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BOWMAN AND BROOKE LLP RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameBOWMAN AND BROOKE LLP RETIREMENT SAVINGS PLAN
Plan identification number 001

BOWMAN AND BROOKE LLP RETIREMENT 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.

401k Sponsoring company profile

BOWMAN AND BROOKE LLP has sponsored the creation of one or more 401k plans.

Company Name:BOWMAN AND BROOKE LLP
Employer identification number (EIN):411510639
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BOWMAN AND BROOKE LLP RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01GREGG STEIGER
0012016-01-01GREGG STEIGER
0012015-01-01GREGG STEIGER
0012014-01-01GREGG STEIGER
0012013-01-01MICHELLE M BAILEY
0012012-01-01MICHELLE M BAILEY
0012011-01-01MICHELLE M. BAILEY
0012010-01-01MICHELLE M. BAILEY
0012009-01-01MICHELLE M. BAILEY

Plan Statistics for BOWMAN AND BROOKE LLP RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for BOWMAN AND BROOKE LLP RETIREMENT SAVINGS PLAN

Measure Date Value
2022: BOWMAN AND BROOKE LLP RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01654
Total number of active participants reported on line 7a of the Form 55002022-01-01368
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-01266
Total of all active and inactive participants2022-01-01635
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01636
Number of participants with account balances2022-01-01622
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: BOWMAN AND BROOKE LLP RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01664
Total number of active participants reported on line 7a of the Form 55002021-01-01422
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-01210
Total of all active and inactive participants2021-01-01633
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-01636
Number of participants with account balances2021-01-01616
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BOWMAN AND BROOKE LLP RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01617
Total number of active participants reported on line 7a of the Form 55002020-01-01425
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-01216
Total of all active and inactive participants2020-01-01642
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01643
Number of participants with account balances2020-01-01615
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BOWMAN AND BROOKE LLP RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01636
Total number of active participants reported on line 7a of the Form 55002019-01-01436
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-01207
Total of all active and inactive participants2019-01-01644
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01644
Number of participants with account balances2019-01-01617
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BOWMAN AND BROOKE LLP RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01634
Total number of active participants reported on line 7a of the Form 55002018-01-01422
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-01213
Total of all active and inactive participants2018-01-01636
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01636
Number of participants with account balances2018-01-01616
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BOWMAN AND BROOKE LLP RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01624
Total number of active participants reported on line 7a of the Form 55002017-01-01452
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-01181
Total of all active and inactive participants2017-01-01634
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01634
Number of participants with account balances2017-01-01612
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BOWMAN AND BROOKE LLP RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01561
Total number of active participants reported on line 7a of the Form 55002016-01-01437
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-01184
Total of all active and inactive participants2016-01-01622
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01624
Number of participants with account balances2016-01-01599
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: BOWMAN AND BROOKE LLP RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01568
Total number of active participants reported on line 7a of the Form 55002015-01-01397
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-01162
Total of all active and inactive participants2015-01-01561
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01561
Number of participants with account balances2015-01-01549
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BOWMAN AND BROOKE LLP RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01577
Total number of active participants reported on line 7a of the Form 55002014-01-01417
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-01150
Total of all active and inactive participants2014-01-01568
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01568
Number of participants with account balances2014-01-01546
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BOWMAN AND BROOKE LLP RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01601
Total number of active participants reported on line 7a of the Form 55002013-01-01447
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-01129
Total of all active and inactive participants2013-01-01577
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01577
Number of participants with account balances2013-01-01570
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BOWMAN AND BROOKE LLP RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01613
Total number of active participants reported on line 7a of the Form 55002012-01-01463
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-01136
Total of all active and inactive participants2012-01-01600
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01601
Number of participants with account balances2012-01-01588
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BOWMAN AND BROOKE LLP RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01528
Total number of active participants reported on line 7a of the Form 55002011-01-01487
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-01124
Total of all active and inactive participants2011-01-01613
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01613
Number of participants with account balances2011-01-01574
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: BOWMAN AND BROOKE LLP RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01503
Total number of active participants reported on line 7a of the Form 55002010-01-01419
Number of retired or separated participants receiving benefits2010-01-012
Number of other retired or separated participants entitled to future benefits2010-01-01107
Total of all active and inactive participants2010-01-01528
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01528
Number of participants with account balances2010-01-01497
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: BOWMAN AND BROOKE LLP RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01475
Total number of active participants reported on line 7a of the Form 55002009-01-01395
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-01107
Total of all active and inactive participants2009-01-01503
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01503
Number of participants with account balances2009-01-01472
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on BOWMAN AND BROOKE LLP RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : BOWMAN AND BROOKE LLP RETIREMENT SAVINGS PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-298,860
Total unrealized appreciation/depreciation of assets2022-12-31$-298,860
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$12,500
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$12,500
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-24,009,717
Total loss/gain on sale of assets2022-12-31$-37,853
Total of all expenses incurred2022-12-31$26,896,790
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$26,669,664
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$7,149,791
Value of total assets at end of year2022-12-31$156,393,469
Value of total assets at beginning of year2022-12-31$207,299,976
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$227,126
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$43,826
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$4,714,077
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$4,695,838
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,363,628
Participant contributions at end of year2022-12-31$611,828
Participant contributions at beginning of year2022-12-31$873,125
Participant contributions at end of year2022-12-31$825,520
Participant contributions at beginning of year2022-12-31$1,004,738
Assets. Other investments not covered elsewhere at end of year2022-12-31$4,136,919
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$10,099,456
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$564,349
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$12,500
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$12,500
Other income not declared elsewhere2022-12-31$203,233
Administrative expenses (other) incurred2022-12-31$12,563
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$228,234
Total non interest bearing cash at beginning of year2022-12-31$129,245
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
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-50,906,507
Value of net assets at end of year (total assets less liabilities)2022-12-31$156,380,969
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$207,287,476
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
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$67,626
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$128,276,602
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$170,518,420
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$33,645
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$0
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$10,039
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$122,993
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$142
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$17,452,227
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$20,746,004
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-35,783,931
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$3,221,814
Employer contributions (assets) at end of year2022-12-31$3,222,216
Employer contributions (assets) at beginning of year2022-12-31$3,928,988
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$18,239
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$26,669,664
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$183,742
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$106,942
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$146,937
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$1,226,246
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
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
Aggregate proceeds on sale of assets2022-12-31$259,716
Aggregate carrying amount (costs) on sale of assets2022-12-31$297,569
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : BOWMAN AND BROOKE LLP RETIREMENT 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$12,500
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$150,929
Total income from all sources (including contributions)2021-12-31$33,495,936
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$12,395,621
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$12,227,041
Expenses. Certain deemed distributions of participant loans2021-12-31$16,696
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$7,648,444
Value of total assets at end of year2021-12-31$207,299,976
Value of total assets at beginning of year2021-12-31$186,338,090
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$151,884
Total interest from all sources2021-12-31$52,574
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$8,424,435
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$8,424,435
Administrative expenses professional fees incurred2021-12-31$85,068
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,625,060
Participant contributions at end of year2021-12-31$873,125
Participant contributions at beginning of year2021-12-31$1,055,063
Participant contributions at end of year2021-12-31$1,004,738
Participant contributions at beginning of year2021-12-31$1,072,022
Assets. Other investments not covered elsewhere at end of year2021-12-31$10,099,456
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$8,579,695
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$94,396
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$34,237
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$12,500
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$150,929
Other income not declared elsewhere2021-12-31$630,275
Total non interest bearing cash at end of year2021-12-31$129,245
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$21,100,315
Value of net assets at end of year (total assets less liabilities)2021-12-31$207,287,476
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$186,187,161
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
Investment advisory and management fees2021-12-31$66,816
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$170,518,420
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$153,714,595
Interest on participant loans2021-12-31$52,574
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$20,746,004
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$18,483,258
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$16,740,208
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$3,928,988
Employer contributions (assets) at end of year2021-12-31$3,928,988
Employer contributions (assets) at beginning of year2021-12-31$3,399,220
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$12,227,041
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : BOWMAN AND BROOKE LLP RETIREMENT 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$150,929
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$125,746
Total income from all sources (including contributions)2020-12-31$30,676,044
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$9,152,842
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$9,135,880
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$7,679,942
Value of total assets at end of year2020-12-31$186,338,090
Value of total assets at beginning of year2020-12-31$164,789,705
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$16,962
Total interest from all sources2020-12-31$41,384
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,243,014
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$2,243,014
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$3,330,295
Participant contributions at end of year2020-12-31$1,055,063
Participant contributions at beginning of year2020-12-31$975,281
Participant contributions at end of year2020-12-31$1,072,022
Participant contributions at beginning of year2020-12-31$960,565
Assets. Other investments not covered elsewhere at end of year2020-12-31$8,579,695
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$6,882,914
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$953,070
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$34,237
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$44,375
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$150,929
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$125,746
Other income not declared elsewhere2020-12-31$1,762,451
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$463
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$21,523,202
Value of net assets at end of year (total assets less liabilities)2020-12-31$186,187,161
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$164,663,959
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
Investment advisory and management fees2020-12-31$16,962
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$153,714,595
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$137,581,142
Interest on participant loans2020-12-31$41,384
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$18,483,258
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$14,772,799
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$18,949,253
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$3,396,577
Employer contributions (assets) at end of year2020-12-31$3,399,220
Employer contributions (assets) at beginning of year2020-12-31$3,572,166
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$9,135,880
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : BOWMAN AND BROOKE LLP RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$125,746
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$102,514
Total income from all sources (including contributions)2019-12-31$38,225,897
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$12,229,890
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$12,213,659
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,208,065
Value of total assets at end of year2019-12-31$164,789,705
Value of total assets at beginning of year2019-12-31$138,770,466
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$16,231
Total interest from all sources2019-12-31$50,654
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,580,495
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$2,580,495
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Contributions received from participants2019-12-31$3,412,027
Participant contributions at end of year2019-12-31$975,281
Participant contributions at beginning of year2019-12-31$994,140
Participant contributions at end of year2019-12-31$960,565
Participant contributions at beginning of year2019-12-31$959,704
Assets. Other investments not covered elsewhere at end of year2019-12-31$6,882,914
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$9,397,770
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,223,901
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$44,375
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$38,428
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$125,746
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$102,514
Other income not declared elsewhere2019-12-31$1,604,182
Total non interest bearing cash at end of year2019-12-31$463
Total non interest bearing cash at beginning of year2019-12-31$4,389
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$25,996,007
Value of net assets at end of year (total assets less liabilities)2019-12-31$164,663,959
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$138,667,952
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$16,231
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$137,581,142
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$111,497,727
Interest on participant loans2019-12-31$50,654
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$14,772,799
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$12,030,070
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$25,782,501
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$3,572,137
Employer contributions (assets) at end of year2019-12-31$3,572,166
Employer contributions (assets) at beginning of year2019-12-31$3,848,238
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$12,213,659
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
2018 : BOWMAN AND BROOKE LLP RETIREMENT 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$102,514
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$735,856
Total income from all sources (including contributions)2018-12-31$638,926
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,799,999
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,769,638
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$8,977,535
Value of total assets at end of year2018-12-31$138,770,466
Value of total assets at beginning of year2018-12-31$143,564,881
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$30,361
Total interest from all sources2018-12-31$47,410
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,023,458
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$2,023,458
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$3,539,950
Participant contributions at end of year2018-12-31$994,140
Participant contributions at beginning of year2018-12-31$879,522
Participant contributions at end of year2018-12-31$959,704
Participant contributions at beginning of year2018-12-31$1,027,508
Assets. Other investments not covered elsewhere at end of year2018-12-31$9,397,770
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$11,481,160
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,589,066
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$38,428
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$43,486
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$102,514
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$124,633
Other income not declared elsewhere2018-12-31$-118,988
Total non interest bearing cash at end of year2018-12-31$4,389
Total non interest bearing cash at beginning of year2018-12-31$3,953
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,161,073
Value of net assets at end of year (total assets less liabilities)2018-12-31$138,667,952
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$142,829,025
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$30,361
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$111,497,727
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$114,343,429
Interest on participant loans2018-12-31$47,410
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$11,653,283
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$12,030,070
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-10,360,230
Net investment gain or loss from common/collective trusts2018-12-31$69,741
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$3,848,519
Employer contributions (assets) at end of year2018-12-31$3,848,238
Employer contributions (assets) at beginning of year2018-12-31$4,132,540
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,769,638
Liabilities. Value of benefit claims payable at end of year2018-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$611,223
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : BOWMAN AND BROOKE LLP RETIREMENT 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$735,856
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$89,821
Total income from all sources (including contributions)2017-12-31$30,487,865
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$8,074,687
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$8,049,442
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$8,562,107
Value of total assets at end of year2017-12-31$143,564,881
Value of total assets at beginning of year2017-12-31$120,505,668
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$25,245
Total interest from all sources2017-12-31$42,278
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,773,526
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$1,773,526
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
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$3,611,605
Participant contributions at end of year2017-12-31$879,522
Participant contributions at beginning of year2017-12-31$1,069,580
Participant contributions at end of year2017-12-31$1,027,508
Participant contributions at beginning of year2017-12-31$973,184
Assets. Other investments not covered elsewhere at end of year2017-12-31$11,481,160
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$9,639,267
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$818,491
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$43,486
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$15,676
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$124,633
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$89,821
Other income not declared elsewhere2017-12-31$1,303,164
Total non interest bearing cash at end of year2017-12-31$3,953
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$22,413,178
Value of net assets at end of year (total assets less liabilities)2017-12-31$142,829,025
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$120,415,847
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$25,245
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$114,343,429
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$94,187,895
Interest on participant loans2017-12-31$42,278
Value of interest in common/collective trusts at end of year2017-12-31$11,653,283
Value of interest in common/collective trusts at beginning of year2017-12-31$10,631,540
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$18,641,977
Net investment gain or loss from common/collective trusts2017-12-31$164,813
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$4,132,011
Employer contributions (assets) at end of year2017-12-31$4,132,540
Employer contributions (assets) at beginning of year2017-12-31$3,988,526
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$8,049,442
Liabilities. Value of benefit claims payable at end of year2017-12-31$611,223
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2017-12-31410746749
2016 : BOWMAN AND BROOKE LLP RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$5,850,441
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$89,821
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$136,119
Total income from all sources (including contributions)2016-12-31$16,459,867
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$7,383,497
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$7,303,274
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$8,522,543
Value of total assets at end of year2016-12-31$120,505,668
Value of total assets at beginning of year2016-12-31$105,625,155
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$80,223
Total interest from all sources2016-12-31$43,207
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,535,060
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$1,535,060
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,297,555
Participant contributions at end of year2016-12-31$1,069,580
Participant contributions at beginning of year2016-12-31$1,129,976
Participant contributions at end of year2016-12-31$973,184
Participant contributions at beginning of year2016-12-31$906,029
Assets. Other investments not covered elsewhere at end of year2016-12-31$9,639,267
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$9,363,121
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,236,519
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$15,676
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$13,653
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$89,821
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$136,119
Other income not declared elsewhere2016-12-31$829,243
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$9,076,370
Value of net assets at end of year (total assets less liabilities)2016-12-31$120,415,847
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$105,489,036
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$80,223
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$94,187,895
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$81,937,365
Interest on participant loans2016-12-31$43,207
Value of interest in common/collective trusts at end of year2016-12-31$10,631,540
Value of interest in common/collective trusts at beginning of year2016-12-31$8,930,501
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$5,448,217
Net investment gain or loss from common/collective trusts2016-12-31$81,597
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$3,988,469
Employer contributions (assets) at end of year2016-12-31$3,988,526
Employer contributions (assets) at beginning of year2016-12-31$3,344,510
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$7,303,274
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)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-12-31410746749
2015 : BOWMAN AND BROOKE LLP RETIREMENT 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$136,119
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$124,974
Total income from all sources (including contributions)2015-12-31$7,458,563
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$7,564,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$7,506,740
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$6,841,235
Value of total assets at end of year2015-12-31$105,625,155
Value of total assets at beginning of year2015-12-31$105,720,136
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$57,949
Total interest from all sources2015-12-31$48,982
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,497,801
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$1,497,801
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$3,086,151
Participant contributions at end of year2015-12-31$1,129,976
Participant contributions at beginning of year2015-12-31$1,239,849
Participant contributions at end of year2015-12-31$906,029
Participant contributions at beginning of year2015-12-31$944,760
Assets. Other investments not covered elsewhere at end of year2015-12-31$9,363,121
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$4,860,615
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$409,258
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$13,653
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$13,212
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$136,119
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$124,974
Other income not declared elsewhere2015-12-31$112,169
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-106,126
Value of net assets at end of year (total assets less liabilities)2015-12-31$105,489,036
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$105,595,162
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$57,949
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$81,937,365
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$83,818,646
Interest on participant loans2015-12-31$48,982
Value of interest in common/collective trusts at end of year2015-12-31$8,930,501
Value of interest in common/collective trusts at beginning of year2015-12-31$8,701,483
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$215,997
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$215,997
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,087,030
Net investment gain or loss from common/collective trusts2015-12-31$45,406
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$3,345,826
Employer contributions (assets) at end of year2015-12-31$3,344,510
Employer contributions (assets) at beginning of year2015-12-31$3,905,279
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$7,506,740
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$2,020,295
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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2015-12-31410746749
2014 : BOWMAN AND BROOKE LLP RETIREMENT 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$124,974
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$136,333
Total income from all sources (including contributions)2014-12-31$12,144,395
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$5,572,936
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,516,476
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$7,065,137
Value of total assets at end of year2014-12-31$105,720,136
Value of total assets at beginning of year2014-12-31$99,160,036
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$56,460
Total interest from all sources2014-12-31$49,902
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,358,333
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$1,326,665
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$3,043,268
Participant contributions at end of year2014-12-31$1,239,849
Participant contributions at beginning of year2014-12-31$1,340,296
Participant contributions at end of year2014-12-31$944,760
Participant contributions at beginning of year2014-12-31$1,027,503
Assets. Other investments not covered elsewhere at end of year2014-12-31$4,860,615
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$4,504,452
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$116,590
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$13,212
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$23,760
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$124,974
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$136,333
Other income not declared elsewhere2014-12-31$499,481
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$6,571,459
Value of net assets at end of year (total assets less liabilities)2014-12-31$105,595,162
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$99,023,703
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$56,460
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$83,818,646
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$78,012,111
Interest on participant loans2014-12-31$49,780
Value of interest in common/collective trusts at end of year2014-12-31$8,701,483
Value of interest in common/collective trusts at beginning of year2014-12-31$8,426,692
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$215,997
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,063,088
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,063,088
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$122
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,998,879
Net investment gain or loss from common/collective trusts2014-12-31$172,663
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$3,905,279
Employer contributions (assets) at end of year2014-12-31$3,905,279
Employer contributions (assets) at beginning of year2014-12-31$3,757,340
Income. Dividends from common stock2014-12-31$31,668
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,516,476
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$2,020,295
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$1,004,794
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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2014-12-31410746749
2013 : BOWMAN AND BROOKE LLP RETIREMENT 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$136,333
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$130,539
Total income from all sources (including contributions)2013-12-31$22,865,267
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$4,979,943
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,883,906
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$8,051,282
Value of total assets at end of year2013-12-31$99,160,036
Value of total assets at beginning of year2013-12-31$81,268,918
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$96,037
Total interest from all sources2013-12-31$54,888
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,216,435
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$1,189,542
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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$3,138,916
Participant contributions at end of year2013-12-31$1,340,296
Participant contributions at beginning of year2013-12-31$1,342,950
Participant contributions at end of year2013-12-31$1,027,503
Participant contributions at beginning of year2013-12-31$1,082,606
Assets. Other investments not covered elsewhere at end of year2013-12-31$4,504,452
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$3,714,453
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,155,026
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$23,760
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$53,967
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$136,333
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$130,539
Other income not declared elsewhere2013-12-31$627,552
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$17,885,324
Value of net assets at end of year (total assets less liabilities)2013-12-31$99,023,703
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$81,138,379
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$96,037
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$78,012,111
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$60,948,440
Interest on participant loans2013-12-31$54,729
Value of interest in common/collective trusts at end of year2013-12-31$8,426,692
Value of interest in common/collective trusts at beginning of year2013-12-31$8,426,835
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,063,088
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,106,303
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,106,303
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$159
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$13,008,425
Net investment gain or loss from common/collective trusts2013-12-31$-93,315
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$3,757,340
Employer contributions (assets) at end of year2013-12-31$3,757,340
Employer contributions (assets) at beginning of year2013-12-31$3,737,909
Income. Dividends from common stock2013-12-31$26,893
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,883,906
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$1,004,794
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$855,455
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2013-12-31410746749
2012 : BOWMAN AND BROOKE LLP RETIREMENT 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$130,539
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$110,671
Total income from all sources (including contributions)2012-12-31$15,952,184
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,581,627
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,471,522
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$7,619,268
Value of total assets at end of year2012-12-31$81,268,918
Value of total assets at beginning of year2012-12-31$68,878,493
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$110,105
Total interest from all sources2012-12-31$43,854
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,286,615
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$1,273,583
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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$3,165,906
Participant contributions at end of year2012-12-31$1,342,950
Participant contributions at beginning of year2012-12-31$984,167
Participant contributions at end of year2012-12-31$1,082,606
Participant contributions at beginning of year2012-12-31$1,050,015
Assets. Other investments not covered elsewhere at end of year2012-12-31$3,714,453
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$3,312,413
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$725,881
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$53,967
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$54,242
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$130,539
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$110,671
Other income not declared elsewhere2012-12-31$428,738
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$12,370,557
Value of net assets at end of year (total assets less liabilities)2012-12-31$81,138,379
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$68,767,822
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$110,105
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$60,948,440
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$51,230,619
Interest on participant loans2012-12-31$43,712
Value of interest in common/collective trusts at end of year2012-12-31$8,426,835
Value of interest in common/collective trusts at beginning of year2012-12-31$6,952,313
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,106,303
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$401,411
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$401,411
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$142
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$6,333,986
Net investment gain or loss from common/collective trusts2012-12-31$239,723
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$3,727,481
Employer contributions (assets) at end of year2012-12-31$3,737,909
Employer contributions (assets) at beginning of year2012-12-31$3,476,505
Income. Dividends from common stock2012-12-31$13,032
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,471,522
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$855,455
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$1,416,808
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)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2012-12-31410746749
2011 : BOWMAN AND BROOKE LLP RETIREMENT 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$110,671
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$16,351
Total income from all sources (including contributions)2011-12-31$9,043,039
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,396,924
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,299,769
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$9,453,993
Value of total assets at end of year2011-12-31$68,878,493
Value of total assets at beginning of year2011-12-31$62,138,058
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$97,155
Total interest from all sources2011-12-31$37,837
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,017,284
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$1,014,868
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
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$3,074,577
Participant contributions at end of year2011-12-31$984,167
Participant contributions at beginning of year2011-12-31$846,588
Participant contributions at end of year2011-12-31$1,050,015
Participant contributions at beginning of year2011-12-31$892,026
Assets. Other investments not covered elsewhere at end of year2011-12-31$3,312,413
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$3,305,604
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$2,915,110
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$54,242
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$43,642
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$110,671
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$16,351
Other income not declared elsewhere2011-12-31$-87,764
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$6,646,115
Value of net assets at end of year (total assets less liabilities)2011-12-31$68,767,822
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$62,121,707
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$97,155
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$51,230,619
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$47,861,627
Interest on participant loans2011-12-31$36,933
Value of interest in common/collective trusts at end of year2011-12-31$6,952,313
Value of interest in common/collective trusts at beginning of year2011-12-31$5,823,960
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$401,411
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$401,520
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$401,520
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$904
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,655,623
Net investment gain or loss from common/collective trusts2011-12-31$277,312
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$3,464,306
Employer contributions (assets) at end of year2011-12-31$3,476,505
Employer contributions (assets) at beginning of year2011-12-31$2,810,587
Income. Dividends from common stock2011-12-31$2,416
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,299,769
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$1,416,808
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$152,504
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)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2011-12-31410746749
2010 : BOWMAN AND BROOKE LLP RETIREMENT SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
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$16,351
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$95,721
Total income from all sources (including contributions)2010-12-31$13,136,466
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,046,831
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,923,893
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$6,375,304
Value of total assets at end of year2010-12-31$62,138,058
Value of total assets at beginning of year2010-12-31$51,127,793
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$122,938
Total interest from all sources2010-12-31$90,784
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$844,341
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$841,884
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,574,955
Participant contributions at end of year2010-12-31$846,588
Participant contributions at beginning of year2010-12-31$738,856
Participant contributions at end of year2010-12-31$892,026
Participant contributions at beginning of year2010-12-31$859,194
Assets. Other investments not covered elsewhere at end of year2010-12-31$3,305,604
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$2,889,004
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$288,778
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$43,642
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$79,913
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$16,351
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$95,721
Other income not declared elsewhere2010-12-31$313,763
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$11,089,635
Value of net assets at end of year (total assets less liabilities)2010-12-31$62,121,707
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$51,032,072
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$122,938
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$47,861,627
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$36,007,241
Interest on participant loans2010-12-31$40,437
Value of interest in common/collective trusts at end of year2010-12-31$5,823,960
Value of interest in common/collective trusts at beginning of year2010-12-31$6,282,945
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$401,520
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,648,793
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,648,793
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$50,347
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$5,231,947
Net investment gain or loss from common/collective trusts2010-12-31$280,327
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$3,511,571
Employer contributions (assets) at end of year2010-12-31$2,810,587
Employer contributions (assets) at beginning of year2010-12-31$2,480,087
Income. Dividends from common stock2010-12-31$2,457
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,923,893
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$152,504
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$141,760
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)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31LARSONALLEN LLP
Accountancy firm EIN2010-12-31410746749

Form 5500 Responses for BOWMAN AND BROOKE LLP RETIREMENT SAVINGS PLAN

2022: BOWMAN AND BROOKE LLP RETIREMENT 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BOWMAN AND BROOKE LLP RETIREMENT 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BOWMAN AND BROOKE LLP RETIREMENT 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BOWMAN AND BROOKE LLP RETIREMENT 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BOWMAN AND BROOKE LLP RETIREMENT 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BOWMAN AND BROOKE LLP RETIREMENT 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: BOWMAN AND BROOKE LLP RETIREMENT 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: BOWMAN AND BROOKE LLP RETIREMENT 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: BOWMAN AND BROOKE LLP RETIREMENT 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: BOWMAN AND BROOKE LLP RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
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: BOWMAN AND BROOKE LLP RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
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: BOWMAN AND BROOKE LLP RETIREMENT 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
2010: BOWMAN AND BROOKE LLP RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BOWMAN AND BROOKE LLP RETIREMENT 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

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number812233A
Policy instance 1
Insurance contract or identification number812233A
Number of Individuals Covered574
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number812233A
Policy instance 1
Insurance contract or identification number812233A
Number of Individuals Covered559
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number812233A
Policy instance 1
Insurance contract or identification number812233A
Number of Individuals Covered533
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number812233A
Policy instance 1
Insurance contract or identification number812233A
Number of Individuals Covered519
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number812233A
Policy instance 1
Insurance contract or identification number812233A
Number of Individuals Covered541
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

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