WHITEFORD, TAYLOR & PRESTON, L.L.P. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WHITEFORD, TAYLOR & PRESTON LLP PARTNERS & STAFF 401(K) SAVINGS PLAN
401k plan membership statisitcs for WHITEFORD, TAYLOR & PRESTON LLP PARTNERS & STAFF 401(K) SAVINGS PLAN
Measure | Date | Value |
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2022 : WHITEFORD, TAYLOR & PRESTON LLP PARTNERS & STAFF 401(K) SAVINGS PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $238,523 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-13,797,463 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $2,588,195 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $2,569,438 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $3,607,770 |
Value of total assets at end of year | 2022-12-31 | $89,009,245 |
Value of total assets at beginning of year | 2022-12-31 | $105,156,380 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $18,757 |
Total interest from all sources | 2022-12-31 | $8,184 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Administrative expenses professional fees incurred | 2022-12-31 | $18,757 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $2,824,716 |
Participant contributions at end of year | 2022-12-31 | $223,681 |
Participant contributions at beginning of year | 2022-12-31 | $206,669 |
Participant contributions at end of year | 2022-12-31 | $399,834 |
Participant contributions at beginning of year | 2022-12-31 | $394,387 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $325,901 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-16,385,658 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $89,009,245 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $105,156,380 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Interest on participant loans | 2022-12-31 | $8,184 |
Value of interest in master investment trust accounts at end of year | 2022-12-31 | $88,337,705 |
Value of interest in master investment trust accounts at beginning of year | 2022-12-31 | $104,495,467 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $457,153 |
Employer contributions (assets) at end of year | 2022-12-31 | $48,025 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $59,857 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $2,569,438 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | ELLIN & TUCKER, CHARTERED |
Accountancy firm EIN | 2022-12-31 | 520959934 |
2021 : WHITEFORD, TAYLOR & PRESTON LLP PARTNERS & STAFF 401(K) SAVINGS PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $866,765 |
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 | $15,091,194 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $7,412,436 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $7,401,953 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $3,142,364 |
Value of total assets at end of year | 2021-12-31 | $105,156,380 |
Value of total assets at beginning of year | 2021-12-31 | $96,610,857 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $10,483 |
Total interest from all sources | 2021-12-31 | $10,310 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Administrative expenses professional fees incurred | 2021-12-31 | $10,483 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $2,692,352 |
Participant contributions at end of year | 2021-12-31 | $206,669 |
Participant contributions at beginning of year | 2021-12-31 | $263,419 |
Participant contributions at end of year | 2021-12-31 | $394,387 |
Participant contributions at beginning of year | 2021-12-31 | $328,549 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $10,419 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $7,678,758 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $105,156,380 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $96,610,857 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Interest on participant loans | 2021-12-31 | $10,310 |
Value of interest in master investment trust accounts at end of year | 2021-12-31 | $104,495,467 |
Value of interest in master investment trust accounts at beginning of year | 2021-12-31 | $95,975,329 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $439,593 |
Employer contributions (assets) at end of year | 2021-12-31 | $59,857 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $43,560 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $7,401,953 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | Yes |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | ELLIN & TUCKER, CHARTERED |
Accountancy firm EIN | 2021-12-31 | 520959934 |
2020 : WHITEFORD, TAYLOR & PRESTON LLP PARTNERS & STAFF 401(K) SAVINGS PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $500,939 |
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 | $13,200,633 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $1,469,607 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,466,377 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $3,028,650 |
Value of total assets at end of year | 2020-12-31 | $96,610,857 |
Value of total assets at beginning of year | 2020-12-31 | $84,378,892 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $3,230 |
Total interest from all sources | 2020-12-31 | $11,976 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Administrative expenses professional fees incurred | 2020-12-31 | $3,230 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $2,542,591 |
Participant contributions at end of year | 2020-12-31 | $263,419 |
Participant contributions at beginning of year | 2020-12-31 | $239,839 |
Participant contributions at end of year | 2020-12-31 | $328,549 |
Participant contributions at beginning of year | 2020-12-31 | $297,639 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $99,386 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $11,731,026 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $96,610,857 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $84,378,892 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Interest on participant loans | 2020-12-31 | $11,976 |
Value of interest in master investment trust accounts at end of year | 2020-12-31 | $95,975,329 |
Value of interest in master investment trust accounts at beginning of year | 2020-12-31 | $83,800,521 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $386,673 |
Employer contributions (assets) at end of year | 2020-12-31 | $43,560 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $40,893 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,466,377 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | ELLIN & TUCKER, CHARTERED |
Accountancy firm EIN | 2020-12-31 | 520959934 |
2019 : WHITEFORD, TAYLOR & PRESTON LLP PARTNERS & STAFF 401(K) SAVINGS PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $108,378 |
Total transfer of assets from this plan | 2019-12-31 | $16,680 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $18,492,015 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $3,859,204 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $3,857,345 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,771,967 |
Value of total assets at end of year | 2019-12-31 | $84,378,892 |
Value of total assets at beginning of year | 2019-12-31 | $69,654,383 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $1,859 |
Total interest from all sources | 2019-12-31 | $10,708 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Administrative expenses professional fees incurred | 2019-12-31 | $1,859 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $2,368,656 |
Participant contributions at end of year | 2019-12-31 | $239,839 |
Participant contributions at beginning of year | 2019-12-31 | $275,014 |
Participant contributions at end of year | 2019-12-31 | $297,639 |
Participant contributions at beginning of year | 2019-12-31 | $296,788 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $34,681 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $14,632,811 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $84,378,892 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $69,654,383 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Interest on participant loans | 2019-12-31 | $10,708 |
Value of interest in master investment trust accounts at end of year | 2019-12-31 | $83,800,521 |
Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $69,039,314 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $368,630 |
Employer contributions (assets) at end of year | 2019-12-31 | $40,893 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $43,267 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $3,857,345 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | ELLIN & TUCKER, CHARTERED |
Accountancy firm EIN | 2019-12-31 | 520959934 |
2018 : WHITEFORD, TAYLOR & PRESTON LLP PARTNERS & STAFF 401(K) SAVINGS PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $115,325 |
Total transfer of assets from this plan | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $-1,413,136 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,337,867 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,336,442 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $2,628,786 |
Value of total assets at end of year | 2018-12-31 | $69,654,383 |
Value of total assets at beginning of year | 2018-12-31 | $72,290,061 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $1,425 |
Total interest from all sources | 2018-12-31 | $11,992 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Administrative expenses professional fees incurred | 2018-12-31 | $1,425 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $2,205,638 |
Participant contributions at end of year | 2018-12-31 | $275,014 |
Participant contributions at beginning of year | 2018-12-31 | $357,691 |
Participant contributions at end of year | 2018-12-31 | $296,788 |
Participant contributions at beginning of year | 2018-12-31 | $333,332 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $57,774 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-2,751,003 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $69,654,383 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $72,290,061 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Income. Interest from loans (other than to participants) | 2018-12-31 | $11,992 |
Value of interest in master investment trust accounts at end of year | 2018-12-31 | $69,039,314 |
Value of interest in master investment trust accounts at beginning of year | 2018-12-31 | $71,550,700 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $365,374 |
Employer contributions (assets) at end of year | 2018-12-31 | $43,267 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $48,338 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,336,442 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | ELLIN & TUCKER, CHARTERED |
Accountancy firm EIN | 2018-12-31 | 520959934 |
2017 : WHITEFORD, TAYLOR & PRESTON LLP PARTNERS & STAFF 401(K) SAVINGS PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $85,038 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $13,460,977 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $1,867,837 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,865,795 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $2,434,651 |
Value of total assets at end of year | 2017-12-31 | $72,290,061 |
Value of total assets at beginning of year | 2017-12-31 | $60,611,883 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $2,042 |
Total interest from all sources | 2017-12-31 | $12,469 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Administrative expenses professional fees incurred | 2017-12-31 | $2,042 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $2,074,553 |
Participant contributions at end of year | 2017-12-31 | $357,691 |
Participant contributions at beginning of year | 2017-12-31 | $336,675 |
Participant contributions at end of year | 2017-12-31 | $333,332 |
Participant contributions at beginning of year | 2017-12-31 | $237,998 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $2,525 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $11,593,140 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $72,290,061 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $60,611,883 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Interest on participant loans | 2017-12-31 | $12,469 |
Value of interest in master investment trust accounts at end of year | 2017-12-31 | $71,550,700 |
Value of interest in master investment trust accounts at beginning of year | 2017-12-31 | $60,000,983 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $357,573 |
Employer contributions (assets) at end of year | 2017-12-31 | $48,338 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $36,227 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,865,795 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | ELLIN & TUCKER, CHARTERED |
Accountancy firm EIN | 2017-12-31 | 520959934 |
2016 : WHITEFORD, TAYLOR & PRESTON LLP PARTNERS & STAFF 401(K) SAVINGS PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 2016-12-31 | $669,781 |
Total transfer of assets from this plan | 2016-12-31 | $831 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $6,507,965 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $2,851,507 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $2,849,895 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $2,392,731 |
Value of total assets at end of year | 2016-12-31 | $60,611,883 |
Value of total assets at beginning of year | 2016-12-31 | $56,286,475 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $1,612 |
Total interest from all sources | 2016-12-31 | $11,323 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Administrative expenses professional fees incurred | 2016-12-31 | $1,612 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $1,989,546 |
Participant contributions at end of year | 2016-12-31 | $336,675 |
Participant contributions at beginning of year | 2016-12-31 | $333,876 |
Participant contributions at end of year | 2016-12-31 | $237,998 |
Participant contributions at beginning of year | 2016-12-31 | $265,549 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $66,637 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $3,656,458 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $60,611,883 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $56,286,475 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Interest on participant loans | 2016-12-31 | $11,323 |
Value of interest in master investment trust accounts at end of year | 2016-12-31 | $60,000,983 |
Value of interest in master investment trust accounts at beginning of year | 2016-12-31 | $55,643,865 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $336,548 |
Employer contributions (assets) at end of year | 2016-12-31 | $36,227 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $43,185 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $2,849,895 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | ELLIN & TUCKER, CHARTERED |
Accountancy firm EIN | 2016-12-31 | 520959934 |
2015 : WHITEFORD, TAYLOR & PRESTON LLP PARTNERS & STAFF 401(K) SAVINGS PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets to this plan | 2015-12-31 | $327,729 |
Total transfer of assets from this plan | 2015-12-31 | $6,995 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $3,242,678 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $2,478,466 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $2,476,916 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $2,899,218 |
Value of total assets at end of year | 2015-12-31 | $56,286,475 |
Value of total assets at beginning of year | 2015-12-31 | $55,201,529 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $1,550 |
Total interest from all sources | 2015-12-31 | $12,917 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $1,291,429 |
Participant contributions at end of year | 2015-12-31 | $333,876 |
Participant contributions at beginning of year | 2015-12-31 | $352,451 |
Participant contributions at end of year | 2015-12-31 | $265,549 |
Participant contributions at beginning of year | 2015-12-31 | $321,669 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $368,343 |
Other income not declared elsewhere | 2015-12-31 | $-492 |
Administrative expenses (other) incurred | 2015-12-31 | $1,550 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $764,212 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $56,286,475 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $55,201,529 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Interest on participant loans | 2015-12-31 | $12,917 |
Value of interest in master investment trust accounts at end of year | 2015-12-31 | $55,643,865 |
Value of interest in master investment trust accounts at beginning of year | 2015-12-31 | $54,476,934 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $1,239,446 |
Employer contributions (assets) at end of year | 2015-12-31 | $43,185 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $50,475 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $2,476,916 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | ELLIN & TUCKER, CHARTERED |
Accountancy firm EIN | 2015-12-31 | 520959934 |
2014 : WHITEFORD, TAYLOR & PRESTON LLP PARTNERS & STAFF 401(K) SAVINGS PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $8,601,228 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $1,878,973 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,876,023 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $4,966,877 |
Value of total assets at end of year | 2014-12-31 | $55,201,529 |
Value of total assets at beginning of year | 2014-12-31 | $48,479,274 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $2,950 |
Total interest from all sources | 2014-12-31 | $13,850 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $1,869,850 |
Participant contributions at end of year | 2014-12-31 | $352,451 |
Participant contributions at beginning of year | 2014-12-31 | $405,038 |
Participant contributions at end of year | 2014-12-31 | $321,669 |
Participant contributions at beginning of year | 2014-12-31 | $59,671 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $686,633 |
Administrative expenses (other) incurred | 2014-12-31 | $2,950 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $6,722,255 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $55,201,529 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $48,479,274 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Interest on participant loans | 2014-12-31 | $13,850 |
Value of interest in master investment trust accounts at end of year | 2014-12-31 | $54,476,934 |
Value of interest in master investment trust accounts at beginning of year | 2014-12-31 | $47,623,874 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $2,410,394 |
Employer contributions (assets) at end of year | 2014-12-31 | $50,475 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $390,691 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,876,023 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | ELLIN & TUCKER, CHARTERED |
Accountancy firm EIN | 2014-12-31 | 520959934 |
2013 : WHITEFORD, TAYLOR & PRESTON LLP PARTNERS & STAFF 401(K) SAVINGS PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total transfer of assets from this plan | 2013-12-31 | $548,764 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $11,431,695 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $1,132,404 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,129,268 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $2,448,522 |
Value of total assets at end of year | 2013-12-31 | $48,479,274 |
Value of total assets at beginning of year | 2013-12-31 | $38,728,747 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $3,136 |
Total interest from all sources | 2013-12-31 | $9,717 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $12,111 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $12,111 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $2,097,700 |
Participant contributions at end of year | 2013-12-31 | $405,038 |
Participant contributions at beginning of year | 2013-12-31 | $359,251 |
Participant contributions at end of year | 2013-12-31 | $59,671 |
Participant contributions at beginning of year | 2013-12-31 | $70,472 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $5,911 |
Administrative expenses (other) incurred | 2013-12-31 | $3,136 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $10,299,291 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $48,479,274 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $38,728,747 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $35,102,540 |
Interest on participant loans | 2013-12-31 | $9,715 |
Value of interest in master investment trust accounts at end of year | 2013-12-31 | $47,623,874 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $2,737,775 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $2,737,775 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $2 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $1,767,510 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $350,822 |
Employer contributions (assets) at end of year | 2013-12-31 | $390,691 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $452,798 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,129,268 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | Yes |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | ELLIN & TUCKER, CHARTERED |
Accountancy firm EIN | 2013-12-31 | 520959934 |
2012 : WHITEFORD, TAYLOR & PRESTON LLP PARTNERS & STAFF 401(K) SAVINGS PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $600 |
Total income from all sources (including contributions) | 2012-12-31 | $7,184,890 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $1,369,416 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,369,416 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $2,873,206 |
Value of total assets at end of year | 2012-12-31 | $38,728,747 |
Value of total assets at beginning of year | 2012-12-31 | $32,913,873 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $0 |
Total interest from all sources | 2012-12-31 | $11,664 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $526,573 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $526,573 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $2,116,448 |
Participant contributions at end of year | 2012-12-31 | $359,251 |
Participant contributions at beginning of year | 2012-12-31 | $316,730 |
Participant contributions at end of year | 2012-12-31 | $70,472 |
Participant contributions at beginning of year | 2012-12-31 | $388,666 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $411,286 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $5,911 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $6,748 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $600 |
Other income not declared elsewhere | 2012-12-31 | $1,798 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $4,302,642 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $5,815,474 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $38,728,747 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $32,913,273 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $35,102,540 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $25,154,085 |
Interest on participant loans | 2012-12-31 | $11,650 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $2,737,775 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $2,682,896 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $2,682,896 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $14 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $3,771,649 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $345,472 |
Employer contributions (assets) at end of year | 2012-12-31 | $452,798 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $62,106 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,369,416 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | ELLIN & TUCKER, CHARTERED |
Accountancy firm EIN | 2012-12-31 | 520959934 |
2011 : WHITEFORD, TAYLOR & PRESTON LLP PARTNERS & STAFF 401(K) SAVINGS PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total transfer of assets to this plan | 2011-12-31 | $221,872 |
Total transfer of assets from this plan | 2011-12-31 | $1,061 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $600 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $225 |
Total income from all sources (including contributions) | 2011-12-31 | $1,821,646 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $1,142,621 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,131,340 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $10,072 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $2,166,392 |
Value of total assets at end of year | 2011-12-31 | $32,913,873 |
Value of total assets at beginning of year | 2011-12-31 | $32,013,662 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $1,209 |
Total interest from all sources | 2011-12-31 | $12,244 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $531,062 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $531,062 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $1,854,753 |
Participant contributions at end of year | 2011-12-31 | $316,730 |
Participant contributions at beginning of year | 2011-12-31 | $314,833 |
Participant contributions at end of year | 2011-12-31 | $388,666 |
Participant contributions at beginning of year | 2011-12-31 | $380,647 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $6,748 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $101,292 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $600 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $225 |
Administrative expenses (other) incurred | 2011-12-31 | $214 |
Total non interest bearing cash at end of year | 2011-12-31 | $4,302,642 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $679,025 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $32,913,273 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $32,013,437 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $25,154,085 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $29,250,402 |
Interest on participant loans | 2011-12-31 | $11,992 |
Interest earned on other investments | 2011-12-31 | $213 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $2,682,896 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $1,896,027 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $1,896,027 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $39 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-888,052 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $311,639 |
Employer contributions (assets) at end of year | 2011-12-31 | $62,106 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $70,461 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,131,340 |
Contract administrator fees | 2011-12-31 | $995 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | ELLIN & TUCKER CHARTERED |
Accountancy firm EIN | 2011-12-31 | 520959934 |
2010 : WHITEFORD, TAYLOR & PRESTON LLP PARTNERS & STAFF 401(K) SAVINGS PLAN 2010 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total transfer of assets to this plan | 2010-12-31 | $7,410 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $225 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $75 |
Total income from all sources (including contributions) | 2010-12-31 | $5,763,844 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $1,928,198 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,874,337 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $16,951 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $2,103,154 |
Value of total assets at end of year | 2010-12-31 | $32,013,662 |
Value of total assets at beginning of year | 2010-12-31 | $28,170,456 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $36,910 |
Total interest from all sources | 2010-12-31 | $12,628 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $411,749 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $411,749 |
Administrative expenses professional fees incurred | 2010-12-31 | $34,139 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $1,799,388 |
Participant contributions at end of year | 2010-12-31 | $314,833 |
Participant contributions at beginning of year | 2010-12-31 | $193,593 |
Participant contributions at end of year | 2010-12-31 | $380,647 |
Participant contributions at beginning of year | 2010-12-31 | $321,797 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2010-12-31 | $8,224 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $101,292 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $191 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $225 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $75 |
Other income not declared elsewhere | 2010-12-31 | $21,918 |
Administrative expenses (other) incurred | 2010-12-31 | $791 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $3,835,646 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $32,013,437 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $28,170,381 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $1,980 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $29,250,402 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $25,727,429 |
Interest on participant loans | 2010-12-31 | $12,450 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $1,896,027 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $1,869,065 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $1,869,065 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $178 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $3,214,395 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $303,766 |
Employer contributions (assets) at end of year | 2010-12-31 | $70,461 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $58,381 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,866,113 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | ELLIN & TUCKER CHARTERED |
Accountancy firm EIN | 2010-12-31 | 520959934 |