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MOORE & VAN ALLEN PLLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameMOORE & VAN ALLEN PLLC 401(K) PROFIT SHARING PLAN
Plan identification number 002

MOORE & VAN ALLEN PLLC 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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.
  • Life insurance

401k Sponsoring company profile

MOORE & VAN ALLEN, PLLC has sponsored the creation of one or more 401k plans.

Company Name:MOORE & VAN ALLEN, PLLC
Employer identification number (EIN):560559307
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MOORE & VAN ALLEN PLLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01JOSH MEEKS
0022016-01-01JOSH MEEKS
0022015-01-01JOSH MEEKS
0022014-01-01JOSH MEEKS
0022013-01-01JOSH MEEKS
0022012-01-01JOSH MEEKS
0022011-01-01JOSH MEEKS
0022010-01-01JOSH MEEKS JOSH MEEKS2011-09-28
0022009-01-01JOSH MEEKS

Plan Statistics for MOORE & VAN ALLEN PLLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for MOORE & VAN ALLEN PLLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: MOORE & VAN ALLEN PLLC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01908
Total number of active participants reported on line 7a of the Form 55002022-01-01681
Number of retired or separated participants receiving benefits2022-01-0120
Number of other retired or separated participants entitled to future benefits2022-01-01205
Total of all active and inactive participants2022-01-01906
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01908
Number of participants with account balances2022-01-01868
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-019
2021: MOORE & VAN ALLEN PLLC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01836
Total number of active participants reported on line 7a of the Form 55002021-01-01654
Number of retired or separated participants receiving benefits2021-01-0112
Number of other retired or separated participants entitled to future benefits2021-01-01215
Total of all active and inactive participants2021-01-01881
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01881
Number of participants with account balances2021-01-01842
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-018
2020: MOORE & VAN ALLEN PLLC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01802
Total number of active participants reported on line 7a of the Form 55002020-01-01624
Number of retired or separated participants receiving benefits2020-01-017
Number of other retired or separated participants entitled to future benefits2020-01-01195
Total of all active and inactive participants2020-01-01826
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01826
Number of participants with account balances2020-01-01789
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-017
2019: MOORE & VAN ALLEN PLLC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01781
Total number of active participants reported on line 7a of the Form 55002019-01-01603
Number of retired or separated participants receiving benefits2019-01-0113
Number of other retired or separated participants entitled to future benefits2019-01-01172
Total of all active and inactive participants2019-01-01788
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01788
Number of participants with account balances2019-01-01751
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: MOORE & VAN ALLEN PLLC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01798
Total number of active participants reported on line 7a of the Form 55002018-01-01590
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01180
Total of all active and inactive participants2018-01-01770
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01770
Number of participants with account balances2018-01-01742
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-018
2017: MOORE & VAN ALLEN PLLC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01793
Total number of active participants reported on line 7a of the Form 55002017-01-01611
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01171
Total of all active and inactive participants2017-01-01782
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01782
Number of participants with account balances2017-01-01734
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: MOORE & VAN ALLEN PLLC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01778
Total number of active participants reported on line 7a of the Form 55002016-01-01612
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01171
Total of all active and inactive participants2016-01-01783
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01783
Number of participants with account balances2016-01-01738
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0112
2015: MOORE & VAN ALLEN PLLC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01781
Total number of active participants reported on line 7a of the Form 55002015-01-01594
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01173
Total of all active and inactive participants2015-01-01767
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01767
Number of participants with account balances2015-01-01731
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: MOORE & VAN ALLEN PLLC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01781
Total number of active participants reported on line 7a of the Form 55002014-01-01584
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01190
Total of all active and inactive participants2014-01-01774
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01774
Number of participants with account balances2014-01-01733
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-019
2013: MOORE & VAN ALLEN PLLC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01780
Total number of active participants reported on line 7a of the Form 55002013-01-01593
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01180
Total of all active and inactive participants2013-01-01773
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01773
Number of participants with account balances2013-01-01734
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0110
2012: MOORE & VAN ALLEN PLLC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01823
Total number of active participants reported on line 7a of the Form 55002012-01-01595
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01176
Total of all active and inactive participants2012-01-01771
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01771
Number of participants with account balances2012-01-01732
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: MOORE & VAN ALLEN PLLC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01830
Total number of active participants reported on line 7a of the Form 55002011-01-01575
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01224
Total of all active and inactive participants2011-01-01799
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01800
Number of participants with account balances2011-01-01759
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-016
2010: MOORE & VAN ALLEN PLLC 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01809
Total number of active participants reported on line 7a of the Form 55002010-01-01605
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01210
Total of all active and inactive participants2010-01-01815
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01815
Number of participants with account balances2010-01-01771
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-015
2009: MOORE & VAN ALLEN PLLC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01868
Total number of active participants reported on line 7a of the Form 55002009-01-01619
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01185
Total of all active and inactive participants2009-01-01804
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01804
Number of participants with account balances2009-01-01757
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0112

Financial Data on MOORE & VAN ALLEN PLLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : MOORE & VAN ALLEN PLLC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-49,181,455
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$30,473,800
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$30,120,907
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$19,060,648
Value of total assets at end of year2022-12-31$315,643,680
Value of total assets at beginning of year2022-12-31$395,298,935
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$352,893
Total interest from all sources2022-12-31$40,094
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$12,286,095
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$12,286,095
Administrative expenses professional fees incurred2022-12-31$134,651
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
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$8,396,367
Participant contributions at end of year2022-12-31$1,020,321
Participant contributions at beginning of year2022-12-31$1,217,745
Participant contributions at end of year2022-12-31$513,264
Participant contributions at beginning of year2022-12-31$400,074
Assets. Other investments not covered elsewhere at end of year2022-12-31$66,204,845
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$90,750,623
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,083,422
Other income not declared elsewhere2022-12-31$-16,208,515
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$-79,655,255
Value of net assets at end of year (total assets less liabilities)2022-12-31$315,643,680
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$395,298,935
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$135,232
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$225,234,687
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$280,172,742
Interest on participant loans2022-12-31$40,094
Value of interest in common/collective trusts at end of year2022-12-31$21,257,468
Value of interest in common/collective trusts at beginning of year2022-12-31$21,080,325
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-64,500,698
Net investment gain or loss from common/collective trusts2022-12-31$140,921
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
Contributions received in cash from employer2022-12-31$8,580,859
Employer contributions (assets) at end of year2022-12-31$489,796
Employer contributions (assets) at beginning of year2022-12-31$476,132
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$30,120,907
Contract administrator fees2022-12-31$83,010
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$923,299
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$1,201,294
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
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31GREERWALKER LLP
Accountancy firm EIN2022-12-31561434747
2021 : MOORE & VAN ALLEN PLLC 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$66,234,570
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$11,279,865
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$10,901,991
Value of total corrective distributions2021-12-31$4,245
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$16,115,939
Value of total assets at end of year2021-12-31$395,298,935
Value of total assets at beginning of year2021-12-31$340,344,230
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$373,629
Total interest from all sources2021-12-31$46,295
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$22,284,164
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$22,284,164
Administrative expenses professional fees incurred2021-12-31$137,981
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
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$7,168,665
Participant contributions at end of year2021-12-31$1,217,745
Participant contributions at beginning of year2021-12-31$1,226,032
Participant contributions at end of year2021-12-31$400,074
Participant contributions at beginning of year2021-12-31$355,010
Assets. Other investments not covered elsewhere at end of year2021-12-31$90,750,623
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$78,664,755
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,164,540
Other income not declared elsewhere2021-12-31$9,040,977
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$54,954,705
Value of net assets at end of year (total assets less liabilities)2021-12-31$395,298,935
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$340,344,230
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$157,194
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$280,172,742
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$237,274,118
Interest on participant loans2021-12-31$46,295
Value of interest in common/collective trusts at end of year2021-12-31$21,080,325
Value of interest in common/collective trusts at beginning of year2021-12-31$21,552,875
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$18,587,071
Net investment gain or loss from common/collective trusts2021-12-31$160,124
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
Contributions received in cash from employer2021-12-31$7,782,734
Employer contributions (assets) at end of year2021-12-31$476,132
Employer contributions (assets) at beginning of year2021-12-31$461,352
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$10,901,991
Contract administrator fees2021-12-31$78,454
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$1,201,294
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$810,088
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31GREERWALKER LLP
Accountancy firm EIN2021-12-31561434747
2020 : MOORE & VAN ALLEN PLLC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$64,165,787
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$19,347,806
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$18,907,338
Value of total corrective distributions2020-12-31$10,239
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$17,382,085
Value of total assets at end of year2020-12-31$340,344,230
Value of total assets at beginning of year2020-12-31$295,526,249
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$430,229
Total interest from all sources2020-12-31$58,637
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$8,070,620
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$8,070,620
Administrative expenses professional fees incurred2020-12-31$70,928
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
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$6,206,228
Participant contributions at end of year2020-12-31$1,226,032
Participant contributions at beginning of year2020-12-31$1,526,398
Participant contributions at end of year2020-12-31$355,010
Participant contributions at beginning of year2020-12-31$390,156
Assets. Other investments not covered elsewhere at end of year2020-12-31$78,664,755
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$64,977,035
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$3,935,345
Other income not declared elsewhere2020-12-31$8,266,960
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$8,978
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$44,817,981
Value of net assets at end of year (total assets less liabilities)2020-12-31$340,344,230
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$295,526,249
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$147,703
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$237,274,118
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$208,546,552
Interest on participant loans2020-12-31$58,637
Value of interest in common/collective trusts at end of year2020-12-31$21,552,875
Value of interest in common/collective trusts at beginning of year2020-12-31$18,859,467
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$30,273,044
Net investment gain or loss from common/collective trusts2020-12-31$114,441
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
Contributions received in cash from employer2020-12-31$7,240,512
Employer contributions (assets) at end of year2020-12-31$461,352
Employer contributions (assets) at beginning of year2020-12-31$412,606
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$18,907,338
Contract administrator fees2020-12-31$211,598
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$810,088
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$805,057
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 name2020-12-31GREERWALKER LLP
Accountancy firm EIN2020-12-31561434747
2019 : MOORE & VAN ALLEN PLLC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$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 income from all sources (including contributions)2019-12-31$68,944,135
Total income from all sources (including contributions)2019-12-31$68,944,135
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$15,368,038
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$15,097,978
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$15,097,978
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$14,064,686
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$14,064,686
Value of total assets at end of year2019-12-31$295,526,249
Value of total assets at end of year2019-12-31$295,526,249
Value of total assets at beginning of year2019-12-31$241,950,152
Value of total assets at beginning of year2019-12-31$241,950,152
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$270,060
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$270,060
Total interest from all sources2019-12-31$67,688
Total interest from all sources2019-12-31$67,688
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$9,535,814
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$9,535,814
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$9,535,814
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$9,535,814
Assets. Real estate other than employer real property at end of year2019-12-31$0
Assets. Real estate other than employer real property at end of year2019-12-31$0
Assets. Real estate other than employer real property at beginning of year2019-12-31$270,467
Assets. Real estate other than employer real property at beginning of year2019-12-31$270,467
Administrative expenses professional fees incurred2019-12-31$17,008
Administrative expenses professional fees incurred2019-12-31$17,008
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
If this is an individual account plan, was there a blackout period2019-12-31Yes
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
Contributions received from participants2019-12-31$5,622,472
Contributions received from participants2019-12-31$5,622,472
Participant contributions at end of year2019-12-31$1,526,398
Participant contributions at end of year2019-12-31$1,526,398
Participant contributions at beginning of year2019-12-31$1,676,136
Participant contributions at beginning of year2019-12-31$1,676,136
Participant contributions at end of year2019-12-31$390,156
Participant contributions at end of year2019-12-31$390,156
Participant contributions at beginning of year2019-12-31$576,298
Participant contributions at beginning of year2019-12-31$576,298
Assets. Other investments not covered elsewhere at end of year2019-12-31$64,977,035
Assets. Other investments not covered elsewhere at end of year2019-12-31$64,977,035
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$52,580,897
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,631,949
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,631,949
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$266,437
Other income not declared elsewhere2019-12-31$266,437
Total non interest bearing cash at end of year2019-12-31$8,978
Total non interest bearing cash at beginning of year2019-12-31$2,537
Total non interest bearing cash at beginning of year2019-12-31$2,537
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$53,576,097
Value of net income/loss2019-12-31$53,576,097
Value of net assets at end of year (total assets less liabilities)2019-12-31$295,526,249
Value of net assets at end of year (total assets less liabilities)2019-12-31$295,526,249
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$241,950,152
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$241,950,152
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 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
Investment advisory and management fees2019-12-31$129,063
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$208,546,552
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$208,546,552
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$167,332,960
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$167,332,960
Interest on participant loans2019-12-31$67,688
Interest on participant loans2019-12-31$67,688
Value of interest in common/collective trusts at end of year2019-12-31$18,859,467
Value of interest in common/collective trusts at end of year2019-12-31$18,859,467
Value of interest in common/collective trusts at beginning of year2019-12-31$18,320,319
Value of interest in common/collective trusts at beginning of year2019-12-31$18,320,319
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$44,918,418
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$44,918,418
Net investment gain or loss from common/collective trusts2019-12-31$91,092
Net investment gain or loss from common/collective trusts2019-12-31$91,092
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$6,810,265
Employer contributions (assets) at end of year2019-12-31$412,606
Employer contributions (assets) at end of year2019-12-31$412,606
Employer contributions (assets) at beginning of year2019-12-31$610,646
Employer contributions (assets) at beginning of year2019-12-31$610,646
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$15,097,978
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$15,097,978
Contract administrator fees2019-12-31$123,989
Contract administrator fees2019-12-31$123,989
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$805,057
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$805,057
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$579,892
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$579,892
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31GREERWALKER LLP
Accountancy firm EIN2019-12-31561434747
Accountancy firm EIN2019-12-31561434747
2018 : MOORE & VAN ALLEN PLLC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$631,054
Total income from all sources (including contributions)2018-12-31$1,605,931
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$12,088,358
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$11,700,558
Value of total corrective distributions2018-12-31$377
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$15,764,916
Value of total assets at end of year2018-12-31$241,950,152
Value of total assets at beginning of year2018-12-31$253,063,633
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$387,423
Total interest from all sources2018-12-31$62,558
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$13,761,102
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$13,761,102
Assets. Real estate other than employer real property at end of year2018-12-31$270,467
Assets. Real estate other than employer real property at beginning of year2018-12-31$814,200
Administrative expenses professional fees incurred2018-12-31$18,000
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
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$5,513,042
Participant contributions at end of year2018-12-31$1,676,136
Participant contributions at beginning of year2018-12-31$1,726,439
Participant contributions at end of year2018-12-31$576,298
Participant contributions at beginning of year2018-12-31$692,079
Assets. Other investments not covered elsewhere at end of year2018-12-31$52,580,897
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$55,408,173
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$3,245,659
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$631,054
Other income not declared elsewhere2018-12-31$-98,829
Total non interest bearing cash at end of year2018-12-31$2,537
Total non interest bearing cash at beginning of year2018-12-31$683,265
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-10,482,427
Value of net assets at end of year (total assets less liabilities)2018-12-31$241,950,152
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$252,432,579
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$236,368
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$167,332,960
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$177,553,294
Interest on participant loans2018-12-31$62,558
Value of interest in common/collective trusts at end of year2018-12-31$18,320,319
Value of interest in common/collective trusts at beginning of year2018-12-31$14,579,781
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-21,814,143
Net investment gain or loss from common/collective trusts2018-12-31$-6,069,673
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
Contributions received in cash from employer2018-12-31$7,006,215
Employer contributions (assets) at end of year2018-12-31$610,646
Employer contributions (assets) at beginning of year2018-12-31$627,350
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$11,700,558
Contract administrator fees2018-12-31$133,055
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$579,892
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$979,052
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 name2018-12-31GREERWALKER LLP
Accountancy firm EIN2018-12-31561434747
2017 : MOORE & VAN ALLEN PLLC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$631,054
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$52,522,575
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$10,751,858
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$10,335,912
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$14,029,128
Value of total assets at end of year2017-12-31$253,063,633
Value of total assets at beginning of year2017-12-31$210,661,862
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$415,946
Total interest from all sources2017-12-31$57,635
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$11,045,570
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$11,045,570
Assets. Real estate other than employer real property at end of year2017-12-31$814,200
Assets. Real estate other than employer real property at beginning of year2017-12-31$814,200
Administrative expenses professional fees incurred2017-12-31$17,500
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
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$5,370,437
Participant contributions at end of year2017-12-31$1,726,439
Participant contributions at beginning of year2017-12-31$1,657,356
Participant contributions at end of year2017-12-31$692,079
Participant contributions at beginning of year2017-12-31$637,881
Assets. Other investments not covered elsewhere at end of year2017-12-31$55,408,173
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$50,146,076
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,689,286
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$631,054
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$67,762
Total non interest bearing cash at end of year2017-12-31$683,265
Total non interest bearing cash at beginning of year2017-12-31$5,050
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$41,770,717
Value of net assets at end of year (total assets less liabilities)2017-12-31$252,432,579
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$210,661,862
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$180,577
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$177,553,294
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$141,835,376
Interest on participant loans2017-12-31$57,635
Value of interest in common/collective trusts at end of year2017-12-31$14,579,781
Value of interest in common/collective trusts at beginning of year2017-12-31$13,996,758
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$21,822,317
Net investment gain or loss from common/collective trusts2017-12-31$5,500,163
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$6,969,405
Employer contributions (assets) at end of year2017-12-31$627,350
Employer contributions (assets) at beginning of year2017-12-31$653,750
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$10,335,912
Contract administrator fees2017-12-31$217,869
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$979,052
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$915,415
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 name2017-12-31GREERWALKER LLP
Accountancy firm EIN2017-12-31561434747
2016 : MOORE & VAN ALLEN PLLC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$25,432,209
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$9,783,451
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$9,473,957
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$12,424,309
Value of total assets at end of year2016-12-31$210,661,862
Value of total assets at beginning of year2016-12-31$195,013,104
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$309,494
Total interest from all sources2016-12-31$52,836
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$6,344,006
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$6,142,874
Assets. Real estate other than employer real property at end of year2016-12-31$814,200
Assets. Real estate other than employer real property at beginning of year2016-12-31$819,642
Administrative expenses professional fees incurred2016-12-31$16,800
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
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$6,883,659
Participant contributions at end of year2016-12-31$1,657,356
Participant contributions at beginning of year2016-12-31$1,673,823
Participant contributions at end of year2016-12-31$637,881
Participant contributions at beginning of year2016-12-31$615,543
Assets. Other investments not covered elsewhere at end of year2016-12-31$50,146,076
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$48,463,183
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$428,575
Other income not declared elsewhere2016-12-31$3,334,919
Total non interest bearing cash at end of year2016-12-31$5,050
Total non interest bearing cash at beginning of year2016-12-31$50
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$15,648,758
Value of net assets at end of year (total assets less liabilities)2016-12-31$210,661,862
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$195,013,104
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$122,941
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$141,835,376
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$130,828,894
Interest on participant loans2016-12-31$52,836
Value of interest in common/collective trusts at end of year2016-12-31$13,996,758
Value of interest in common/collective trusts at beginning of year2016-12-31$11,171,612
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,006,417
Net investment gain or loss from common/collective trusts2016-12-31$269,722
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$5,112,075
Employer contributions (assets) at end of year2016-12-31$653,750
Employer contributions (assets) at beginning of year2016-12-31$722,825
Income. Dividends from common stock2016-12-31$201,132
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$9,473,957
Contract administrator fees2016-12-31$169,753
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$915,415
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$717,532
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 name2016-12-31GREERWALKER LLP
Accountancy firm EIN2016-12-31561434747
2015 : MOORE & VAN ALLEN PLLC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$13,320,468
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$11,068,032
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$10,789,153
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$12,060,023
Value of total assets at end of year2015-12-31$195,013,104
Value of total assets at beginning of year2015-12-31$192,760,668
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$278,879
Total interest from all sources2015-12-31$52,891
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$7,706,431
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$7,476,642
Assets. Real estate other than employer real property at end of year2015-12-31$819,642
Assets. Real estate other than employer real property at beginning of year2015-12-31$804,642
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
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$4,981,660
Participant contributions at end of year2015-12-31$1,673,823
Participant contributions at beginning of year2015-12-31$1,700,093
Participant contributions at end of year2015-12-31$615,543
Participant contributions at beginning of year2015-12-31$606,913
Assets. Other investments not covered elsewhere at end of year2015-12-31$48,463,183
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$47,623,402
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$368,172
Other income not declared elsewhere2015-12-31$-1,053,299
Total non interest bearing cash at end of year2015-12-31$50
Total non interest bearing cash at beginning of year2015-12-31$3,311
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$2,252,436
Value of net assets at end of year (total assets less liabilities)2015-12-31$195,013,104
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$192,760,668
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$169,775
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$130,828,894
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$129,989,275
Interest on participant loans2015-12-31$52,891
Value of interest in common/collective trusts at end of year2015-12-31$11,171,612
Value of interest in common/collective trusts at beginning of year2015-12-31$10,888,720
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-5,691,455
Net investment gain or loss from common/collective trusts2015-12-31$245,877
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$6,710,191
Employer contributions (assets) at end of year2015-12-31$722,825
Employer contributions (assets) at beginning of year2015-12-31$656,568
Income. Dividends from common stock2015-12-31$229,789
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$10,789,153
Contract administrator fees2015-12-31$109,104
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$717,532
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$487,744
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 name2015-12-31GREERWALKER LLP
Accountancy firm EIN2015-12-31561434747
2014 : MOORE & VAN ALLEN PLLC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$22,570,024
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$10,753,643
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$10,513,479
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$12,129,158
Value of total assets at end of year2014-12-31$192,760,668
Value of total assets at beginning of year2014-12-31$180,944,287
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$240,164
Total interest from all sources2014-12-31$50,871
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$6,376,849
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$6,376,849
Assets. Real estate other than employer real property at end of year2014-12-31$804,642
Assets. Real estate other than employer real property at beginning of year2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
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$4,829,512
Participant contributions at end of year2014-12-31$1,700,093
Participant contributions at beginning of year2014-12-31$1,540,010
Participant contributions at end of year2014-12-31$606,913
Participant contributions at beginning of year2014-12-31$518,485
Assets. Other investments not covered elsewhere at end of year2014-12-31$47,623,402
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$45,171,540
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$724,607
Other income not declared elsewhere2014-12-31$2,077,343
Total non interest bearing cash at end of year2014-12-31$3,311
Total non interest bearing cash at beginning of year2014-12-31$36,811
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$11,816,381
Value of net assets at end of year (total assets less liabilities)2014-12-31$192,760,668
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$180,944,287
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$162,466
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$129,989,275
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$121,829,919
Interest on participant loans2014-12-31$50,871
Value of interest in common/collective trusts at end of year2014-12-31$10,888,720
Value of interest in common/collective trusts at beginning of year2014-12-31$11,223,594
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,704,246
Net investment gain or loss from common/collective trusts2014-12-31$231,557
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$6,575,039
Employer contributions (assets) at end of year2014-12-31$656,568
Employer contributions (assets) at beginning of year2014-12-31$623,928
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$10,513,479
Contract administrator fees2014-12-31$77,698
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$487,744
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$0
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 name2014-12-31GREERWALKER LLP
Accountancy firm EIN2014-12-31561434747
2013 : MOORE & VAN ALLEN PLLC 401(K) PROFIT SHARING 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$42,172,566
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$9,457,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$9,251,624
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$11,783,718
Value of total assets at end of year2013-12-31$180,944,287
Value of total assets at beginning of year2013-12-31$148,229,221
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$205,876
Total interest from all sources2013-12-31$45,442
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$4,263,195
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$4,263,195
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
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$4,744,046
Participant contributions at end of year2013-12-31$1,540,010
Participant contributions at beginning of year2013-12-31$1,336,624
Participant contributions at end of year2013-12-31$518,485
Participant contributions at beginning of year2013-12-31$641,589
Assets. Other investments not covered elsewhere at end of year2013-12-31$45,171,540
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$39,136,910
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$786,689
Other income not declared elsewhere2013-12-31$6,035,685
Administrative expenses (other) incurred2013-12-31$1,760
Total non interest bearing cash at end of year2013-12-31$36,811
Total non interest bearing cash at beginning of year2013-12-31$62,769
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$32,715,066
Value of net assets at end of year (total assets less liabilities)2013-12-31$180,944,287
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$148,229,221
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$139,295
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$121,829,919
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$94,186,183
Interest on participant loans2013-12-31$45,442
Value of interest in common/collective trusts at end of year2013-12-31$11,223,594
Value of interest in common/collective trusts at beginning of year2013-12-31$12,301,669
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$936
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$19,795,852
Net investment gain or loss from common/collective trusts2013-12-31$248,674
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$6,252,983
Employer contributions (assets) at end of year2013-12-31$623,928
Employer contributions (assets) at beginning of year2013-12-31$563,477
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$9,250,688
Contract administrator fees2013-12-31$64,821
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 name2013-12-31GREERWALKER LLP
Accountancy firm EIN2013-12-31561434747
2012 : MOORE & VAN ALLEN PLLC 401(K) PROFIT SHARING 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$26,461,219
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$6,444,827
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$6,297,421
Value of total corrective distributions2012-12-31$7,269
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$11,010,644
Value of total assets at end of year2012-12-31$148,229,221
Value of total assets at beginning of year2012-12-31$128,212,829
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$140,137
Total interest from all sources2012-12-31$100,910
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,240,169
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$2,240,169
Administrative expenses professional fees incurred2012-12-31$12,000
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$17,000,000
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$4,673,514
Participant contributions at end of year2012-12-31$1,336,624
Participant contributions at beginning of year2012-12-31$1,215,571
Participant contributions at end of year2012-12-31$641,589
Participant contributions at beginning of year2012-12-31$611,400
Assets. Other investments not covered elsewhere at end of year2012-12-31$39,136,910
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$31,551,740
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$392,849
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$3,557,785
Administrative expenses (other) incurred2012-12-31$1
Total non interest bearing cash at end of year2012-12-31$62,769
Total non interest bearing cash at beginning of year2012-12-31$9,779
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$20,016,392
Value of net assets at end of year (total assets less liabilities)2012-12-31$148,229,221
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$128,212,829
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$122,211
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$94,186,183
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$82,572,161
Interest on participant loans2012-12-31$43,719
Interest earned on other investments2012-12-31$57,191
Value of interest in common/collective trusts at end of year2012-12-31$12,301,669
Value of interest in common/collective trusts at beginning of year2012-12-31$11,708,348
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$9,092,405
Net investment gain or loss from common/collective trusts2012-12-31$459,306
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$5,944,281
Employer contributions (assets) at end of year2012-12-31$563,477
Employer contributions (assets) at beginning of year2012-12-31$543,830
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$6,297,421
Contract administrator fees2012-12-31$5,925
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 appraiser2012-12-31Yes
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 name2012-12-31GREERWALKER LLP
Accountancy firm EIN2012-12-31561434747
2011 : MOORE & VAN ALLEN PLLC 401(K) PROFIT SHARING 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$43,464
Total income from all sources (including contributions)2011-12-31$8,117,237
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$8,905,911
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$8,728,170
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$12,486,863
Value of total assets at end of year2011-12-31$128,212,829
Value of total assets at beginning of year2011-12-31$129,044,967
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$177,741
Total interest from all sources2011-12-31$57,259
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$2,031,044
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$2,031,044
Administrative expenses professional fees incurred2011-12-31$12,000
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
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$4,425,016
Participant contributions at end of year2011-12-31$1,215,571
Participant contributions at beginning of year2011-12-31$981,586
Participant contributions at end of year2011-12-31$611,400
Participant contributions at beginning of year2011-12-31$613,557
Assets. Other investments not covered elsewhere at end of year2011-12-31$31,551,740
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$26,495,703
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$2,106,214
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$43,464
Other income not declared elsewhere2011-12-31$-833,376
Administrative expenses (other) incurred2011-12-31$34
Total non interest bearing cash at end of year2011-12-31$9,779
Total non interest bearing cash at beginning of year2011-12-31$141,131
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-788,674
Value of net assets at end of year (total assets less liabilities)2011-12-31$128,212,829
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$129,001,503
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$148,405
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$82,572,161
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$91,376,535
Interest on participant loans2011-12-31$42,259
Interest earned on other investments2011-12-31$15,000
Value of interest in common/collective trusts at end of year2011-12-31$11,708,348
Value of interest in common/collective trusts at beginning of year2011-12-31$8,917,819
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-5,941,479
Net investment gain or loss from common/collective trusts2011-12-31$316,926
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$5,955,633
Employer contributions (assets) at end of year2011-12-31$543,830
Employer contributions (assets) at beginning of year2011-12-31$518,636
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$8,728,170
Contract administrator fees2011-12-31$17,302
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 appraiser2011-12-31Yes
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 name2011-12-31GREER & WALKER LLP
Accountancy firm EIN2011-12-31561434747
2010 : MOORE & VAN ALLEN PLLC 401(K) PROFIT SHARING 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$43,464
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$37,265
Total income from all sources (including contributions)2010-12-31$24,680,870
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$3,335,393
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,982,667
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$10,492,234
Value of total assets at end of year2010-12-31$129,044,967
Value of total assets at beginning of year2010-12-31$107,693,291
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$352,726
Total interest from all sources2010-12-31$56,554
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,595,692
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$1,595,692
Administrative expenses professional fees incurred2010-12-31$14,000
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
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$4,570,054
Participant contributions at end of year2010-12-31$981,586
Participant contributions at beginning of year2010-12-31$874,525
Participant contributions at end of year2010-12-31$613,557
Participant contributions at beginning of year2010-12-31$509,778
Assets. Other investments not covered elsewhere at end of year2010-12-31$26,495,703
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$20,641,391
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$152,601
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$43,464
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$37,265
Other income not declared elsewhere2010-12-31$2,841,502
Administrative expenses (other) incurred2010-12-31$16
Total non interest bearing cash at end of year2010-12-31$141,131
Total non interest bearing cash at beginning of year2010-12-31$37,739
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$21,345,477
Value of net assets at end of year (total assets less liabilities)2010-12-31$129,001,503
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$107,656,026
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$314,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$91,376,535
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$75,748,280
Interest on participant loans2010-12-31$41,554
Interest earned on other investments2010-12-31$15,000
Value of interest in common/collective trusts at end of year2010-12-31$8,917,819
Value of interest in common/collective trusts at beginning of year2010-12-31$9,414,787
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$9,168,045
Net investment gain or loss from common/collective trusts2010-12-31$526,843
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$5,769,579
Employer contributions (assets) at end of year2010-12-31$518,636
Employer contributions (assets) at beginning of year2010-12-31$466,791
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,982,667
Contract administrator fees2010-12-31$24,210
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 appraiser2010-12-31Yes
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 name2010-12-31GREER & WALKER LLP
Accountancy firm EIN2010-12-31561434747
2009 : MOORE & VAN ALLEN PLLC 401(K) PROFIT SHARING 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 MOORE & VAN ALLEN PLLC 401(K) PROFIT SHARING PLAN

2022: MOORE & VAN ALLEN PLLC 401(K) PROFIT SHARING 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MOORE & VAN ALLEN PLLC 401(K) PROFIT SHARING 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MOORE & VAN ALLEN PLLC 401(K) PROFIT SHARING 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MOORE & VAN ALLEN PLLC 401(K) PROFIT SHARING 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MOORE & VAN ALLEN PLLC 401(K) PROFIT SHARING 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MOORE & VAN ALLEN PLLC 401(K) PROFIT SHARING 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MOORE & VAN ALLEN PLLC 401(K) PROFIT SHARING 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MOORE & VAN ALLEN PLLC 401(K) PROFIT SHARING 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MOORE & VAN ALLEN PLLC 401(K) PROFIT SHARING 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MOORE & VAN ALLEN PLLC 401(K) PROFIT SHARING 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MOORE & VAN ALLEN PLLC 401(K) PROFIT SHARING 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MOORE & VAN ALLEN PLLC 401(K) PROFIT SHARING 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MOORE & VAN ALLEN PLLC 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MOORE & VAN ALLEN PLLC 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number22400
Policy instance 1
Insurance contract or identification number22400
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number22400
Policy instance 1
Insurance contract or identification number22400
Number of Individuals Covered2
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number22400
Policy instance 1
Insurance contract or identification number22400
Number of Individuals Covered2
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number22400
Policy instance 1
Insurance contract or identification number22400
Number of Individuals Covered2
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number22400
Policy instance 1
Insurance contract or identification number22400
Number of Individuals Covered2
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number22400
Policy instance 1
Insurance contract or identification number22400
Number of Individuals Covered3
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

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