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RSM US LLP RETIREMENT PLAN 401k Plan overview

Plan NameRSM US LLP RETIREMENT PLAN
Plan identification number 001

RSM US LLP RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:RSM US LLP
Employer identification number (EIN):420714325
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Additional information about RSM US LLP

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1997-04-11
Company Identification Number: 976834
Legal Registered Office Address: 50 WEST BROAD STREET
SUITE 1800
COLUMBUS
United States of America (USA)
43215

More information about RSM US LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RSM US LLP RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012017-01-01BRETT WILSON
0012016-01-01BRETT WILSON
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01BRETT WILSON
0012012-01-01BRETT WILSON
0012011-01-01KATHY JOHNSON
0012009-01-01CHRISTY FILLINGAME

Plan Statistics for RSM US LLP RETIREMENT PLAN

401k plan membership statisitcs for RSM US LLP RETIREMENT PLAN

Measure Date Value
2022: RSM US LLP RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0119,564
Total number of active participants reported on line 7a of the Form 55002022-01-0114,720
Number of retired or separated participants receiving benefits2022-01-0199
Number of other retired or separated participants entitled to future benefits2022-01-016,074
Total of all active and inactive participants2022-01-0120,893
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-018
Total participants2022-01-0120,901
Number of participants with account balances2022-01-0120,422
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011,159
2021: RSM US LLP RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0117,095
Total number of active participants reported on line 7a of the Form 55002021-01-0113,793
Number of retired or separated participants receiving benefits2021-01-01103
Number of other retired or separated participants entitled to future benefits2021-01-015,663
Total of all active and inactive participants2021-01-0119,559
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-015
Total participants2021-01-0119,564
Number of participants with account balances2021-01-0119,025
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011,343
2020: RSM US LLP RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0116,360
Total number of active participants reported on line 7a of the Form 55002020-01-0112,144
Number of retired or separated participants receiving benefits2020-01-0164
Number of other retired or separated participants entitled to future benefits2020-01-014,877
Total of all active and inactive participants2020-01-0117,085
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0110
Total participants2020-01-0117,095
Number of participants with account balances2020-01-0116,711
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01921
2019: RSM US LLP RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0114,911
Total number of active participants reported on line 7a of the Form 55002019-01-0111,740
Number of retired or separated participants receiving benefits2019-01-01100
Number of other retired or separated participants entitled to future benefits2019-01-014,515
Total of all active and inactive participants2019-01-0116,355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-015
Total participants2019-01-0116,360
Number of participants with account balances2019-01-0115,970
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01885
2018: RSM US LLP RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0113,978
Total number of active participants reported on line 7a of the Form 55002018-01-0110,661
Number of retired or separated participants receiving benefits2018-01-0198
Number of other retired or separated participants entitled to future benefits2018-01-014,148
Total of all active and inactive participants2018-01-0114,907
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-014
Total participants2018-01-0114,911
Number of participants with account balances2018-01-0114,557
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01867
2017: RSM US LLP RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0114,246
Total number of active participants reported on line 7a of the Form 55002017-01-0110,035
Number of retired or separated participants receiving benefits2017-01-0180
Number of other retired or separated participants entitled to future benefits2017-01-013,858
Total of all active and inactive participants2017-01-0113,973
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-015
Total participants2017-01-0113,978
Number of participants with account balances2017-01-0113,490
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01918
2016: RSM US LLP RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0113,950
Total number of active participants reported on line 7a of the Form 55002016-01-0110,163
Number of retired or separated participants receiving benefits2016-01-0164
Number of other retired or separated participants entitled to future benefits2016-01-014,017
Total of all active and inactive participants2016-01-0114,244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-0114,246
Number of participants with account balances2016-01-0113,636
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01285
2015: RSM US LLP RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0111,865
Total number of active participants reported on line 7a of the Form 55002015-01-018,859
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-015,081
Total of all active and inactive participants2015-01-0113,940
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0110
Total participants2015-01-0113,950
Number of participants with account balances2015-01-0112,736
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011,043
2014: RSM US LLP RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0111,409
Total number of active participants reported on line 7a of the Form 55002014-01-018,226
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-013,639
Total of all active and inactive participants2014-01-0111,865
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0130
Total participants2014-01-0111,895
Number of participants with account balances2014-01-0111,252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01636
2013: RSM US LLP RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0110,192
Total number of active participants reported on line 7a of the Form 55002013-01-017,333
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-013,956
Total of all active and inactive participants2013-01-0111,289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-019
Total participants2013-01-0111,298
Number of participants with account balances2013-01-0110,355
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01573
2012: RSM US LLP RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0110,139
Total number of active participants reported on line 7a of the Form 55002012-01-017,037
Number of retired or separated participants receiving benefits2012-01-01301
Number of other retired or separated participants entitled to future benefits2012-01-012,840
Total of all active and inactive participants2012-01-0110,178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0114
Total participants2012-01-0110,192
Number of participants with account balances2012-01-019,802
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01546
2011: RSM US LLP RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-019,390
Total number of active participants reported on line 7a of the Form 55002011-01-017,017
Number of retired or separated participants receiving benefits2011-01-01331
Number of other retired or separated participants entitled to future benefits2011-01-012,781
Total of all active and inactive participants2011-01-0110,129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0110
Total participants2011-01-0110,139
Number of participants with account balances2011-01-019,631
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01652
2009: RSM US LLP RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-019,846
Total number of active participants reported on line 7a of the Form 55002009-01-017,151
Number of retired or separated participants receiving benefits2009-01-0144
Number of other retired or separated participants entitled to future benefits2009-01-012,277
Total of all active and inactive participants2009-01-019,472
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0114
Total participants2009-01-019,486
Number of participants with account balances2009-01-019,032
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011,102

Financial Data on RSM US LLP RETIREMENT PLAN

Measure Date Value
2022 : RSM US LLP RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-10,702,302
Total unrealized appreciation/depreciation of assets2022-12-31$-10,702,302
Total transfer of assets to this plan2022-12-31$41,385
Total transfer of assets from this plan2022-12-31$29,480,847
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$14,822
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$35
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$0
Total income from all sources (including contributions)2022-12-31$-174,497,065
Total loss/gain on sale of assets2022-12-31$-7,893,727
Total of all expenses incurred2022-12-31$135,519,434
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$134,235,944
Expenses. Certain deemed distributions of participant loans2022-12-31$7,703
Value of total corrective distributions2022-12-31$45,271
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$273,922,132
Value of total assets at end of year2022-12-31$2,275,604,074
Value of total assets at beginning of year2022-12-31$2,615,045,248
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,230,516
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$1,308,254
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$49,317,119
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$48,862,905
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$42,974
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$53,034
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$158,729,855
Participant contributions at end of year2022-12-31$18,528,065
Participant contributions at beginning of year2022-12-31$18,105,215
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$17,359
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$248,578
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$30,378,946
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$14,822
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$35
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$1,107,098
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$1,844
Total non interest bearing cash at beginning of year2022-12-31$96,344
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$0
Value of net income/loss2022-12-31$-310,016,499
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,275,589,252
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,615,045,213
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$123,418
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,186,808,098
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,435,606,960
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$870,319
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$3,843
Income. Interest from corporate debt instruments2022-12-31$21,238
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$921,332,575
Value of interest in common/collective trusts at beginning of year2022-12-31$1,007,052,085
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$31,385,624
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$30,438,332
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$30,438,332
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$412,854
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$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
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$2,840,483
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-317,169,070
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$-163,279,471
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 plan2022-12-31Yes
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$84,813,331
Employer contributions (assets) at end of year2022-12-31$84,250,590
Employer contributions (assets) at beginning of year2022-12-31$72,751,428
Income. Dividends from preferred stock2022-12-31$2,232
Income. Dividends from common stock2022-12-31$451,982
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$134,235,944
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
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$554,035
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$473,604
Contract administrator fees2022-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$29,842,427
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$50,219,668
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$67,715,195
Aggregate carrying amount (costs) on sale of assets2022-12-31$75,608,922
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 name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : RSM US LLP RETIREMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$156,006
Total unrealized appreciation/depreciation of assets2021-12-31$156,006
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$35
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$46
Expenses. Interest paid2021-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$0
Total income from all sources (including contributions)2021-12-31$578,729,211
Total loss/gain on sale of assets2021-12-31$5,121,727
Total of all expenses incurred2021-12-31$150,740,827
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$149,320,558
Expenses. Certain deemed distributions of participant loans2021-12-31$37,182
Value of total corrective distributions2021-12-31$28,364
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$250,267,328
Value of total assets at end of year2021-12-31$2,615,045,248
Value of total assets at beginning of year2021-12-31$2,187,056,875
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,354,723
Total income from rents2021-12-31$0
Total interest from all sources2021-12-31$964,901
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$51,543,862
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$51,166,542
Assets. Real estate other than employer real property at end of year2021-12-31$0
Assets. Real estate other than employer real property at beginning of year2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$53,034
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$39,163
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$138,806,796
Participant contributions at end of year2021-12-31$18,105,215
Participant contributions at beginning of year2021-12-31$17,654,524
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$248,578
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$408,914
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$38,634,431
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
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$0
Assets. Loans (other than to participants) at end of year2021-12-31$0
Assets. Loans (other than to participants) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$35
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$46
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$1,310,022
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$96,344
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
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$427,988,384
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,615,045,213
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,187,056,829
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
Assets. partnership/joint venture interests at end of year2021-12-31$0
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Investment advisory and management fees2021-12-31$44,701
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,435,606,960
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,197,083,614
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$925,582
Income. Interest from loans (other than to participants)2021-12-31$0
Interest earned on other investments2021-12-31$429
Income. Interest from US Government securities2021-12-31$94
Income. Interest from corporate debt instruments2021-12-31$25,936
Value of interest in master investment trust accounts at end of year2021-12-31$0
Value of interest in master investment trust accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$1,007,052,085
Value of interest in common/collective trusts at beginning of year2021-12-31$836,773,382
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$30,438,332
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$31,275,095
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$31,275,095
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$12,860
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$16,668
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$163,611,142
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$107,064,245
Net gain/loss from 103.12 investment entities2021-12-31$0
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
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Assets. Value of employer real property at end of year2021-12-31$0
Assets. Value of employer real property at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$72,826,101
Employer contributions (assets) at end of year2021-12-31$72,751,428
Employer contributions (assets) at beginning of year2021-12-31$64,654,275
Income. Dividends from preferred stock2021-12-31$1,734
Income. Dividends from common stock2021-12-31$375,586
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$149,320,558
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$473,604
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$716,088
Contract administrator fees2021-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$50,219,668
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$38,435,152
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$0
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
Aggregate proceeds on sale of assets2021-12-31$114,789,298
Aggregate carrying amount (costs) on sale of assets2021-12-31$109,667,571
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : RSM US LLP RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$7,970,479
Total unrealized appreciation/depreciation of assets2020-12-31$7,970,479
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$46
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$2,888
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$513,220,941
Total loss/gain on sale of assets2020-12-31$2,556,189
Total of all expenses incurred2020-12-31$113,336,387
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$112,119,278
Expenses. Certain deemed distributions of participant loans2020-12-31$87,475
Value of total corrective distributions2020-12-31$18,704
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$221,263,348
Value of total assets at end of year2020-12-31$2,187,056,875
Value of total assets at beginning of year2020-12-31$1,787,175,163
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,110,930
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$1,035,685
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$34,166,541
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$33,821,169
Assets. Real estate other than employer real property at end of year2020-12-31$0
Assets. Real estate other than employer real property at beginning of year2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$39,163
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$20,835
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$117,286,348
Participant contributions at end of year2020-12-31$17,654,524
Participant contributions at beginning of year2020-12-31$16,548,581
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$408,914
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$128,609
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$39,501,212
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Assets. Loans (other than to participants) at end of year2020-12-31$0
Assets. Loans (other than to participants) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$46
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$2,888
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$1,109,501
Liabilities. Value of operating payables at end of year2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$99,488
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$399,884,554
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,187,056,829
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,787,172,275
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
Assets. partnership/joint venture interests at end of year2020-12-31$0
Assets. partnership/joint venture interests at beginning of year2020-12-31$0
Investment advisory and management fees2020-12-31$1,429
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,197,083,614
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,005,906,513
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$912,600
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$3,440
Income. Interest from US Government securities2020-12-31$355
Income. Interest from corporate debt instruments2020-12-31$34,307
Value of interest in master investment trust accounts at end of year2020-12-31$0
Value of interest in master investment trust accounts at beginning of year2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$836,773,382
Value of interest in common/collective trusts at beginning of year2020-12-31$662,398,565
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$31,275,095
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$23,427,715
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$23,427,715
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$84,983
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Asset value of US Government securities at end of year2020-12-31$16,668
Asset value of US Government securities at beginning of year2020-12-31$11,451
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$140,918,980
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$105,309,719
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Assets. Value of employer real property at end of year2020-12-31$0
Assets. Value of employer real property at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$64,475,788
Employer contributions (assets) at end of year2020-12-31$64,654,275
Employer contributions (assets) at beginning of year2020-12-31$59,170,884
Income. Dividends from preferred stock2020-12-31$765
Income. Dividends from common stock2020-12-31$344,607
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$112,119,278
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$716,088
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$675,934
Contract administrator fees2020-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$38,435,152
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$18,786,588
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
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$55,651,182
Aggregate carrying amount (costs) on sale of assets2020-12-31$53,094,993
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BAIRD, KURTZ & DOBSON LLP
Accountancy firm EIN2020-12-31440160260
2019 : RSM US LLP RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$2,019,061
Total unrealized appreciation/depreciation of assets2019-12-31$2,019,061
Total transfer of assets to this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,888
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$77
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$490,940,466
Total loss/gain on sale of assets2019-12-31$1,809,769
Total of all expenses incurred2019-12-31$102,611,997
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$101,670,143
Expenses. Certain deemed distributions of participant loans2019-12-31$17,936
Value of total corrective distributions2019-12-31$13,003
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$181,410,895
Value of total assets at end of year2019-12-31$1,787,175,163
Value of total assets at beginning of year2019-12-31$1,398,843,883
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$910,915
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$1,279,175
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$33,733,367
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$33,460,355
Assets. Real estate other than employer real property at end of year2019-12-31$0
Assets. Real estate other than employer real property at beginning of year2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$20,835
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$31,564
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$104,183,463
Participant contributions at end of year2019-12-31$16,548,581
Participant contributions at beginning of year2019-12-31$15,362,652
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$128,609
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$156,476
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$18,094,220
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Assets. Loans (other than to participants) at end of year2019-12-31$0
Assets. Loans (other than to participants) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$2,888
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$77
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$910,915
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$99,488
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$388,328,469
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,787,172,275
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,398,843,806
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
Assets. partnership/joint venture interests at end of year2019-12-31$0
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,005,906,513
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$806,672,349
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$866,099
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$4,140
Income. Interest from US Government securities2019-12-31$2,056
Income. Interest from corporate debt instruments2019-12-31$29,083
Value of interest in master investment trust accounts at end of year2019-12-31$0
Value of interest in master investment trust accounts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$662,398,565
Value of interest in common/collective trusts at beginning of year2019-12-31$491,592,068
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$23,427,715
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$15,968,632
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$15,968,632
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$377,797
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Asset value of US Government securities at end of year2019-12-31$11,451
Asset value of US Government securities at beginning of year2019-12-31$205,699
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$165,648,298
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$105,039,901
Net gain/loss from 103.12 investment entities2019-12-31$0
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 plan2019-12-31Yes
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Assets. Value of employer real property at end of year2019-12-31$0
Assets. Value of employer real property at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$59,133,212
Employer contributions (assets) at end of year2019-12-31$59,170,884
Employer contributions (assets) at beginning of year2019-12-31$53,974,119
Income. Dividends from preferred stock2019-12-31$1,537
Income. Dividends from common stock2019-12-31$271,475
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$101,670,143
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$675,934
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$710,893
Contract administrator fees2019-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$18,786,588
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$14,169,431
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
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation 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
Aggregate proceeds on sale of assets2019-12-31$26,571,172
Aggregate carrying amount (costs) on sale of assets2019-12-31$24,761,403
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BAIRD, KURTZ & DOBSON LLP
Accountancy firm EIN2019-12-31440160260
2018 : RSM US LLP RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-2,336,301
Total unrealized appreciation/depreciation of assets2018-12-31$-2,336,301
Total transfer of assets to this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$77
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$28,981
Expenses. Interest paid2018-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$0
Total income from all sources (including contributions)2018-12-31$64,783,519
Total loss/gain on sale of assets2018-12-31$490,469
Total of all expenses incurred2018-12-31$105,332,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$104,874,702
Expenses. Certain deemed distributions of participant loans2018-12-31$23,788
Value of total corrective distributions2018-12-31$12,898
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$159,513,172
Value of total assets at end of year2018-12-31$1,398,843,883
Value of total assets at beginning of year2018-12-31$1,439,421,564
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$420,908
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$969,307
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$36,469,853
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$36,212,358
Assets. Real estate other than employer real property at end of year2018-12-31$0
Assets. Real estate other than employer real property at beginning of year2018-12-31$0
Administrative expenses professional fees incurred2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$31,564
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$579,001
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$90,919,772
Participant contributions at end of year2018-12-31$15,362,652
Participant contributions at beginning of year2018-12-31$12,874,877
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$156,476
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$213,120
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$16,278,354
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Assets. Loans (other than to participants) at end of year2018-12-31$0
Assets. Loans (other than to participants) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$77
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$28,981
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$420,908
Liabilities. Value of operating payables at end of year2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$83,062
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
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-40,548,777
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,398,843,806
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,439,392,583
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
Assets. partnership/joint venture interests at end of year2018-12-31$0
Assets. partnership/joint venture interests at beginning of year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$806,672,349
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,283,000,718
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$676,876
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$6,651
Income. Interest from US Government securities2018-12-31$3,484
Income. Interest from corporate debt instruments2018-12-31$45,991
Value of interest in master investment trust accounts at end of year2018-12-31$0
Value of interest in master investment trust accounts at beginning of year2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$491,592,068
Value of interest in common/collective trusts at beginning of year2018-12-31$59,580,672
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$15,968,632
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$15,736,327
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$15,736,327
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$236,305
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Asset value of US Government securities at end of year2018-12-31$205,699
Asset value of US Government securities at beginning of year2018-12-31$65,933
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-84,607,902
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$-45,715,079
Net gain/loss from 103.12 investment entities2018-12-31$0
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 plan2018-12-31Yes
Assets. Invements in employer securities at end of year2018-12-31$0
Assets. Invements in employer securities at beginning of year2018-12-31$0
Assets. Value of employer real property at end of year2018-12-31$0
Assets. Value of employer real property at beginning of year2018-12-31$0
Contributions received in cash from employer2018-12-31$52,315,046
Employer contributions (assets) at end of year2018-12-31$53,974,119
Employer contributions (assets) at beginning of year2018-12-31$52,133,832
Income. Dividends from preferred stock2018-12-31$21,538
Income. Dividends from common stock2018-12-31$235,957
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$104,874,702
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$710,893
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$1,266,990
Contract administrator fees2018-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$14,169,431
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$13,887,032
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$0
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$0
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
Aggregate proceeds on sale of assets2018-12-31$32,732,531
Aggregate carrying amount (costs) on sale of assets2018-12-31$32,242,062
Liabilities. Value of acquisition indebtedness at end of year2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BAIRD, KURTZ & DOBSON LLP
Accountancy firm EIN2018-12-31440160260
2017 : RSM US LLP RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$1,841,753
Total unrealized appreciation/depreciation of assets2017-12-31$1,841,753
Total transfer of assets to this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$28,981
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$85
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$335,601,130
Total loss/gain on sale of assets2017-12-31$369,880
Total of all expenses incurred2017-12-31$83,234,560
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$82,924,404
Expenses. Certain deemed distributions of participant loans2017-12-31$96,526
Value of total corrective distributions2017-12-31$21
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$148,552,590
Value of total assets at end of year2017-12-31$1,439,421,564
Value of total assets at beginning of year2017-12-31$1,187,026,098
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$213,609
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$820,196
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$46,616,218
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$46,380,520
Assets. Real estate other than employer real property at end of year2017-12-31$0
Assets. Real estate other than employer real property at beginning of year2017-12-31$0
Administrative expenses professional fees incurred2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$579,001
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$534,840
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
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$80,385,612
Participant contributions at end of year2017-12-31$12,874,877
Participant contributions at beginning of year2017-12-31$12,389,541
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$213,120
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$259,716
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$15,938,435
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Assets. Loans (other than to participants) at end of year2017-12-31$0
Assets. Loans (other than to participants) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$28,981
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$85
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$213,609
Liabilities. Value of operating payables at end of year2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$83,062
Total non interest bearing cash at beginning of year2017-12-31$107,523
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
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$252,366,570
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,439,392,583
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,187,026,013
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
Assets. partnership/joint venture interests at end of year2017-12-31$0
Assets. partnership/joint venture interests at beginning of year2017-12-31$0
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,283,000,718
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,015,768,478
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$569,114
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$7,011
Income. Interest from US Government securities2017-12-31$521
Income. Interest from corporate debt instruments2017-12-31$55,106
Value of interest in master investment trust accounts at end of year2017-12-31$0
Value of interest in master investment trust accounts at beginning of year2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$59,580,672
Value of interest in common/collective trusts at beginning of year2017-12-31$58,892,031
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$15,736,327
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$17,750,494
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$17,750,494
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$188,444
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Asset value of US Government securities at end of year2017-12-31$65,933
Asset value of US Government securities at beginning of year2017-12-31$33,702
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$136,430,246
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$970,247
Net gain/loss from 103.12 investment entities2017-12-31$0
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
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$0
Assets. Value of employer real property at end of year2017-12-31$0
Assets. Value of employer real property at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$52,228,543
Employer contributions (assets) at end of year2017-12-31$52,133,832
Employer contributions (assets) at beginning of year2017-12-31$45,905,988
Income. Dividends from preferred stock2017-12-31$30,728
Income. Dividends from common stock2017-12-31$204,970
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$82,924,404
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$1,266,990
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$872,692
Contract administrator fees2017-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$13,887,032
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$34,511,093
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation 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
Aggregate proceeds on sale of assets2017-12-31$15,521,888
Aggregate carrying amount (costs) on sale of assets2017-12-31$15,152,008
Liabilities. Value of acquisition indebtedness at end of year2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BAIRD, KURTZ & DOBSON LLP
Accountancy firm EIN2017-12-31440160260
2016 : RSM US LLP RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$286,734
Total unrealized appreciation/depreciation of assets2016-12-31$286,734
Total transfer of assets to this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$85
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$196,900,147
Total loss/gain on sale of assets2016-12-31$-7,691
Total of all expenses incurred2016-12-31$87,152,554
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$86,900,903
Expenses. Certain deemed distributions of participant loans2016-12-31$14,973
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$97,884,625
Value of total assets at end of year2016-12-31$1,141,120,110
Value of total assets at beginning of year2016-12-31$1,031,372,432
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$236,678
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$552,815
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$28,559,785
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$28,243,940
Assets. Real estate other than employer real property at end of year2016-12-31$0
Assets. Real estate other than employer real property at beginning of year2016-12-31$0
Administrative expenses professional fees incurred2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$534,840
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$0
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 period2016-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$74,964,887
Participant contributions at end of year2016-12-31$12,389,541
Participant contributions at beginning of year2016-12-31$11,898,860
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$259,716
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$186,937,497
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$21,679,337
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Assets. Loans (other than to participants) at end of year2016-12-31$0
Assets. Loans (other than to participants) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$85
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$21,242,455
Administrative expenses (other) incurred2016-12-31$236,678
Liabilities. Value of operating payables at end of year2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$107,523
Total non interest bearing cash at beginning of year2016-12-31$6,432,719
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
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$109,747,593
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,141,120,025
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,031,372,432
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
Assets. partnership/joint venture interests at end of year2016-12-31$0
Assets. partnership/joint venture interests at beginning of year2016-12-31$0
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,015,768,478
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$724,758,827
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$525,895
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$2,515
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$11,862
Value of interest in master investment trust accounts at end of year2016-12-31$0
Value of interest in master investment trust accounts at beginning of year2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$58,892,031
Value of interest in common/collective trusts at beginning of year2016-12-31$56,937,619
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$17,750,494
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,230,871
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,230,871
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$12,543
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Asset value of US Government securities at end of year2016-12-31$33,702
Asset value of US Government securities at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$48,644,911
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$-263,487
Net gain/loss from 103.12 investment entities2016-12-31$0
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
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Invements in employer securities at beginning of year2016-12-31$0
Assets. Value of employer real property at end of year2016-12-31$0
Assets. Value of employer real property at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$1,240,401
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$43,176,039
Income. Dividends from preferred stock2016-12-31$6,960
Income. Dividends from common stock2016-12-31$308,885
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$86,900,903
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$872,692
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$0
Contract administrator fees2016-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$34,511,093
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$0
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$0
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
Aggregate proceeds on sale of assets2016-12-31$6,566,134
Aggregate carrying amount (costs) on sale of assets2016-12-31$6,573,825
Liabilities. Value of acquisition indebtedness at end of year2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
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 name2016-12-31BAIRD, KURTZ & DOBSON LLP
Accountancy firm EIN2016-12-31440160260
2015 : RSM US LLP RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$118,027,411
Total of all expenses incurred2015-12-31$68,388,496
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$67,539,715
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$131,058,521
Value of total assets at end of year2015-12-31$1,031,372,432
Value of total assets at beginning of year2015-12-31$981,733,517
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$848,781
Total interest from all sources2015-12-31$479,533
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$25,502,592
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$25,502,592
Administrative expenses professional fees incurred2015-12-31$848,781
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
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$67,150,643
Participant contributions at end of year2015-12-31$11,898,860
Participant contributions at beginning of year2015-12-31$11,384,348
Participant contributions at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$186,937,497
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$177,193,600
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$20,723,345
Other income not declared elsewhere2015-12-31$-4,526,331
Total non interest bearing cash at end of year2015-12-31$6,432,719
Total non interest bearing cash at beginning of year2015-12-31$12,197
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$49,638,915
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,031,372,432
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$981,733,517
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$724,758,827
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$696,659,714
Interest on participant loans2015-12-31$478,820
Income. Interest from loans (other than to participants)2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$56,937,619
Value of interest in common/collective trusts at beginning of year2015-12-31$57,529,642
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,230,871
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,104,920
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,104,920
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$713
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-34,940,249
Net investment gain or loss from common/collective trusts2015-12-31$453,345
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$43,184,533
Employer contributions (assets) at end of year2015-12-31$43,176,039
Employer contributions (assets) at beginning of year2015-12-31$37,849,096
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$67,539,715
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 name2015-12-31BAIRD, KURTZ & DOBSON LLP
Accountancy firm EIN2015-12-31440160260
2014 : RSM US LLP RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$159,740,431
Total of all expenses incurred2014-12-31$66,905,074
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$66,189,952
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$103,659,805
Value of total assets at end of year2014-12-31$981,733,517
Value of total assets at beginning of year2014-12-31$888,898,160
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$715,122
Total interest from all sources2014-12-31$465,586
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$22,029,427
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$22,029,427
Administrative expenses professional fees incurred2014-12-31$50,259
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
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$57,954,497
Participant contributions at end of year2014-12-31$11,384,348
Participant contributions at beginning of year2014-12-31$10,469,475
Assets. Other investments not covered elsewhere at end of year2014-12-31$177,193,600
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$166,499,561
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$7,856,212
Other income not declared elsewhere2014-12-31$6,131,878
Total non interest bearing cash at end of year2014-12-31$12,197
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$92,835,357
Value of net assets at end of year (total assets less liabilities)2014-12-31$981,733,517
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$888,898,160
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$152,015
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$696,659,714
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$636,657,183
Interest on participant loans2014-12-31$465,526
Value of interest in common/collective trusts at end of year2014-12-31$57,529,642
Value of interest in common/collective trusts at beginning of year2014-12-31$57,959,449
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,104,920
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$984,647
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$984,647
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$60
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$25,777,817
Net investment gain or loss from common/collective trusts2014-12-31$1,675,918
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$37,849,096
Employer contributions (assets) at end of year2014-12-31$37,849,096
Employer contributions (assets) at beginning of year2014-12-31$16,327,845
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$66,189,952
Contract administrator fees2014-12-31$512,848
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 name2014-12-31BAIRD, KURTZ & DOBSON, LLP
Accountancy firm EIN2014-12-31440160260
2013 : RSM US LLP RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$10,575
Total income from all sources (including contributions)2013-12-31$223,039,322
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$59,597,829
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$58,846,332
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$75,111,516
Value of total assets at end of year2013-12-31$888,898,160
Value of total assets at beginning of year2013-12-31$725,467,242
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$751,497
Total interest from all sources2013-12-31$432,256
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$16,271,573
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$16,271,573
Administrative expenses professional fees incurred2013-12-31$168,508
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 period2013-12-31Yes
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$52,657,654
Participant contributions at end of year2013-12-31$10,469,475
Participant contributions at beginning of year2013-12-31$9,375,035
Assets. Other investments not covered elsewhere at end of year2013-12-31$166,499,561
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$141,826,475
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$6,126,017
Other income not declared elsewhere2013-12-31$21,329,027
Administrative expenses (other) incurred2013-12-31$67,136
Total non interest bearing cash at beginning of year2013-12-31$90,961
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$163,441,493
Value of net assets at end of year (total assets less liabilities)2013-12-31$888,898,160
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$725,456,667
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$103,896
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$636,657,183
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$499,034,099
Interest on participant loans2013-12-31$431,914
Value of interest in common/collective trusts at end of year2013-12-31$57,959,449
Value of interest in common/collective trusts at beginning of year2013-12-31$59,039,344
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$984,647
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$917,587
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$917,587
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$342
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$110,269,893
Net investment gain or loss from common/collective trusts2013-12-31$-374,943
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$16,327,845
Employer contributions (assets) at end of year2013-12-31$16,327,845
Employer contributions (assets) at beginning of year2013-12-31$15,183,741
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$58,846,332
Contract administrator fees2013-12-31$411,957
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$10,575
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 name2013-12-31BAIRD, KURTZ & DOBSON, LLP
Accountancy firm EIN2013-12-31440160260
2012 : RSM US LLP RETIREMENT 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$10,575
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$77,255
Total income from all sources (including contributions)2012-12-31$155,392,604
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$64,657,024
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$64,096,611
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$68,848,335
Value of total assets at end of year2012-12-31$725,467,242
Value of total assets at beginning of year2012-12-31$634,798,342
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$560,413
Total interest from all sources2012-12-31$410,249
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$13,558,979
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$13,558,979
Administrative expenses professional fees incurred2012-12-31$30,942
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 period2012-12-31Yes
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$49,229,008
Participant contributions at end of year2012-12-31$9,375,035
Participant contributions at beginning of year2012-12-31$9,106,917
Assets. Other investments not covered elsewhere at end of year2012-12-31$141,826,475
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$130,678,330
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$4,432,446
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$62,334
Other income not declared elsewhere2012-12-31$16,621,806
Administrative expenses (other) incurred2012-12-31$95,494
Total non interest bearing cash at end of year2012-12-31$90,961
Total non interest bearing cash at beginning of year2012-12-31$78,131
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$90,735,580
Value of net assets at end of year (total assets less liabilities)2012-12-31$725,456,667
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$634,721,087
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$150,203
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$499,034,099
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$421,803,305
Interest on participant loans2012-12-31$409,821
Value of interest in common/collective trusts at end of year2012-12-31$59,039,344
Value of interest in common/collective trusts at beginning of year2012-12-31$57,781,801
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$917,587
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$843,633
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$843,633
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$428
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$54,794,434
Net investment gain or loss from common/collective trusts2012-12-31$1,158,801
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$15,186,881
Employer contributions (assets) at end of year2012-12-31$15,183,741
Employer contributions (assets) at beginning of year2012-12-31$14,506,225
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$64,096,611
Contract administrator fees2012-12-31$283,774
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Liabilities. Value of benefit claims payable at end of year2012-12-31$10,575
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$14,921
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 name2012-12-31BAIRD, KURTZ & DOBSON, LLP
Accountancy firm EIN2012-12-31440160260
2011 : RSM US LLP RETIREMENT 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$77,255
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$19,684
Total income from all sources (including contributions)2011-12-31$61,889,731
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$63,693,601
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$63,268,566
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$69,113,444
Value of total assets at end of year2011-12-31$634,798,342
Value of total assets at beginning of year2011-12-31$636,544,641
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$425,035
Total interest from all sources2011-12-31$437,696
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$8,717,463
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$8,717,463
Administrative expenses professional fees incurred2011-12-31$40,900
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$15,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$49,460,845
Participant contributions at end of year2011-12-31$9,106,917
Participant contributions at beginning of year2011-12-31$9,338,003
Assets. Other investments not covered elsewhere at end of year2011-12-31$130,678,330
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$135,490,649
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$5,143,744
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$62,334
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$6,000
Other income not declared elsewhere2011-12-31$-5,372,335
Administrative expenses (other) incurred2011-12-31$217,863
Total non interest bearing cash at end of year2011-12-31$78,131
Total non interest bearing cash at beginning of year2011-12-31$19,636
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,803,870
Value of net assets at end of year (total assets less liabilities)2011-12-31$634,721,087
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$636,524,957
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$83,686
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$421,803,305
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$425,545,728
Interest on participant loans2011-12-31$437,179
Value of interest in common/collective trusts at end of year2011-12-31$57,781,801
Value of interest in common/collective trusts at beginning of year2011-12-31$50,140,948
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$843,633
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$890,948
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$890,948
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$517
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-12,497,904
Net investment gain or loss from common/collective trusts2011-12-31$1,491,367
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$14,508,855
Employer contributions (assets) at end of year2011-12-31$14,506,225
Employer contributions (assets) at beginning of year2011-12-31$15,118,729
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$63,268,566
Contract administrator fees2011-12-31$82,586
Liabilities. Value of benefit claims payable at end of year2011-12-31$14,921
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$13,684
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 name2011-12-31BAIRD, KURTZ & DOBSON, LLP
Accountancy firm EIN2011-12-31440160260
2010 : RSM US LLP RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$19,684
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$41,016
Total income from all sources (including contributions)2010-12-31$136,739,671
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$50,882,972
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$50,610,733
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$70,257,220
Value of total assets at end of year2010-12-31$636,544,641
Value of total assets at beginning of year2010-12-31$550,709,274
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$272,239
Total interest from all sources2010-12-31$463,489
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$10,302,608
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$10,302,608
Administrative expenses professional fees incurred2010-12-31$182,469
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$49,088,162
Participant contributions at end of year2010-12-31$9,338,003
Participant contributions at beginning of year2010-12-31$8,118,497
Assets. Other investments not covered elsewhere at end of year2010-12-31$135,490,649
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$126,705,867
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$6,038,640
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$6,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$28,000
Other income not declared elsewhere2010-12-31$7,804,953
Administrative expenses (other) incurred2010-12-31$1,917
Total non interest bearing cash at end of year2010-12-31$19,636
Total non interest bearing cash at beginning of year2010-12-31$40,789
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$85,856,699
Value of net assets at end of year (total assets less liabilities)2010-12-31$636,524,957
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$550,668,258
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$87,853
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$425,545,728
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$352,351,076
Interest on participant loans2010-12-31$463,004
Value of interest in common/collective trusts at end of year2010-12-31$50,140,948
Value of interest in common/collective trusts at beginning of year2010-12-31$46,537,722
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$890,948
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$769,026
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$769,026
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$485
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$45,618,815
Net investment gain or loss from common/collective trusts2010-12-31$2,292,586
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$15,130,418
Employer contributions (assets) at end of year2010-12-31$15,118,729
Employer contributions (assets) at beginning of year2010-12-31$16,186,297
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$50,610,733
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Liabilities. Value of benefit claims payable at end of year2010-12-31$13,684
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$13,016
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 name2010-12-31BAIRD, KURTZ & DOBSON, LLP
Accountancy firm EIN2010-12-31440160260
2009 : RSM US LLP RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for RSM US LLP RETIREMENT PLAN

2022: RSM US LLP RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: RSM US LLP RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: RSM US LLP RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RSM US LLP RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RSM US LLP RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RSM US LLP RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RSM US LLP RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
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: RSM US LLP RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RSM US LLP RETIREMENT 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: RSM US LLP RETIREMENT 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: RSM US LLP RETIREMENT 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: RSM US LLP RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: RSM US LLP RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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