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GOODELL, DEVRIES, LEECH & DANN, LLP RETIREMENT PLAN 401k Plan overview

Plan NameGOODELL, DEVRIES, LEECH & DANN, LLP RETIREMENT PLAN
Plan identification number 001

GOODELL, DEVRIES, LEECH & DANN, LLP RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Plan covering Self-Employed individuals.

401k Sponsoring company profile

GOODELL, DEVRIES, LEECH & DANN, LLP has sponsored the creation of one or more 401k plans.

Company Name:GOODELL, DEVRIES, LEECH & DANN, LLP
Employer identification number (EIN):521571248
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GOODELL, DEVRIES, LEECH & DANN, LLP RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01STEPH KINNEAR2023-10-13
0012021-01-01STEPH KINNEAR2022-10-12
0012021-01-01STEPH KINNEAR2023-05-16
0012020-01-01STEPH KINNEAR2021-10-14
0012019-01-01JENNIFER IRISH2020-09-30
0012018-01-01JENNIFER IRISH2019-09-24
0012017-01-01
0012016-01-01
0012016-01-01JEFFREY HINES2017-10-13
0012015-01-01MARYANNE KRUER
0012014-01-01MARYANNE KRUER
0012013-01-01
0012012-01-01MARYANNE KRUER
0012010-01-01MARYANNE KRUER
0012009-01-01MARYANNE KRUER
0012008-01-01MARYANNE KRUER

Plan Statistics for GOODELL, DEVRIES, LEECH & DANN, LLP RETIREMENT PLAN

401k plan membership statisitcs for GOODELL, DEVRIES, LEECH & DANN, LLP RETIREMENT PLAN

Measure Date Value
2022: GOODELL, DEVRIES, LEECH & DANN, LLP RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01102
Total number of active participants reported on line 7a of the Form 55002022-01-0169
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-0123
Total of all active and inactive participants2022-01-0194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-0195
Number of participants with account balances2022-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: GOODELL, DEVRIES, LEECH & DANN, LLP RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0197
Total number of active participants reported on line 7a of the Form 55002021-01-0170
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0130
Total of all active and inactive participants2021-01-01101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01102
Number of participants with account balances2021-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: GOODELL, DEVRIES, LEECH & DANN, LLP RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01103
Total number of active participants reported on line 7a of the Form 55002020-01-0173
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-0121
Total of all active and inactive participants2020-01-0196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-0197
Number of participants with account balances2020-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: GOODELL, DEVRIES, LEECH & DANN, LLP RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01103
Total number of active participants reported on line 7a of the Form 55002019-01-0185
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-0115
Total of all active and inactive participants2019-01-01103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01103
Number of participants with account balances2019-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: GOODELL, DEVRIES, LEECH & DANN, LLP RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01104
Total number of active participants reported on line 7a of the Form 55002018-01-0188
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-0113
Total of all active and inactive participants2018-01-01103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01103
Number of participants with account balances2018-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: GOODELL, DEVRIES, LEECH & DANN, LLP RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01108
Total number of active participants reported on line 7a of the Form 55002017-01-0186
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0117
Total of all active and inactive participants2017-01-01104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01104
Number of participants with account balances2017-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: GOODELL, DEVRIES, LEECH & DANN, LLP RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01117
Total number of active participants reported on line 7a of the Form 55002016-01-0192
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0116
Total of all active and inactive participants2016-01-01108
Total participants2016-01-01108
Number of participants with account balances2016-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: GOODELL, DEVRIES, LEECH & DANN, LLP RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01114
Total number of active participants reported on line 7a of the Form 55002015-01-01100
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0117
Total of all active and inactive participants2015-01-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01117
Number of participants with account balances2015-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: GOODELL, DEVRIES, LEECH & DANN, LLP RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01110
Total number of active participants reported on line 7a of the Form 55002014-01-0199
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0115
Total of all active and inactive participants2014-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01114
Number of participants with account balances2014-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: GOODELL, DEVRIES, LEECH & DANN, LLP RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01104
Total number of active participants reported on line 7a of the Form 55002013-01-0187
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0123
Total of all active and inactive participants2013-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01110
Number of participants with account balances2013-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: GOODELL, DEVRIES, LEECH & DANN, LLP RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01104
Total number of active participants reported on line 7a of the Form 55002012-01-0189
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0115
Total of all active and inactive participants2012-01-01104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01104
Number of participants with account balances2012-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2010: GOODELL, DEVRIES, LEECH & DANN, LLP RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01129
Total number of active participants reported on line 7a of the Form 55002010-01-0186
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0122
Total of all active and inactive participants2010-01-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01109
Number of participants with account balances2010-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: GOODELL, DEVRIES, LEECH & DANN, LLP RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0194
Total number of active participants reported on line 7a of the Form 55002009-01-01111
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0118
Total of all active and inactive participants2009-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01129
Number of participants with account balances2009-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011
2008: GOODELL, DEVRIES, LEECH & DANN, LLP RETIREMENT PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-0195
Total number of active participants reported on line 7a of the Form 55002008-01-0176
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-0118
Total of all active and inactive participants2008-01-0194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-0194
Number of participants with account balances2008-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-011

Financial Data on GOODELL, DEVRIES, LEECH & DANN, LLP RETIREMENT PLAN

Measure Date Value
2022 : GOODELL, DEVRIES, LEECH & DANN, LLP RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-10,846,811
Total unrealized appreciation/depreciation of assets2022-12-31$-10,846,811
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$0
Total income from all sources (including contributions)2022-12-31$-8,983,208
Total loss/gain on sale of assets2022-12-31$576,692
Total of all expenses incurred2022-12-31$1,148,910
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$933,484
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$833,030
Value of total assets at end of year2022-12-31$33,753,189
Value of total assets at beginning of year2022-12-31$43,885,307
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$215,426
Total interest from all sources2022-12-31$171,111
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$172,404
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Administrative expenses (other) incurred2022-12-31$1,405
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-10,132,118
Value of net assets at end of year (total assets less liabilities)2022-12-31$33,753,189
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$43,885,307
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$214,021
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,058,705
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,248,395
Income. Interest from US Government securities2022-12-31$6,008
Income. Interest from corporate debt instruments2022-12-31$155,020
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,762,681
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$75,782
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$75,782
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$10,083
Asset value of US Government securities at end of year2022-12-31$1,609,215
Asset value of US Government securities at beginning of year2022-12-31$1,040,760
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$110,366
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$833,030
Employer contributions (assets) at end of year2022-12-31$833,030
Employer contributions (assets) at beginning of year2022-12-31$825,557
Income. Dividends from common stock2022-12-31$172,404
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$933,484
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$2,942,638
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$4,683,473
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$23,546,920
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$33,011,340
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$11,481,758
Aggregate carrying amount (costs) on sale of assets2022-12-31$10,905,066
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ELLIN & TUCKER
Accountancy firm EIN2022-12-31520959934
2021 : GOODELL, DEVRIES, LEECH & DANN, LLP RETIREMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$1,980,281
Total unrealized appreciation/depreciation of assets2021-12-31$1,980,281
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$5,353,508
Total loss/gain on sale of assets2021-12-31$2,176,538
Total of all expenses incurred2021-12-31$1,618,314
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,385,634
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$827,556
Value of total assets at end of year2021-12-31$43,885,307
Value of total assets at beginning of year2021-12-31$40,150,113
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$232,680
Total interest from all sources2021-12-31$139,077
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$130,806
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Administrative expenses (other) incurred2021-12-31$1,141
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,735,194
Value of net assets at end of year (total assets less liabilities)2021-12-31$43,885,307
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$40,150,113
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$231,539
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$4,248,395
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,602,401
Income. Interest from US Government securities2021-12-31$2,509
Income. Interest from corporate debt instruments2021-12-31$136,516
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$75,782
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$866,868
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$866,868
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$52
Asset value of US Government securities at end of year2021-12-31$1,040,760
Asset value of US Government securities at beginning of year2021-12-31$754,557
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$99,250
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$827,556
Employer contributions (assets) at end of year2021-12-31$825,557
Employer contributions (assets) at beginning of year2021-12-31$887,338
Income. Dividends from common stock2021-12-31$130,806
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,385,634
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$4,683,473
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$4,394,089
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$33,011,340
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$29,644,860
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$9,117,098
Aggregate carrying amount (costs) on sale of assets2021-12-31$6,940,560
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31ELLIN & TUCKER
Accountancy firm EIN2021-12-31520959934
2020 : GOODELL, DEVRIES, LEECH & DANN, LLP RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$5,210,547
Total unrealized appreciation/depreciation of assets2020-12-31$5,210,547
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$8,466,953
Total loss/gain on sale of assets2020-12-31$2,081,123
Total of all expenses incurred2020-12-31$2,013,665
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,813,277
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$887,338
Value of total assets at end of year2020-12-31$40,150,113
Value of total assets at beginning of year2020-12-31$33,696,825
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$200,388
Total interest from all sources2020-12-31$75,839
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$166,965
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$63,435
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Other income not declared elsewhere2020-12-31$45,141
Administrative expenses (other) incurred2020-12-31$1,432
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$6,453,288
Value of net assets at end of year (total assets less liabilities)2020-12-31$40,150,113
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$33,696,825
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$198,956
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,602,401
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,061,734
Income. Interest from US Government securities2020-12-31$1,413
Income. Interest from corporate debt instruments2020-12-31$70,804
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$866,868
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,161,909
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,161,909
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$3,622
Asset value of US Government securities at end of year2020-12-31$754,557
Asset value of US Government securities at beginning of year2020-12-31$1,126,941
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$887,338
Employer contributions (assets) at end of year2020-12-31$887,338
Employer contributions (assets) at beginning of year2020-12-31$864,528
Income. Dividends from common stock2020-12-31$103,530
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,813,277
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$4,394,089
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$3,185,634
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$29,644,860
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$24,296,079
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$15,339,706
Aggregate carrying amount (costs) on sale of assets2020-12-31$13,258,583
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ELLIN & TUCKER
Accountancy firm EIN2020-12-31520959934
2019 : GOODELL, DEVRIES, LEECH & DANN, LLP RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$6,188,135
Total unrealized appreciation/depreciation of assets2019-12-31$6,188,135
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$8,898,671
Total loss/gain on sale of assets2019-12-31$1,463,796
Total of all expenses incurred2019-12-31$507,858
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$331,062
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$864,528
Value of total assets at end of year2019-12-31$33,696,825
Value of total assets at beginning of year2019-12-31$25,306,012
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$176,796
Total interest from all sources2019-12-31$129,137
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$221,202
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$88,721
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Other income not declared elsewhere2019-12-31$31,873
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$8,390,813
Value of net assets at end of year (total assets less liabilities)2019-12-31$33,696,825
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$25,306,012
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$176,796
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,061,734
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,519,208
Income. Interest from US Government securities2019-12-31$6,263
Income. Interest from corporate debt instruments2019-12-31$99,098
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,161,909
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,417,493
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,417,493
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$23,776
Asset value of US Government securities at end of year2019-12-31$1,126,941
Asset value of US Government securities at beginning of year2019-12-31$838,601
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$864,528
Employer contributions (assets) at end of year2019-12-31$864,528
Employer contributions (assets) at beginning of year2019-12-31$858,608
Income. Dividends from common stock2019-12-31$132,481
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$331,062
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$3,185,634
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$2,467,746
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$24,296,079
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$17,204,356
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$12,645,723
Aggregate carrying amount (costs) on sale of assets2019-12-31$11,181,927
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ELLIN & TUCKER
Accountancy firm EIN2019-12-31520959934
2018 : GOODELL, DEVRIES, LEECH & DANN, LLP RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-920,385
Total unrealized appreciation/depreciation of assets2018-12-31$-920,385
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$907,565
Total loss/gain on sale of assets2018-12-31$672,367
Total of all expenses incurred2018-12-31$270,862
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$110,221
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$858,608
Value of total assets at end of year2018-12-31$25,306,012
Value of total assets at beginning of year2018-12-31$24,669,309
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$160,641
Total interest from all sources2018-12-31$126,997
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$169,978
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$72,074
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$636,703
Value of net assets at end of year (total assets less liabilities)2018-12-31$25,306,012
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$24,669,309
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$160,641
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,519,208
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,707,245
Income. Interest from US Government securities2018-12-31$5,012
Income. Interest from corporate debt instruments2018-12-31$100,722
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,417,493
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,477,472
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,477,472
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$21,263
Asset value of US Government securities at end of year2018-12-31$838,601
Asset value of US Government securities at beginning of year2018-12-31$309,664
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$858,608
Employer contributions (assets) at end of year2018-12-31$858,608
Employer contributions (assets) at beginning of year2018-12-31$859,327
Income. Dividends from common stock2018-12-31$97,904
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$110,221
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$2,467,746
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$2,540,517
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$17,204,356
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$16,775,084
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$8,735,508
Aggregate carrying amount (costs) on sale of assets2018-12-31$8,063,141
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ELLIN & TUCKER
Accountancy firm EIN2018-12-31520959934
2017 : GOODELL, DEVRIES, LEECH & DANN, LLP RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$2,578,773
Total unrealized appreciation/depreciation of assets2017-12-31$2,578,773
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$6,299,264
Total loss/gain on sale of assets2017-12-31$2,580,220
Total of all expenses incurred2017-12-31$4,521,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,373,729
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$859,327
Value of total assets at end of year2017-12-31$24,669,309
Value of total assets at beginning of year2017-12-31$22,891,470
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$147,696
Total interest from all sources2017-12-31$104,260
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$176,684
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$66,435
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,777,839
Value of net assets at end of year (total assets less liabilities)2017-12-31$24,669,309
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$22,891,470
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$147,696
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,707,245
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,134,217
Income. Interest from US Government securities2017-12-31$1,258
Income. Interest from corporate debt instruments2017-12-31$91,079
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,477,472
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,629,096
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,629,096
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$11,923
Asset value of US Government securities at end of year2017-12-31$309,664
Asset value of US Government securities at beginning of year2017-12-31$301,104
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$859,327
Employer contributions (assets) at end of year2017-12-31$859,327
Employer contributions (assets) at beginning of year2017-12-31$465,233
Income. Dividends from common stock2017-12-31$110,249
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,373,729
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$2,540,517
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$2,319,957
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$16,775,084
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$16,041,863
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$14,465,307
Aggregate carrying amount (costs) on sale of assets2017-12-31$11,885,087
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ELLIN & TUCKER
Accountancy firm EIN2017-12-31520959934
2016 : GOODELL, DEVRIES, LEECH & DANN, LLP RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$147,969
Total unrealized appreciation/depreciation of assets2016-12-31$147,969
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$1,032,182
Total loss/gain on sale of assets2016-12-31$151,850
Total of all expenses incurred2016-12-31$583,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$437,162
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$465,233
Value of total assets at end of year2016-12-31$22,891,470
Value of total assets at beginning of year2016-12-31$22,443,092
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$146,642
Total interest from all sources2016-12-31$104,432
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$107,637
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$448,378
Value of net assets at end of year (total assets less liabilities)2016-12-31$22,891,470
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$22,443,092
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$146,642
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,134,217
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,864,306
Income. Interest from US Government securities2016-12-31$3,720
Income. Interest from corporate debt instruments2016-12-31$86,619
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,629,096
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$949,559
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$949,559
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$14,093
Asset value of US Government securities at end of year2016-12-31$301,104
Asset value of US Government securities at beginning of year2016-12-31$293,615
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$55,061
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$465,233
Employer contributions (assets) at end of year2016-12-31$465,233
Employer contributions (assets) at beginning of year2016-12-31$873,549
Income. Dividends from common stock2016-12-31$107,637
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$437,162
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$2,319,957
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$2,113,499
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$16,041,863
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$16,348,564
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$7,152,721
Aggregate carrying amount (costs) on sale of assets2016-12-31$7,000,871
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ELLIN & TUCKER
Accountancy firm EIN2016-12-31520959934
2015 : GOODELL, DEVRIES, LEECH & DANN, LLP RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-1,222,569
Total unrealized appreciation/depreciation of assets2015-12-31$-1,222,569
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$1,298,408
Total loss/gain on sale of assets2015-12-31$1,359,195
Total of all expenses incurred2015-12-31$2,551,956
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,402,291
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$873,549
Value of total assets at end of year2015-12-31$22,443,092
Value of total assets at beginning of year2015-12-31$23,696,640
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$149,665
Total interest from all sources2015-12-31$123,972
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$111,334
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,253,548
Value of net assets at end of year (total assets less liabilities)2015-12-31$22,443,092
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$23,696,640
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$149,665
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,864,306
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,158,990
Income. Interest from corporate debt instruments2015-12-31$114,013
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$949,559
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,421,170
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,421,170
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$9,959
Asset value of US Government securities at end of year2015-12-31$293,615
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$52,927
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$873,549
Employer contributions (assets) at end of year2015-12-31$873,549
Employer contributions (assets) at beginning of year2015-12-31$1,033,890
Income. Dividends from common stock2015-12-31$111,334
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,402,291
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$2,113,499
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$2,648,764
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$16,348,564
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$16,433,826
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$9,904,471
Aggregate carrying amount (costs) on sale of assets2015-12-31$8,545,276
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31ELLIN & TUCKER
Accountancy firm EIN2015-12-31520959934
2014 : GOODELL, DEVRIES, LEECH & DANN, LLP RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-950,383
Total unrealized appreciation/depreciation of assets2014-12-31$-950,383
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$1,271,978
Total loss/gain on sale of assets2014-12-31$882,836
Total of all expenses incurred2014-12-31$1,974,677
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,823,828
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,033,890
Value of total assets at end of year2014-12-31$23,696,640
Value of total assets at beginning of year2014-12-31$24,399,339
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$150,849
Total interest from all sources2014-12-31$143,132
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$101,807
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Administrative expenses (other) incurred2014-12-31$-1,428
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-702,699
Value of net assets at end of year (total assets less liabilities)2014-12-31$23,696,640
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$24,399,339
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$152,277
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,158,990
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,922,829
Income. Interest from corporate debt instruments2014-12-31$139,134
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,421,170
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,123,981
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,123,981
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$3,998
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$60,696
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,033,890
Employer contributions (assets) at end of year2014-12-31$1,033,890
Employer contributions (assets) at beginning of year2014-12-31$930,798
Income. Dividends from common stock2014-12-31$101,807
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,823,828
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$2,648,764
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$2,959,672
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$16,433,826
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$17,462,059
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$7,448,675
Aggregate carrying amount (costs) on sale of assets2014-12-31$6,565,839
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ELLIN & TUCKER
Accountancy firm EIN2014-12-31520959934
2013 : GOODELL, DEVRIES, LEECH & DANN, LLP RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$4,484,370
Total unrealized appreciation/depreciation of assets2013-12-31$4,484,370
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$6,548,121
Total loss/gain on sale of assets2013-12-31$870,143
Total of all expenses incurred2013-12-31$259,525
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$127,353
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$930,798
Value of total assets at end of year2013-12-31$24,399,339
Value of total assets at beginning of year2013-12-31$18,110,743
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$132,172
Total interest from all sources2013-12-31$119,122
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$92,381
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$6,288,596
Value of net assets at end of year (total assets less liabilities)2013-12-31$24,399,339
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$18,110,743
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$132,172
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,922,829
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,830,389
Income. Interest from corporate debt instruments2013-12-31$117,373
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,123,981
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$305,030
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$305,030
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1,749
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$51,307
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$930,798
Employer contributions (assets) at end of year2013-12-31$930,798
Employer contributions (assets) at beginning of year2013-12-31$845,000
Income. Dividends from common stock2013-12-31$92,381
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$127,353
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$2,959,672
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$2,442,515
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$17,462,059
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$12,687,809
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$7,600,052
Aggregate carrying amount (costs) on sale of assets2013-12-31$6,729,909
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ELLIN & TUCKER
Accountancy firm EIN2013-12-31520959934
2012 : GOODELL, DEVRIES, LEECH & DANN, LLP RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$2,213,211
Total unrealized appreciation/depreciation of assets2012-12-31$2,213,211
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$3,334,814
Total loss/gain on sale of assets2012-12-31$-13,816
Total of all expenses incurred2012-12-31$1,684,242
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,568,664
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$845,000
Value of total assets at end of year2012-12-31$18,110,743
Value of total assets at beginning of year2012-12-31$16,460,171
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$115,578
Total interest from all sources2012-12-31$136,374
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$102,786
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,650,572
Value of net assets at end of year (total assets less liabilities)2012-12-31$18,110,743
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$16,460,171
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$115,578
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,830,389
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,599,153
Income. Interest from corporate debt instruments2012-12-31$133,630
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$305,030
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$339,643
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$339,643
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$2,744
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$51,259
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$845,000
Employer contributions (assets) at end of year2012-12-31$845,000
Employer contributions (assets) at beginning of year2012-12-31$750,000
Income. Dividends from common stock2012-12-31$102,786
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,568,664
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$2,442,515
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$2,586,382
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$12,687,809
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$11,184,993
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$5,462,174
Aggregate carrying amount (costs) on sale of assets2012-12-31$5,475,990
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ELLIN & TUCKER
Accountancy firm EIN2012-12-31520959934
2011 : GOODELL, DEVRIES, LEECH & DANN, LLP RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$99,911
Total unrealized appreciation/depreciation of assets2011-12-31$99,911
Total transfer of assets from this plan2011-12-31$4,999,143
Total income from all sources (including contributions)2011-12-31$1,370,966
Total loss/gain on sale of assets2011-12-31$-90,434
Total of all expenses incurred2011-12-31$1,248,049
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,129,371
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$869,527
Value of total assets at end of year2011-12-31$16,460,171
Value of total assets at beginning of year2011-12-31$21,336,397
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$118,678
Total interest from all sources2011-12-31$131,850
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$77,327
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$50,072
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$73,637
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$69,455
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$122,917
Value of net assets at end of year (total assets less liabilities)2011-12-31$16,460,171
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$21,336,397
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$118,678
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,599,153
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,904,401
Value of interest in pooled separate accounts at end of year2011-12-31$0
Value of interest in pooled separate accounts at beginning of year2011-12-31$4,611,398
Interest on participant loans2011-12-31$402
Income. Interest from US Government securities2011-12-31$1,531
Income. Interest from corporate debt instruments2011-12-31$127,995
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$339,643
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,097,699
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,097,699
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,922
Asset value of US Government securities at beginning of year2011-12-31$96,157
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$88,536
Net investment gain/loss from pooled separate accounts2011-12-31$194,249
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$750,000
Employer contributions (assets) at end of year2011-12-31$750,000
Employer contributions (assets) at beginning of year2011-12-31$700,000
Income. Dividends from common stock2011-12-31$77,327
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,129,371
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$2,586,382
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$2,183,869
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$11,184,993
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$10,669,236
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$11,485,800
Aggregate carrying amount (costs) on sale of assets2011-12-31$11,576,234
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ELLIN & TUCKER
Accountancy firm EIN2011-12-31520959934
2010 : GOODELL, DEVRIES, LEECH & DANN, LLP RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$2,278,010
Total unrealized appreciation/depreciation of assets2010-12-31$2,278,010
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$4,401,051
Total loss/gain on sale of assets2010-12-31$123,858
Total of all expenses incurred2010-12-31$225,836
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$116,268
Value of total corrective distributions2010-12-31$3,049
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,163,722
Value of total assets at end of year2010-12-31$21,336,397
Value of total assets at beginning of year2010-12-31$17,161,182
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$106,519
Total interest from all sources2010-12-31$123,109
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$77,895
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$463,722
Participant contributions at end of year2010-12-31$73,637
Participant contributions at beginning of year2010-12-31$78,253
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$4,175,215
Value of net assets at end of year (total assets less liabilities)2010-12-31$21,336,397
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$17,161,182
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$106,519
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,904,401
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,701,667
Value of interest in pooled separate accounts at end of year2010-12-31$4,611,398
Value of interest in pooled separate accounts at beginning of year2010-12-31$3,633,634
Interest on participant loans2010-12-31$4,045
Income. Interest from US Government securities2010-12-31$3,125
Income. Interest from corporate debt instruments2010-12-31$114,271
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,097,699
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$765,684
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$765,684
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1,668
Asset value of US Government securities at end of year2010-12-31$96,157
Asset value of US Government securities at beginning of year2010-12-31$291,812
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$39,532
Net investment gain/loss from pooled separate accounts2010-12-31$594,925
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$700,000
Employer contributions (assets) at end of year2010-12-31$700,000
Employer contributions (assets) at beginning of year2010-12-31$750,000
Income. Dividends from common stock2010-12-31$77,895
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$116,268
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$2,183,869
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$1,871,540
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$10,669,236
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$8,068,592
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$6,171,720
Aggregate carrying amount (costs) on sale of assets2010-12-31$6,047,862
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ELLIN & TUCKER
Accountancy firm EIN2010-12-31520959934

Form 5500 Responses for GOODELL, DEVRIES, LEECH & DANN, LLP RETIREMENT PLAN

2022: GOODELL, DEVRIES, LEECH & DANN, LLP RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: GOODELL, DEVRIES, LEECH & DANN, LLP RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: GOODELL, DEVRIES, LEECH & DANN, LLP RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: GOODELL, DEVRIES, LEECH & DANN, LLP RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: GOODELL, DEVRIES, LEECH & DANN, LLP RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: GOODELL, DEVRIES, LEECH & DANN, LLP RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: GOODELL, DEVRIES, LEECH & DANN, LLP RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: GOODELL, DEVRIES, LEECH & DANN, LLP RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: GOODELL, DEVRIES, LEECH & DANN, LLP RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: GOODELL, DEVRIES, LEECH & DANN, LLP RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: GOODELL, DEVRIES, LEECH & DANN, LLP RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2010: GOODELL, DEVRIES, LEECH & DANN, LLP RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: GOODELL, DEVRIES, LEECH & DANN, LLP RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2008: GOODELL, DEVRIES, LEECH & DANN, LLP RETIREMENT PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement - TrustYes

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