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SANDBERG,PHOENIX & VON GONTARD P.C. SAVINGS PLAN 401k Plan overview

Plan NameSANDBERG,PHOENIX & VON GONTARD P.C. SAVINGS PLAN
Plan identification number 002

SANDBERG,PHOENIX & VON GONTARD P.C. SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

SANDBERG PHOENIX & VON GONTARD P.C. has sponsored the creation of one or more 401k plans.

Company Name:SANDBERG PHOENIX & VON GONTARD P.C.
Employer identification number (EIN):431186987
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SANDBERG,PHOENIX & VON GONTARD P.C. SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-11-01
0022020-11-01
0022019-11-01
0022018-11-01
0022017-11-01JEFFREY L. FELTZ JEFFREY L. FELTZ2019-03-12
0022016-11-01JEFFREY L. FELTZ JEFFREY L. FELTZ2018-04-04
0022015-11-01JEFFREY L. FELTZ JEFFREY L. FELTZ2017-04-26
0022014-11-01JEFFREY L. FELTZ JEFFREY L. FELTZ2016-04-21
0022013-11-01JEFFREY L. FELTZ JEFFREY L. FELTZ2015-05-27
0022012-11-01JEFFREY L. FELTZ JEFFREY L. FELTZ2014-04-25
0022011-11-01JEFFREY L. FELTZ JEFFREY L. FELTZ2013-07-16
0022010-11-01JEFFREY L. FELTZ
0022009-11-01JEFFREY L. FELTZ JEFFREY L. FELTZ2011-08-04
0022008-11-01JEFFREY L. FELTZ

Plan Statistics for SANDBERG,PHOENIX & VON GONTARD P.C. SAVINGS PLAN

401k plan membership statisitcs for SANDBERG,PHOENIX & VON GONTARD P.C. SAVINGS PLAN

Measure Date Value
2021: SANDBERG,PHOENIX & VON GONTARD P.C. SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-11-01354
Total number of active participants reported on line 7a of the Form 55002021-11-01301
Number of retired or separated participants receiving benefits2021-11-013
Number of other retired or separated participants entitled to future benefits2021-11-0190
Total of all active and inactive participants2021-11-01394
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-11-012
Total participants2021-11-01396
Number of participants with account balances2021-11-01386
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-11-0127
2020: SANDBERG,PHOENIX & VON GONTARD P.C. SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-11-01338
Total number of active participants reported on line 7a of the Form 55002020-11-01283
Number of retired or separated participants receiving benefits2020-11-011
Number of other retired or separated participants entitled to future benefits2020-11-0167
Total of all active and inactive participants2020-11-01351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-11-013
Total participants2020-11-01354
Number of participants with account balances2020-11-01343
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-11-0123
2019: SANDBERG,PHOENIX & VON GONTARD P.C. SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-11-01348
Total number of active participants reported on line 7a of the Form 55002019-11-01275
Number of retired or separated participants receiving benefits2019-11-010
Number of other retired or separated participants entitled to future benefits2019-11-0163
Total of all active and inactive participants2019-11-01338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-11-010
Total participants2019-11-01338
Number of participants with account balances2019-11-01334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-11-0115
2018: SANDBERG,PHOENIX & VON GONTARD P.C. SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-11-01354
Total number of active participants reported on line 7a of the Form 55002018-11-01284
Number of retired or separated participants receiving benefits2018-11-010
Number of other retired or separated participants entitled to future benefits2018-11-0164
Total of all active and inactive participants2018-11-01348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-11-010
Total participants2018-11-01348
Number of participants with account balances2018-11-01345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-11-0122
2017: SANDBERG,PHOENIX & VON GONTARD P.C. SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-11-01290
Total number of active participants reported on line 7a of the Form 55002017-11-01291
Number of retired or separated participants receiving benefits2017-11-011
Number of other retired or separated participants entitled to future benefits2017-11-0162
Total of all active and inactive participants2017-11-01354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-11-010
Total participants2017-11-01354
Number of participants with account balances2017-11-01351
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-11-0121
2016: SANDBERG,PHOENIX & VON GONTARD P.C. SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-11-01255
Total number of active participants reported on line 7a of the Form 55002016-11-01234
Number of retired or separated participants receiving benefits2016-11-012
Number of other retired or separated participants entitled to future benefits2016-11-0154
Total of all active and inactive participants2016-11-01290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-11-010
Total participants2016-11-01290
Number of participants with account balances2016-11-01285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-11-0114
2015: SANDBERG,PHOENIX & VON GONTARD P.C. SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-11-01256
Total number of active participants reported on line 7a of the Form 55002015-11-01212
Number of retired or separated participants receiving benefits2015-11-012
Number of other retired or separated participants entitled to future benefits2015-11-0141
Total of all active and inactive participants2015-11-01255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-11-010
Total participants2015-11-01255
Number of participants with account balances2015-11-01251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-11-0121
2014: SANDBERG,PHOENIX & VON GONTARD P.C. SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-11-01249
Total number of active participants reported on line 7a of the Form 55002014-11-01210
Number of retired or separated participants receiving benefits2014-11-011
Number of other retired or separated participants entitled to future benefits2014-11-0145
Total of all active and inactive participants2014-11-01256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-11-010
Total participants2014-11-01256
Number of participants with account balances2014-11-01252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-11-0123
2013: SANDBERG,PHOENIX & VON GONTARD P.C. SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-11-01223
Total number of active participants reported on line 7a of the Form 55002013-11-01213
Number of retired or separated participants receiving benefits2013-11-011
Number of other retired or separated participants entitled to future benefits2013-11-0135
Total of all active and inactive participants2013-11-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-11-010
Total participants2013-11-01249
Number of participants with account balances2013-11-01246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-11-0120
2012: SANDBERG,PHOENIX & VON GONTARD P.C. SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-11-01211
Total number of active participants reported on line 7a of the Form 55002012-11-01199
Number of retired or separated participants receiving benefits2012-11-010
Number of other retired or separated participants entitled to future benefits2012-11-0124
Total of all active and inactive participants2012-11-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-11-010
Total participants2012-11-01223
Number of participants with account balances2012-11-01219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-11-0112
2011: SANDBERG,PHOENIX & VON GONTARD P.C. SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-11-01201
Total number of active participants reported on line 7a of the Form 55002011-11-01183
Number of retired or separated participants receiving benefits2011-11-010
Number of other retired or separated participants entitled to future benefits2011-11-0128
Total of all active and inactive participants2011-11-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-11-010
Total participants2011-11-01211
Number of participants with account balances2011-11-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-11-016
2010: SANDBERG,PHOENIX & VON GONTARD P.C. SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-11-01185
Total number of active participants reported on line 7a of the Form 55002010-11-01177
Number of retired or separated participants receiving benefits2010-11-010
Number of other retired or separated participants entitled to future benefits2010-11-0124
Total of all active and inactive participants2010-11-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-11-010
Total participants2010-11-01201
Number of participants with account balances2010-11-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-11-0110
2009: SANDBERG,PHOENIX & VON GONTARD P.C. SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-11-01177
Total number of active participants reported on line 7a of the Form 55002009-11-01164
Number of retired or separated participants receiving benefits2009-11-010
Number of other retired or separated participants entitled to future benefits2009-11-0121
Total of all active and inactive participants2009-11-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-11-010
Total participants2009-11-01185
Number of participants with account balances2009-11-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-11-012
2008: SANDBERG,PHOENIX & VON GONTARD P.C. SAVINGS PLAN 2008 401k membership
Total participants, beginning-of-year2008-11-01190
Total number of active participants reported on line 7a of the Form 55002008-11-01152
Number of retired or separated participants receiving benefits2008-11-010
Number of other retired or separated participants entitled to future benefits2008-11-0125
Total of all active and inactive participants2008-11-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-11-010
Total participants2008-11-01177
Number of participants with account balances2008-11-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-11-0122

Financial Data on SANDBERG,PHOENIX & VON GONTARD P.C. SAVINGS PLAN

Measure Date Value
2022 : SANDBERG,PHOENIX & VON GONTARD P.C. SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-10-31$0
Total income from all sources (including contributions)2022-10-31$-8,945,114
Total loss/gain on sale of assets2022-10-31$0
Total of all expenses incurred2022-10-31$4,861,070
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-10-31$4,788,629
Value of total corrective distributions2022-10-31$2,084
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-10-31$5,366,378
Value of total assets at end of year2022-10-31$69,631,630
Value of total assets at beginning of year2022-10-31$83,437,814
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-10-31$70,357
Total interest from all sources2022-10-31$22,617
Total dividends received (eg from common stock, registered investment company shares)2022-10-31$3,159,488
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-10-31$3,159,488
Was this plan covered by a fidelity bond2022-10-31Yes
Value of fidelity bond cover2022-10-31$1,000,000
If this is an individual account plan, was there a blackout period2022-10-31No
Were there any nonexempt tranactions with any party-in-interest2022-10-31No
Contributions received from participants2022-10-31$3,476,794
Participant contributions at end of year2022-10-31$599,219
Participant contributions at beginning of year2022-10-31$454,526
Participant contributions at end of year2022-10-31$588,706
Participant contributions at beginning of year2022-10-31$349,263
Income. Received or receivable in cash from other sources (including rollovers)2022-10-31$282,993
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-10-31$16,393
Other income not declared elsewhere2022-10-31$16,888
Administrative expenses (other) incurred2022-10-31$70,357
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-10-31No
Value of net income/loss2022-10-31$-13,806,184
Value of net assets at end of year (total assets less liabilities)2022-10-31$69,631,630
Value of net assets at beginning of year (total assets less liabilities)2022-10-31$83,437,814
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-10-31No
Were any leases to which the plan was party in default or uncollectible2022-10-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-10-31$63,343,180
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-10-31$76,349,546
Interest on participant loans2022-10-31$22,617
Value of interest in common/collective trusts at end of year2022-10-31$3,493,934
Value of interest in common/collective trusts at beginning of year2022-10-31$4,252,453
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-10-31$-17,615,747
Net investment gain or loss from common/collective trusts2022-10-31$105,262
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-10-31No
Was there a failure to transmit to the plan any participant contributions2022-10-31No
Has the plan failed to provide any benefit when due under the plan2022-10-31No
Contributions received in cash from employer2022-10-31$1,606,591
Employer contributions (assets) at end of year2022-10-31$1,606,591
Employer contributions (assets) at beginning of year2022-10-31$2,032,026
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-10-31$4,772,236
Did the plan have assets held for investment2022-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-10-31No
Opinion of an independent qualified public accountant for this plan2022-10-31Unqualified
Accountancy firm name2022-10-31RUBINBROWN LLP
Accountancy firm EIN2022-10-31430765316
2021 : SANDBERG,PHOENIX & VON GONTARD P.C. SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-10-31$0
Total income from all sources (including contributions)2021-10-31$24,103,589
Total loss/gain on sale of assets2021-10-31$0
Total of all expenses incurred2021-10-31$4,364,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-10-31$4,306,043
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-10-31$5,957,465
Value of total assets at end of year2021-10-31$83,437,814
Value of total assets at beginning of year2021-10-31$63,698,372
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-10-31$58,104
Total interest from all sources2021-10-31$22,720
Total dividends received (eg from common stock, registered investment company shares)2021-10-31$1,869,707
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-10-31$1,869,707
Was this plan covered by a fidelity bond2021-10-31Yes
Value of fidelity bond cover2021-10-31$1,000,000
If this is an individual account plan, was there a blackout period2021-10-31No
Were there any nonexempt tranactions with any party-in-interest2021-10-31No
Contributions received from participants2021-10-31$3,449,548
Participant contributions at end of year2021-10-31$454,526
Participant contributions at beginning of year2021-10-31$457,703
Participant contributions at end of year2021-10-31$349,263
Participant contributions at beginning of year2021-10-31$210,877
Income. Received or receivable in cash from other sources (including rollovers)2021-10-31$475,891
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-10-31$585
Other income not declared elsewhere2021-10-31$772
Administrative expenses (other) incurred2021-10-31$58,104
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-10-31No
Value of net income/loss2021-10-31$19,739,442
Value of net assets at end of year (total assets less liabilities)2021-10-31$83,437,814
Value of net assets at beginning of year (total assets less liabilities)2021-10-31$63,698,372
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-10-31No
Were any leases to which the plan was party in default or uncollectible2021-10-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-10-31$76,349,546
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-10-31$58,879,810
Interest on participant loans2021-10-31$22,720
Value of interest in common/collective trusts at end of year2021-10-31$4,252,453
Value of interest in common/collective trusts at beginning of year2021-10-31$3,800,733
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-10-31$16,170,164
Net investment gain or loss from common/collective trusts2021-10-31$82,761
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-10-31No
Was there a failure to transmit to the plan any participant contributions2021-10-31No
Has the plan failed to provide any benefit when due under the plan2021-10-31No
Contributions received in cash from employer2021-10-31$2,032,026
Employer contributions (assets) at end of year2021-10-31$2,032,026
Employer contributions (assets) at beginning of year2021-10-31$349,249
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-10-31$4,305,458
Did the plan have assets held for investment2021-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-10-31No
Opinion of an independent qualified public accountant for this plan2021-10-31Disclaimer
Accountancy firm name2021-10-31RUBINBROWN LLP
Accountancy firm EIN2021-10-31430765316
2020 : SANDBERG,PHOENIX & VON GONTARD P.C. SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-10-31$0
Total income from all sources (including contributions)2020-10-31$8,106,497
Total loss/gain on sale of assets2020-10-31$0
Total of all expenses incurred2020-10-31$7,581,980
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-10-31$7,515,108
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-10-31$4,086,613
Value of total assets at end of year2020-10-31$63,698,372
Value of total assets at beginning of year2020-10-31$63,173,855
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-10-31$66,872
Total interest from all sources2020-10-31$25,519
Total dividends received (eg from common stock, registered investment company shares)2020-10-31$1,542,930
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-10-31$1,542,930
Was this plan covered by a fidelity bond2020-10-31Yes
Value of fidelity bond cover2020-10-31$1,000,000
If this is an individual account plan, was there a blackout period2020-10-31No
Were there any nonexempt tranactions with any party-in-interest2020-10-31No
Contributions received from participants2020-10-31$3,059,813
Participant contributions at end of year2020-10-31$457,703
Participant contributions at beginning of year2020-10-31$540,661
Participant contributions at end of year2020-10-31$210,877
Participant contributions at beginning of year2020-10-31$208,125
Income. Received or receivable in cash from other sources (including rollovers)2020-10-31$37,551
Other income not declared elsewhere2020-10-31$773
Administrative expenses (other) incurred2020-10-31$66,872
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-10-31No
Value of net income/loss2020-10-31$524,517
Value of net assets at end of year (total assets less liabilities)2020-10-31$63,698,372
Value of net assets at beginning of year (total assets less liabilities)2020-10-31$63,173,855
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-10-31No
Were any leases to which the plan was party in default or uncollectible2020-10-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-10-31$58,879,810
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-10-31$58,643,896
Interest on participant loans2020-10-31$25,519
Value of interest in common/collective trusts at end of year2020-10-31$3,800,733
Value of interest in common/collective trusts at beginning of year2020-10-31$2,707,747
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-10-31$2,382,003
Net investment gain or loss from common/collective trusts2020-10-31$68,659
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-10-31No
Was there a failure to transmit to the plan any participant contributions2020-10-31No
Has the plan failed to provide any benefit when due under the plan2020-10-31No
Contributions received in cash from employer2020-10-31$989,249
Employer contributions (assets) at end of year2020-10-31$349,249
Employer contributions (assets) at beginning of year2020-10-31$1,073,426
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-10-31$7,515,108
Did the plan have assets held for investment2020-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-10-31Yes
Opinion of an independent qualified public accountant for this plan2020-10-31Disclaimer
Accountancy firm name2020-10-31RUBINBROWN LLP
Accountancy firm EIN2020-10-31430765316
2019 : SANDBERG,PHOENIX & VON GONTARD P.C. SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-10-31$0
Total income from all sources (including contributions)2019-10-31$11,002,794
Total loss/gain on sale of assets2019-10-31$0
Total of all expenses incurred2019-10-31$3,043,620
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-10-31$2,977,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-10-31$4,917,052
Value of total assets at end of year2019-10-31$63,173,855
Value of total assets at beginning of year2019-10-31$55,214,681
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-10-31$66,566
Total interest from all sources2019-10-31$19,519
Total dividends received (eg from common stock, registered investment company shares)2019-10-31$1,805,160
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-10-31$1,805,160
Was this plan covered by a fidelity bond2019-10-31Yes
Value of fidelity bond cover2019-10-31$500,000
If this is an individual account plan, was there a blackout period2019-10-31No
Were there any nonexempt tranactions with any party-in-interest2019-10-31No
Contributions received from participants2019-10-31$2,855,395
Participant contributions at end of year2019-10-31$540,661
Participant contributions at beginning of year2019-10-31$351,323
Participant contributions at end of year2019-10-31$208,125
Participant contributions at beginning of year2019-10-31$176,839
Income. Received or receivable in cash from other sources (including rollovers)2019-10-31$988,231
Administrative expenses (other) incurred2019-10-31$66,566
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-10-31No
Value of net income/loss2019-10-31$7,959,174
Value of net assets at end of year (total assets less liabilities)2019-10-31$63,173,855
Value of net assets at beginning of year (total assets less liabilities)2019-10-31$55,214,681
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-10-31No
Were any leases to which the plan was party in default or uncollectible2019-10-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-10-31$58,643,896
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-10-31$50,861,270
Interest on participant loans2019-10-31$19,519
Value of interest in common/collective trusts at end of year2019-10-31$2,707,747
Value of interest in common/collective trusts at beginning of year2019-10-31$2,954,087
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-10-31$4,179,392
Net investment gain or loss from common/collective trusts2019-10-31$81,671
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-10-31No
Was there a failure to transmit to the plan any participant contributions2019-10-31No
Has the plan failed to provide any benefit when due under the plan2019-10-31No
Contributions received in cash from employer2019-10-31$1,073,426
Employer contributions (assets) at end of year2019-10-31$1,073,426
Employer contributions (assets) at beginning of year2019-10-31$871,162
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-10-31$2,977,054
Did the plan have assets held for investment2019-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-10-31Yes
Opinion of an independent qualified public accountant for this plan2019-10-31Disclaimer
Accountancy firm name2019-10-31MUELLER PROST LC
Accountancy firm EIN2019-10-31431594752
2018 : SANDBERG,PHOENIX & VON GONTARD P.C. SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-10-31$0
Total income from all sources (including contributions)2018-10-31$4,867,329
Total loss/gain on sale of assets2018-10-31$0
Total of all expenses incurred2018-10-31$6,940,393
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-10-31$6,883,674
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-10-31$4,311,244
Value of total assets at end of year2018-10-31$55,214,681
Value of total assets at beginning of year2018-10-31$57,287,745
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-10-31$56,719
Total interest from all sources2018-10-31$16,088
Total dividends received (eg from common stock, registered investment company shares)2018-10-31$1,054,167
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-10-31$1,054,167
Was this plan covered by a fidelity bond2018-10-31Yes
Value of fidelity bond cover2018-10-31$500,000
If this is an individual account plan, was there a blackout period2018-10-31No
Were there any nonexempt tranactions with any party-in-interest2018-10-31No
Contributions received from participants2018-10-31$2,355,417
Participant contributions at end of year2018-10-31$351,323
Participant contributions at beginning of year2018-10-31$370,537
Participant contributions at end of year2018-10-31$176,839
Participant contributions at beginning of year2018-10-31$187,810
Income. Received or receivable in cash from other sources (including rollovers)2018-10-31$1,084,665
Administrative expenses (other) incurred2018-10-31$56,719
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-10-31No
Value of net income/loss2018-10-31$-2,073,064
Value of net assets at end of year (total assets less liabilities)2018-10-31$55,214,681
Value of net assets at beginning of year (total assets less liabilities)2018-10-31$57,287,745
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-10-31No
Were any leases to which the plan was party in default or uncollectible2018-10-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-10-31$50,861,270
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-10-31$52,873,330
Interest on participant loans2018-10-31$16,088
Value of interest in common/collective trusts at end of year2018-10-31$2,954,087
Value of interest in common/collective trusts at beginning of year2018-10-31$2,594,521
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-10-31$-573,984
Net investment gain or loss from common/collective trusts2018-10-31$59,814
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-10-31No
Was there a failure to transmit to the plan any participant contributions2018-10-31No
Has the plan failed to provide any benefit when due under the plan2018-10-31No
Contributions received in cash from employer2018-10-31$871,162
Employer contributions (assets) at end of year2018-10-31$871,162
Employer contributions (assets) at beginning of year2018-10-31$1,261,547
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-10-31$6,883,674
Did the plan have assets held for investment2018-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-10-31Yes
Opinion of an independent qualified public accountant for this plan2018-10-31Disclaimer
Accountancy firm name2018-10-31MUELLER PROST LC
Accountancy firm EIN2018-10-31431594752
2017 : SANDBERG,PHOENIX & VON GONTARD P.C. SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-10-31$0
Total income from all sources (including contributions)2017-10-31$11,975,783
Total loss/gain on sale of assets2017-10-31$0
Total of all expenses incurred2017-10-31$1,636,106
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-10-31$1,562,231
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-10-31$3,580,454
Value of total assets at end of year2017-10-31$57,287,745
Value of total assets at beginning of year2017-10-31$46,948,068
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-10-31$73,875
Total interest from all sources2017-10-31$16,666
Total dividends received (eg from common stock, registered investment company shares)2017-10-31$907,636
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-10-31$907,636
Was this plan covered by a fidelity bond2017-10-31Yes
Value of fidelity bond cover2017-10-31$500,000
If this is an individual account plan, was there a blackout period2017-10-31No
Were there any nonexempt tranactions with any party-in-interest2017-10-31No
Contributions received from participants2017-10-31$1,959,749
Participant contributions at end of year2017-10-31$370,537
Participant contributions at beginning of year2017-10-31$406,025
Participant contributions at end of year2017-10-31$187,810
Participant contributions at beginning of year2017-10-31$157,593
Income. Received or receivable in cash from other sources (including rollovers)2017-10-31$359,158
Administrative expenses (other) incurred2017-10-31$73,875
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-10-31No
Value of net income/loss2017-10-31$10,339,677
Value of net assets at end of year (total assets less liabilities)2017-10-31$57,287,745
Value of net assets at beginning of year (total assets less liabilities)2017-10-31$46,948,068
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-10-31No
Were any leases to which the plan was party in default or uncollectible2017-10-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-10-31$52,873,330
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-10-31$42,789,182
Interest on participant loans2017-10-31$16,666
Value of interest in common/collective trusts at end of year2017-10-31$2,594,521
Value of interest in common/collective trusts at beginning of year2017-10-31$2,294,701
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-10-31$7,428,134
Net investment gain or loss from common/collective trusts2017-10-31$42,893
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-10-31No
Was there a failure to transmit to the plan any participant contributions2017-10-31No
Has the plan failed to provide any benefit when due under the plan2017-10-31No
Contributions received in cash from employer2017-10-31$1,261,547
Employer contributions (assets) at end of year2017-10-31$1,261,547
Employer contributions (assets) at beginning of year2017-10-31$1,300,567
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-10-31$1,562,231
Did the plan have assets held for investment2017-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-10-31Yes
Opinion of an independent qualified public accountant for this plan2017-10-31Disclaimer
Accountancy firm name2017-10-31MUELLER PROST LC
Accountancy firm EIN2017-10-31431594752
2016 : SANDBERG,PHOENIX & VON GONTARD P.C. SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-10-31$0
Total income from all sources (including contributions)2016-10-31$5,023,002
Total loss/gain on sale of assets2016-10-31$0
Total of all expenses incurred2016-10-31$2,124,997
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-10-31$2,062,848
Value of total corrective distributions2016-10-31$19,085
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-10-31$3,592,861
Value of total assets at end of year2016-10-31$46,948,068
Value of total assets at beginning of year2016-10-31$44,050,063
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-10-31$43,064
Total interest from all sources2016-10-31$17,027
Total dividends received (eg from common stock, registered investment company shares)2016-10-31$677,187
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-10-31$677,187
Was this plan covered by a fidelity bond2016-10-31Yes
Value of fidelity bond cover2016-10-31$500,000
If this is an individual account plan, was there a blackout period2016-10-31No
Were there any nonexempt tranactions with any party-in-interest2016-10-31No
Contributions received from participants2016-10-31$1,839,534
Participant contributions at end of year2016-10-31$406,025
Participant contributions at beginning of year2016-10-31$391,310
Participant contributions at end of year2016-10-31$157,593
Participant contributions at beginning of year2016-10-31$191,064
Income. Received or receivable in cash from other sources (including rollovers)2016-10-31$452,760
Other income not declared elsewhere2016-10-31$10,106
Administrative expenses (other) incurred2016-10-31$43,064
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-10-31No
Value of net income/loss2016-10-31$2,898,005
Value of net assets at end of year (total assets less liabilities)2016-10-31$46,948,068
Value of net assets at beginning of year (total assets less liabilities)2016-10-31$44,050,063
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-10-31No
Were any leases to which the plan was party in default or uncollectible2016-10-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-10-31$42,789,182
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-10-31$40,438,048
Interest on participant loans2016-10-31$17,027
Value of interest in common/collective trusts at end of year2016-10-31$2,294,701
Value of interest in common/collective trusts at beginning of year2016-10-31$1,726,422
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-10-31$687,242
Net investment gain or loss from common/collective trusts2016-10-31$38,579
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-10-31No
Was there a failure to transmit to the plan any participant contributions2016-10-31No
Has the plan failed to provide any benefit when due under the plan2016-10-31No
Contributions received in cash from employer2016-10-31$1,300,567
Employer contributions (assets) at end of year2016-10-31$1,300,567
Employer contributions (assets) at beginning of year2016-10-31$1,303,219
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-10-31$2,062,848
Did the plan have assets held for investment2016-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-10-31Yes
Opinion of an independent qualified public accountant for this plan2016-10-31Disclaimer
Accountancy firm name2016-10-31MUELLER PROST LC
Accountancy firm EIN2016-10-31431594752
2015 : SANDBERG,PHOENIX & VON GONTARD P.C. SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-10-31$0
Total income from all sources (including contributions)2015-10-31$3,957,448
Total loss/gain on sale of assets2015-10-31$0
Total of all expenses incurred2015-10-31$1,961,170
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-10-31$1,930,752
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-10-31$3,157,523
Value of total assets at end of year2015-10-31$44,050,063
Value of total assets at beginning of year2015-10-31$42,053,785
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-10-31$30,418
Total interest from all sources2015-10-31$13,796
Total dividends received (eg from common stock, registered investment company shares)2015-10-31$808,535
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-10-31$808,535
Was this plan covered by a fidelity bond2015-10-31Yes
Value of fidelity bond cover2015-10-31$500,000
If this is an individual account plan, was there a blackout period2015-10-31No
Were there any nonexempt tranactions with any party-in-interest2015-10-31No
Contributions received from participants2015-10-31$1,788,259
Participant contributions at end of year2015-10-31$391,310
Participant contributions at beginning of year2015-10-31$292,010
Participant contributions at end of year2015-10-31$191,064
Participant contributions at beginning of year2015-10-31$167,289
Income. Received or receivable in cash from other sources (including rollovers)2015-10-31$88,257
Other income not declared elsewhere2015-10-31$165
Administrative expenses (other) incurred2015-10-31$30,418
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-10-31No
Value of net income/loss2015-10-31$1,996,278
Value of net assets at end of year (total assets less liabilities)2015-10-31$44,050,063
Value of net assets at beginning of year (total assets less liabilities)2015-10-31$42,053,785
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-10-31No
Were any leases to which the plan was party in default or uncollectible2015-10-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-10-31$40,438,048
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-10-31$38,753,882
Interest on participant loans2015-10-31$13,796
Value of interest in common/collective trusts at end of year2015-10-31$1,726,422
Value of interest in common/collective trusts at beginning of year2015-10-31$1,629,774
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-10-31$-52,531
Net investment gain or loss from common/collective trusts2015-10-31$29,960
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-10-31No
Was there a failure to transmit to the plan any participant contributions2015-10-31No
Has the plan failed to provide any benefit when due under the plan2015-10-31No
Contributions received in cash from employer2015-10-31$1,281,007
Employer contributions (assets) at end of year2015-10-31$1,303,219
Employer contributions (assets) at beginning of year2015-10-31$1,210,830
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-10-31$1,930,752
Did the plan have assets held for investment2015-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-10-31Yes
Opinion of an independent qualified public accountant for this plan2015-10-31Disclaimer
Accountancy firm name2015-10-31MUELLER PROST LC
Accountancy firm EIN2015-10-31431594752
2014 : SANDBERG,PHOENIX & VON GONTARD P.C. SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-10-31$0
Total income from all sources (including contributions)2014-10-31$7,141,590
Total loss/gain on sale of assets2014-10-31$0
Total of all expenses incurred2014-10-31$8,683,913
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-10-31$8,653,461
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-10-31$3,550,409
Value of total assets at end of year2014-10-31$42,053,785
Value of total assets at beginning of year2014-10-31$43,596,108
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-10-31$30,452
Total interest from all sources2014-10-31$11,524
Total dividends received (eg from common stock, registered investment company shares)2014-10-31$647,317
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-10-31$647,317
Was this plan covered by a fidelity bond2014-10-31Yes
Value of fidelity bond cover2014-10-31$500,000
If this is an individual account plan, was there a blackout period2014-10-31No
Were there any nonexempt tranactions with any party-in-interest2014-10-31No
Contributions received from participants2014-10-31$1,694,464
Participant contributions at end of year2014-10-31$292,010
Participant contributions at beginning of year2014-10-31$235,830
Participant contributions at end of year2014-10-31$167,289
Participant contributions at beginning of year2014-10-31$171,845
Income. Received or receivable in cash from other sources (including rollovers)2014-10-31$645,115
Other income not declared elsewhere2014-10-31$64
Administrative expenses (other) incurred2014-10-31$30,452
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-10-31No
Value of net income/loss2014-10-31$-1,542,323
Value of net assets at end of year (total assets less liabilities)2014-10-31$42,053,785
Value of net assets at beginning of year (total assets less liabilities)2014-10-31$43,596,108
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-10-31No
Were any leases to which the plan was party in default or uncollectible2014-10-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-10-31$38,753,882
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-10-31$40,936,177
Interest on participant loans2014-10-31$11,524
Value of interest in common/collective trusts at end of year2014-10-31$1,629,774
Value of interest in common/collective trusts at beginning of year2014-10-31$1,123,124
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-10-31$2,915,601
Net investment gain or loss from common/collective trusts2014-10-31$16,675
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-10-31No
Was there a failure to transmit to the plan any participant contributions2014-10-31No
Has the plan failed to provide any benefit when due under the plan2014-10-31No
Contributions received in cash from employer2014-10-31$1,210,830
Employer contributions (assets) at end of year2014-10-31$1,210,830
Employer contributions (assets) at beginning of year2014-10-31$1,129,132
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-10-31$8,653,461
Did the plan have assets held for investment2014-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-10-31Yes
Opinion of an independent qualified public accountant for this plan2014-10-31Disclaimer
Accountancy firm name2014-10-31MUELLER PROST LC
Accountancy firm EIN2014-10-31431594752
2013 : SANDBERG,PHOENIX & VON GONTARD P.C. SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-10-31$0
Total income from all sources (including contributions)2013-10-31$9,672,581
Total loss/gain on sale of assets2013-10-31$0
Total of all expenses incurred2013-10-31$3,826,987
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-10-31$3,784,614
Value of total corrective distributions2013-10-31$1,999
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-10-31$2,781,871
Value of total assets at end of year2013-10-31$43,596,108
Value of total assets at beginning of year2013-10-31$37,750,514
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-10-31$40,374
Total interest from all sources2013-10-31$10,053
Total dividends received (eg from common stock, registered investment company shares)2013-10-31$788,689
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-10-31$788,689
Was this plan covered by a fidelity bond2013-10-31Yes
Value of fidelity bond cover2013-10-31$500,000
Were there any nonexempt tranactions with any party-in-interest2013-10-31No
Contributions received from participants2013-10-31$1,451,861
Participant contributions at end of year2013-10-31$235,830
Participant contributions at beginning of year2013-10-31$240,177
Participant contributions at end of year2013-10-31$171,845
Participant contributions at beginning of year2013-10-31$184,783
Income. Received or receivable in cash from other sources (including rollovers)2013-10-31$200,878
Other income not declared elsewhere2013-10-31$21
Administrative expenses (other) incurred2013-10-31$40,374
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-10-31No
Value of net income/loss2013-10-31$5,845,594
Value of net assets at end of year (total assets less liabilities)2013-10-31$43,596,108
Value of net assets at beginning of year (total assets less liabilities)2013-10-31$37,750,514
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-10-31No
Were any leases to which the plan was party in default or uncollectible2013-10-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-10-31$40,936,177
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-10-31$35,315,065
Interest on participant loans2013-10-31$10,053
Value of interest in common/collective trusts at end of year2013-10-31$1,123,124
Value of interest in common/collective trusts at beginning of year2013-10-31$1,091,940
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-10-31$6,075,425
Net investment gain or loss from common/collective trusts2013-10-31$16,522
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-10-31No
Was there a failure to transmit to the plan any participant contributions2013-10-31No
Has the plan failed to provide any benefit when due under the plan2013-10-31No
Contributions received in cash from employer2013-10-31$1,129,132
Employer contributions (assets) at end of year2013-10-31$1,129,132
Employer contributions (assets) at beginning of year2013-10-31$918,549
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-10-31$3,784,614
Did the plan have assets held for investment2013-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-10-31Yes
Opinion of an independent qualified public accountant for this plan2013-10-31Disclaimer
Accountancy firm name2013-10-31MUELLER PROST PC
Accountancy firm EIN2013-10-31431594752
2012 : SANDBERG,PHOENIX & VON GONTARD P.C. SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-10-31$0
Total income from all sources (including contributions)2012-10-31$5,655,068
Total loss/gain on sale of assets2012-10-31$0
Total of all expenses incurred2012-10-31$864,306
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-10-31$823,906
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-10-31$2,432,057
Value of total assets at end of year2012-10-31$37,750,514
Value of total assets at beginning of year2012-10-31$32,959,752
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-10-31$40,400
Total interest from all sources2012-10-31$10,463
Total dividends received (eg from common stock, registered investment company shares)2012-10-31$632,551
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-10-31$632,551
Was this plan covered by a fidelity bond2012-10-31Yes
Value of fidelity bond cover2012-10-31$500,000
Were there any nonexempt tranactions with any party-in-interest2012-10-31No
Contributions received from participants2012-10-31$1,344,779
Participant contributions at end of year2012-10-31$240,177
Participant contributions at beginning of year2012-10-31$243,143
Participant contributions at end of year2012-10-31$184,783
Participant contributions at beginning of year2012-10-31$137,392
Income. Received or receivable in cash from other sources (including rollovers)2012-10-31$168,729
Other income not declared elsewhere2012-10-31$47
Administrative expenses (other) incurred2012-10-31$40,400
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-10-31No
Value of net income/loss2012-10-31$4,790,762
Value of net assets at end of year (total assets less liabilities)2012-10-31$37,750,514
Value of net assets at beginning of year (total assets less liabilities)2012-10-31$32,959,752
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-10-31No
Were any leases to which the plan was party in default or uncollectible2012-10-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-10-31$35,315,065
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-10-31$28,089,145
Interest on participant loans2012-10-31$10,463
Value of interest in common/collective trusts at end of year2012-10-31$1,091,940
Value of interest in common/collective trusts at beginning of year2012-10-31$3,561,471
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-10-31$2,559,228
Net investment gain or loss from common/collective trusts2012-10-31$20,722
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-10-31No
Was there a failure to transmit to the plan any participant contributions2012-10-31No
Has the plan failed to provide any benefit when due under the plan2012-10-31No
Contributions received in cash from employer2012-10-31$918,549
Employer contributions (assets) at end of year2012-10-31$918,549
Employer contributions (assets) at beginning of year2012-10-31$928,601
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-10-31$823,906
Did the plan have assets held for investment2012-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-10-31Yes
Opinion of an independent qualified public accountant for this plan2012-10-31Disclaimer
Accountancy firm name2012-10-31MUELLER PROST PC
Accountancy firm EIN2012-10-31431594752
2011 : SANDBERG,PHOENIX & VON GONTARD P.C. SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-10-31$0
Total income from all sources (including contributions)2011-10-31$3,676,212
Total loss/gain on sale of assets2011-10-31$0
Total of all expenses incurred2011-10-31$335,469
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-10-31$293,529
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-10-31$2,234,717
Value of total assets at end of year2011-10-31$32,959,752
Value of total assets at beginning of year2011-10-31$29,619,009
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-10-31$41,940
Total interest from all sources2011-10-31$10,785
Total dividends received (eg from common stock, registered investment company shares)2011-10-31$498,195
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-10-31$498,195
Was this plan covered by a fidelity bond2011-10-31Yes
Value of fidelity bond cover2011-10-31$500,000
If this is an individual account plan, was there a blackout period2011-10-31Yes
Were there any nonexempt tranactions with any party-in-interest2011-10-31No
Contributions received from participants2011-10-31$1,226,890
Participant contributions at end of year2011-10-31$243,143
Participant contributions at beginning of year2011-10-31$283,729
Participant contributions at end of year2011-10-31$137,392
Participant contributions at beginning of year2011-10-31$69,435
Income. Received or receivable in cash from other sources (including rollovers)2011-10-31$79,226
Other income not declared elsewhere2011-10-31$1,765
Administrative expenses (other) incurred2011-10-31$41,940
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-10-31No
Value of net income/loss2011-10-31$3,340,743
Value of net assets at end of year (total assets less liabilities)2011-10-31$32,959,752
Value of net assets at beginning of year (total assets less liabilities)2011-10-31$29,619,009
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-10-31No
Were any leases to which the plan was party in default or uncollectible2011-10-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-10-31$28,089,145
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-10-31$27,365,682
Interest on participant loans2011-10-31$10,785
Value of interest in common/collective trusts at end of year2011-10-31$3,561,471
Value of interest in common/collective trusts at beginning of year2011-10-31$1,094,215
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-10-31$895,175
Net investment gain or loss from common/collective trusts2011-10-31$35,575
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-10-31No
Was there a failure to transmit to the plan any participant contributions2011-10-31No
Has the plan failed to provide any benefit when due under the plan2011-10-31No
Contributions received in cash from employer2011-10-31$928,601
Employer contributions (assets) at end of year2011-10-31$928,601
Employer contributions (assets) at beginning of year2011-10-31$805,948
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-10-31$293,529
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-10-31Yes
Did the plan have assets held for investment2011-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-10-31Yes
Opinion of an independent qualified public accountant for this plan2011-10-31Disclaimer
Accountancy firm name2011-10-31MUELLER PROST PC
Accountancy firm EIN2011-10-31431594752
2009 : SANDBERG,PHOENIX & VON GONTARD P.C. SAVINGS PLAN 2009 401k financial data
Total unrealized appreciation/depreciation of assets2009-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2009-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2009-10-31$1,162
Total income from all sources (including contributions)2009-10-31$4,415,969
Total loss/gain on sale of assets2009-10-31$0
Total of all expenses incurred2009-10-31$1,673,430
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2009-10-31$1,632,833
Value of total corrective distributions2009-10-31$954
Total contributions o plan (from employers,participants, others, non cash contrinutions)2009-10-31$1,550,599
Value of total assets at end of year2009-10-31$24,472,591
Value of total assets at beginning of year2009-10-31$21,731,214
Total of administrative expenses incurred including professional, contract, advisory and management fees2009-10-31$39,643
Total interest from all sources2009-10-31$29,417
Total dividends received (eg from common stock, registered investment company shares)2009-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2009-10-31No
Administrative expenses professional fees incurred2009-10-31$6,353
Was this plan covered by a fidelity bond2009-10-31Yes
Value of fidelity bond cover2009-10-31$500,000
If this is an individual account plan, was there a blackout period2009-10-31No
Were there any nonexempt tranactions with any party-in-interest2009-10-31No
Contributions received from participants2009-10-31$956,129
Participant contributions at end of year2009-10-31$230,792
Participant contributions at beginning of year2009-10-31$151,439
Participant contributions at end of year2009-10-31$69,985
Participant contributions at beginning of year2009-10-31$62,101
Income. Received or receivable in cash from other sources (including rollovers)2009-10-31$8,818
Liabilities. Value of operating payables at beginning of year2009-10-31$1,162
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2009-10-31No
Value of net income/loss2009-10-31$2,742,539
Value of net assets at end of year (total assets less liabilities)2009-10-31$24,472,591
Value of net assets at beginning of year (total assets less liabilities)2009-10-31$21,730,052
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2009-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2009-10-31No
Were any leases to which the plan was party in default or uncollectible2009-10-31No
Investment advisory and management fees2009-10-31$33,290
Value of interest in registered invesment companies (eg mutual funds) at end of year2009-10-31$22,141,664
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2009-10-31$16,390,564
Interest on participant loans2009-10-31$11,020
Value of interest in common/collective trusts at end of year2009-10-31$797,567
Value of interest in common/collective trusts at beginning of year2009-10-31$596,930
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2009-10-31$646,931
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2009-10-31$3,574,638
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2009-10-31$3,574,638
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2009-10-31$18,397
Net investment gain/loss from registered investment companies (e.g. mutual funds)2009-10-31$2,822,472
Net investment gain or loss from common/collective trusts2009-10-31$13,481
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2009-10-31No
Was there a failure to transmit to the plan any participant contributions2009-10-31No
Has the plan failed to provide any benefit when due under the plan2009-10-31No
Contributions received in cash from employer2009-10-31$585,652
Employer contributions (assets) at end of year2009-10-31$585,652
Employer contributions (assets) at beginning of year2009-10-31$955,542
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2009-10-31$1,632,833
Did the plan have assets held for investment2009-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2009-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2009-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2009-10-31Yes
Opinion of an independent qualified public accountant for this plan2009-10-31Disclaimer
Accountancy firm name2009-10-31MPP & W., P.C.
Accountancy firm EIN2009-10-31431594752

Form 5500 Responses for SANDBERG,PHOENIX & VON GONTARD P.C. SAVINGS PLAN

2021: SANDBERG,PHOENIX & VON GONTARD P.C. SAVINGS PLAN 2021 form 5500 responses
2021-11-01Type of plan entitySingle employer plan
2021-11-01Submission has been amendedNo
2021-11-01This submission is the final filingNo
2021-11-01This return/report is a short plan year return/report (less than 12 months)No
2021-11-01Plan is a collectively bargained planNo
2021-11-01Plan funding arrangement – TrustYes
2021-11-01Plan benefit arrangement - TrustYes
2020: SANDBERG,PHOENIX & VON GONTARD P.C. SAVINGS PLAN 2020 form 5500 responses
2020-11-01Type of plan entitySingle employer plan
2020-11-01Submission has been amendedNo
2020-11-01This submission is the final filingNo
2020-11-01This return/report is a short plan year return/report (less than 12 months)No
2020-11-01Plan is a collectively bargained planNo
2020-11-01Plan funding arrangement – TrustYes
2020-11-01Plan benefit arrangement - TrustYes
2019: SANDBERG,PHOENIX & VON GONTARD P.C. SAVINGS PLAN 2019 form 5500 responses
2019-11-01Type of plan entitySingle employer plan
2019-11-01Submission has been amendedNo
2019-11-01This submission is the final filingNo
2019-11-01This return/report is a short plan year return/report (less than 12 months)No
2019-11-01Plan is a collectively bargained planNo
2019-11-01Plan funding arrangement – TrustYes
2019-11-01Plan benefit arrangement - TrustYes
2018: SANDBERG,PHOENIX & VON GONTARD P.C. SAVINGS PLAN 2018 form 5500 responses
2018-11-01Type of plan entitySingle employer plan
2018-11-01Submission has been amendedNo
2018-11-01This submission is the final filingNo
2018-11-01This return/report is a short plan year return/report (less than 12 months)No
2018-11-01Plan is a collectively bargained planNo
2018-11-01Plan funding arrangement – TrustYes
2018-11-01Plan benefit arrangement - TrustYes
2017: SANDBERG,PHOENIX & VON GONTARD P.C. SAVINGS PLAN 2017 form 5500 responses
2017-11-01Type of plan entitySingle employer plan
2017-11-01Submission has been amendedNo
2017-11-01This submission is the final filingNo
2017-11-01This return/report is a short plan year return/report (less than 12 months)No
2017-11-01Plan is a collectively bargained planNo
2017-11-01Plan funding arrangement – TrustYes
2017-11-01Plan benefit arrangement - TrustYes
2016: SANDBERG,PHOENIX & VON GONTARD P.C. SAVINGS PLAN 2016 form 5500 responses
2016-11-01Type of plan entitySingle employer plan
2016-11-01Submission has been amendedNo
2016-11-01This submission is the final filingNo
2016-11-01This return/report is a short plan year return/report (less than 12 months)No
2016-11-01Plan is a collectively bargained planNo
2016-11-01Plan funding arrangement – TrustYes
2016-11-01Plan benefit arrangement - TrustYes
2015: SANDBERG,PHOENIX & VON GONTARD P.C. SAVINGS PLAN 2015 form 5500 responses
2015-11-01Type of plan entitySingle employer plan
2015-11-01Submission has been amendedNo
2015-11-01This submission is the final filingNo
2015-11-01This return/report is a short plan year return/report (less than 12 months)No
2015-11-01Plan is a collectively bargained planNo
2015-11-01Plan funding arrangement – TrustYes
2015-11-01Plan benefit arrangement - TrustYes
2014: SANDBERG,PHOENIX & VON GONTARD P.C. SAVINGS PLAN 2014 form 5500 responses
2014-11-01Type of plan entitySingle employer plan
2014-11-01Submission has been amendedNo
2014-11-01This submission is the final filingNo
2014-11-01This return/report is a short plan year return/report (less than 12 months)No
2014-11-01Plan is a collectively bargained planNo
2014-11-01Plan funding arrangement – TrustYes
2014-11-01Plan benefit arrangement - TrustYes
2013: SANDBERG,PHOENIX & VON GONTARD P.C. SAVINGS PLAN 2013 form 5500 responses
2013-11-01Type of plan entitySingle employer plan
2013-11-01Submission has been amendedNo
2013-11-01This submission is the final filingNo
2013-11-01This return/report is a short plan year return/report (less than 12 months)No
2013-11-01Plan is a collectively bargained planNo
2013-11-01Plan funding arrangement – TrustYes
2013-11-01Plan benefit arrangement - TrustYes
2012: SANDBERG,PHOENIX & VON GONTARD P.C. SAVINGS PLAN 2012 form 5500 responses
2012-11-01Type of plan entitySingle employer plan
2012-11-01Submission has been amendedNo
2012-11-01This submission is the final filingNo
2012-11-01This return/report is a short plan year return/report (less than 12 months)No
2012-11-01Plan is a collectively bargained planNo
2012-11-01Plan funding arrangement – TrustYes
2012-11-01Plan benefit arrangement - TrustYes
2011: SANDBERG,PHOENIX & VON GONTARD P.C. SAVINGS PLAN 2011 form 5500 responses
2011-11-01Type of plan entitySingle employer plan
2011-11-01Submission has been amendedNo
2011-11-01This submission is the final filingNo
2011-11-01This return/report is a short plan year return/report (less than 12 months)No
2011-11-01Plan is a collectively bargained planNo
2011-11-01Plan funding arrangement – TrustYes
2011-11-01Plan benefit arrangement - TrustYes
2010: SANDBERG,PHOENIX & VON GONTARD P.C. SAVINGS PLAN 2010 form 5500 responses
2010-11-01Type of plan entitySingle employer plan
2010-11-01Submission has been amendedNo
2010-11-01This submission is the final filingNo
2010-11-01This return/report is a short plan year return/report (less than 12 months)No
2010-11-01Plan is a collectively bargained planNo
2010-11-01Plan funding arrangement – TrustYes
2010-11-01Plan benefit arrangement - TrustYes
2009: SANDBERG,PHOENIX & VON GONTARD P.C. SAVINGS PLAN 2009 form 5500 responses
2009-11-01Type of plan entitySingle employer plan
2009-11-01Submission has been amendedNo
2009-11-01This submission is the final filingNo
2009-11-01This return/report is a short plan year return/report (less than 12 months)No
2009-11-01Plan is a collectively bargained planNo
2009-11-01Plan funding arrangement – TrustYes
2009-11-01Plan benefit arrangement - TrustYes
2008: SANDBERG,PHOENIX & VON GONTARD P.C. SAVINGS PLAN 2008 form 5500 responses
2008-11-01Type of plan entitySingle employer plan
2008-11-01Submission has been amendedYes
2008-11-01This submission is the final filingNo
2008-11-01This return/report is a short plan year return/report (less than 12 months)No
2008-11-01Plan is a collectively bargained planNo
2008-11-01Plan funding arrangement – TrustYes
2008-11-01Plan benefit arrangement - TrustYes

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