable from participants | 2015-12-31 | $251,205 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $13,698 |
Other income received | 2015-12-31 | $404,239 |
Net income (gross income less expenses) | 2015-12-31 | $374,116 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $13,711,086 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $13,336,970 |
Assets. Value of participant loans | 2015-12-31 | $62,511 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $162,691 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $25,560 |
2015: LEONARD, O'BRIEN, SPENCER, GALE & SAYRE, LTD. RETIREMENT PLAN 2015 form 5500 responses | ||
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Insurance | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement – Insurance | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) | |||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | ZH9930 | ||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||
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