401k Plan data: CAPLIN & DRYSDALE, CHARTERED RETIREMENT PLAN AND TRUST SINGLE PLAN B plan

CAPLIN & DRYSDALE, CHARTERED RETIREMENT PLAN AND TRUST SINGLE PLAN B 401k Plan overview

Plan Name	CAPLIN & DRYSDALE, CHARTERED RETIREMENT PLAN AND TRUST SINGLE PLAN B
Plan identification number	002

CAPLIN & DRYSDALE, CHARTERED RETIREMENT PLAN AND TRUST SINGLE PLAN B Benefits

401k Plan Type

Defined 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.
Participant-directed brokerage accounts provided as an investment option under the plan.

401k Sponsoring company profile

CAPLIN & DRYSDALE has sponsored the creation of one or more 401k plans.

Company Name: CAPLIN & DRYSDALE

Employer identification number (EIN): 521226629

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAPLIN & DRYSDALE, CHARTERED RETIREMENT PLAN AND TRUST SINGLE PLAN B

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-10-01 RICHARD SKILLMAN, MEMBER 2023-07-13
002 2020-10-01 RICHARD SKILLMAN, MEMBER 2022-07-12
002 2019-10-01 RICHARD SKILLMAN, MEMBER 2021-05-18
002 2018-10-01 RICHARD SKILLMAN, MEMBER 2020-07-14
002 2017-10-01 RICHARD SKILLMAN 2019-07-15
002 2016-10-01 RICHARD SKILLMAN, MEMBER CAPLIN & DRYSDALE 2018-05-31
002 2015-10-01 RICHARD SKILLMAN, MEMBER CAPLIN & DRYSDALE 2017-07-17
002 2014-10-01 RICHARD SKILLMAN, MEMBER CAPLIN & DRYSDALE 2016-07-14
002 2013-10-01 RICHARD SKILLMAN, MEMBER CAPLIN & DRYSDALE 2015-07-09
002 2012-10-01 PATRICIA LEWIS, MEMBER CAPLIN & DRYSDALE 2014-07-14
002 2012-10-01 PATRICIA LEWIS, MEMBER CAPLIN & DRYSDALE 2014-07-14
002 2011-10-01 PATRICIA LEWIS, MEMBER CAPLIN & DRYSDALE 2013-07-10
002 2010-10-01 PATRICIA LEWIS, MEMBER CAPLIN DRYSDALE, CHARTERED 2012-07-16
002 2009-10-01 PATRICIA LEWIS, MEMBER CAPLIN DRYSDALE, CHARTERED 2011-07-15
002 2008-10-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2021-10-01	RICHARD SKILLMAN, MEMBER	2023-07-13
002	2020-10-01	RICHARD SKILLMAN, MEMBER	2022-07-12
002	2019-10-01	RICHARD SKILLMAN, MEMBER	2021-05-18
002	2018-10-01	RICHARD SKILLMAN, MEMBER	2020-07-14
002	2017-10-01	RICHARD SKILLMAN	2019-07-15
002	2016-10-01	RICHARD SKILLMAN, MEMBER		CAPLIN & DRYSDALE	2018-05-31
002	2015-10-01	RICHARD SKILLMAN, MEMBER		CAPLIN & DRYSDALE	2017-07-17
002	2014-10-01	RICHARD SKILLMAN, MEMBER		CAPLIN & DRYSDALE	2016-07-14
002	2013-10-01	RICHARD SKILLMAN, MEMBER		CAPLIN & DRYSDALE	2015-07-09
002	2012-10-01	PATRICIA LEWIS, MEMBER		CAPLIN & DRYSDALE	2014-07-14
002	2012-10-01	PATRICIA LEWIS, MEMBER		CAPLIN & DRYSDALE	2014-07-14
002	2011-10-01	PATRICIA LEWIS, MEMBER		CAPLIN & DRYSDALE	2013-07-10
002	2010-10-01	PATRICIA LEWIS, MEMBER		CAPLIN DRYSDALE, CHARTERED	2012-07-16
002	2009-10-01	PATRICIA LEWIS, MEMBER		CAPLIN DRYSDALE, CHARTERED	2011-07-15
002	2008-10-01

Plan Statistics for CAPLIN & DRYSDALE, CHARTERED RETIREMENT PLAN AND TRUST SINGLE PLAN B

401k plan membership statisitcs for CAPLIN & DRYSDALE, CHARTERED RETIREMENT PLAN AND TRUST SINGLE PLAN B

Measure Date Value
2021: CAPLIN & DRYSDALE, CHARTERED RETIREMENT PLAN AND TRUST SINGLE PLAN B 2021 401k membership
Total participants, beginning-of-year 2021-10-01 48
Total number of active participants reported on line 7a of the Form 5500 2021-10-01 32
Number of retired or separated participants receiving benefits 2021-10-01 0
Number of other retired or separated participants entitled to future benefits 2021-10-01 28
Total of all active and inactive participants 2021-10-01 60
Total participants 2021-10-01 60
Number of participants with account balances 2021-10-01 59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-10-01 2
2020: CAPLIN & DRYSDALE, CHARTERED RETIREMENT PLAN AND TRUST SINGLE PLAN B 2020 401k membership
Total participants, beginning-of-year 2020-10-01 47
Total number of active participants reported on line 7a of the Form 5500 2020-10-01 23
Number of other retired or separated participants entitled to future benefits 2020-10-01 25
Total of all active and inactive participants 2020-10-01 48
Total participants 2020-10-01 48
Number of participants with account balances 2020-10-01 48
2019: CAPLIN & DRYSDALE, CHARTERED RETIREMENT PLAN AND TRUST SINGLE PLAN B 2019 401k membership
Total participants, beginning-of-year 2019-10-01 42
Total number of active participants reported on line 7a of the Form 5500 2019-10-01 20
Number of retired or separated participants receiving benefits 2019-10-01 0
Number of other retired or separated participants entitled to future benefits 2019-10-01 27
Total of all active and inactive participants 2019-10-01 47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-10-01 0
Total participants 2019-10-01 47
Number of participants with account balances 2019-10-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-10-01 1
2018: CAPLIN & DRYSDALE, CHARTERED RETIREMENT PLAN AND TRUST SINGLE PLAN B 2018 401k membership
Total participants, beginning-of-year 2018-10-01 46
Total number of active participants reported on line 7a of the Form 5500 2018-10-01 17
Number of retired or separated participants receiving benefits 2018-10-01 0
Number of other retired or separated participants entitled to future benefits 2018-10-01 25
Total of all active and inactive participants 2018-10-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-10-01 0
Total participants 2018-10-01 42
Number of participants with account balances 2018-10-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-10-01 1
2017: CAPLIN & DRYSDALE, CHARTERED RETIREMENT PLAN AND TRUST SINGLE PLAN B 2017 401k membership
Total participants, beginning-of-year 2017-10-01 42
Total number of active participants reported on line 7a of the Form 5500 2017-10-01 25
Number of retired or separated participants receiving benefits 2017-10-01 0
Number of other retired or separated participants entitled to future benefits 2017-10-01 21
Total of all active and inactive participants 2017-10-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-10-01 0
Total participants 2017-10-01 46
Number of participants with account balances 2017-10-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-10-01 1
2016: CAPLIN & DRYSDALE, CHARTERED RETIREMENT PLAN AND TRUST SINGLE PLAN B 2016 401k membership
Total participants, beginning-of-year 2016-10-01 42
Total number of active participants reported on line 7a of the Form 5500 2016-10-01 20
Number of retired or separated participants receiving benefits 2016-10-01 0
Number of other retired or separated participants entitled to future benefits 2016-10-01 22
Total of all active and inactive participants 2016-10-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-10-01 0
Total participants 2016-10-01 42
Number of participants with account balances 2016-10-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-10-01 2
2015: CAPLIN & DRYSDALE, CHARTERED RETIREMENT PLAN AND TRUST SINGLE PLAN B 2015 401k membership
Total participants, beginning-of-year 2015-10-01 47
Total number of active participants reported on line 7a of the Form 5500 2015-10-01 22
Number of retired or separated participants receiving benefits 2015-10-01 0
Number of other retired or separated participants entitled to future benefits 2015-10-01 20
Total of all active and inactive participants 2015-10-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-10-01 0
Total participants 2015-10-01 42
Number of participants with account balances 2015-10-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-10-01 2
2014: CAPLIN & DRYSDALE, CHARTERED RETIREMENT PLAN AND TRUST SINGLE PLAN B 2014 401k membership
Total participants, beginning-of-year 2014-10-01 49
Total number of active participants reported on line 7a of the Form 5500 2014-10-01 18
Number of other retired or separated participants entitled to future benefits 2014-10-01 29
Total of all active and inactive participants 2014-10-01 47
Total participants 2014-10-01 47
Number of participants with account balances 2014-10-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-10-01 1
2013: CAPLIN & DRYSDALE, CHARTERED RETIREMENT PLAN AND TRUST SINGLE PLAN B 2013 401k membership
Total participants, beginning-of-year 2013-10-01 50
Total number of active participants reported on line 7a of the Form 5500 2013-10-01 18
Number of other retired or separated participants entitled to future benefits 2013-10-01 31
Total of all active and inactive participants 2013-10-01 49
Total participants 2013-10-01 49
Number of participants with account balances 2013-10-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-10-01 3
2012: CAPLIN & DRYSDALE, CHARTERED RETIREMENT PLAN AND TRUST SINGLE PLAN B 2012 401k membership
Total participants, beginning-of-year 2012-10-01 46
Total number of active participants reported on line 7a of the Form 5500 2012-10-01 27
Number of other retired or separated participants entitled to future benefits 2012-10-01 23
Total of all active and inactive participants 2012-10-01 50
Total participants 2012-10-01 50
Number of participants with account balances 2012-10-01 50
2011: CAPLIN & DRYSDALE, CHARTERED RETIREMENT PLAN AND TRUST SINGLE PLAN B 2011 401k membership
Total participants, beginning-of-year 2011-10-01 42
Total number of active participants reported on line 7a of the Form 5500 2011-10-01 22
Number of other retired or separated participants entitled to future benefits 2011-10-01 24
Total of all active and inactive participants 2011-10-01 46
Total participants 2011-10-01 46
Number of participants with account balances 2011-10-01 46
2010: CAPLIN & DRYSDALE, CHARTERED RETIREMENT PLAN AND TRUST SINGLE PLAN B 2010 401k membership
Total participants, beginning-of-year 2010-10-01 49
Total number of active participants reported on line 7a of the Form 5500 2010-10-01 17
Number of other retired or separated participants entitled to future benefits 2010-10-01 25
Total of all active and inactive participants 2010-10-01 42
Total participants 2010-10-01 42
Number of participants with account balances 2010-10-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-10-01 1
2009: CAPLIN & DRYSDALE, CHARTERED RETIREMENT PLAN AND TRUST SINGLE PLAN B 2009 401k membership
Total participants, beginning-of-year 2009-10-01 52
Total number of active participants reported on line 7a of the Form 5500 2009-10-01 21
Number of other retired or separated participants entitled to future benefits 2009-10-01 28
Total of all active and inactive participants 2009-10-01 49
Total participants 2009-10-01 49
Number of participants with account balances 2009-10-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-10-01 3

Measure	Date	Value
2021: CAPLIN & DRYSDALE, CHARTERED RETIREMENT PLAN AND TRUST SINGLE PLAN B 2021 401k membership
Total participants, beginning-of-year	2021-10-01	48
Total number of active participants reported on line 7a of the Form 5500	2021-10-01	32
Number of retired or separated participants receiving benefits	2021-10-01	0
Number of other retired or separated participants entitled to future benefits	2021-10-01	28
Total of all active and inactive participants	2021-10-01	60
Total participants	2021-10-01	60
Number of participants with account balances	2021-10-01	59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-10-01	2
2020: CAPLIN & DRYSDALE, CHARTERED RETIREMENT PLAN AND TRUST SINGLE PLAN B 2020 401k membership
Total participants, beginning-of-year	2020-10-01	47
Total number of active participants reported on line 7a of the Form 5500	2020-10-01	23
Number of other retired or separated participants entitled to future benefits	2020-10-01	25
Total of all active and inactive participants	2020-10-01	48
Total participants	2020-10-01	48
Number of participants with account balances	2020-10-01	48
2019: CAPLIN & DRYSDALE, CHARTERED RETIREMENT PLAN AND TRUST SINGLE PLAN B 2019 401k membership
Total participants, beginning-of-year	2019-10-01	42
Total number of active participants reported on line 7a of the Form 5500	2019-10-01	20
Number of retired or separated participants receiving benefits	2019-10-01	0
Number of other retired or separated participants entitled to future benefits	2019-10-01	27
Total of all active and inactive participants	2019-10-01	47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-10-01	0
Total participants	2019-10-01	47
Number of participants with account balances	2019-10-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-10-01	1
2018: CAPLIN & DRYSDALE, CHARTERED RETIREMENT PLAN AND TRUST SINGLE PLAN B 2018 401k membership
Total participants, beginning-of-year	2018-10-01	46
Total number of active participants reported on line 7a of the Form 5500	2018-10-01	17
Number of retired or separated participants receiving benefits	2018-10-01	0
Number of other retired or separated participants entitled to future benefits	2018-10-01	25
Total of all active and inactive participants	2018-10-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-10-01	0
Total participants	2018-10-01	42
Number of participants with account balances	2018-10-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-10-01	1
2017: CAPLIN & DRYSDALE, CHARTERED RETIREMENT PLAN AND TRUST SINGLE PLAN B 2017 401k membership
Total participants, beginning-of-year	2017-10-01	42
Total number of active participants reported on line 7a of the Form 5500	2017-10-01	25
Number of retired or separated participants receiving benefits	2017-10-01	0
Number of other retired or separated participants entitled to future benefits	2017-10-01	21
Total of all active and inactive participants	2017-10-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-10-01	0
Total participants	2017-10-01	46
Number of participants with account balances	2017-10-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-10-01	1
2016: CAPLIN & DRYSDALE, CHARTERED RETIREMENT PLAN AND TRUST SINGLE PLAN B 2016 401k membership
Total participants, beginning-of-year	2016-10-01	42
Total number of active participants reported on line 7a of the Form 5500	2016-10-01	20
Number of retired or separated participants receiving benefits	2016-10-01	0
Number of other retired or separated participants entitled to future benefits	2016-10-01	22
Total of all active and inactive participants	2016-10-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-10-01	0
Total participants	2016-10-01	42
Number of participants with account balances	2016-10-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-10-01	2
2015: CAPLIN & DRYSDALE, CHARTERED RETIREMENT PLAN AND TRUST SINGLE PLAN B 2015 401k membership
Total participants, beginning-of-year	2015-10-01	47
Total number of active participants reported on line 7a of the Form 5500	2015-10-01	22
Number of retired or separated participants receiving benefits	2015-10-01	0
Number of other retired or separated participants entitled to future benefits	2015-10-01	20
Total of all active and inactive participants	2015-10-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-10-01	0
Total participants	2015-10-01	42
Number of participants with account balances	2015-10-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-10-01	2
2014: CAPLIN & DRYSDALE, CHARTERED RETIREMENT PLAN AND TRUST SINGLE PLAN B 2014 401k membership
Total participants, beginning-of-year	2014-10-01	49
Total number of active participants reported on line 7a of the Form 5500	2014-10-01	18
Number of other retired or separated participants entitled to future benefits	2014-10-01	29
Total of all active and inactive participants	2014-10-01	47
Total participants	2014-10-01	47
Number of participants with account balances	2014-10-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-10-01	1
2013: CAPLIN & DRYSDALE, CHARTERED RETIREMENT PLAN AND TRUST SINGLE PLAN B 2013 401k membership
Total participants, beginning-of-year	2013-10-01	50
Total number of active participants reported on line 7a of the Form 5500	2013-10-01	18
Number of other retired or separated participants entitled to future benefits	2013-10-01	31
Total of all active and inactive participants	2013-10-01	49
Total participants	2013-10-01	49
Number of participants with account balances	2013-10-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-10-01	3
2012: CAPLIN & DRYSDALE, CHARTERED RETIREMENT PLAN AND TRUST SINGLE PLAN B 2012 401k membership
Total participants, beginning-of-year	2012-10-01	46
Total number of active participants reported on line 7a of the Form 5500	2012-10-01	27
Number of other retired or separated participants entitled to future benefits	2012-10-01	23
Total of all active and inactive participants	2012-10-01	50
Total participants	2012-10-01	50
Number of participants with account balances	2012-10-01	50
2011: CAPLIN & DRYSDALE, CHARTERED RETIREMENT PLAN AND TRUST SINGLE PLAN B 2011 401k membership
Total participants, beginning-of-year	2011-10-01	42
Total number of active participants reported on line 7a of the Form 5500	2011-10-01	22
Number of other retired or separated participants entitled to future benefits	2011-10-01	24
Total of all active and inactive participants	2011-10-01	46
Total participants	2011-10-01	46
Number of participants with account balances	2011-10-01	46
2010: CAPLIN & DRYSDALE, CHARTERED RETIREMENT PLAN AND TRUST SINGLE PLAN B 2010 401k membership
Total participants, beginning-of-year	2010-10-01	49
Total number of active participants reported on line 7a of the Form 5500	2010-10-01	17
Number of other retired or separated participants entitled to future benefits	2010-10-01	25
Total of all active and inactive participants	2010-10-01	42
Total participants	2010-10-01	42
Number of participants with account balances	2010-10-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-10-01	1
2009: CAPLIN & DRYSDALE, CHARTERED RETIREMENT PLAN AND TRUST SINGLE PLAN B 2009 401k membership
Total participants, beginning-of-year	2009-10-01	52
Total number of active participants reported on line 7a of the Form 5500	2009-10-01	21
Number of other retired or separated participants entitled to future benefits	2009-10-01	28
Total of all active and inactive participants	2009-10-01	49
Total participants	2009-10-01	49
Number of participants with account balances	2009-10-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-10-01	3

Financial Data on CAPLIN & DRYSDALE, CHARTERED RETIREMENT PLAN AND TRUST SINGLE PLAN B

Measure	Date	Value
2022 : CAPLIN & DRYSDALE, CHARTERED RETIREMENT PLAN AND TRUST SINGLE PLAN B 2022 401k financial data
Total income from all sources	2022-09-30	$-1,044,543
Expenses. Total of all expenses incurred	2022-09-30	$115,121
Benefits paid (including direct rollovers)	2022-09-30	$86,918
Total plan assets at end of year	2022-09-30	$7,627,101
Total plan assets at beginning of year	2022-09-30	$8,786,765
Value of fidelity bond covering the plan	2022-09-30	$500,000
Total contributions received or receivable from participants	2022-09-30	$322,052
Expenses. Other expenses not covered elsewhere	2022-09-30	$28,203
Contributions received from other sources (not participants or employers)	2022-09-30	$58,370
Other income received	2022-09-30	$-1,550,669
Net income (gross income less expenses)	2022-09-30	$-1,159,664
Net plan assets at end of year (total assets less liabilities)	2022-09-30	$7,627,101
Net plan assets at beginning of year (total assets less liabilities)	2022-09-30	$8,786,765
Assets. Value of participant loans	2022-09-30	$63,275
Total contributions received or receivable from employer(s)	2022-09-30	$125,704
2021 : CAPLIN & DRYSDALE, CHARTERED RETIREMENT PLAN AND TRUST SINGLE PLAN B 2021 401k financial data
Total income from all sources	2021-09-30	$1,954,605
Expenses. Total of all expenses incurred	2021-09-30	$5,921
Total plan assets at end of year	2021-09-30	$8,786,765
Total plan assets at beginning of year	2021-09-30	$6,838,081
Value of fidelity bond covering the plan	2021-09-30	$500,000
Total contributions received or receivable from participants	2021-09-30	$268,207
Expenses. Other expenses not covered elsewhere	2021-09-30	$5,921
Contributions received from other sources (not participants or employers)	2021-09-30	$74,000
Other income received	2021-09-30	$1,481,560
Net income (gross income less expenses)	2021-09-30	$1,948,684
Net plan assets at end of year (total assets less liabilities)	2021-09-30	$8,786,765
Net plan assets at beginning of year (total assets less liabilities)	2021-09-30	$6,838,081
Assets. Value of participant loans	2021-09-30	$45,825
Total contributions received or receivable from employer(s)	2021-09-30	$130,838
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-09-30	$0
2020 : CAPLIN & DRYSDALE, CHARTERED RETIREMENT PLAN AND TRUST SINGLE PLAN B 2020 401k financial data
Transfers to/from the plan	2020-09-30	$-435,779
Total income from all sources	2020-09-30	$1,123,255
Expenses. Total of all expenses incurred	2020-09-30	$4,544
Total plan assets at end of year	2020-09-30	$6,838,081
Total plan assets at beginning of year	2020-09-30	$6,155,149
Value of fidelity bond covering the plan	2020-09-30	$500,000
Total contributions received or receivable from participants	2020-09-30	$327,745
Expenses. Other expenses not covered elsewhere	2020-09-30	$4,544
Other income received	2020-09-30	$696,344
Net income (gross income less expenses)	2020-09-30	$1,118,711
Net plan assets at end of year (total assets less liabilities)	2020-09-30	$6,838,081
Net plan assets at beginning of year (total assets less liabilities)	2020-09-30	$6,155,149
Assets. Value of participant loans	2020-09-30	$25,804
Total contributions received or receivable from employer(s)	2020-09-30	$99,166
2019 : CAPLIN & DRYSDALE, CHARTERED RETIREMENT PLAN AND TRUST SINGLE PLAN B 2019 401k financial data
Transfers to/from the plan	2019-09-30	$-213,734
Total income from all sources	2019-09-30	$740,607
Expenses. Total of all expenses incurred	2019-09-30	$472,921
Benefits paid (including direct rollovers)	2019-09-30	$464,085
Total plan assets at end of year	2019-09-30	$6,155,149
Total plan assets at beginning of year	2019-09-30	$6,101,197
Value of fidelity bond covering the plan	2019-09-30	$500,000
Total contributions received or receivable from participants	2019-09-30	$380,821
Expenses. Other expenses not covered elsewhere	2019-09-30	$8,836
Other income received	2019-09-30	$224,423
Net income (gross income less expenses)	2019-09-30	$267,686
Net plan assets at end of year (total assets less liabilities)	2019-09-30	$6,155,149
Net plan assets at beginning of year (total assets less liabilities)	2019-09-30	$6,101,197
Assets. Value of participant loans	2019-09-30	$58,505
Total contributions received or receivable from employer(s)	2019-09-30	$135,363
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-09-30	$0
2018 : CAPLIN & DRYSDALE, CHARTERED RETIREMENT PLAN AND TRUST SINGLE PLAN B 2018 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-09-30	$0
2017 : CAPLIN & DRYSDALE, CHARTERED RETIREMENT PLAN AND TRUST SINGLE PLAN B 2017 401k financial data
Transfers to/from the plan	2017-09-30	$-118,319
Total income from all sources	2017-09-30	$1,085,500
Expenses. Total of all expenses incurred	2017-09-30	$92,318
Benefits paid (including direct rollovers)	2017-09-30	$78,807
Total plan assets at end of year	2017-09-30	$5,125,109
Total plan assets at beginning of year	2017-09-30	$4,250,246
Value of fidelity bond covering the plan	2017-09-30	$500,000
Total contributions received or receivable from participants	2017-09-30	$249,151
Expenses. Other expenses not covered elsewhere	2017-09-30	$13,511
Contributions received from other sources (not participants or employers)	2017-09-30	$114,549
Other income received	2017-09-30	$610,718
Net income (gross income less expenses)	2017-09-30	$993,182
Net plan assets at end of year (total assets less liabilities)	2017-09-30	$5,125,109
Net plan assets at beginning of year (total assets less liabilities)	2017-09-30	$4,250,246
Assets. Value of participant loans	2017-09-30	$53,806
Total contributions received or receivable from employer(s)	2017-09-30	$111,082
2016 : CAPLIN & DRYSDALE, CHARTERED RETIREMENT PLAN AND TRUST SINGLE PLAN B 2016 401k financial data
Transfers to/from the plan	2016-09-30	$-147,199
Total income from all sources	2016-09-30	$1,058,498
Expenses. Total of all expenses incurred	2016-09-30	$2,942,403
Benefits paid (including direct rollovers)	2016-09-30	$2,931,571
Total plan assets at end of year	2016-09-30	$4,250,246
Total plan assets at beginning of year	2016-09-30	$6,281,350
Value of fidelity bond covering the plan	2016-09-30	$500,000
Total contributions received or receivable from participants	2016-09-30	$391,044
Expenses. Other expenses not covered elsewhere	2016-09-30	$10,832
Contributions received from other sources (not participants or employers)	2016-09-30	$4,176
Other income received	2016-09-30	$543,547
Net income (gross income less expenses)	2016-09-30	$-1,883,905
Net plan assets at end of year (total assets less liabilities)	2016-09-30	$4,250,246
Net plan assets at beginning of year (total assets less liabilities)	2016-09-30	$6,281,350
Assets. Value of participant loans	2016-09-30	$29,393
Total contributions received or receivable from employer(s)	2016-09-30	$119,731
2015 : CAPLIN & DRYSDALE, CHARTERED RETIREMENT PLAN AND TRUST SINGLE PLAN B 2015 401k financial data
Transfers to/from the plan	2015-09-30	$-245,262
Total income from all sources	2015-09-30	$326,325
Expenses. Total of all expenses incurred	2015-09-30	$325,842
Benefits paid (including direct rollovers)	2015-09-30	$216,577
Total plan assets at end of year	2015-09-30	$6,281,350
Total plan assets at beginning of year	2015-09-30	$6,526,129
Value of fidelity bond covering the plan	2015-09-30	$500,000
Total contributions received or receivable from participants	2015-09-30	$303,350
Expenses. Other expenses not covered elsewhere	2015-09-30	$109,265
Other income received	2015-09-30	$-69,505
Net income (gross income less expenses)	2015-09-30	$483
Net plan assets at end of year (total assets less liabilities)	2015-09-30	$6,281,350
Net plan assets at beginning of year (total assets less liabilities)	2015-09-30	$6,526,129
Assets. Value of participant loans	2015-09-30	$18,357
Total contributions received or receivable from employer(s)	2015-09-30	$92,480
2014 : CAPLIN & DRYSDALE, CHARTERED RETIREMENT PLAN AND TRUST SINGLE PLAN B 2014 401k financial data
Transfers to/from the plan	2014-09-30	$-29,467
Total income from all sources	2014-09-30	$1,102,036
Expenses. Total of all expenses incurred	2014-09-30	$210,247
Benefits paid (including direct rollovers)	2014-09-30	$210,167
Total plan assets at end of year	2014-09-30	$6,526,129
Total plan assets at beginning of year	2014-09-30	$5,663,807
Value of fidelity bond covering the plan	2014-09-30	$500,000
Total contributions received or receivable from participants	2014-09-30	$269,052
Expenses. Other expenses not covered elsewhere	2014-09-30	$80
Contributions received from other sources (not participants or employers)	2014-09-30	$0
Other income received	2014-09-30	$702,215
Net income (gross income less expenses)	2014-09-30	$891,789
Net plan assets at end of year (total assets less liabilities)	2014-09-30	$6,526,129
Net plan assets at beginning of year (total assets less liabilities)	2014-09-30	$5,663,807
Assets. Value of participant loans	2014-09-30	$75,132
Total contributions received or receivable from employer(s)	2014-09-30	$130,769
2013 : CAPLIN & DRYSDALE, CHARTERED RETIREMENT PLAN AND TRUST SINGLE PLAN B 2013 401k financial data
Transfers to/from the plan	2013-09-30	$-30,530
Total income from all sources	2013-09-30	$1,135,754
Expenses. Total of all expenses incurred	2013-09-30	$486,649
Benefits paid (including direct rollovers)	2013-09-30	$486,493
Total plan assets at end of year	2013-09-30	$5,663,807
Total plan assets at beginning of year	2013-09-30	$5,045,232
Value of fidelity bond covering the plan	2013-09-30	$500,000
Total contributions received or receivable from participants	2013-09-30	$219,204
Expenses. Other expenses not covered elsewhere	2013-09-30	$156
Contributions received from other sources (not participants or employers)	2013-09-30	$19,455
Other income received	2013-09-30	$783,826
Net income (gross income less expenses)	2013-09-30	$649,105
Net plan assets at end of year (total assets less liabilities)	2013-09-30	$5,663,807
Net plan assets at beginning of year (total assets less liabilities)	2013-09-30	$5,045,232
Assets. Value of participant loans	2013-09-30	$69,553
Total contributions received or receivable from employer(s)	2013-09-30	$113,269
2012 : CAPLIN & DRYSDALE, CHARTERED RETIREMENT PLAN AND TRUST SINGLE PLAN B 2012 401k financial data
Total income from all sources	2012-09-30	$1,050,993
Expenses. Total of all expenses incurred	2012-09-30	$287,809
Benefits paid (including direct rollovers)	2012-09-30	$287,697
Total plan assets at end of year	2012-09-30	$5,045,232
Total plan assets at beginning of year	2012-09-30	$4,282,048
Value of fidelity bond covering the plan	2012-09-30	$500,000
Total contributions received or receivable from participants	2012-09-30	$146,334
Expenses. Other expenses not covered elsewhere	2012-09-30	$112
Other income received	2012-09-30	$817,391
Net income (gross income less expenses)	2012-09-30	$763,184
Net plan assets at end of year (total assets less liabilities)	2012-09-30	$5,045,232
Net plan assets at beginning of year (total assets less liabilities)	2012-09-30	$4,282,048
Assets. Value of participant loans	2012-09-30	$61,097
Total contributions received or receivable from employer(s)	2012-09-30	$87,268
2011 : CAPLIN & DRYSDALE, CHARTERED RETIREMENT PLAN AND TRUST SINGLE PLAN B 2011 401k financial data
Transfers to/from the plan	2011-09-30	$-425,166
Total income from all sources	2011-09-30	$188,479
Expenses. Total of all expenses incurred	2011-09-30	$83,557
Benefits paid (including direct rollovers)	2011-09-30	$83,239
Total plan assets at end of year	2011-09-30	$4,282,048
Total plan assets at beginning of year	2011-09-30	$4,602,292
Value of fidelity bond covering the plan	2011-09-30	$500,000
Total contributions received or receivable from participants	2011-09-30	$129,643
Expenses. Other expenses not covered elsewhere	2011-09-30	$318
Other income received	2011-09-30	$-7,689
Net income (gross income less expenses)	2011-09-30	$104,922
Net plan assets at end of year (total assets less liabilities)	2011-09-30	$4,282,048
Net plan assets at beginning of year (total assets less liabilities)	2011-09-30	$4,602,292
Assets. Value of participant loans	2011-09-30	$66,075
Total contributions received or receivable from employer(s)	2011-09-30	$66,525

Form 5500 Responses for CAPLIN & DRYSDALE, CHARTERED RETIREMENT PLAN AND TRUST SINGLE PLAN B

2021: CAPLIN & DRYSDALE, CHARTERED RETIREMENT PLAN AND TRUST SINGLE PLAN B 2021 form 5500 responses
2021-10-01	Type of plan entity	Single employer plan
2021-10-01	Plan funding arrangement – Trust	Yes
2021-10-01	Plan benefit arrangement - Trust	Yes
2020: CAPLIN & DRYSDALE, CHARTERED RETIREMENT PLAN AND TRUST SINGLE PLAN B 2020 form 5500 responses
2020-10-01	Type of plan entity	Single employer plan
2020-10-01	Plan funding arrangement – Trust	Yes
2020-10-01	Plan benefit arrangement - Trust	Yes
2019: CAPLIN & DRYSDALE, CHARTERED RETIREMENT PLAN AND TRUST SINGLE PLAN B 2019 form 5500 responses
2019-10-01	Type of plan entity	Single employer plan
2019-10-01	Plan funding arrangement – Trust	Yes
2019-10-01	Plan benefit arrangement - Trust	Yes
2018: CAPLIN & DRYSDALE, CHARTERED RETIREMENT PLAN AND TRUST SINGLE PLAN B 2018 form 5500 responses
2018-10-01	Type of plan entity	Single employer plan
2018-10-01	Plan funding arrangement – Trust	Yes
2018-10-01	Plan benefit arrangement - Trust	Yes
2017: CAPLIN & DRYSDALE, CHARTERED RETIREMENT PLAN AND TRUST SINGLE PLAN B 2017 form 5500 responses
2017-10-01	Type of plan entity	Single employer plan
2017-10-01	Plan funding arrangement – Trust	Yes
2017-10-01	Plan benefit arrangement - Trust	Yes
2016: CAPLIN & DRYSDALE, CHARTERED RETIREMENT PLAN AND TRUST SINGLE PLAN B 2016 form 5500 responses
2016-10-01	Type of plan entity	Single employer plan
2016-10-01	Plan funding arrangement – Trust	Yes
2016-10-01	Plan benefit arrangement - Trust	Yes
2015: CAPLIN & DRYSDALE, CHARTERED RETIREMENT PLAN AND TRUST SINGLE PLAN B 2015 form 5500 responses
2015-10-01	Type of plan entity	Single employer plan
2015-10-01	Plan funding arrangement – Trust	Yes
2015-10-01	Plan benefit arrangement - Trust	Yes
2014: CAPLIN & DRYSDALE, CHARTERED RETIREMENT PLAN AND TRUST SINGLE PLAN B 2014 form 5500 responses
2014-10-01	Type of plan entity	Single employer plan
2014-10-01	Plan funding arrangement – Trust	Yes
2014-10-01	Plan benefit arrangement - Trust	Yes
2013: CAPLIN & DRYSDALE, CHARTERED RETIREMENT PLAN AND TRUST SINGLE PLAN B 2013 form 5500 responses
2013-10-01	Type of plan entity	Single employer plan
2013-10-01	Plan funding arrangement – Trust	Yes
2013-10-01	Plan benefit arrangement - Trust	Yes
2012: CAPLIN & DRYSDALE, CHARTERED RETIREMENT PLAN AND TRUST SINGLE PLAN B 2012 form 5500 responses
2012-10-01	Type of plan entity	Single employer plan
2012-10-01	Plan funding arrangement – Trust	Yes
2012-10-01	Plan benefit arrangement - Trust	Yes
2011: CAPLIN & DRYSDALE, CHARTERED RETIREMENT PLAN AND TRUST SINGLE PLAN B 2011 form 5500 responses
2011-10-01	Type of plan entity	Single employer plan
2011-10-01	Plan funding arrangement – Trust	Yes
2011-10-01	Plan benefit arrangement - Trust	Yes
2010: CAPLIN & DRYSDALE, CHARTERED RETIREMENT PLAN AND TRUST SINGLE PLAN B 2010 form 5500 responses
2010-10-01	Type of plan entity	Single employer plan
2010-10-01	Plan funding arrangement – Trust	Yes
2010-10-01	Plan benefit arrangement - Trust	Yes
2009: CAPLIN & DRYSDALE, CHARTERED RETIREMENT PLAN AND TRUST SINGLE PLAN B 2009 form 5500 responses
2009-10-01	Type of plan entity	Single employer plan
2009-10-01	This submission is the final filing	No
2009-10-01	Plan funding arrangement – Trust	Yes
2009-10-01	Plan benefit arrangement - Trust	Yes
2008: CAPLIN & DRYSDALE, CHARTERED RETIREMENT PLAN AND TRUST SINGLE PLAN B 2008 form 5500 responses
2008-10-01	Type of plan entity	Single employer plan
2008-10-01	Submission has been amended	No
2008-10-01	This submission is the final filing	No
2008-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-10-01	Plan is a collectively bargained plan	No

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Company Name:	CAPLIN & DRYSDALE
Employer identification number (EIN):	521226629
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers