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POTTER ANDERSON & CORROON LLP RETIREMENT PLAN 401k Plan overview

Plan NamePOTTER ANDERSON & CORROON LLP RETIREMENT PLAN
Plan identification number 001

POTTER ANDERSON & CORROON LLP RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

POTTER ANDERSON & CORROON LLP has sponsored the creation of one or more 401k plans.

Company Name:POTTER ANDERSON & CORROON LLP
Employer identification number (EIN):510080985
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan POTTER ANDERSON & CORROON LLP RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MATTHEW J OTOOLE
0012016-01-01MICHAEL B. TUMAS
0012015-01-01MICHAEL B. TUMAS
0012014-01-01MICHAEL B. TUMAS
0012013-01-01DONALD J. WOLFE, JR.
0012012-01-01DONALD J. WOLFE, JR.
0012011-01-01DONALD J. WOLFE, JR.
0012009-01-01DONALD J. WOLFE, JR.

Plan Statistics for POTTER ANDERSON & CORROON LLP RETIREMENT PLAN

401k plan membership statisitcs for POTTER ANDERSON & CORROON LLP RETIREMENT PLAN

Measure Date Value
2022: POTTER ANDERSON & CORROON LLP RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01204
Total number of active participants reported on line 7a of the Form 55002022-01-01128
Number of retired or separated participants receiving benefits2022-01-017
Number of other retired or separated participants entitled to future benefits2022-01-0173
Total of all active and inactive participants2022-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01208
Number of participants with account balances2022-01-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: POTTER ANDERSON & CORROON LLP RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01204
Total number of active participants reported on line 7a of the Form 55002021-01-01126
Number of retired or separated participants receiving benefits2021-01-016
Number of other retired or separated participants entitled to future benefits2021-01-0172
Total of all active and inactive participants2021-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01204
Number of participants with account balances2021-01-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: POTTER ANDERSON & CORROON LLP RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01207
Total number of active participants reported on line 7a of the Form 55002020-01-01127
Number of retired or separated participants receiving benefits2020-01-016
Number of other retired or separated participants entitled to future benefits2020-01-0171
Total of all active and inactive participants2020-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01204
Number of participants with account balances2020-01-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: POTTER ANDERSON & CORROON LLP RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01201
Total number of active participants reported on line 7a of the Form 55002019-01-01130
Number of retired or separated participants receiving benefits2019-01-016
Number of other retired or separated participants entitled to future benefits2019-01-0170
Total of all active and inactive participants2019-01-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01207
Number of participants with account balances2019-01-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: POTTER ANDERSON & CORROON LLP RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01195
Total number of active participants reported on line 7a of the Form 55002018-01-01125
Number of retired or separated participants receiving benefits2018-01-016
Number of other retired or separated participants entitled to future benefits2018-01-0169
Total of all active and inactive participants2018-01-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01201
Number of participants with account balances2018-01-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: POTTER ANDERSON & CORROON LLP RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01190
Total number of active participants reported on line 7a of the Form 55002017-01-01121
Number of retired or separated participants receiving benefits2017-01-016
Number of other retired or separated participants entitled to future benefits2017-01-0168
Total of all active and inactive participants2017-01-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01195
Number of participants with account balances2017-01-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: POTTER ANDERSON & CORROON LLP RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01193
Total number of active participants reported on line 7a of the Form 55002016-01-01120
Number of retired or separated participants receiving benefits2016-01-015
Number of other retired or separated participants entitled to future benefits2016-01-0165
Total of all active and inactive participants2016-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01190
Number of participants with account balances2016-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: POTTER ANDERSON & CORROON LLP RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01191
Total number of active participants reported on line 7a of the Form 55002015-01-01129
Number of retired or separated participants receiving benefits2015-01-015
Number of other retired or separated participants entitled to future benefits2015-01-0159
Total of all active and inactive participants2015-01-01193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01193
Number of participants with account balances2015-01-01193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: POTTER ANDERSON & CORROON LLP RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01198
Total number of active participants reported on line 7a of the Form 55002014-01-01129
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0160
Total of all active and inactive participants2014-01-01191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01191
Number of participants with account balances2014-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: POTTER ANDERSON & CORROON LLP RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01204
Total number of active participants reported on line 7a of the Form 55002013-01-01127
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-0168
Total of all active and inactive participants2013-01-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01198
Number of participants with account balances2013-01-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: POTTER ANDERSON & CORROON LLP RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01209
Total number of active participants reported on line 7a of the Form 55002012-01-01147
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-0154
Total of all active and inactive participants2012-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01204
Number of participants with account balances2012-01-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: POTTER ANDERSON & CORROON LLP RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01204
Total number of active participants reported on line 7a of the Form 55002011-01-01158
Number of retired or separated participants receiving benefits2011-01-014
Number of other retired or separated participants entitled to future benefits2011-01-0146
Total of all active and inactive participants2011-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01209
Number of participants with account balances2011-01-01209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: POTTER ANDERSON & CORROON LLP RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01191
Total number of active participants reported on line 7a of the Form 55002009-01-01148
Number of retired or separated participants receiving benefits2009-01-013
Number of other retired or separated participants entitled to future benefits2009-01-0143
Total of all active and inactive participants2009-01-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01194
Number of participants with account balances2009-01-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on POTTER ANDERSON & CORROON LLP RETIREMENT PLAN

Measure Date Value
2022 : POTTER ANDERSON & CORROON LLP RETIREMENT 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$0
Total income from all sources (including contributions)2022-12-31$-22,684,596
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$9,974,365
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$9,971,133
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,095,257
Value of total assets at end of year2022-12-31$98,459,517
Value of total assets at beginning of year2022-12-31$131,118,478
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$3,232
Total interest from all sources2022-12-31$15,624
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,396,540
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$3,396,540
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,801,387
Participant contributions at end of year2022-12-31$270,078
Participant contributions at beginning of year2022-12-31$351,925
Participant contributions at end of year2022-12-31$123,174
Assets. Other investments not covered elsewhere at end of year2022-12-31$1,447,565
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$1,724,823
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$30,000
Other income not declared elsewhere2022-12-31$-336,102
Administrative expenses (other) incurred2022-12-31$3,232
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-32,658,961
Value of net assets at end of year (total assets less liabilities)2022-12-31$98,459,517
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$131,118,478
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$94,353,076
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$126,872,421
Interest on participant loans2022-12-31$15,624
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-29,855,915
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$2,263,870
Employer contributions (assets) at end of year2022-12-31$2,265,624
Employer contributions (assets) at beginning of year2022-12-31$2,169,309
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$9,971,133
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 name2022-12-31GUNNIP & COMPANY LLP
Accountancy firm EIN2022-12-31510076769
2021 : POTTER ANDERSON & CORROON LLP RETIREMENT 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$21,192,846
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$9,816,801
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$9,815,945
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,980,126
Value of total assets at end of year2021-12-31$131,118,478
Value of total assets at beginning of year2021-12-31$119,742,433
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$856
Total interest from all sources2021-12-31$18,535
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$11,563,317
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$11,563,317
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,735,369
Participant contributions at end of year2021-12-31$351,925
Participant contributions at beginning of year2021-12-31$410,291
Assets. Other investments not covered elsewhere at end of year2021-12-31$1,724,823
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$1,384,467
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$75,448
Other income not declared elsewhere2021-12-31$335,639
Administrative expenses (other) incurred2021-12-31$856
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$11,376,045
Value of net assets at end of year (total assets less liabilities)2021-12-31$131,118,478
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$119,742,433
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$126,872,421
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$115,974,090
Interest on participant loans2021-12-31$18,535
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,295,229
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$2,169,309
Employer contributions (assets) at end of year2021-12-31$2,169,309
Employer contributions (assets) at beginning of year2021-12-31$1,973,585
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$9,815,945
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 name2021-12-31GUNNIP & COMPANY LLP
Accountancy firm EIN2021-12-31510076769
2020 : POTTER ANDERSON & CORROON LLP RETIREMENT 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$25,664,495
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$17,837,901
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$17,837,051
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,952,847
Value of total assets at end of year2020-12-31$119,742,433
Value of total assets at beginning of year2020-12-31$111,915,839
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$850
Total interest from all sources2020-12-31$22,808
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$4,245,707
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$4,245,707
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,720,032
Participant contributions at end of year2020-12-31$410,291
Participant contributions at beginning of year2020-12-31$422,896
Assets. Other investments not covered elsewhere at end of year2020-12-31$1,384,467
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$1,182,845
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$259,230
Other income not declared elsewhere2020-12-31$202,893
Administrative expenses (other) incurred2020-12-31$850
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$7,826,594
Value of net assets at end of year (total assets less liabilities)2020-12-31$119,742,433
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$111,915,839
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$115,974,090
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$108,450,356
Interest on participant loans2020-12-31$22,808
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$17,240,240
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$1,973,585
Employer contributions (assets) at end of year2020-12-31$1,973,585
Employer contributions (assets) at beginning of year2020-12-31$1,859,742
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$17,837,051
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 name2020-12-31GUNNIP & COMPANY LLP
Accountancy firm EIN2020-12-31510076769
2019 : POTTER ANDERSON & CORROON LLP RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$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$24,823,273
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$5,793,002
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,790,373
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,032,237
Value of total assets at end of year2019-12-31$111,915,839
Value of total assets at beginning of year2019-12-31$92,885,568
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,629
Total interest from all sources2019-12-31$25,072
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$5,205,603
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$5,205,603
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
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
Contributions received from participants2019-12-31$1,691,744
Participant contributions at end of year2019-12-31$422,896
Participant contributions at beginning of year2019-12-31$500,551
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,182,845
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$798,813
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$480,751
Other income not declared elsewhere2019-12-31$302,465
Administrative expenses (other) incurred2019-12-31$2,629
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$19,030,271
Value of net assets at end of year (total assets less liabilities)2019-12-31$111,915,839
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$92,885,568
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$108,450,356
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$89,625,981
Interest on participant loans2019-12-31$25,072
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$15,257,896
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,859,742
Employer contributions (assets) at end of year2019-12-31$1,859,742
Employer contributions (assets) at beginning of year2019-12-31$1,960,223
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,790,373
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 hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31GUNNIP & COMPANY LLP
Accountancy firm EIN2019-12-31510076769
2018 : POTTER ANDERSON & CORROON LLP RETIREMENT 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$0
Total income from all sources (including contributions)2018-12-31$-545,480
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,501,570
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,500,670
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,569,929
Value of total assets at end of year2018-12-31$92,885,568
Value of total assets at beginning of year2018-12-31$94,932,618
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$900
Total interest from all sources2018-12-31$26,363
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$4,888,336
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$4,888,336
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,609,706
Participant contributions at end of year2018-12-31$500,551
Participant contributions at beginning of year2018-12-31$569,603
Assets. Other investments not covered elsewhere at end of year2018-12-31$798,813
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$836,721
Other income not declared elsewhere2018-12-31$-67,696
Administrative expenses (other) incurred2018-12-31$900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,047,050
Value of net assets at end of year (total assets less liabilities)2018-12-31$92,885,568
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$94,932,618
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$89,625,981
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$91,606,222
Interest on participant loans2018-12-31$26,363
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-8,962,412
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$1,960,223
Employer contributions (assets) at end of year2018-12-31$1,960,223
Employer contributions (assets) at beginning of year2018-12-31$1,920,072
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,500,670
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31GUNNIP & COMPANY LLP
Accountancy firm EIN2018-12-31510076769
2017 : POTTER ANDERSON & CORROON LLP RETIREMENT 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$17,775,951
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,171,856
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,171,056
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,460,207
Value of total assets at end of year2017-12-31$94,932,618
Value of total assets at beginning of year2017-12-31$81,328,523
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$800
Total interest from all sources2017-12-31$23,228
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$3,868,032
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$3,868,032
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,540,135
Participant contributions at end of year2017-12-31$569,603
Participant contributions at beginning of year2017-12-31$419,198
Assets. Other investments not covered elsewhere at end of year2017-12-31$836,721
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$958,680
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$391
Other income not declared elsewhere2017-12-31$148,675
Administrative expenses (other) incurred2017-12-31$800
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$13,604,095
Value of net assets at end of year (total assets less liabilities)2017-12-31$94,932,618
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$81,328,523
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$91,606,222
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$78,092,009
Interest on participant loans2017-12-31$23,228
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$10,275,809
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,920,072
Employer contributions (assets) at end of year2017-12-31$1,920,072
Employer contributions (assets) at beginning of year2017-12-31$1,858,636
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,170,665
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 name2017-12-31GUNNIP & COMPANY LLP
Accountancy firm EIN2017-12-31510076769
2016 : POTTER ANDERSON & CORROON LLP RETIREMENT 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$9,458,634
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$4,460,282
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,459,532
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,324,890
Value of total assets at end of year2016-12-31$81,328,523
Value of total assets at beginning of year2016-12-31$76,330,171
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$750
Total interest from all sources2016-12-31$19,181
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,640,356
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$2,640,356
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,466,254
Participant contributions at end of year2016-12-31$419,198
Participant contributions at beginning of year2016-12-31$461,545
Assets. Other investments not covered elsewhere at end of year2016-12-31$958,680
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$916,967
Other income not declared elsewhere2016-12-31$132,540
Administrative expenses (other) incurred2016-12-31$750
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$4,998,352
Value of net assets at end of year (total assets less liabilities)2016-12-31$81,328,523
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$76,330,171
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$78,092,009
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$73,162,363
Interest on participant loans2016-12-31$19,181
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,341,667
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,858,636
Employer contributions (assets) at end of year2016-12-31$1,858,636
Employer contributions (assets) at beginning of year2016-12-31$1,789,296
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,459,532
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 name2016-12-31GUNNIP & COMPANY LLP
Accountancy firm EIN2016-12-31510076769
2015 : POTTER ANDERSON & CORROON LLP RETIREMENT 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$4,060,119
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,225,599
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,224,359
Value of total corrective distributions2015-12-31$340
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,648,085
Value of total assets at end of year2015-12-31$76,330,171
Value of total assets at beginning of year2015-12-31$74,495,651
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$900
Total interest from all sources2015-12-31$19,322
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$3,499,850
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$3,499,850
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,531,593
Participant contributions at end of year2015-12-31$461,545
Participant contributions at beginning of year2015-12-31$406,642
Assets. Other investments not covered elsewhere at end of year2015-12-31$916,967
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$988,657
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$327,196
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$773
Other income not declared elsewhere2015-12-31$-65,199
Administrative expenses (other) incurred2015-12-31$900
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$1,834,520
Value of net assets at end of year (total assets less liabilities)2015-12-31$76,330,171
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$74,495,651
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$73,162,363
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$71,521,925
Interest on participant loans2015-12-31$19,322
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,041,939
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$1,789,296
Employer contributions (assets) at end of year2015-12-31$1,789,296
Employer contributions (assets) at beginning of year2015-12-31$1,578,427
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,223,586
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 name2015-12-31GUNNIP & COMPANY LLP
Accountancy firm EIN2015-12-31510076769
2014 : POTTER ANDERSON & CORROON LLP RETIREMENT 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$9,055,671
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$7,023,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$7,022,954
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,005,408
Value of total assets at end of year2014-12-31$74,495,651
Value of total assets at beginning of year2014-12-31$72,463,784
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$850
Total interest from all sources2014-12-31$18,152
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$3,395,356
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$3,395,356
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,368,563
Participant contributions at end of year2014-12-31$406,642
Participant contributions at beginning of year2014-12-31$360,291
Assets. Other investments not covered elsewhere at end of year2014-12-31$988,657
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$58,418
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$773
Other income not declared elsewhere2014-12-31$69,451
Administrative expenses (other) incurred2014-12-31$850
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$2,031,867
Value of net assets at end of year (total assets less liabilities)2014-12-31$74,495,651
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$72,463,784
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$71,521,925
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$70,039,651
Interest on participant loans2014-12-31$18,152
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,567,304
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,578,427
Employer contributions (assets) at end of year2014-12-31$1,578,427
Employer contributions (assets) at beginning of year2014-12-31$1,651,210
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$7,022,181
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$412,632
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 name2014-12-31GUNNIP & COMPANY LLP
Accountancy firm EIN2014-12-31510076769
2013 : POTTER ANDERSON & CORROON LLP RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$96,004
Total unrealized appreciation/depreciation of assets2013-12-31$96,004
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$15,136,385
Total loss/gain on sale of assets2013-12-31$-60,576
Total of all expenses incurred2013-12-31$3,321,260
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,320,360
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,204,794
Value of total assets at end of year2013-12-31$72,463,784
Value of total assets at beginning of year2013-12-31$60,648,659
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$900
Total interest from all sources2013-12-31$19,031
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,500,692
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$2,495,724
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,359,029
Participant contributions at end of year2013-12-31$360,291
Participant contributions at beginning of year2013-12-31$473,218
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$121,538
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$773
Other income not declared elsewhere2013-12-31$63
Administrative expenses (other) incurred2013-12-31$900
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$11,815,125
Value of net assets at end of year (total assets less liabilities)2013-12-31$72,463,784
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$60,648,659
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$70,039,651
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$57,692,846
Interest on participant loans2013-12-31$19,031
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$9,376,377
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$1,724,227
Employer contributions (assets) at end of year2013-12-31$1,651,210
Employer contributions (assets) at beginning of year2013-12-31$1,908,875
Income. Dividends from common stock2013-12-31$4,968
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,319,587
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$412,632
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$573,720
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
Aggregate proceeds on sale of assets2013-12-31$214,859
Aggregate carrying amount (costs) on sale of assets2013-12-31$275,435
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 name2013-12-31GUNNIP & COMPANY LLP
Accountancy firm EIN2013-12-31510076769
2012 : POTTER ANDERSON & CORROON LLP RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$69,225
Total unrealized appreciation/depreciation of assets2012-12-31$69,225
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$10,601,285
Total loss/gain on sale of assets2012-12-31$25,279
Total of all expenses incurred2012-12-31$15,303,042
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$15,302,247
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,351,449
Value of total assets at end of year2012-12-31$60,648,659
Value of total assets at beginning of year2012-12-31$65,350,416
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$795
Total interest from all sources2012-12-31$19,429
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,622,134
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,599,689
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$50,004
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,442,161
Participant contributions at end of year2012-12-31$473,218
Participant contributions at beginning of year2012-12-31$372,300
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$413
Administrative expenses (other) incurred2012-12-31$795
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-4,701,757
Value of net assets at end of year (total assets less liabilities)2012-12-31$60,648,659
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$65,350,416
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$57,692,846
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$61,576,819
Interest on participant loans2012-12-31$19,429
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$773
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$5,513,769
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$1,908,875
Employer contributions (assets) at end of year2012-12-31$1,908,875
Employer contributions (assets) at beginning of year2012-12-31$1,818,455
Income. Dividends from preferred stock2012-12-31$869
Income. Dividends from common stock2012-12-31$21,576
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$15,301,474
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$573,720
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$1,532,838
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
Aggregate proceeds on sale of assets2012-12-31$10,621
Aggregate carrying amount (costs) on sale of assets2012-12-31$-14,658
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 name2012-12-31GUNNIP & COMPANY LLP
Accountancy firm EIN2012-12-31510076769
2011 : POTTER ANDERSON & CORROON LLP RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-2,992
Total unrealized appreciation/depreciation of assets2011-12-31$-2,992
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$4,064,100
Total loss/gain on sale of assets2011-12-31$126
Total of all expenses incurred2011-12-31$1,419,863
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,416,426
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,236,393
Value of total assets at end of year2011-12-31$65,350,416
Value of total assets at beginning of year2011-12-31$62,706,179
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,437
Total interest from all sources2011-12-31$21,159
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,515,277
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,490,137
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$50,004
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$49,549
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
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$1,417,938
Participant contributions at end of year2011-12-31$372,300
Participant contributions at beginning of year2011-12-31$404,342
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$49
Other income not declared elsewhere2011-12-31$49
Administrative expenses (other) incurred2011-12-31$3,437
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$2,644,237
Value of net assets at end of year (total assets less liabilities)2011-12-31$65,350,416
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$62,706,179
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$61,576,819
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$59,676,949
Interest on participant loans2011-12-31$21,159
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$773
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-705,912
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$1,818,455
Employer contributions (assets) at end of year2011-12-31$1,818,455
Employer contributions (assets) at beginning of year2011-12-31$1,804,738
Income. Dividends from preferred stock2011-12-31$3,475
Income. Dividends from common stock2011-12-31$21,665
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,415,604
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$1,532,838
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$770,601
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
Aggregate proceeds on sale of assets2011-12-31$259
Aggregate carrying amount (costs) on sale of assets2011-12-31$133
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 name2011-12-31GUNNIP & COMPANY
Accountancy firm EIN2011-12-31510076769
2010 : POTTER ANDERSON & CORROON LLP RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$128,679
Total unrealized appreciation/depreciation of assets2010-12-31$128,679
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$22,832
Total income from all sources (including contributions)2010-12-31$10,551,944
Total loss/gain on sale of assets2010-12-31$210,280
Total of all expenses incurred2010-12-31$6,400,379
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$6,384,966
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,189,804
Value of total assets at end of year2010-12-31$62,706,179
Value of total assets at beginning of year2010-12-31$58,577,446
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$15,413
Total interest from all sources2010-12-31$25,773
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,319,909
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,287,638
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$49,549
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$60,510
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
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$1,385,066
Participant contributions at end of year2010-12-31$404,342
Participant contributions at beginning of year2010-12-31$306,720
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$5,927
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$39,571
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$22,832
Other income not declared elsewhere2010-12-31$5,927
Administrative expenses (other) incurred2010-12-31$3,587
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$4,151,565
Value of net assets at end of year (total assets less liabilities)2010-12-31$62,706,179
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$58,554,614
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$11,826
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$59,676,949
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$54,137,931
Interest on participant loans2010-12-31$21,417
Income. Interest from corporate debt instruments2010-12-31$4,356
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$773
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$5,671,572
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$1,804,738
Employer contributions (assets) at end of year2010-12-31$1,804,738
Employer contributions (assets) at beginning of year2010-12-31$1,745,227
Income. Dividends from preferred stock2010-12-31$3,730
Income. Dividends from common stock2010-12-31$28,541
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$6,378,266
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$19,837
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$150,903
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$770,601
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$2,116,747
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
Aggregate proceeds on sale of assets2010-12-31$791,348
Aggregate carrying amount (costs) on sale of assets2010-12-31$581,068
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 name2010-12-31GUNNIP & COMPANY
Accountancy firm EIN2010-12-31510076769

Form 5500 Responses for POTTER ANDERSON & CORROON LLP RETIREMENT PLAN

2022: POTTER ANDERSON & CORROON LLP RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: POTTER ANDERSON & CORROON LLP RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: POTTER ANDERSON & CORROON LLP RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: POTTER ANDERSON & CORROON LLP RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: POTTER ANDERSON & CORROON LLP RETIREMENT 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: POTTER ANDERSON & CORROON LLP RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: POTTER ANDERSON & CORROON LLP RETIREMENT 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: POTTER ANDERSON & CORROON LLP RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: POTTER ANDERSON & CORROON LLP RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: POTTER ANDERSON & CORROON LLP RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: POTTER ANDERSON & CORROON LLP RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: POTTER ANDERSON & CORROON LLP RETIREMENT 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: POTTER ANDERSON & CORROON LLP RETIREMENT 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number7267734
Policy instance 1
Insurance contract or identification number7267734
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number7267734
Policy instance 1
Insurance contract or identification number7267734
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number7267734
Policy instance 1
Insurance contract or identification number7267734
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number7267734
Policy instance 1
Insurance contract or identification number7267734
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number7267734
Policy instance 1
Insurance contract or identification number7267734
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number7267734
Policy instance 1
Insurance contract or identification number7267734
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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