CONNOLLY BOVE LODGE & HUTZ LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CONNOLLY BOVE LODGE & HUTZ LLP 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for CONNOLLY BOVE LODGE & HUTZ LLP 401(K) PROFIT SHARING PLAN
Measure | Date | Value |
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2012 : CONNOLLY BOVE LODGE & HUTZ LLP 401(K) PROFIT SHARING PLAN 2012 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $6,457 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $6,457 |
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 | $7,039,648 |
Total loss/gain on sale of assets | 2012-12-31 | $-7,784 |
Total of all expenses incurred | 2012-12-31 | $18,420,881 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $18,418,256 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $110 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,669,894 |
Value of total assets at end of year | 2012-12-31 | $34,532,369 |
Value of total assets at beginning of year | 2012-12-31 | $45,913,602 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $2,515 |
Total interest from all sources | 2012-12-31 | $18,388 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $898,185 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $892,726 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $1,347,385 |
Participant contributions at end of year | 2012-12-31 | $225,538 |
Participant contributions at beginning of year | 2012-12-31 | $376,796 |
Participant contributions at end of year | 2012-12-31 | $97,388 |
Participant contributions at beginning of year | 2012-12-31 | $181,640 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $18,942 |
Administrative expenses (other) incurred | 2012-12-31 | $2,515 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $-11,381,233 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $34,532,369 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $45,913,602 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $29,595,375 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $39,223,128 |
Interest on participant loans | 2012-12-31 | $18,076 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $2,644,021 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $1,318,191 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $1,488,347 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $3,112,159 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $3,112,159 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $312 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $4,387,284 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $67,224 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $303,567 |
Employer contributions (assets) at end of year | 2012-12-31 | $303,567 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $1,692,119 |
Income. Dividends from common stock | 2012-12-31 | $5,459 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $18,418,256 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2012-12-31 | $178,133 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-12-31 | $9,569 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Aggregate proceeds on sale of assets | 2012-12-31 | $248,573 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $256,357 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | BELFINT LYONS & SHUMAN PA |
Accountancy firm EIN | 2012-12-31 | 510232399 |
2011 : CONNOLLY BOVE LODGE & HUTZ LLP 401(K) PROFIT SHARING PLAN 2011 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $217 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $217 |
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 | $2,618,690 |
Total loss/gain on sale of assets | 2011-12-31 | $162 |
Total of all expenses incurred | 2011-12-31 | $1,958,747 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,955,734 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $3,321,710 |
Value of total assets at end of year | 2011-12-31 | $45,913,602 |
Value of total assets at beginning of year | 2011-12-31 | $45,253,659 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $3,013 |
Total interest from all sources | 2011-12-31 | $21,860 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $981,247 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $981,165 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $1,566,425 |
Participant contributions at end of year | 2011-12-31 | $376,796 |
Participant contributions at beginning of year | 2011-12-31 | $422,921 |
Participant contributions at end of year | 2011-12-31 | $181,640 |
Participant contributions at beginning of year | 2011-12-31 | $221,131 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $35,856 |
Administrative expenses (other) incurred | 2011-12-31 | $3,013 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $659,943 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $45,913,602 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $45,253,659 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $39,223,128 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $37,707,222 |
Interest on participant loans | 2011-12-31 | $21,559 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $1,318,191 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $1,031,147 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $3,112,159 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $3,454,870 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $3,454,870 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $301 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-1,745,969 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $39,463 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $1,719,429 |
Employer contributions (assets) at end of year | 2011-12-31 | $1,692,119 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $2,414,255 |
Income. Dividends from common stock | 2011-12-31 | $82 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,955,734 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $9,569 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $2,113 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Aggregate proceeds on sale of assets | 2011-12-31 | $2,275 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $2,113 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | BELFINT LYONS & SHUMAN |
Accountancy firm EIN | 2011-12-31 | 510232399 |
2010 : CONNOLLY BOVE LODGE & HUTZ LLP 401(K) PROFIT SHARING PLAN 2010 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $243 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $243 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $9,047,092 |
Total of all expenses incurred | 2010-12-31 | $3,894,538 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $3,886,208 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $4,201,478 |
Value of total assets at end of year | 2010-12-31 | $45,253,659 |
Value of total assets at beginning of year | 2010-12-31 | $40,101,105 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $8,330 |
Total interest from all sources | 2010-12-31 | $24,918 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $597,126 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $597,126 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $1,635,375 |
Participant contributions at end of year | 2010-12-31 | $422,921 |
Participant contributions at beginning of year | 2010-12-31 | $516,880 |
Participant contributions at end of year | 2010-12-31 | $221,131 |
Participant contributions at beginning of year | 2010-12-31 | $293,556 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $151,848 |
Administrative expenses (other) incurred | 2010-12-31 | $8,330 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $5,152,554 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $45,253,659 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $40,101,105 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $37,707,222 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $31,929,433 |
Interest on participant loans | 2010-12-31 | $24,433 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $1,031,147 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $898,266 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $3,454,870 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $4,073,980 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $4,073,980 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $485 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $4,185,489 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $37,838 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $2,414,255 |
Employer contributions (assets) at end of year | 2010-12-31 | $2,414,255 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $2,388,990 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $3,886,208 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $2,113 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $0 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | BELFINT LYONS & SHUMAN PA |
Accountancy firm EIN | 2010-12-31 | 510232399 |
2009 : CONNOLLY BOVE LODGE & HUTZ LLP 401(K) PROFIT SHARING PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |