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ABERDEEN ASSET MANAGEMENT INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameABERDEEN ASSET MANAGEMENT INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

ABERDEEN ASSET MANAGEMENT INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ABERDEEN STANDARD INVESTMENTS INC. has sponsored the creation of one or more 401k plans.

Company Name:ABERDEEN STANDARD INVESTMENTS INC.
Employer identification number (EIN):510368279
NAIC Classification:523900

Additional information about ABERDEEN STANDARD INVESTMENTS INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2014-11-13
Company Identification Number: 0802100766
Legal Registered Office Address: 1900 MARKET ST STE 200

PHILADELPHIA
United States of America (USA)
19103

More information about ABERDEEN STANDARD INVESTMENTS INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ABERDEEN ASSET MANAGEMENT INC. 401(K) PROFIT SHARING 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
0012018-01-01
0012018-01-01
0012018-01-01
0012017-01-01TAMMY MELOHIS
0012017-01-01TAMMY MELOHIS
0012016-01-01TAMMY MELOHIS
0012015-01-01ANDREW SMITH
0012014-01-01ANDREW SMITH ANDREW SMITH2015-10-15
0012013-01-01ANDREW SMITH ANDREW SMITH2014-10-15
0012011-01-01ANDREW SMITH ANDREW SMITH2013-08-09
0012009-01-01ANDREW A SMITH ANDREW A SMITH2010-10-15

Plan Statistics for ABERDEEN ASSET MANAGEMENT INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for ABERDEEN ASSET MANAGEMENT INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: ABERDEEN ASSET MANAGEMENT INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01585
Total number of active participants reported on line 7a of the Form 55002022-01-01285
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-01276
Total of all active and inactive participants2022-01-01564
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01564
Number of participants with account balances2022-01-01561
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ABERDEEN ASSET MANAGEMENT INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01563
Total number of active participants reported on line 7a of the Form 55002021-01-01313
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-01269
Total of all active and inactive participants2021-01-01585
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01585
Number of participants with account balances2021-01-01579
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ABERDEEN ASSET MANAGEMENT INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01575
Total number of active participants reported on line 7a of the Form 55002020-01-01373
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-01189
Total of all active and inactive participants2020-01-01563
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01563
Number of participants with account balances2020-01-01561
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ABERDEEN ASSET MANAGEMENT INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01474
Total number of active participants reported on line 7a of the Form 55002019-01-01396
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-01178
Total of all active and inactive participants2019-01-01575
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01575
Number of participants with account balances2019-01-01562
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ABERDEEN ASSET MANAGEMENT INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01447
Total number of active participants reported on line 7a of the Form 55002018-01-01357
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01114
Total of all active and inactive participants2018-01-01471
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01471
Number of participants with account balances2018-01-01467
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ABERDEEN ASSET MANAGEMENT INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01443
Total number of active participants reported on line 7a of the Form 55002017-01-01331
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01116
Total of all active and inactive participants2017-01-01447
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01447
Number of participants with account balances2017-01-01443
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ABERDEEN ASSET MANAGEMENT INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01416
Total number of active participants reported on line 7a of the Form 55002016-01-01344
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0199
Total of all active and inactive participants2016-01-01443
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01443
Number of participants with account balances2016-01-01434
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ABERDEEN ASSET MANAGEMENT INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01355
Total number of active participants reported on line 7a of the Form 55002015-01-01343
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0173
Total of all active and inactive participants2015-01-01416
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01416
Number of participants with account balances2015-01-01378
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ABERDEEN ASSET MANAGEMENT INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01348
Total number of active participants reported on line 7a of the Form 55002014-01-01286
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0169
Total of all active and inactive participants2014-01-01355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01355
Number of participants with account balances2014-01-01338
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ABERDEEN ASSET MANAGEMENT INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01277
Total number of active participants reported on line 7a of the Form 55002013-01-01293
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0155
Total of all active and inactive participants2013-01-01348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01348
Number of participants with account balances2013-01-01291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2011: ABERDEEN ASSET MANAGEMENT INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01232
Total number of active participants reported on line 7a of the Form 55002011-01-01194
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0148
Total of all active and inactive participants2011-01-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01242
Number of participants with account balances2011-01-01229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: ABERDEEN ASSET MANAGEMENT INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01234
Total number of active participants reported on line 7a of the Form 55002009-01-01179
Number of retired or separated participants receiving benefits2009-01-013
Number of other retired or separated participants entitled to future benefits2009-01-0140
Total of all active and inactive participants2009-01-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01222
Number of participants with account balances2009-01-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ABERDEEN ASSET MANAGEMENT INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : ABERDEEN ASSET MANAGEMENT INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$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
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-29,611,179
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$17,505,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$17,488,249
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$1,398
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$10,364,632
Value of total assets at end of year2022-12-31$171,334,225
Value of total assets at beginning of year2022-12-31$218,450,587
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$15,536
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$368,737
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$6,127,916
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$6,127,916
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,136,671
Participant contributions at end of year2022-12-31$600,972
Participant contributions at beginning of year2022-12-31$677,632
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$119,803
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$-7,020,290
Administrative expenses (other) incurred2022-12-31$9,871
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$1
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
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-47,116,362
Value of net assets at end of year (total assets less liabilities)2022-12-31$171,334,225
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$218,450,587
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
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$146,186,364
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$185,830,413
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$28,907
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$339,830
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,459,164
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,115,916
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,115,916
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$10,416,013
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$10,212,827
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-39,452,174
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$0
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
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$7,108,158
Employer contributions (assets) at end of year2022-12-31$7,108,158
Employer contributions (assets) at beginning of year2022-12-31$7,718,535
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$17,488,249
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$5,665
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$5,563,554
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$12,895,263
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
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
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31TORRILLO & ASSOCIATESLLC
Accountancy firm EIN2022-12-31830414789
2021 : ABERDEEN ASSET MANAGEMENT INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$7,634,745
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$39,378,199
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$12,170,436
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$12,150,695
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$11,487,480
Value of total assets at end of year2021-12-31$218,450,587
Value of total assets at beginning of year2021-12-31$183,608,079
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$19,741
Total interest from all sources2021-12-31$336,245
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$7,363,595
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$7,363,595
Administrative expenses professional fees incurred2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,429,912
Participant contributions at end of year2021-12-31$677,632
Participant contributions at beginning of year2021-12-31$786,001
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$338,772
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Other income not declared elsewhere2021-12-31$3,568,920
Administrative expenses (other) incurred2021-12-31$15,261
Total non interest bearing cash at end of year2021-12-31$1
Total non interest bearing cash at beginning of year2021-12-31$1
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$27,207,763
Value of net assets at end of year (total assets less liabilities)2021-12-31$218,450,587
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$183,608,079
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
Investment advisory and management fees2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$185,830,413
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$150,228,589
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$37,788
Interest earned on other investments2021-12-31$298,457
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$131,830
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,115,916
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$971,423
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$971,423
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$10,212,827
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$11,239,758
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$16,621,303
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$656
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
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$7,718,796
Employer contributions (assets) at end of year2021-12-31$7,718,535
Employer contributions (assets) at beginning of year2021-12-31$9,665,028
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$12,150,695
Contract administrator fees2021-12-31$4,480
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$12,895,263
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$10,585,449
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 name2021-12-31TORRILLO & ASSOCIATESLLC
Accountancy firm EIN2021-12-31830414789
2020 : ABERDEEN ASSET MANAGEMENT INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$1,364
Total unrealized appreciation/depreciation of assets2020-12-31$1,364
Total transfer of assets to this plan2020-12-31$2,325,590
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$42,562,438
Total loss/gain on sale of assets2020-12-31$25,387
Total of all expenses incurred2020-12-31$10,318,138
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$10,295,906
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$16,266
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$14,082,798
Value of total assets at end of year2020-12-31$183,608,079
Value of total assets at beginning of year2020-12-31$149,038,189
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$5,966
Total interest from all sources2020-12-31$436,838
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,718,024
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$3,718,024
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,905,021
Participant contributions at end of year2020-12-31$786,001
Participant contributions at beginning of year2020-12-31$784,343
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$516,692
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$2,621
Total non interest bearing cash at end of year2020-12-31$1
Total non interest bearing cash at beginning of year2020-12-31$9
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$32,244,300
Value of net assets at end of year (total assets less liabilities)2020-12-31$183,608,079
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$149,038,189
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
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$150,228,589
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$123,168,081
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$44,247
Interest earned on other investments2020-12-31$392,591
Value of interest in common/collective trusts at end of year2020-12-31$131,830
Value of interest in common/collective trusts at beginning of year2020-12-31$1,467,891
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$971,423
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,407,739
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,407,739
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$11,239,758
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$10,287,024
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$24,296,823
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$1,204
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
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$9,661,085
Employer contributions (assets) at end of year2020-12-31$9,665,028
Employer contributions (assets) at beginning of year2020-12-31$9,662,562
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$10,295,906
Contract administrator fees2020-12-31$3,345
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$10,585,449
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$2,260,540
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
Aggregate proceeds on sale of assets2020-12-31$1,493,278
Aggregate carrying amount (costs) on sale of assets2020-12-31$1,467,891
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31TORRILLO AND ASSOCIATES, LLC
Accountancy firm EIN2020-12-31830414789
2019 : ABERDEEN ASSET MANAGEMENT INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$2,467
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$2,467
Total unrealized appreciation/depreciation of assets2019-12-31$2,467
Total unrealized appreciation/depreciation of assets2019-12-31$2,467
Total transfer of assets to this plan2019-12-31$19,621,787
Total transfer of assets to this plan2019-12-31$19,621,787
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$41,651,757
Total income from all sources (including contributions)2019-12-31$41,651,757
Total loss/gain on sale of assets2019-12-31$66,397
Total loss/gain on sale of assets2019-12-31$66,397
Total of all expenses incurred2019-12-31$16,394,882
Total of all expenses incurred2019-12-31$16,394,882
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$16,375,792
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$16,375,792
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$12,585
Value of total corrective distributions2019-12-31$12,585
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$16,380,231
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$16,380,231
Value of total assets at end of year2019-12-31$149,038,189
Value of total assets at end of year2019-12-31$149,038,189
Value of total assets at beginning of year2019-12-31$104,159,527
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$6,505
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$6,505
Total interest from all sources2019-12-31$205,896
Total interest from all sources2019-12-31$205,896
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,340,316
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,340,316
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$3,340,316
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$3,340,316
Administrative expenses professional fees incurred2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
If this is an individual account plan, was there a blackout period2019-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$4,040,385
Contributions received from participants2019-12-31$4,040,385
Participant contributions at end of year2019-12-31$784,343
Participant contributions at end of year2019-12-31$784,343
Participant contributions at beginning of year2019-12-31$711,274
Participant contributions at beginning of year2019-12-31$711,274
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$-1,355
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,674,918
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,674,918
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$9
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$25,256,875
Value of net income/loss2019-12-31$25,256,875
Value of net assets at end of year (total assets less liabilities)2019-12-31$149,038,189
Value of net assets at end of year (total assets less liabilities)2019-12-31$149,038,189
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$104,159,527
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$104,159,527
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$123,168,081
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$123,168,081
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$83,046,021
Interest on participant loans2019-12-31$47,702
Interest on participant loans2019-12-31$47,702
Interest earned on other investments2019-12-31$158,194
Interest earned on other investments2019-12-31$158,194
Value of interest in common/collective trusts at end of year2019-12-31$1,467,891
Value of interest in common/collective trusts at beginning of year2019-12-31$4,487,762
Value of interest in common/collective trusts at beginning of year2019-12-31$4,487,762
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,407,739
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$6,981,024
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$6,981,024
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$6,981,024
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$6,981,024
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$10,287,024
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$21,526,659
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$21,526,659
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$129,791
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$10,664,928
Contributions received in cash from employer2019-12-31$10,664,928
Employer contributions (assets) at end of year2019-12-31$9,662,562
Employer contributions (assets) at end of year2019-12-31$9,662,562
Employer contributions (assets) at beginning of year2019-12-31$7,446,108
Employer contributions (assets) at beginning of year2019-12-31$7,446,108
Income. Dividends from common stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$16,375,792
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$16,375,792
Contract administrator fees2019-12-31$6,505
Contract administrator fees2019-12-31$6,505
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$2,260,540
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$1,488,693
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$1,488,693
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$10,836,711
Aggregate proceeds on sale of assets2019-12-31$10,836,711
Aggregate carrying amount (costs) on sale of assets2019-12-31$10,770,314
Aggregate carrying amount (costs) on sale of assets2019-12-31$10,770,314
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31TORRILLO AND ASSOCIATES LLC
Accountancy firm name2019-12-31TORRILLO AND ASSOCIATES LLC
Accountancy firm EIN2019-12-31830414789
Accountancy firm EIN2019-12-31830414789
2017 : ABERDEEN ASSET MANAGEMENT INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$35,223
Total unrealized appreciation/depreciation of assets2017-12-31$35,223
Total transfer of assets to this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$13
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$13
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$26,558,385
Total loss/gain on sale of assets2017-12-31$-14,966
Total of all expenses incurred2017-12-31$6,937,889
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,950,164
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$11,629,712
Value of total assets at end of year2017-12-31$110,309,997
Value of total assets at beginning of year2017-12-31$90,689,501
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$-12,275
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$56,197
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,142,846
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$2,136,001
Assets. Real estate other than employer real property at end of year2017-12-31$0
Assets. Real estate other than employer real property at beginning of year2017-12-31$0
Administrative expenses professional fees incurred2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,350,175
Participant contributions at end of year2017-12-31$527,450
Participant contributions at beginning of year2017-12-31$693,971
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$325,184
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Assets. Loans (other than to participants) at end of year2017-12-31$0
Assets. Loans (other than to participants) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$13
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$13
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$-18,172
Liabilities. Value of operating payables at end of year2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$19,620,496
Value of net assets at end of year (total assets less liabilities)2017-12-31$110,309,984
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$90,689,488
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
Assets. partnership/joint venture interests at end of year2017-12-31$0
Assets. partnership/joint venture interests at beginning of year2017-12-31$0
Investment advisory and management fees2017-12-31$5,897
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$90,271,456
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$72,576,614
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$31,626
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$0
Income. Interest from US Government securities2017-12-31$14
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in master investment trust accounts at end of year2017-12-31$0
Value of interest in master investment trust accounts at beginning of year2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$4,833,424
Value of interest in common/collective trusts at beginning of year2017-12-31$5,296,499
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$5,456,296
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$3,447,808
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$3,447,808
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$24,557
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Asset value of US Government securities at end of year2017-12-31$0
Asset value of US Government securities at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$12,625,249
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$84,124
Net gain/loss from 103.12 investment entities2017-12-31$0
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
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$0
Assets. Value of employer real property at end of year2017-12-31$0
Assets. Value of employer real property at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$7,954,353
Employer contributions (assets) at end of year2017-12-31$7,954,353
Employer contributions (assets) at beginning of year2017-12-31$8,198,533
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$6,845
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$6,950,164
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$0
Contract administrator fees2017-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$1,267,018
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$476,076
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$0
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
Aggregate proceeds on sale of assets2017-12-31$549,280
Aggregate carrying amount (costs) on sale of assets2017-12-31$564,246
Liabilities. Value of acquisition indebtedness at end of year2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
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 name2017-12-31GRANT THORNTON LLP
Accountancy firm EIN2017-12-31366055558
2016 : ABERDEEN ASSET MANAGEMENT INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$31,791
Total unrealized appreciation/depreciation of assets2016-12-31$31,791
Total transfer of assets to this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$13
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$13
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$20,833,018
Total loss/gain on sale of assets2016-12-31$5,217
Total of all expenses incurred2016-12-31$4,337,552
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,323,894
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$3,851
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$14,403,206
Value of total assets at end of year2016-12-31$90,689,501
Value of total assets at beginning of year2016-12-31$74,194,035
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$9,807
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$39,849
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,599,588
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$1,597,103
Assets. Real estate other than employer real property at end of year2016-12-31$0
Assets. Real estate other than employer real property at beginning of year2016-12-31$0
Administrative expenses professional fees incurred2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,528,462
Participant contributions at end of year2016-12-31$693,971
Participant contributions at beginning of year2016-12-31$720,756
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,674,623
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Assets. Loans (other than to participants) at end of year2016-12-31$0
Assets. Loans (other than to participants) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$13
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$13
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$5,965
Liabilities. Value of operating payables at end of year2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$16,495,466
Value of net assets at end of year (total assets less liabilities)2016-12-31$90,689,488
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$74,194,022
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
Assets. partnership/joint venture interests at end of year2016-12-31$0
Assets. partnership/joint venture interests at beginning of year2016-12-31$0
Investment advisory and management fees2016-12-31$3,842
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$72,576,614
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$57,242,207
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$37,651
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$0
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in master investment trust accounts at end of year2016-12-31$0
Value of interest in master investment trust accounts at beginning of year2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$5,296,499
Value of interest in common/collective trusts at beginning of year2016-12-31$5,961,029
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$3,447,808
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$2,367,660
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$2,367,660
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$2,198
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Asset value of US Government securities at end of year2016-12-31$0
Asset value of US Government securities at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$4,649,518
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$103,849
Net gain/loss from 103.12 investment entities2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Invements in employer securities at beginning of year2016-12-31$0
Assets. Value of employer real property at end of year2016-12-31$0
Assets. Value of employer real property at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$8,200,121
Employer contributions (assets) at end of year2016-12-31$8,198,533
Employer contributions (assets) at beginning of year2016-12-31$7,854,681
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$2,485
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,323,894
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$0
Contract administrator fees2016-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$476,076
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$47,702
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$0
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
Aggregate proceeds on sale of assets2016-12-31$49,481
Aggregate carrying amount (costs) on sale of assets2016-12-31$44,264
Liabilities. Value of acquisition indebtedness at end of year2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
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 name2016-12-31GRANT THORNTON LLP
Accountancy firm EIN2016-12-31366055558
2015 : ABERDEEN ASSET MANAGEMENT INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$11,111
Total unrealized appreciation/depreciation of assets2015-12-31$11,111
Total transfer of assets to this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$13
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$6,095
Expenses. Interest paid2015-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$0
Total income from all sources (including contributions)2015-12-31$12,446,394
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,479,679
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,478,396
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$13,863,148
Value of total assets at end of year2015-12-31$74,194,035
Value of total assets at beginning of year2015-12-31$63,233,402
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,283
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$42,444
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,858,022
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,858,022
Assets. Real estate other than employer real property at end of year2015-12-31$0
Assets. Real estate other than employer real property at beginning of year2015-12-31$0
Administrative expenses professional fees incurred2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,680,719
Participant contributions at end of year2015-12-31$720,756
Participant contributions at beginning of year2015-12-31$624,655
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$3,327,748
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Assets. Loans (other than to participants) at end of year2015-12-31$0
Assets. Loans (other than to participants) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$13
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$-5,668
Administrative expenses (other) incurred2015-12-31$1,207
Liabilities. Value of operating payables at end of year2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$6,095
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$10,966,715
Value of net assets at end of year (total assets less liabilities)2015-12-31$74,194,022
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$63,227,307
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
Assets. partnership/joint venture interests at end of year2015-12-31$0
Assets. partnership/joint venture interests at beginning of year2015-12-31$0
Investment advisory and management fees2015-12-31$76
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$57,242,207
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$49,390,378
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$37,928
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$0
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest in master investment trust accounts at end of year2015-12-31$0
Value of interest in master investment trust accounts at beginning of year2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$5,961,029
Value of interest in common/collective trusts at beginning of year2015-12-31$6,246,004
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$2,367,660
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$4,516
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Asset value of US Government securities at end of year2015-12-31$0
Asset value of US Government securities at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,440,882
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$118,219
Net gain/loss from 103.12 investment entities2015-12-31$0
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$0
Assets. Invements in employer securities at beginning of year2015-12-31$0
Assets. Value of employer real property at end of year2015-12-31$0
Assets. Value of employer real property at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$7,854,681
Employer contributions (assets) at end of year2015-12-31$7,854,681
Employer contributions (assets) at beginning of year2015-12-31$6,972,365
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,478,396
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$0
Contract administrator fees2015-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$47,702
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$0
Liabilities. Value of benefit claims payable at end of year2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$0
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
Aggregate proceeds on sale of assets2015-12-31$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
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 name2015-12-31GRANT THORNTON LLP
Accountancy firm EIN2015-12-31366055558
2014 : ABERDEEN ASSET MANAGEMENT INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$6,095
Total income from all sources (including contributions)2014-12-31$12,276,203
Total of all expenses incurred2014-12-31$2,933,197
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,921,504
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$9,321,525
Value of total assets at end of year2014-12-31$63,233,402
Value of total assets at beginning of year2014-12-31$53,884,301
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$11,693
Total interest from all sources2014-12-31$35,140
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,817,302
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,817,302
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,330,776
Participant contributions at end of year2014-12-31$624,655
Participant contributions at beginning of year2014-12-31$644,091
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$18,384
Liabilities. Value of operating payables at end of year2014-12-31$6,095
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$9,343,006
Value of net assets at end of year (total assets less liabilities)2014-12-31$63,227,307
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$53,884,301
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$833
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$49,390,378
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$41,944,769
Interest on participant loans2014-12-31$35,140
Value of interest in common/collective trusts at end of year2014-12-31$6,246,004
Value of interest in common/collective trusts at beginning of year2014-12-31$4,878,007
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$998,264
Net investment gain or loss from common/collective trusts2014-12-31$103,972
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$6,972,365
Employer contributions (assets) at end of year2014-12-31$6,972,365
Employer contributions (assets) at beginning of year2014-12-31$6,417,434
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,921,504
Contract administrator fees2014-12-31$10,860
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 name2014-12-31GRANT THORNTON LLP
Accountancy firm EIN2014-12-31366055558
2013 : ABERDEEN ASSET MANAGEMENT INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$16,448,306
Total of all expenses incurred2013-12-31$1,649,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,638,069
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$10,201,297
Value of total assets at end of year2013-12-31$53,884,301
Value of total assets at beginning of year2013-12-31$39,085,329
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$11,265
Total interest from all sources2013-12-31$36,550
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,489,542
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$1,489,542
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,788,833
Participant contributions at end of year2013-12-31$644,091
Participant contributions at beginning of year2013-12-31$648,113
Participant contributions at end of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,995,030
Other income not declared elsewhere2013-12-31$23
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$14,798,972
Value of net assets at end of year (total assets less liabilities)2013-12-31$53,884,301
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$39,085,329
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$41,944,769
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$28,263,962
Interest on participant loans2013-12-31$36,550
Value of interest in common/collective trusts at end of year2013-12-31$4,878,007
Value of interest in common/collective trusts at beginning of year2013-12-31$4,236,521
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$933,973
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$933,973
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,720,894
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$6,417,434
Employer contributions (assets) at end of year2013-12-31$6,417,434
Employer contributions (assets) at beginning of year2013-12-31$5,002,760
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,638,069
Contract administrator fees2013-12-31$11,265
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31GRANT THORNTON LLP
Accountancy firm EIN2013-12-31366055558
2012 : ABERDEEN ASSET MANAGEMENT INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
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$10,560,585
Total of all expenses incurred2012-12-31$1,644,226
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,638,804
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$6,848,392
Value of total assets at end of year2012-12-31$39,085,329
Value of total assets at beginning of year2012-12-31$30,168,970
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,422
Total interest from all sources2012-12-31$30,127
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$707,561
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$707,561
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,556,538
Participant contributions at end of year2012-12-31$648,113
Participant contributions at beginning of year2012-12-31$541,811
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$289,094
Other income not declared elsewhere2012-12-31$18,520
Liabilities. Value of operating payables at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$8,916,359
Value of net assets at end of year (total assets less liabilities)2012-12-31$39,085,329
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$30,168,970
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$28,263,962
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$21,812,253
Interest on participant loans2012-12-31$30,127
Value of interest in common/collective trusts at end of year2012-12-31$4,236,521
Value of interest in common/collective trusts at beginning of year2012-12-31$3,590,169
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$933,973
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,955,985
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$5,002,760
Employer contributions (assets) at end of year2012-12-31$5,002,760
Employer contributions (assets) at beginning of year2012-12-31$4,224,737
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,638,804
Contract administrator fees2012-12-31$5,422
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31GRANT THORNTON LLP
Accountancy firm EIN2012-12-31366055558
2011 : ABERDEEN ASSET MANAGEMENT INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
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$6,962
Total income from all sources (including contributions)2011-12-31$4,802,092
Total of all expenses incurred2011-12-31$1,588,276
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,583,361
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,652,602
Value of total assets at end of year2011-12-31$30,168,970
Value of total assets at beginning of year2011-12-31$26,962,116
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,915
Total interest from all sources2011-12-31$29,621
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$587,840
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$587,840
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$600,000
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$1,286,189
Participant contributions at end of year2011-12-31$541,811
Participant contributions at beginning of year2011-12-31$488,090
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$141,676
Liabilities. Value of operating payables at end of year2011-12-31$0
Liabilities. Value of operating payables at beginning of year2011-12-31$6,962
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$3,213,816
Value of net assets at end of year (total assets less liabilities)2011-12-31$30,168,970
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$26,955,154
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$21,812,253
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$18,995,042
Interest on participant loans2011-12-31$29,621
Value of interest in common/collective trusts at end of year2011-12-31$3,590,169
Value of interest in common/collective trusts at beginning of year2011-12-31$3,604,885
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$6,962
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$6,962
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,331,396
Net investment gain or loss from common/collective trusts2011-12-31$-136,575
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$4,224,737
Employer contributions (assets) at end of year2011-12-31$4,224,737
Employer contributions (assets) at beginning of year2011-12-31$3,867,137
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,583,361
Contract administrator fees2011-12-31$4,915
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31GRANT THORNTON LLP
Accountancy firm EIN2011-12-31366055558
2010 : ABERDEEN ASSET MANAGEMENT INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$6,962
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$3,250
Total income from all sources (including contributions)2010-12-31$8,130,520
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,047,311
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,039,374
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$5,304,784
Value of total assets at end of year2010-12-31$26,962,116
Value of total assets at beginning of year2010-12-31$19,875,195
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$7,937
Total interest from all sources2010-12-31$22,633
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$428,173
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$428,173
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,253,370
Participant contributions at end of year2010-12-31$488,090
Participant contributions at beginning of year2010-12-31$229,126
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$184,277
Liabilities. Value of operating payables at end of year2010-12-31$6,962
Liabilities. Value of operating payables at beginning of year2010-12-31$3,250
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$7,083,209
Value of net assets at end of year (total assets less liabilities)2010-12-31$26,955,154
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$19,871,945
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$18,995,042
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$15,603,129
Interest on participant loans2010-12-31$22,633
Value of interest in common/collective trusts at end of year2010-12-31$3,604,885
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$6,962
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,238,355
Net investment gain or loss from common/collective trusts2010-12-31$136,575
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$3,867,137
Employer contributions (assets) at end of year2010-12-31$3,867,137
Employer contributions (assets) at beginning of year2010-12-31$4,042,940
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,039,374
Contract administrator fees2010-12-31$7,937
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31GRANT THORNTON LLP
Accountancy firm EIN2010-12-31366055558

Form 5500 Responses for ABERDEEN ASSET MANAGEMENT INC. 401(K) PROFIT SHARING PLAN

2022: ABERDEEN ASSET MANAGEMENT INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ABERDEEN ASSET MANAGEMENT INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ABERDEEN ASSET MANAGEMENT INC. 401(K) PROFIT SHARING 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ABERDEEN ASSET MANAGEMENT INC. 401(K) PROFIT SHARING 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ABERDEEN ASSET MANAGEMENT INC. 401(K) PROFIT SHARING 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: ABERDEEN ASSET MANAGEMENT INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
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: ABERDEEN ASSET MANAGEMENT INC. 401(K) PROFIT SHARING 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: ABERDEEN ASSET MANAGEMENT INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ABERDEEN ASSET MANAGEMENT INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ABERDEEN ASSET MANAGEMENT INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2011: ABERDEEN ASSET MANAGEMENT INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ABERDEEN ASSET MANAGEMENT INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number781321
Policy instance 1
Insurance contract or identification number781321
Number of Individuals Covered564
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $561
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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?Yes
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
Commission paid to Insurance BrokerUSD $561
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 63033
Policy instance 1
Insurance contract or identification numberMR 63033
Number of Individuals Covered585
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $41,250
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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?Yes
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
Commission paid to Insurance BrokerUSD $41,250
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 63033
Policy instance 1
Insurance contract or identification numberMR 63033
Number of Individuals Covered563
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $46,149
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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?Yes
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
Commission paid to Insurance BrokerUSD $41,250
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 63033
Policy instance 1
Insurance contract or identification numberMR 63033
Number of Individuals Covered575
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $41,766
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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?Yes
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
Commission paid to Insurance BrokerUSD $37,812
Insurance broker organization code?3

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