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MCANANY, VAN CLEAVE & PHILLIPS, P.A. PROFIT SHARING 401(K) PLAN 401k Plan overview

Plan NameMCANANY, VAN CLEAVE & PHILLIPS, P.A. PROFIT SHARING 401(K) PLAN
Plan identification number 001

MCANANY, VAN CLEAVE & PHILLIPS, P.A. PROFIT SHARING 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Offset plan - Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.

401k Sponsoring company profile

MCANANY, VAN CLEAVE & PHILLIPS, P.A. has sponsored the creation of one or more 401k plans.

Company Name:MCANANY, VAN CLEAVE & PHILLIPS, P.A.
Employer identification number (EIN):480830325
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MCANANY, VAN CLEAVE & PHILLIPS, P.A. PROFIT SHARING 401(K) PLAN

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

Plan Statistics for MCANANY, VAN CLEAVE & PHILLIPS, P.A. PROFIT SHARING 401(K) PLAN

401k plan membership statisitcs for MCANANY, VAN CLEAVE & PHILLIPS, P.A. PROFIT SHARING 401(K) PLAN

Measure Date Value
2022: MCANANY, VAN CLEAVE & PHILLIPS, P.A. PROFIT SHARING 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01233
Total number of active participants reported on line 7a of the Form 55002022-01-01186
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-0148
Total of all active and inactive participants2022-01-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01237
Number of participants with account balances2022-01-01233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0113
2021: MCANANY, VAN CLEAVE & PHILLIPS, P.A. PROFIT SHARING 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01248
Total number of active participants reported on line 7a of the Form 55002021-01-01179
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0152
Total of all active and inactive participants2021-01-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01233
Number of participants with account balances2021-01-01231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0115
2020: MCANANY, VAN CLEAVE & PHILLIPS, P.A. PROFIT SHARING 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01258
Total number of active participants reported on line 7a of the Form 55002020-01-01195
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0151
Total of all active and inactive participants2020-01-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01248
Number of participants with account balances2020-01-01246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0112
2019: MCANANY, VAN CLEAVE & PHILLIPS, P.A. PROFIT SHARING 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01219
Total number of active participants reported on line 7a of the Form 55002019-01-01204
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-0152
Total of all active and inactive participants2019-01-01258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01258
Number of participants with account balances2019-01-01254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0116
2018: MCANANY, VAN CLEAVE & PHILLIPS, P.A. PROFIT SHARING 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01226
Total number of active participants reported on line 7a of the Form 55002018-01-01174
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-0143
Total of all active and inactive participants2018-01-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01219
Number of participants with account balances2018-01-01218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0124
2017: MCANANY, VAN CLEAVE & PHILLIPS, P.A. PROFIT SHARING 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01192
Total number of active participants reported on line 7a of the Form 55002017-01-01180
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-0143
Total of all active and inactive participants2017-01-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01226
Number of participants with account balances2017-01-01226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-019
2016: MCANANY, VAN CLEAVE & PHILLIPS, P.A. PROFIT SHARING 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01199
Total number of active participants reported on line 7a of the Form 55002016-01-01147
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0145
Total of all active and inactive participants2016-01-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01192
Number of participants with account balances2016-01-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-017
2015: MCANANY, VAN CLEAVE & PHILLIPS, P.A. PROFIT SHARING 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01190
Total number of active participants reported on line 7a of the Form 55002015-01-01148
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-0148
Total of all active and inactive participants2015-01-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01199
Number of participants with account balances2015-01-01199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0121
2014: MCANANY, VAN CLEAVE & PHILLIPS, P.A. PROFIT SHARING 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01190
Total number of active participants reported on line 7a of the Form 55002014-01-01147
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-0138
Total of all active and inactive participants2014-01-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01188
Number of participants with account balances2014-01-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-018
2013: MCANANY, VAN CLEAVE & PHILLIPS, P.A. PROFIT SHARING 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01173
Total number of active participants reported on line 7a of the Form 55002013-01-01154
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0136
Total of all active and inactive participants2013-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01190
Number of participants with account balances2013-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0115
2012: MCANANY, VAN CLEAVE & PHILLIPS, P.A. PROFIT SHARING 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01163
Total number of active participants reported on line 7a of the Form 55002012-01-01139
Number of retired or separated participants receiving benefits2012-01-014
Number of other retired or separated participants entitled to future benefits2012-01-0131
Total of all active and inactive participants2012-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01174
Number of participants with account balances2012-01-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0112
2011: MCANANY, VAN CLEAVE & PHILLIPS, P.A. PROFIT SHARING 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01166
Total number of active participants reported on line 7a of the Form 55002011-01-01133
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0130
Total of all active and inactive participants2011-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01163
Number of participants with account balances2011-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0119
2010: MCANANY, VAN CLEAVE & PHILLIPS, P.A. PROFIT SHARING 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01157
Total number of active participants reported on line 7a of the Form 55002010-01-01139
Number of retired or separated participants receiving benefits2010-01-014
Number of other retired or separated participants entitled to future benefits2010-01-0123
Total of all active and inactive participants2010-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01166
Number of participants with account balances2010-01-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-018
2009: MCANANY, VAN CLEAVE & PHILLIPS, P.A. PROFIT SHARING 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01149
Total number of active participants reported on line 7a of the Form 55002009-01-01136
Number of retired or separated participants receiving benefits2009-01-013
Number of other retired or separated participants entitled to future benefits2009-01-0119
Total of all active and inactive participants2009-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01158
Number of participants with account balances2009-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0110

Financial Data on MCANANY, VAN CLEAVE & PHILLIPS, P.A. PROFIT SHARING 401(K) PLAN

Measure Date Value
2022 : MCANANY, VAN CLEAVE & PHILLIPS, P.A. PROFIT SHARING 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-6,936,038
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$988,383
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$909,897
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,823,111
Value of total assets at end of year2022-12-31$50,675,671
Value of total assets at beginning of year2022-12-31$58,600,092
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$78,486
Total interest from all sources2022-12-31$14,098
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,686,796
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,686,796
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,320,590
Participant contributions at end of year2022-12-31$387,275
Participant contributions at beginning of year2022-12-31$381,135
Assets. Other investments not covered elsewhere at end of year2022-12-31$54,662
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$59,265
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$28,981
Other income not declared elsewhere2022-12-31$-4,185
Administrative expenses (other) incurred2022-12-31$78,486
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-7,924,421
Value of net assets at end of year (total assets less liabilities)2022-12-31$50,675,671
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$58,600,092
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$49,480,734
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$57,459,692
Interest on participant loans2022-12-31$14,098
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-11,455,858
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,473,540
Employer contributions (assets) at end of year2022-12-31$753,000
Employer contributions (assets) at beginning of year2022-12-31$700,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$909,897
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31NOVAK BIRKS PC
Accountancy firm EIN2022-12-31431122456
2021 : MCANANY, VAN CLEAVE & PHILLIPS, P.A. PROFIT SHARING 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$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$9,706,494
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,877,572
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,784,673
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,896,019
Value of total assets at end of year2021-12-31$58,600,092
Value of total assets at beginning of year2021-12-31$50,771,170
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$92,899
Total interest from all sources2021-12-31$15,326
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,782,217
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,782,217
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,274,658
Participant contributions at end of year2021-12-31$381,135
Participant contributions at beginning of year2021-12-31$438,539
Assets. Other investments not covered elsewhere at end of year2021-12-31$59,265
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$53,283
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$221,653
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$1,480
Other income not declared elsewhere2021-12-31$6,534
Administrative expenses (other) incurred2021-12-31$92,899
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$7,828,922
Value of net assets at end of year (total assets less liabilities)2021-12-31$58,600,092
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$50,771,170
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$57,459,692
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$49,589,348
Interest on participant loans2021-12-31$15,326
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,006,398
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,399,708
Employer contributions (assets) at end of year2021-12-31$700,000
Employer contributions (assets) at beginning of year2021-12-31$690,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,783,193
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31NOVAK BIRKS PC
Accountancy firm EIN2021-12-31431122456
2020 : MCANANY, VAN CLEAVE & PHILLIPS, P.A. PROFIT SHARING 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$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$9,660,981
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,509,915
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,440,797
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,576,977
Value of total assets at end of year2020-12-31$50,771,170
Value of total assets at beginning of year2020-12-31$43,620,104
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$69,118
Total interest from all sources2020-12-31$17,988
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,504,265
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,504,265
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,182,585
Participant contributions at end of year2020-12-31$438,539
Participant contributions at beginning of year2020-12-31$369,405
Assets. Other investments not covered elsewhere at end of year2020-12-31$53,283
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$57,612
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$10,935
Other income not declared elsewhere2020-12-31$-3,011
Administrative expenses (other) incurred2020-12-31$69,118
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$7,151,066
Value of net assets at end of year (total assets less liabilities)2020-12-31$50,771,170
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$43,620,104
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$49,589,348
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$42,568,087
Interest on participant loans2020-12-31$17,988
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,564,762
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,383,457
Employer contributions (assets) at end of year2020-12-31$690,000
Employer contributions (assets) at beginning of year2020-12-31$625,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,440,797
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31NOVAK BIRKS PC
Accountancy firm EIN2020-12-31431122456
2019 : MCANANY, VAN CLEAVE & PHILLIPS, P.A. PROFIT SHARING 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$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 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$10,100,873
Total income from all sources (including contributions)2019-12-31$10,100,873
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$840,731
Total of all expenses incurred2019-12-31$840,731
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$792,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$792,147
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,323,928
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,323,928
Value of total assets at end of year2019-12-31$43,620,104
Value of total assets at end of year2019-12-31$43,620,104
Value of total assets at beginning of year2019-12-31$34,359,962
Value of total assets at beginning of year2019-12-31$34,359,962
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$48,584
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$48,584
Total interest from all sources2019-12-31$16,783
Total interest from all sources2019-12-31$16,783
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,337,004
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,337,004
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,337,004
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,337,004
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
If this is an individual account plan, was there a blackout period2019-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,024,194
Contributions received from participants2019-12-31$1,024,194
Participant contributions at end of year2019-12-31$369,405
Participant contributions at end of year2019-12-31$369,405
Participant contributions at beginning of year2019-12-31$365,068
Participant contributions at beginning of year2019-12-31$365,068
Assets. Other investments not covered elsewhere at end of year2019-12-31$57,612
Assets. Other investments not covered elsewhere at end of year2019-12-31$57,612
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$51,810
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$51,810
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$54,084
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$54,084
Other income not declared elsewhere2019-12-31$7,661
Other income not declared elsewhere2019-12-31$7,661
Administrative expenses (other) incurred2019-12-31$48,584
Administrative expenses (other) incurred2019-12-31$48,584
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$9,260,142
Value of net income/loss2019-12-31$9,260,142
Value of net assets at end of year (total assets less liabilities)2019-12-31$43,620,104
Value of net assets at end of year (total assets less liabilities)2019-12-31$43,620,104
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$34,359,962
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$34,359,962
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$42,568,087
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$42,568,087
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$33,297,271
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$33,297,271
Interest on participant loans2019-12-31$16,783
Interest on participant loans2019-12-31$16,783
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,415,497
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,415,497
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,245,650
Contributions received in cash from employer2019-12-31$1,245,650
Employer contributions (assets) at end of year2019-12-31$625,000
Employer contributions (assets) at end of year2019-12-31$625,000
Employer contributions (assets) at beginning of year2019-12-31$645,813
Employer contributions (assets) at beginning of year2019-12-31$645,813
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$792,147
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$792,147
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31NOVAK BIRKS PC
Accountancy firm name2019-12-31NOVAK BIRKS PC
Accountancy firm EIN2019-12-31431122456
Accountancy firm EIN2019-12-31431122456
2018 : MCANANY, VAN CLEAVE & PHILLIPS, P.A. PROFIT SHARING 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$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$752,446
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$6,206,929
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$6,155,643
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,371,071
Value of total assets at end of year2018-12-31$34,359,962
Value of total assets at beginning of year2018-12-31$39,814,445
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$51,286
Total interest from all sources2018-12-31$15,473
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,895,169
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,895,169
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$966,401
Participant contributions at end of year2018-12-31$365,068
Participant contributions at beginning of year2018-12-31$314,900
Assets. Other investments not covered elsewhere at end of year2018-12-31$51,810
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$52,118
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$162,379
Other income not declared elsewhere2018-12-31$1,079
Administrative expenses (other) incurred2018-12-31$51,286
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-5,454,483
Value of net assets at end of year (total assets less liabilities)2018-12-31$34,359,962
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$39,814,445
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$33,297,271
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$38,851,611
Interest on participant loans2018-12-31$15,473
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,530,346
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,242,291
Employer contributions (assets) at end of year2018-12-31$645,813
Employer contributions (assets) at beginning of year2018-12-31$595,816
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$6,155,643
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31NOVAK BIRKS PC
Accountancy firm EIN2018-12-31431122456
2017 : MCANANY, VAN CLEAVE & PHILLIPS, P.A. PROFIT SHARING 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$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$8,077,309
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,240,489
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,224,217
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,988,413
Value of total assets at end of year2017-12-31$39,814,445
Value of total assets at beginning of year2017-12-31$32,977,625
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$16,272
Total interest from all sources2017-12-31$11,010
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,287,682
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,287,682
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$845,122
Participant contributions at end of year2017-12-31$314,900
Participant contributions at beginning of year2017-12-31$232,110
Assets. Other investments not covered elsewhere at end of year2017-12-31$52,118
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$44,485
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$22,908
Other income not declared elsewhere2017-12-31$7,910
Administrative expenses (other) incurred2017-12-31$16,272
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$6,836,820
Value of net assets at end of year (total assets less liabilities)2017-12-31$39,814,445
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$32,977,625
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$38,851,611
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$32,068,030
Interest on participant loans2017-12-31$11,010
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,782,294
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,120,383
Employer contributions (assets) at end of year2017-12-31$595,816
Employer contributions (assets) at beginning of year2017-12-31$633,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,224,217
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31NOVAK BIRKS PC
Accountancy firm EIN2017-12-31431122456
2016 : MCANANY, VAN CLEAVE & PHILLIPS, P.A. PROFIT SHARING 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
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$4,084,955
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$387,769
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$342,665
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,870,207
Value of total assets at end of year2016-12-31$32,977,625
Value of total assets at beginning of year2016-12-31$29,280,439
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$45,104
Total interest from all sources2016-12-31$2,880
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$579,716
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$579,716
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$782,628
Participant contributions at end of year2016-12-31$232,110
Participant contributions at beginning of year2016-12-31$246,030
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$78,145
Assets. Other investments not covered elsewhere at end of year2016-12-31$44,485
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$-12,651
Administrative expenses (other) incurred2016-12-31$45,104
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$3,697,186
Value of net assets at end of year (total assets less liabilities)2016-12-31$32,977,625
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$29,280,439
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$32,068,030
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$28,355,725
Interest on participant loans2016-12-31$2,880
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,644,803
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,087,579
Employer contributions (assets) at end of year2016-12-31$633,000
Employer contributions (assets) at beginning of year2016-12-31$600,539
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$342,665
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31NOVAK BIRKS PC
Accountancy firm EIN2016-12-31431122456
2015 : MCANANY, VAN CLEAVE & PHILLIPS, P.A. PROFIT SHARING 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$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$1,713,832
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,691,988
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,624,772
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,696,821
Value of total assets at end of year2015-12-31$29,280,439
Value of total assets at beginning of year2015-12-31$29,258,595
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$67,216
Total interest from all sources2015-12-31$8,656
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,657,006
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,657,006
Administrative expenses professional fees incurred2015-12-31$13,582
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$730,457
Participant contributions at end of year2015-12-31$246,030
Participant contributions at beginning of year2015-12-31$187,976
Participant contributions at end of year2015-12-31$78,145
Participant contributions at beginning of year2015-12-31$48,791
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$136
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$21,844
Value of net assets at end of year (total assets less liabilities)2015-12-31$29,280,439
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$29,258,595
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$53,634
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$28,355,725
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$28,562,788
Interest on participant loans2015-12-31$8,656
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$4,999
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$4,999
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,648,651
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$966,364
Employer contributions (assets) at end of year2015-12-31$600,539
Employer contributions (assets) at beginning of year2015-12-31$417,975
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,624,772
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$35,930
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31NOVAK BIRKS PC
Accountancy firm EIN2015-12-31431122456
2014 : MCANANY, VAN CLEAVE & PHILLIPS, P.A. PROFIT SHARING 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$3,273,499
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,967,182
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,904,167
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,642,862
Value of total assets at end of year2014-12-31$29,258,595
Value of total assets at beginning of year2014-12-31$27,952,278
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$63,015
Total interest from all sources2014-12-31$5,839
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,748,796
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,748,027
Administrative expenses professional fees incurred2014-12-31$14,033
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$733,103
Participant contributions at end of year2014-12-31$187,976
Participant contributions at beginning of year2014-12-31$154,562
Participant contributions at end of year2014-12-31$48,791
Participant contributions at beginning of year2014-12-31$51,898
Assets. Other investments not covered elsewhere at end of year2014-12-31$136
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$130
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$334
Other income not declared elsewhere2014-12-31$7,618
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,306,317
Value of net assets at end of year (total assets less liabilities)2014-12-31$29,258,595
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$27,952,278
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$48,982
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$28,562,788
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$27,549,375
Interest on participant loans2014-12-31$5,839
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$4,999
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$4,208
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$4,208
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-131,616
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$909,425
Employer contributions (assets) at end of year2014-12-31$417,975
Employer contributions (assets) at beginning of year2014-12-31$160,350
Income. Dividends from common stock2014-12-31$769
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,904,167
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$35,930
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$31,755
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31NOVAK BIRKS PC
Accountancy firm EIN2014-12-31431122456
2013 : MCANANY, VAN CLEAVE & PHILLIPS, P.A. PROFIT SHARING 401(K) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$5,139
Total unrealized appreciation/depreciation of assets2013-12-31$5,139
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$6,107,454
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,199,275
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,071,181
Value of total corrective distributions2013-12-31$68,006
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,805,168
Value of total assets at end of year2013-12-31$27,952,278
Value of total assets at beginning of year2013-12-31$23,044,099
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$60,088
Total interest from all sources2013-12-31$5,812
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$365,789
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$365,168
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$719,026
Participant contributions at end of year2013-12-31$154,562
Participant contributions at beginning of year2013-12-31$85,141
Participant contributions at end of year2013-12-31$51,898
Participant contributions at beginning of year2013-12-31$65,071
Assets. Other investments not covered elsewhere at end of year2013-12-31$130
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$121
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$217,083
Other income not declared elsewhere2013-12-31$2,686
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$4,908,179
Value of net assets at end of year (total assets less liabilities)2013-12-31$27,952,278
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$23,044,099
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$60,088
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$27,549,375
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$22,209,366
Interest on participant loans2013-12-31$5,812
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$4,208
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$3,588
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$3,588
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,922,860
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$869,059
Employer contributions (assets) at end of year2013-12-31$160,350
Employer contributions (assets) at beginning of year2013-12-31$654,187
Income. Dividends from common stock2013-12-31$621
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,071,181
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$31,755
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$26,625
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31COCHRAN HEAD VICK & CO PA
Accountancy firm EIN2013-12-31481028532
2012 : MCANANY, VAN CLEAVE & PHILLIPS, P.A. PROFIT SHARING 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$4,248,433
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$287,646
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$176,582
Value of total corrective distributions2012-12-31$59,470
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,826,062
Value of total assets at end of year2012-12-31$23,044,099
Value of total assets at beginning of year2012-12-31$19,083,312
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$51,594
Total interest from all sources2012-12-31$4,424
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$613,603
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$613,097
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$665,012
Participant contributions at end of year2012-12-31$85,141
Participant contributions at beginning of year2012-12-31$78,768
Participant contributions at end of year2012-12-31$65,071
Participant contributions at beginning of year2012-12-31$55,071
Assets. Other investments not covered elsewhere at end of year2012-12-31$121
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,960,787
Value of net assets at end of year (total assets less liabilities)2012-12-31$23,044,099
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$19,083,312
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$51,594
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$22,209,366
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$18,452,244
Interest on participant loans2012-12-31$4,424
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$3,588
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,370
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,370
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,804,344
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,161,050
Employer contributions (assets) at end of year2012-12-31$654,187
Employer contributions (assets) at beginning of year2012-12-31$470,433
Income. Dividends from common stock2012-12-31$506
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$176,582
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$26,625
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$24,426
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31COCHRAN HEAD VICK & CO PA
Accountancy firm EIN2012-12-31481028532
2011 : MCANANY, VAN CLEAVE & PHILLIPS, P.A. PROFIT SHARING 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,442,823
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$778,818
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$655,280
Value of total corrective distributions2011-12-31$18,953
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,587,936
Value of total assets at end of year2011-12-31$19,083,312
Value of total assets at beginning of year2011-12-31$18,419,307
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$104,585
Total interest from all sources2011-12-31$4,617
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$636,525
Participant contributions at end of year2011-12-31$78,768
Participant contributions at beginning of year2011-12-31$72,828
Participant contributions at end of year2011-12-31$55,071
Participant contributions at beginning of year2011-12-31$73,451
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$600
Other income not declared elsewhere2011-12-31$12,645
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$664,005
Value of net assets at end of year (total assets less liabilities)2011-12-31$19,083,312
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$18,419,307
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$104,585
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$18,452,244
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$18,031,056
Interest on participant loans2011-12-31$4,617
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2,370
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,968
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,968
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-162,375
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$950,811
Employer contributions (assets) at end of year2011-12-31$470,433
Employer contributions (assets) at beginning of year2011-12-31$214,595
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$655,280
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$24,426
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$25,409
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31COCHRAN HEAD VICK & CO PA
Accountancy firm EIN2011-12-31481028532
2010 : MCANANY, VAN CLEAVE & PHILLIPS, P.A. PROFIT SHARING 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$3,262,524
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$539,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$423,684
Value of total corrective distributions2010-12-31$24,162
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,276,665
Value of total assets at end of year2010-12-31$18,419,307
Value of total assets at beginning of year2010-12-31$15,696,116
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$91,487
Total interest from all sources2010-12-31$6,267
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$617,786
Participant contributions at end of year2010-12-31$72,828
Participant contributions at beginning of year2010-12-31$132,047
Participant contributions at end of year2010-12-31$73,451
Participant contributions at beginning of year2010-12-31$57,940
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$2,543
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,723,191
Value of net assets at end of year (total assets less liabilities)2010-12-31$18,419,307
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$15,696,116
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$91,487
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$18,031,056
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$14,832,665
Interest on participant loans2010-12-31$6,267
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,968
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,605
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,605
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,979,592
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$656,336
Employer contributions (assets) at end of year2010-12-31$214,595
Employer contributions (assets) at beginning of year2010-12-31$649,044
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$423,684
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$25,409
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$22,815
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31COCHRAN HEAD VICK AND CO PA
Accountancy firm EIN2010-12-31481028532

Form 5500 Responses for MCANANY, VAN CLEAVE & PHILLIPS, P.A. PROFIT SHARING 401(K) PLAN

2022: MCANANY, VAN CLEAVE & PHILLIPS, P.A. PROFIT SHARING 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MCANANY, VAN CLEAVE & PHILLIPS, P.A. PROFIT SHARING 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MCANANY, VAN CLEAVE & PHILLIPS, P.A. PROFIT SHARING 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MCANANY, VAN CLEAVE & PHILLIPS, P.A. PROFIT SHARING 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MCANANY, VAN CLEAVE & PHILLIPS, P.A. PROFIT SHARING 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MCANANY, VAN CLEAVE & PHILLIPS, P.A. PROFIT SHARING 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MCANANY, VAN CLEAVE & PHILLIPS, P.A. PROFIT SHARING 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MCANANY, VAN CLEAVE & PHILLIPS, P.A. PROFIT SHARING 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MCANANY, VAN CLEAVE & PHILLIPS, P.A. PROFIT SHARING 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MCANANY, VAN CLEAVE & PHILLIPS, P.A. PROFIT SHARING 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MCANANY, VAN CLEAVE & PHILLIPS, P.A. PROFIT SHARING 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MCANANY, VAN CLEAVE & PHILLIPS, P.A. PROFIT SHARING 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MCANANY, VAN CLEAVE & PHILLIPS, P.A. PROFIT SHARING 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MCANANY, VAN CLEAVE & PHILLIPS, P.A. PROFIT SHARING 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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