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CAPITOL CONCIERGE 401K PLAN 401k Plan overview

Plan NameCAPITOL CONCIERGE 401K PLAN
Plan identification number 001

CAPITOL CONCIERGE 401K PLAN Benefits

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

401k Sponsoring company profile

CAPITOL CONCIERGE, INC has sponsored the creation of one or more 401k plans.

Company Name:CAPITOL CONCIERGE, INC
Employer identification number (EIN):521677387
NAIC Classification:812990
NAIC Description:All Other Personal Services

Additional information about CAPITOL CONCIERGE, INC

Jurisdiction of Incorporation: Maryland Secretary of State
Incorporation Date:
Company Identification Number: F03508058

More information about CAPITOL CONCIERGE, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAPITOL CONCIERGE 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01KERREY LYNCH
0012016-01-01CHERYL LEE CHERYL LEE2017-10-16
0012015-01-01CHERYL LEE CHERYL LEE2016-10-14
0012015-01-01CHERYL LEE CHERYL LEE2017-03-02
0012014-01-01CHERYL LEE
0012013-01-01PAULA WATERS
0012012-01-01PAULA WATERS
0012011-01-01ROBERT E. LOCKARD II
0012010-01-01FAROOQ A.SIDDIQUI
0012009-01-01FAROOQ AHMED SIDDIQUI

Plan Statistics for CAPITOL CONCIERGE 401K PLAN

401k plan membership statisitcs for CAPITOL CONCIERGE 401K PLAN

Measure Date Value
2022: CAPITOL CONCIERGE 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01325
Total number of active participants reported on line 7a of the Form 55002022-01-01318
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0121
Total of all active and inactive participants2022-01-01339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01339
Number of participants with account balances2022-01-01225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CAPITOL CONCIERGE 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01344
Total number of active participants reported on line 7a of the Form 55002021-01-01370
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0126
Total of all active and inactive participants2021-01-01396
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01396
Number of participants with account balances2021-01-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CAPITOL CONCIERGE 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01380
Total number of active participants reported on line 7a of the Form 55002020-01-01307
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0143
Total of all active and inactive participants2020-01-01350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01350
Number of participants with account balances2020-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CAPITOL CONCIERGE 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01348
Total number of active participants reported on line 7a of the Form 55002019-01-01445
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0123
Total of all active and inactive participants2019-01-01468
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01468
Number of participants with account balances2019-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CAPITOL CONCIERGE 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01344
Total number of active participants reported on line 7a of the Form 55002018-01-01315
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0119
Total of all active and inactive participants2018-01-01334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01334
Number of participants with account balances2018-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CAPITOL CONCIERGE 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01370
Total number of active participants reported on line 7a of the Form 55002017-01-01368
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0115
Total of all active and inactive participants2017-01-01383
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01383
Number of participants with account balances2017-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CAPITOL CONCIERGE 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01303
Total number of active participants reported on line 7a of the Form 55002016-01-01343
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0112
Total of all active and inactive participants2016-01-01355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01355
Number of participants with account balances2016-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CAPITOL CONCIERGE 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01304
Total number of active participants reported on line 7a of the Form 55002015-01-01276
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0115
Total of all active and inactive participants2015-01-01291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01291
Number of participants with account balances2015-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CAPITOL CONCIERGE 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01298
Total number of active participants reported on line 7a of the Form 55002014-01-01280
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 participants2014-01-01295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01295
Number of participants with account balances2014-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CAPITOL CONCIERGE 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01444
Total number of active participants reported on line 7a of the Form 55002013-01-01278
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0115
Total of all active and inactive participants2013-01-01293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01293
Number of participants with account balances2013-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CAPITOL CONCIERGE 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01465
Total number of active participants reported on line 7a of the Form 55002012-01-01432
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0112
Total of all active and inactive participants2012-01-01444
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01444
Number of participants with account balances2012-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CAPITOL CONCIERGE 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01319
Total number of active participants reported on line 7a of the Form 55002011-01-01454
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0111
Total of all active and inactive participants2011-01-01465
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01465
Number of participants with account balances2011-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: CAPITOL CONCIERGE 401K PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01257
Total number of active participants reported on line 7a of the Form 55002010-01-01310
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-019
Total of all active and inactive participants2010-01-01319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01319
Number of participants with account balances2010-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: CAPITOL CONCIERGE 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01355
Total number of active participants reported on line 7a of the Form 55002009-01-01255
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01257
Number of participants with account balances2009-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CAPITOL CONCIERGE 401K PLAN

Measure Date Value
2022 : CAPITOL CONCIERGE 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$17,876
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$46,820
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$86,351
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$55,552
Expenses. Certain deemed distributions of participant loans2022-12-31$1,476
Value of total corrective distributions2022-12-31$22,454
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$227,577
Value of total assets at end of year2022-12-31$887,469
Value of total assets at beginning of year2022-12-31$909,124
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$6,869
Total interest from all sources2022-12-31$452
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$987
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$987
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$91,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$210,506
Participant contributions at end of year2022-12-31$6,591
Participant contributions at beginning of year2022-12-31$9,307
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$17,071
Administrative expenses (other) incurred2022-12-31$6,869
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-39,531
Value of net assets at end of year (total assets less liabilities)2022-12-31$869,593
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$909,124
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$45,503
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$81,011
Interest on participant loans2022-12-31$452
Value of interest in common/collective trusts at end of year2022-12-31$835,375
Value of interest in common/collective trusts at beginning of year2022-12-31$818,806
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-16,213
Net investment gain or loss from common/collective trusts2022-12-31$-165,983
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$55,552
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
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$17,876
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31GELMAN RODENBURG & FREEDMAN PC
Accountancy firm EIN2022-12-31521392008
2021 : CAPITOL CONCIERGE 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
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$315,932
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$208,772
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$175,750
Expenses. Certain deemed distributions of participant loans2021-12-31$547
Value of total corrective distributions2021-12-31$26,286
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$205,315
Value of total assets at end of year2021-12-31$909,124
Value of total assets at beginning of year2021-12-31$801,964
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$6,189
Total interest from all sources2021-12-31$459
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,759
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$3,759
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$81,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$205,315
Participant contributions at end of year2021-12-31$9,307
Participant contributions at beginning of year2021-12-31$11,472
Administrative expenses (other) incurred2021-12-31$6,189
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$107,160
Value of net assets at end of year (total assets less liabilities)2021-12-31$909,124
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$801,964
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$81,011
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$783,547
Interest on participant loans2021-12-31$459
Value of interest in common/collective trusts at end of year2021-12-31$818,806
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$6,945
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$6,945
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$53,988
Net investment gain or loss from common/collective trusts2021-12-31$52,411
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$175,750
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31GELMAN RODENBURG & FREEDMAN PC
Accountancy firm EIN2021-12-31521392008
2020 : CAPITOL CONCIERGE 401K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
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$288,752
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$66,006
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$52,387
Expenses. Certain deemed distributions of participant loans2020-12-31$70
Value of total corrective distributions2020-12-31$11,895
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$178,300
Value of total assets at end of year2020-12-31$801,964
Value of total assets at beginning of year2020-12-31$579,218
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,654
Total interest from all sources2020-12-31$767
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$43,261
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$43,261
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$58,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$178,300
Participant contributions at end of year2020-12-31$11,472
Participant contributions at beginning of year2020-12-31$13,062
Administrative expenses (other) incurred2020-12-31$1,654
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$222,746
Value of net assets at end of year (total assets less liabilities)2020-12-31$801,964
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$579,218
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$783,547
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$553,446
Interest on participant loans2020-12-31$723
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$6,945
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$12,710
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$12,710
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$44
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$66,424
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$52,387
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
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31GELMAN, RODENBURG & FREEDMAN, PC
Accountancy firm EIN2020-12-31521392008
2019 : CAPITOL CONCIERGE 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$247,469
Total income from all sources (including contributions)2019-12-31$247,469
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$48,599
Total of all expenses incurred2019-12-31$48,599
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$31,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$31,334
Expenses. Certain deemed distributions of participant loans2019-12-31$66
Expenses. Certain deemed distributions of participant loans2019-12-31$66
Value of total corrective distributions2019-12-31$15,865
Value of total corrective distributions2019-12-31$15,865
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$151,047
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$151,047
Value of total assets at end of year2019-12-31$579,218
Value of total assets at end of year2019-12-31$579,218
Value of total assets at beginning of year2019-12-31$380,348
Value of total assets at beginning of year2019-12-31$380,348
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,334
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,334
Total interest from all sources2019-12-31$734
Total interest from all sources2019-12-31$734
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$44,056
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$44,056
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$44,056
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$44,056
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$39,000
Value of fidelity bond cover2019-12-31$39,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$132,690
Contributions received from participants2019-12-31$132,690
Participant contributions at end of year2019-12-31$13,062
Participant contributions at end of year2019-12-31$13,062
Participant contributions at beginning of year2019-12-31$4,958
Participant contributions at beginning of year2019-12-31$4,958
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$18,357
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$18,357
Administrative expenses (other) incurred2019-12-31$1,334
Administrative expenses (other) incurred2019-12-31$1,334
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$198,870
Value of net income/loss2019-12-31$198,870
Value of net assets at end of year (total assets less liabilities)2019-12-31$579,218
Value of net assets at end of year (total assets less liabilities)2019-12-31$579,218
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$380,348
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$380,348
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$553,446
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$553,446
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$362,773
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$362,773
Interest on participant loans2019-12-31$528
Interest on participant loans2019-12-31$528
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$12,710
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$12,710
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$12,617
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$12,617
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$12,617
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$12,617
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$206
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$206
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$51,632
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$51,632
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$31,334
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$31,334
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31GELMAN, RODENBURG & FREEDMAN, PC
Accountancy firm name2019-12-31GELMAN, RODENBURG & FREEDMAN, PC
Accountancy firm EIN2019-12-31521392008
Accountancy firm EIN2019-12-31521392008
2018 : CAPITOL CONCIERGE 401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$70,799
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$43,761
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$22,277
Expenses. Certain deemed distributions of participant loans2018-12-31$63
Value of total corrective distributions2018-12-31$20,712
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$103,797
Value of total assets at end of year2018-12-31$380,348
Value of total assets at beginning of year2018-12-31$353,310
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$709
Total interest from all sources2018-12-31$443
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$30,786
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$30,786
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$36,000
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
Contributions received from participants2018-12-31$103,797
Participant contributions at end of year2018-12-31$4,958
Participant contributions at beginning of year2018-12-31$4,466
Administrative expenses (other) incurred2018-12-31$709
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$27,038
Value of net assets at end of year (total assets less liabilities)2018-12-31$380,348
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$353,310
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$362,773
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$330,192
Interest on participant loans2018-12-31$249
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$12,617
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$18,652
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$18,652
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$194
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-64,227
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$22,277
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
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 name2018-12-31GELMAN, RODENBURG & FREEDMAN, PC
Accountancy firm EIN2018-12-31521392008
2017 : CAPITOL CONCIERGE 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$0
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$141,549
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$62,652
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$45,514
Expenses. Certain deemed distributions of participant loans2017-12-31$71
Value of total corrective distributions2017-12-31$16,417
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$94,451
Value of total assets at end of year2017-12-31$353,310
Value of total assets at beginning of year2017-12-31$274,413
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$650
Total interest from all sources2017-12-31$317
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$16,749
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$16,749
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$28,000
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
Contributions received from participants2017-12-31$93,464
Participant contributions at end of year2017-12-31$4,466
Participant contributions at beginning of year2017-12-31$5,627
Administrative expenses (other) incurred2017-12-31$650
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$78,897
Value of net assets at end of year (total assets less liabilities)2017-12-31$353,310
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$274,413
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$330,192
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$255,449
Interest on participant loans2017-12-31$284
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$18,652
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$13,337
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$13,337
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$33
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$30,032
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$987
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$45,514
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
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 name2017-12-31GELMAN, RODENBURG & FREEDMAN, PC
Accountancy firm EIN2017-12-31521392008
2016 : CAPITOL CONCIERGE 401K PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$0
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$86,229
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$29,744
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$18,866
Expenses. Certain deemed distributions of participant loans2016-12-31$72
Value of total corrective distributions2016-12-31$9,831
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$71,267
Value of total assets at end of year2016-12-31$274,413
Value of total assets at beginning of year2016-12-31$217,928
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$975
Total interest from all sources2016-12-31$361
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$5,915
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$5,915
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$22,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$71,267
Participant contributions at end of year2016-12-31$5,627
Participant contributions at beginning of year2016-12-31$3,720
Administrative expenses (other) incurred2016-12-31$975
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$56,485
Value of net assets at end of year (total assets less liabilities)2016-12-31$274,413
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$217,928
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$255,449
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$205,981
Interest on participant loans2016-12-31$361
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$13,337
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$8,227
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$8,227
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$8,686
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$18,866
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
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 name2016-12-31GELMAN, RODENBURG & FREEDMAN, PC
Accountancy firm EIN2016-12-31521392008
2015 : CAPITOL CONCIERGE 401K PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
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$56,394
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$31,635
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$23,727
Expenses. Certain deemed distributions of participant loans2015-12-31$81
Value of total corrective distributions2015-12-31$7,327
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$60,198
Value of total assets at end of year2015-12-31$217,928
Value of total assets at beginning of year2015-12-31$193,169
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$500
Total interest from all sources2015-12-31$143
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$9,264
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$9,264
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$20,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$60,198
Participant contributions at end of year2015-12-31$3,720
Participant contributions at beginning of year2015-12-31$1,600
Administrative expenses (other) incurred2015-12-31$500
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$24,759
Value of net assets at end of year (total assets less liabilities)2015-12-31$217,928
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$193,169
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$205,981
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$184,174
Interest on participant loans2015-12-31$143
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$8,227
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$7,395
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$7,395
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-13,211
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$23,727
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
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 name2015-12-31GELMAN, RODENBURG & FREEDMAN, PC
Accountancy firm EIN2015-12-31521392008
2014 : CAPITOL CONCIERGE 401K PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets from this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$70,516
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$20,013
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$10,222
Expenses. Certain deemed distributions of participant loans2014-12-31$88
Value of total corrective distributions2014-12-31$9,148
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$63,758
Value of total assets at end of year2014-12-31$193,169
Value of total assets at beginning of year2014-12-31$142,666
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$555
Total interest from all sources2014-12-31$150
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$10,036
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$10,036
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$15,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$63,758
Participant contributions at end of year2014-12-31$1,600
Participant contributions at beginning of year2014-12-31$1,500
Administrative expenses (other) incurred2014-12-31$555
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$50,503
Value of net assets at end of year (total assets less liabilities)2014-12-31$193,169
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$142,666
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$184,174
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$141,166
Interest on participant loans2014-12-31$150
Value of interest in common/collective trusts at end of year2014-12-31$7,395
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-3,428
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$10,222
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31GELMAN, RODENBURG & FREEDMAN, PC
Accountancy firm EIN2014-12-31521392008
2013 : CAPITOL CONCIERGE 401K PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
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$55,229
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$18,954
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$16,265
Expenses. Certain deemed distributions of participant loans2013-12-31$1,676
Value of total corrective distributions2013-12-31$613
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$45,055
Value of total assets at end of year2013-12-31$142,666
Value of total assets at beginning of year2013-12-31$106,391
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$400
Total interest from all sources2013-12-31$126
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$6,080
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$6,080
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$11,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$44,494
Participant contributions at end of year2013-12-31$1,500
Participant contributions at beginning of year2013-12-31$3,549
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$561
Administrative expenses (other) incurred2013-12-31$400
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$36,275
Value of net assets at end of year (total assets less liabilities)2013-12-31$142,666
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$106,391
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$141,166
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$102,842
Interest on participant loans2013-12-31$126
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,968
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$16,265
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31GELMAN, RODENBURG & FREEDMAN, PC
Accountancy firm EIN2013-12-31521392008
2012 : CAPITOL CONCIERGE 401K PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$40,650
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$50,638
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$49,963
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$29,694
Value of total assets at end of year2012-12-31$106,391
Value of total assets at beginning of year2012-12-31$116,379
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$675
Total interest from all sources2012-12-31$526
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$3,469
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$3,469
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$12,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$29,694
Participant contributions at end of year2012-12-31$3,549
Participant contributions at beginning of year2012-12-31$14,987
Administrative expenses (other) incurred2012-12-31$675
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-9,988
Value of net assets at end of year (total assets less liabilities)2012-12-31$106,391
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$116,379
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$102,842
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$101,392
Interest on participant loans2012-12-31$526
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$6,961
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$49,963
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31GELMAN, RODENBURG & FREEDMAN, PC
Accountancy firm EIN2012-12-31521392008
2011 : CAPITOL CONCIERGE 401K PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$30,886
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,412
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$350
Value of total corrective distributions2011-12-31$1,437
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$26,208
Value of total assets at end of year2011-12-31$116,379
Value of total assets at beginning of year2011-12-31$87,905
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$625
Total interest from all sources2011-12-31$316
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$2,373
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$2,373
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$9,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$26,208
Participant contributions at end of year2011-12-31$14,987
Participant contributions at beginning of year2011-12-31$9,915
Administrative expenses (other) incurred2011-12-31$625
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$28,474
Value of net assets at end of year (total assets less liabilities)2011-12-31$116,379
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$87,905
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$101,392
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$77,990
Interest on participant loans2011-12-31$316
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$1,989
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$350
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31GELMAN, RODENBURG & FREEDMAN, PC
Accountancy firm EIN2011-12-31521392008
2010 : CAPITOL CONCIERGE 401K PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$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$50,898
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$7,744
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,991
Value of total corrective distributions2010-12-31$3,353
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$44,158
Value of total assets at end of year2010-12-31$87,905
Value of total assets at beginning of year2010-12-31$44,751
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$400
Total interest from all sources2010-12-31$32
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$2,614
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$2,614
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$26,985
Participant contributions at end of year2010-12-31$9,915
Participant contributions at beginning of year2010-12-31$1,050
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$17,173
Administrative expenses (other) incurred2010-12-31$400
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$43,154
Value of net assets at end of year (total assets less liabilities)2010-12-31$87,905
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$44,751
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$77,990
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$43,701
Interest on participant loans2010-12-31$32
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$4,094
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,991
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31GELMAN, RODENBURG & FREEDMAN, PC
Accountancy firm EIN2010-12-31521392008
2009 : CAPITOL CONCIERGE 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CAPITOL CONCIERGE 401K PLAN

2022: CAPITOL CONCIERGE 401K 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: CAPITOL CONCIERGE 401K 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: CAPITOL CONCIERGE 401K 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: CAPITOL CONCIERGE 401K 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: CAPITOL CONCIERGE 401K 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: CAPITOL CONCIERGE 401K 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: CAPITOL CONCIERGE 401K 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: CAPITOL CONCIERGE 401K 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: CAPITOL CONCIERGE 401K 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: CAPITOL CONCIERGE 401K 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: CAPITOL CONCIERGE 401K 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
2011: CAPITOL CONCIERGE 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CAPITOL CONCIERGE 401K 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 – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CAPITOL CONCIERGE 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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