CHESAPEAKE BAY FOUNDATION, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CHESAPEAKE BAY FOUNDATION 403(B) PLAN
Measure | Date | Value |
---|
2022 : CHESAPEAKE BAY FOUNDATION 403(B) PLAN 2022 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-4,263,868 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $1,789,211 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,709,399 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $31,072 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,663,177 |
Value of total assets at end of year | 2022-12-31 | $31,812,056 |
Value of total assets at beginning of year | 2022-12-31 | $37,865,135 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $48,740 |
Total interest from all sources | 2022-12-31 | $2,698 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $450,355 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $450,355 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $1,077,540 |
Participant contributions at end of year | 2022-12-31 | $48,782 |
Participant contributions at beginning of year | 2022-12-31 | $67,415 |
Participant contributions at end of year | 2022-12-31 | $40,892 |
Participant contributions at beginning of year | 2022-12-31 | $40,910 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $86,050 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-6,053,079 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $31,812,056 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $37,865,135 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $48,740 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $29,558,664 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $35,585,057 |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $518,684 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $491,621 |
Interest on participant loans | 2022-12-31 | $2,698 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $1,625,184 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $1,662,093 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $60,645 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-6,420,517 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $40,419 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $499,587 |
Employer contributions (assets) at end of year | 2022-12-31 | $19,850 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $18,039 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,648,754 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | Yes |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | GELMAN, ROSENBERG & FREEDMAN |
Accountancy firm EIN | 2022-12-31 | 521392008 |
2021 : CHESAPEAKE BAY FOUNDATION 403(B) PLAN 2021 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $6,045 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $6,045 |
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 | $6,420,958 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $1,787,290 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,729,549 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,826,407 |
Value of total assets at end of year | 2021-12-31 | $37,865,135 |
Value of total assets at beginning of year | 2021-12-31 | $33,231,467 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $57,741 |
Total interest from all sources | 2021-12-31 | $58,447 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $1,120,793 |
Participant contributions at end of year | 2021-12-31 | $67,415 |
Participant contributions at beginning of year | 2021-12-31 | $42,214 |
Participant contributions at end of year | 2021-12-31 | $40,910 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $202,998 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $4,633,668 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $37,865,135 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $33,231,467 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $35,585,057 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $31,038,850 |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $491,621 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $473,330 |
Interest on participant loans | 2021-12-31 | $2,740 |
Interest earned on other investments | 2021-12-31 | $55,707 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $1,662,093 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $1,677,073 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $48,766 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $4,451,764 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $78,295 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $502,616 |
Employer contributions (assets) at end of year | 2021-12-31 | $18,039 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,680,783 |
Contract administrator fees | 2021-12-31 | $57,741 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | Yes |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
2020 : CHESAPEAKE BAY FOUNDATION 403(B) PLAN 2020 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $9,267 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $9,267 |
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 | $5,911,303 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $2,393,218 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $2,369,160 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,493,929 |
Value of total assets at end of year | 2020-12-31 | $33,231,467 |
Value of total assets at beginning of year | 2020-12-31 | $29,713,382 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $24,058 |
Total interest from all sources | 2020-12-31 | $64,079 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $990,458 |
Participant contributions at end of year | 2020-12-31 | $42,214 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $9,260 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $3,518,085 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $33,231,467 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $29,713,382 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $31,038,850 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $27,450,338 |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $473,330 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $523,507 |
Income. Interest from loans (other than to participants) | 2020-12-31 | $39 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $64,040 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $1,677,073 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $1,739,537 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $4,348,666 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $-4,638 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $494,211 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $2,369,160 |
Contract administrator fees | 2020-12-31 | $24,058 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | Yes |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | GELMAN, ROSENBERG & FREEDMAN |
Accountancy firm EIN | 2020-12-31 | 521392008 |
2019 : CHESAPEAKE BAY FOUNDATION 403(B) PLAN 2019 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $8,578 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $8,578 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $8,578 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $8,578 |
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 | $7,006,652 |
Total income from all sources (including contributions) | 2019-12-31 | $7,006,652 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $2,174,025 |
Total of all expenses incurred | 2019-12-31 | $2,174,025 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,152,033 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,152,033 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,635,184 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,635,184 |
Value of total assets at end of year | 2019-12-31 | $29,713,382 |
Value of total assets at end of year | 2019-12-31 | $29,713,382 |
Value of total assets at beginning of year | 2019-12-31 | $24,880,755 |
Value of total assets at beginning of year | 2019-12-31 | $24,880,755 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $21,992 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $21,992 |
Total interest from all sources | 2019-12-31 | $63,727 |
Total interest from all sources | 2019-12-31 | $63,727 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $2,000,000 |
Value of fidelity bond cover | 2019-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | Yes |
If this is an individual account plan, was there a blackout period | 2019-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $986,688 |
Contributions received from participants | 2019-12-31 | $986,688 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $173,954 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $173,954 |
Total non interest bearing cash at end of year | 2019-12-31 | $0 |
Total non interest bearing cash at end of year | 2019-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $4,832,627 |
Value of net income/loss | 2019-12-31 | $4,832,627 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $29,713,382 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $29,713,382 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $24,880,755 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $24,880,755 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $27,450,338 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $27,450,338 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $22,631,841 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $22,631,841 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $523,507 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $523,507 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $540,993 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $540,993 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $63,727 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $63,727 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $1,739,537 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $1,739,537 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $1,707,921 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $1,707,921 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $5,270,335 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $5,270,335 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $28,828 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $28,828 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $474,542 |
Contributions received in cash from employer | 2019-12-31 | $474,542 |
Employer contributions (assets) at end of year | 2019-12-31 | $0 |
Employer contributions (assets) at end of year | 2019-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,152,033 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,152,033 |
Contract administrator fees | 2019-12-31 | $21,992 |
Contract administrator fees | 2019-12-31 | $21,992 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | Yes |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | GELMAN, ROSENBERG & FREEDMAN |
Accountancy firm name | 2019-12-31 | GELMAN, ROSENBERG & FREEDMAN |
Accountancy firm EIN | 2019-12-31 | 521392008 |
Accountancy firm EIN | 2019-12-31 | 521392008 |
2018 : CHESAPEAKE BAY FOUNDATION 403(B) PLAN 2018 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $9,171 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $9,171 |
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 | $46,798 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,754,873 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,725,863 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,377,683 |
Value of total assets at end of year | 2018-12-31 | $24,880,755 |
Value of total assets at beginning of year | 2018-12-31 | $26,588,830 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $29,010 |
Total interest from all sources | 2018-12-31 | $66,103 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $-1,432,189 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $-1,432,189 |
Administrative expenses professional fees incurred | 2018-12-31 | $29,010 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $888,961 |
Participant contributions at end of year | 2018-12-31 | $0 |
Participant contributions at beginning of year | 2018-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $66,212 |
Total non interest bearing cash at end of year | 2018-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-1,708,075 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $24,880,755 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $26,588,830 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $22,631,841 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $24,282,093 |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $540,993 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $597,055 |
Interest on participant loans | 2018-12-31 | $17 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $66,086 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $1,707,921 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $1,709,682 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $26,030 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $422,510 |
Employer contributions (assets) at end of year | 2018-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,725,863 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | Yes |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | GELMAN, ROSENBERG & FREEDMAN |
Accountancy firm EIN | 2018-12-31 | 521392008 |
2017 : CHESAPEAKE BAY FOUNDATION 403(B) PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $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 | $5,353,683 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $1,513,292 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,511,312 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,648,116 |
Value of total assets at end of year | 2017-12-31 | $26,588,830 |
Value of total assets at beginning of year | 2017-12-31 | $22,748,439 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $1,980 |
Total interest from all sources | 2017-12-31 | $59,412 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $420,116 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $420,116 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $843,783 |
Participant contributions at end of year | 2017-12-31 | $0 |
Participant contributions at beginning of year | 2017-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $394,295 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $3,840,391 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $26,588,830 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $22,748,439 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $24,282,093 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $20,636,419 |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $597,055 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $623,654 |
Interest earned on other investments | 2017-12-31 | $59,412 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $1,709,682 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $1,488,366 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $3,199,403 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $26,636 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $410,038 |
Employer contributions (assets) at end of year | 2017-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,511,312 |
Contract administrator fees | 2017-12-31 | $1,980 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | Yes |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | GELMAN, ROSENBERG & FREEDMAN |
Accountancy firm EIN | 2017-12-31 | 521392008 |
2016 : CHESAPEAKE BAY FOUNDATION 403(B) PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $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 | $2,951,634 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $1,225,577 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,223,642 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,481,430 |
Value of total assets at end of year | 2016-12-31 | $22,748,439 |
Value of total assets at beginning of year | 2016-12-31 | $21,022,382 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $1,935 |
Total interest from all sources | 2016-12-31 | $58,364 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $212,376 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $212,376 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $851,741 |
Participant contributions at end of year | 2016-12-31 | $0 |
Participant contributions at beginning of year | 2016-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $223,733 |
Administrative expenses (other) incurred | 2016-12-31 | $1,935 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $1,726,057 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $22,748,439 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $21,022,382 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $20,636,419 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $19,118,790 |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $623,654 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $573,542 |
Interest earned on other investments | 2016-12-31 | $58,364 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $1,488,366 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $1,330,050 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $1,170,408 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $29,056 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $405,956 |
Employer contributions (assets) at end of year | 2016-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,223,642 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | GELMAN, ROSENBERG & FREEDMAN |
Accountancy firm EIN | 2016-12-31 | 521392008 |
2015 : CHESAPEAKE BAY FOUNDATION 403(B) PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $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 | $1,458,669 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $1,549,452 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,546,150 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,317,963 |
Value of total assets at end of year | 2015-12-31 | $21,022,382 |
Value of total assets at beginning of year | 2015-12-31 | $21,113,165 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $3,302 |
Total interest from all sources | 2015-12-31 | $49,768 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $497,760 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $497,760 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $814,058 |
Participant contributions at end of year | 2015-12-31 | $0 |
Participant contributions at beginning of year | 2015-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $125,038 |
Administrative expenses (other) incurred | 2015-12-31 | $96 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-90,783 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $21,022,382 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $21,113,165 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $19,118,790 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $19,374,527 |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $573,542 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $497,403 |
Interest earned on other investments | 2015-12-31 | $49,768 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $1,330,050 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $1,241,235 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-449,083 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $42,261 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $378,867 |
Employer contributions (assets) at end of year | 2015-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,546,150 |
Contract administrator fees | 2015-12-31 | $3,206 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | GELMAN, ROSENBERG & FREEDMAN |
Accountancy firm EIN | 2015-12-31 | 521392008 |
2014 : CHESAPEAKE BAY FOUNDATION 403(B) PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $2,782,147 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $1,332,847 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,329,778 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,248,938 |
Value of total assets at end of year | 2014-12-31 | $21,113,165 |
Value of total assets at beginning of year | 2014-12-31 | $19,663,865 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $3,069 |
Total interest from all sources | 2014-12-31 | $49,024 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $197,240 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $197,240 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $825,913 |
Participant contributions at end of year | 2014-12-31 | $0 |
Participant contributions at beginning of year | 2014-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $37,718 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $1,449,300 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $21,113,165 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $19,663,865 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $19,374,527 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $18,039,567 |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $497,403 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $455,567 |
Interest earned on other investments | 2014-12-31 | $49,024 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $1,241,235 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $1,168,731 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $1,230,117 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $56,828 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $385,307 |
Employer contributions (assets) at end of year | 2014-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,329,778 |
Contract administrator fees | 2014-12-31 | $3,069 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | GELMAN, ROSENBERG & FREEDMAN |
Accountancy firm EIN | 2014-12-31 | 521392008 |
2013 : CHESAPEAKE BAY FOUNDATION 403(B) PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $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 | $4,408,603 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $322,225 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $319,569 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,282,598 |
Value of total assets at end of year | 2013-12-31 | $19,663,865 |
Value of total assets at beginning of year | 2013-12-31 | $15,577,487 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $2,656 |
Total interest from all sources | 2013-12-31 | $44,782 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $171,148 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $171,148 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $851,397 |
Participant contributions at end of year | 2013-12-31 | $0 |
Participant contributions at beginning of year | 2013-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $29,779 |
Administrative expenses (other) incurred | 2013-12-31 | $2,656 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $4,086,378 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $19,663,865 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $15,577,487 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $18,039,567 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $14,137,376 |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $455,567 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $382,015 |
Interest earned on other investments | 2013-12-31 | $44,782 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $1,168,731 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $1,058,096 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $2,871,638 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $38,437 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $401,422 |
Employer contributions (assets) at end of year | 2013-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $319,569 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | GELMAN, ROSENBERG & FREEDMAN |
Accountancy firm EIN | 2013-12-31 | 521392008 |
2012 : CHESAPEAKE BAY FOUNDATION 403(B) PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $3,203,088 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $674,137 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $671,269 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,282,161 |
Value of total assets at end of year | 2012-12-31 | $15,577,487 |
Value of total assets at beginning of year | 2012-12-31 | $13,048,536 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $2,868 |
Total interest from all sources | 2012-12-31 | $40,846 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $193,249 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $193,249 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $802,556 |
Participant contributions at end of year | 2012-12-31 | $0 |
Participant contributions at beginning of year | 2012-12-31 | $19,729 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $105,748 |
Administrative expenses (other) incurred | 2012-12-31 | $2,868 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $2,528,951 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $15,577,487 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $13,048,536 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $14,137,376 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $11,691,065 |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $382,015 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $345,026 |
Interest earned on other investments | 2012-12-31 | $40,846 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $1,058,096 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $982,399 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $13,905 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,652,771 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $34,061 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $373,857 |
Employer contributions (assets) at end of year | 2012-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $10,317 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $657,364 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | GELMAN, ROSENBERG & FREEDMAN |
Accountancy firm EIN | 2012-12-31 | 521392008 |
2011 : CHESAPEAKE BAY FOUNDATION 403(B) PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $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 | $1,344,140 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $603,091 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $600,331 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,246,162 |
Value of total assets at end of year | 2011-12-31 | $13,048,536 |
Value of total assets at beginning of year | 2011-12-31 | $12,307,487 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $2,760 |
Total interest from all sources | 2011-12-31 | $38,769 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $142,619 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $142,619 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $809,851 |
Participant contributions at end of year | 2011-12-31 | $19,729 |
Participant contributions at beginning of year | 2011-12-31 | $693 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $71,779 |
Administrative expenses (other) incurred | 2011-12-31 | $2,760 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $741,049 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $13,048,536 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $12,307,487 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $11,691,065 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $11,133,392 |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $345,026 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $276,252 |
Interest earned on other investments | 2011-12-31 | $38,769 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $982,399 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $896,868 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $32,236 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-121,233 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $37,823 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $364,532 |
Employer contributions (assets) at end of year | 2011-12-31 | $10,317 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $282 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $568,095 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | GELMAN, ROSENBERG & FREEDMAN |
Accountancy firm EIN | 2011-12-31 | 521392008 |
2010 : CHESAPEAKE BAY FOUNDATION 403(B) PLAN 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $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 | $2,464,368 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $271,667 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $268,607 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,179,692 |
Value of total assets at end of year | 2010-12-31 | $12,307,487 |
Value of total assets at beginning of year | 2010-12-31 | $10,114,786 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $3,060 |
Total interest from all sources | 2010-12-31 | $32,574 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $126,954 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $126,954 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $813,607 |
Participant contributions at end of year | 2010-12-31 | $693 |
Participant contributions at beginning of year | 2010-12-31 | $8,695 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $6,929 |
Administrative expenses (other) incurred | 2010-12-31 | $3,060 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $2,192,701 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $12,307,487 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $10,114,786 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $11,133,392 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $9,135,276 |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $276,252 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $217,509 |
Interest earned on other investments | 2010-12-31 | $32,574 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $896,868 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $740,659 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $1,094,884 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $30,264 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $359,156 |
Employer contributions (assets) at end of year | 2010-12-31 | $282 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $12,647 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $268,607 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | GELMAN, ROSENBERG & FREEDMAN |
Accountancy firm EIN | 2010-12-31 | 521392008 |
2009 : CHESAPEAKE BAY FOUNDATION 403(B) PLAN 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |