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Plan Name | DODGE DATA & ANALYTICS LLC 401K SAVINGS PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | DODGE CONSTRUCTION NETWORK LLC |
Employer identification number (EIN): | 471951357 |
NAIC Classification: | 519100 |
Additional information about DODGE CONSTRUCTION NETWORK LLC
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2015-10-12 |
Company Identification Number: | 0802313655 |
Legal Registered Office Address: |
34 CROSBY DR STE 202 BEDFORD United States of America (USA) 01730 |
More information about DODGE CONSTRUCTION NETWORK LLC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | HING LEE | HING LEE | 2018-10-11 | |
001 | 2016-01-01 | HING LEE | HING LEE | 2017-10-10 | |
001 | 2015-08-27 | HING LEE | HING LEE | 2016-10-04 |
Measure | Date | Value |
---|---|---|
2022: DODGE DATA & ANALYTICS LLC 401K SAVINGS PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 454 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
Total of all active and inactive participants | 2022-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 0 |
Number of participants with account balances | 2022-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: DODGE DATA & ANALYTICS LLC 401K SAVINGS PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 439 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 329 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 120 |
Total of all active and inactive participants | 2021-01-01 | 453 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 1 |
Total participants | 2021-01-01 | 454 |
Number of participants with account balances | 2021-01-01 | 439 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: DODGE DATA & ANALYTICS LLC 401K SAVINGS PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 487 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 327 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 109 |
Total of all active and inactive participants | 2020-01-01 | 438 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 1 |
Total participants | 2020-01-01 | 439 |
Number of participants with account balances | 2020-01-01 | 430 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: DODGE DATA & ANALYTICS LLC 401K SAVINGS PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 544 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 359 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 125 |
Total of all active and inactive participants | 2019-01-01 | 486 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 1 |
Total participants | 2019-01-01 | 487 |
Number of participants with account balances | 2019-01-01 | 472 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: DODGE DATA & ANALYTICS LLC 401K SAVINGS PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 530 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 433 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 110 |
Total of all active and inactive participants | 2018-01-01 | 544 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 544 |
Number of participants with account balances | 2018-01-01 | 519 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: DODGE DATA & ANALYTICS LLC 401K SAVINGS PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 489 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 390 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 138 |
Total of all active and inactive participants | 2017-01-01 | 529 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 1 |
Total participants | 2017-01-01 | 530 |
Number of participants with account balances | 2017-01-01 | 510 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: DODGE DATA & ANALYTICS LLC 401K SAVINGS PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 463 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 407 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 80 |
Total of all active and inactive participants | 2016-01-01 | 489 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 489 |
Number of participants with account balances | 2016-01-01 | 486 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: DODGE DATA & ANALYTICS LLC 401K SAVINGS PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-08-27 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-08-27 | 444 |
Number of retired or separated participants receiving benefits | 2015-08-27 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-08-27 | 19 |
Total of all active and inactive participants | 2015-08-27 | 463 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-08-27 | 0 |
Total participants | 2015-08-27 | 463 |
Number of participants with account balances | 2015-08-27 | 460 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-08-27 | 0 |
Measure | Date | Value |
---|---|---|
2022 : DODGE DATA & ANALYTICS LLC 401K SAVINGS PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-02-28 | $0 |
Total transfer of assets from this plan | 2022-02-28 | $33,780,843 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-02-28 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-02-28 | $0 |
Total income from all sources (including contributions) | 2022-02-28 | $-2,053,945 |
Total loss/gain on sale of assets | 2022-02-28 | $0 |
Total of all expenses incurred | 2022-02-28 | $1,464,606 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-02-28 | $1,457,818 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-02-28 | $68,430 |
Value of total assets at end of year | 2022-02-28 | $0 |
Value of total assets at beginning of year | 2022-02-28 | $37,299,394 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-02-28 | $6,788 |
Total interest from all sources | 2022-02-28 | $2,012 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-02-28 | $313,090 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-02-28 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2022-02-28 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-02-28 | $313,090 |
Was this plan covered by a fidelity bond | 2022-02-28 | Yes |
Value of fidelity bond cover | 2022-02-28 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2022-02-28 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-02-28 | No |
Contributions received from participants | 2022-02-28 | $66,509 |
Participant contributions at end of year | 2022-02-28 | $0 |
Participant contributions at beginning of year | 2022-02-28 | $307,861 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-02-28 | $0 |
Other income not declared elsewhere | 2022-02-28 | $256 |
Administrative expenses (other) incurred | 2022-02-28 | $6,788 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-02-28 | No |
Value of net income/loss | 2022-02-28 | $-3,518,551 |
Value of net assets at end of year (total assets less liabilities) | 2022-02-28 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-02-28 | $37,299,394 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-02-28 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-02-28 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-02-28 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-02-28 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-02-28 | $35,703,408 |
Interest on participant loans | 2022-02-28 | $2,012 |
Value of interest in common/collective trusts at end of year | 2022-02-28 | $0 |
Value of interest in common/collective trusts at beginning of year | 2022-02-28 | $1,288,125 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-02-28 | $-2,440,314 |
Net investment gain or loss from common/collective trusts | 2022-02-28 | $2,581 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-02-28 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-02-28 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-02-28 | No |
Contributions received in cash from employer | 2022-02-28 | $1,921 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-02-28 | $1,457,818 |
Did the plan have assets held for investment | 2022-02-28 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-02-28 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-02-28 | Yes |
Opinion of an independent qualified public accountant for this plan | 2022-02-28 | Unqualified |
Accountancy firm name | 2022-02-28 | RSM US LLP |
Accountancy firm EIN | 2022-02-28 | 420714325 |
2021 : DODGE DATA & ANALYTICS LLC 401K SAVINGS PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $7,633,782 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $3,491,839 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $3,457,151 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $3,419,180 |
Value of total assets at end of year | 2021-12-31 | $37,299,394 |
Value of total assets at beginning of year | 2021-12-31 | $33,157,451 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $34,688 |
Total interest from all sources | 2021-12-31 | $15,163 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $893,728 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $893,728 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $2,595,368 |
Participant contributions at end of year | 2021-12-31 | $307,861 |
Participant contributions at beginning of year | 2021-12-31 | $390,883 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $325,473 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-12-31 | $71 |
Other income not declared elsewhere | 2021-12-31 | $75 |
Administrative expenses (other) incurred | 2021-12-31 | $34,688 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $4,141,943 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $37,299,394 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $33,157,451 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $35,703,408 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $31,059,932 |
Interest on participant loans | 2021-12-31 | $15,163 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $1,288,125 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $1,706,636 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $3,286,640 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $18,996 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $498,339 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $3,457,080 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | RSM US LLP |
Accountancy firm EIN | 2021-12-31 | 420714325 |
2020 : DODGE DATA & ANALYTICS LLC 401K SAVINGS PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $6,177,356 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $4,208,782 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $4,178,325 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $2,468,655 |
Value of total assets at end of year | 2020-12-31 | $33,157,451 |
Value of total assets at beginning of year | 2020-12-31 | $31,188,877 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $30,457 |
Total interest from all sources | 2020-12-31 | $18,917 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $661,875 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $661,875 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $2,370,872 |
Participant contributions at end of year | 2020-12-31 | $390,883 |
Participant contributions at beginning of year | 2020-12-31 | $364,986 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $50,737 |
Other income not declared elsewhere | 2020-12-31 | $4,340 |
Administrative expenses (other) incurred | 2020-12-31 | $30,457 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $1,968,574 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $33,157,451 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $31,188,877 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $31,059,932 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $30,157,927 |
Interest on participant loans | 2020-12-31 | $18,917 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $1,706,636 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $665,964 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $2,994,379 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $29,190 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $47,046 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $4,178,325 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | RSM US LLP |
Accountancy firm EIN | 2020-12-31 | 420714325 |
2019 : DODGE DATA & ANALYTICS LLC 401K SAVINGS PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $9,083,383 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $3,498,262 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $3,481,469 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $3,687,679 |
Value of total assets at end of year | 2019-12-31 | $31,188,877 |
Value of total assets at beginning of year | 2019-12-31 | $25,603,756 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $16,793 |
Total interest from all sources | 2019-12-31 | $16,049 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $771,181 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $771,181 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $2,977,345 |
Participant contributions at end of year | 2019-12-31 | $364,986 |
Participant contributions at beginning of year | 2019-12-31 | $323,084 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $662,017 |
Administrative expenses (other) incurred | 2019-12-31 | $16,793 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $5,585,121 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $31,188,877 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $25,603,756 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $30,157,927 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $24,591,993 |
Interest on participant loans | 2019-12-31 | $16,049 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $665,964 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $688,679 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $4,591,520 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $16,954 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $48,317 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $3,481,469 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | RSM US LLP |
Accountancy firm EIN | 2019-12-31 | 420714325 |
2018 : DODGE DATA & ANALYTICS LLC 401K SAVINGS PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $1,418,439 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,084,302 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,075,382 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $2,943,025 |
Value of total assets at end of year | 2018-12-31 | $25,603,756 |
Value of total assets at beginning of year | 2018-12-31 | $25,269,619 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $8,920 |
Total interest from all sources | 2018-12-31 | $13,300 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $689,084 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $689,084 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $2,887,597 |
Participant contributions at end of year | 2018-12-31 | $323,084 |
Participant contributions at beginning of year | 2018-12-31 | $299,635 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $52,115 |
Administrative expenses (other) incurred | 2018-12-31 | $8,920 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $334,137 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $25,603,756 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $25,269,619 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $24,591,993 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $24,361,227 |
Interest on participant loans | 2018-12-31 | $13,300 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $688,679 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $608,757 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-2,240,726 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $13,756 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $3,313 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,075,382 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | RSM US LLP |
Accountancy firm EIN | 2018-12-31 | 420714325 |
2017 : DODGE DATA & ANALYTICS LLC 401K SAVINGS PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $6,974,294 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $2,064,597 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $2,058,231 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $3,489,921 |
Value of total assets at end of year | 2017-12-31 | $25,269,619 |
Value of total assets at beginning of year | 2017-12-31 | $20,359,922 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $6,366 |
Total interest from all sources | 2017-12-31 | $11,932 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $478,903 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $478,903 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $2,929,125 |
Participant contributions at end of year | 2017-12-31 | $299,635 |
Participant contributions at beginning of year | 2017-12-31 | $278,169 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $529,220 |
Administrative expenses (other) incurred | 2017-12-31 | $6,366 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $4,909,697 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $25,269,619 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $20,359,922 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $24,361,227 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $19,545,342 |
Interest on participant loans | 2017-12-31 | $11,932 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $608,757 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $536,411 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $2,979,679 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $13,859 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $31,576 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $2,058,231 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | RSM US LLP |
Accountancy firm EIN | 2017-12-31 | 420714325 |
2016 : DODGE DATA & ANALYTICS LLC 401K SAVINGS PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 2016-12-31 | $22,696 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $6,340,792 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $1,831,687 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,828,707 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $4,882,940 |
Value of total assets at end of year | 2016-12-31 | $20,359,922 |
Value of total assets at beginning of year | 2016-12-31 | $15,828,121 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $2,980 |
Total interest from all sources | 2016-12-31 | $9,261 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $502,158 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $502,158 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $2,772,001 |
Participant contributions at end of year | 2016-12-31 | $278,169 |
Participant contributions at beginning of year | 2016-12-31 | $154,539 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $1,698,213 |
Other income not declared elsewhere | 2016-12-31 | $93 |
Administrative expenses (other) incurred | 2016-12-31 | $2,980 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $4,509,105 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $20,359,922 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $15,828,121 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $19,545,342 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $15,260,952 |
Interest on participant loans | 2016-12-31 | $9,261 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $536,411 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $412,630 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $936,543 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $9,797 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $412,726 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,828,707 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | RSM US LLP |
Accountancy firm EIN | 2016-12-31 | 420714325 |
2015 : DODGE DATA & ANALYTICS LLC 401K SAVINGS PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets to this plan | 2015-12-31 | $126,019 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $15,702,279 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $177 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $177 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $15,778,406 |
Value of total assets at end of year | 2015-12-31 | $15,828,121 |
Value of total assets at beginning of year | 2015-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $0 |
Total interest from all sources | 2015-12-31 | $1,389 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $617,036 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $617,036 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $1,172,462 |
Participant contributions at end of year | 2015-12-31 | $154,539 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $14,605,944 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $15,702,102 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $15,828,121 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $0 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $15,260,952 |
Interest on participant loans | 2015-12-31 | $1,389 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $412,630 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-696,260 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $1,708 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $177 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
2022: DODGE DATA & ANALYTICS LLC 401K SAVINGS PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | Yes |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: DODGE DATA & ANALYTICS LLC 401K SAVINGS PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: DODGE DATA & ANALYTICS LLC 401K SAVINGS PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: DODGE DATA & ANALYTICS LLC 401K SAVINGS PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: DODGE DATA & ANALYTICS LLC 401K SAVINGS PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: DODGE DATA & ANALYTICS LLC 401K SAVINGS PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: DODGE DATA & ANALYTICS LLC 401K SAVINGS PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: DODGE DATA & ANALYTICS LLC 401K SAVINGS PLAN 2015 form 5500 responses | ||
2015-08-27 | Type of plan entity | Single employer plan |
2015-08-27 | First time form 5500 has been submitted | Yes |
2015-08-27 | Submission has been amended | No |
2015-08-27 | This submission is the final filing | No |
2015-08-27 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2015-08-27 | Plan is a collectively bargained plan | No |
2015-08-27 | Plan funding arrangement – Trust | Yes |
2015-08-27 | Plan benefit arrangement - Trust | Yes |