SHUTTS & BOWEN LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SHUTTS & BOWEN LLP RETIREMENT PLAN AND TRUST
Measure | Date | Value |
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2022: SHUTTS & BOWEN LLP RETIREMENT PLAN AND TRUST 2022 401k membership |
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Market value of plan assets | 2022-12-31 | 45,289,641 |
Acturial value of plan assets | 2022-12-31 | 45,289,641 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 0 |
Number of terminated vested participants | 2022-12-31 | 6 |
Fundng target for terminated vested participants | 2022-12-31 | 578,739 |
Active participant vested funding target | 2022-12-31 | 44,616,306 |
Number of active participants | 2022-12-31 | 104 |
Total funding liabilities for active participants | 2022-12-31 | 44,642,495 |
Total participant count | 2022-12-31 | 110 |
Total funding target for all participants | 2022-12-31 | 45,221,234 |
Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 0 |
Amount remaining of carryover balance | 2022-12-31 | 0 |
Amount remaining of prefunding balance | 2022-12-31 | 0 |
Present value of excess contributions | 2022-12-31 | 1,868,099 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 1,974,954 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
Balance of prefunding at beginning of current year | 2022-12-31 | 0 |
Total employer contributions | 2022-12-31 | 9,073,732 |
Total employee contributions | 2022-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 8,601,367 |
Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 5,457,969 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 0 |
Waiver amortization installment | 2022-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 5,389,562 |
Additional cash requirement | 2022-12-31 | 5,389,562 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 8,601,367 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
Total participants, beginning-of-year | 2022-01-01 | 108 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 95 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 6 |
Total of all active and inactive participants | 2022-01-01 | 101 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 101 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: SHUTTS & BOWEN LLP RETIREMENT PLAN AND TRUST 2021 401k membership |
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Market value of plan assets | 2021-12-31 | 38,892,464 |
Acturial value of plan assets | 2021-12-31 | 38,892,464 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 0 |
Number of terminated vested participants | 2021-12-31 | 8 |
Fundng target for terminated vested participants | 2021-12-31 | 1,379,556 |
Active participant vested funding target | 2021-12-31 | 37,439,321 |
Number of active participants | 2021-12-31 | 102 |
Total funding liabilities for active participants | 2021-12-31 | 37,439,321 |
Total participant count | 2021-12-31 | 110 |
Total funding target for all participants | 2021-12-31 | 38,818,877 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 0 |
Amount remaining of carryover balance | 2021-12-31 | 0 |
Amount remaining of prefunding balance | 2021-12-31 | 0 |
Present value of excess contributions | 2021-12-31 | 1,650,809 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 1,741,769 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
Balance of prefunding at beginning of current year | 2021-12-31 | 0 |
Total employer contributions | 2021-12-31 | 5,149,317 |
Total employee contributions | 2021-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 4,872,940 |
Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 3,078,428 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
Waiver amortization installment | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 3,004,841 |
Additional cash requirement | 2021-12-31 | 3,004,841 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 4,872,940 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 110 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 102 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 5 |
Total of all active and inactive participants | 2021-01-01 | 107 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 1 |
Total participants | 2021-01-01 | 108 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: SHUTTS & BOWEN LLP RETIREMENT PLAN AND TRUST 2020 401k membership |
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Market value of plan assets | 2020-12-31 | 41,043,347 |
Acturial value of plan assets | 2020-12-31 | 41,043,347 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 0 |
Number of terminated vested participants | 2020-12-31 | 7 |
Fundng target for terminated vested participants | 2020-12-31 | 854,262 |
Active participant vested funding target | 2020-12-31 | 40,129,454 |
Number of active participants | 2020-12-31 | 100 |
Total funding liabilities for active participants | 2020-12-31 | 40,129,454 |
Total participant count | 2020-12-31 | 107 |
Total funding target for all participants | 2020-12-31 | 40,983,716 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 0 |
Amount remaining of carryover balance | 2020-12-31 | 0 |
Amount remaining of prefunding balance | 2020-12-31 | 0 |
Present value of excess contributions | 2020-12-31 | 1,853,795 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 1,958,720 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 0 |
Total employer contributions | 2020-12-31 | 4,814,427 |
Total employee contributions | 2020-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 4,564,343 |
Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 2,973,165 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 0 |
Waiver amortization installment | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 2,913,534 |
Additional cash requirement | 2020-12-31 | 2,913,534 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 4,564,343 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 107 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 95 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 7 |
Total of all active and inactive participants | 2020-01-01 | 102 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 1 |
Total participants | 2020-01-01 | 103 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: SHUTTS & BOWEN LLP RETIREMENT PLAN AND TRUST 2019 401k membership |
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Market value of plan assets | 2019-12-31 | 36,387,705 |
Acturial value of plan assets | 2019-12-31 | 36,387,705 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 0 |
Number of terminated vested participants | 2019-12-31 | 5 |
Fundng target for terminated vested participants | 2019-12-31 | 696,716 |
Active participant vested funding target | 2019-12-31 | 35,645,668 |
Number of active participants | 2019-12-31 | 103 |
Total funding liabilities for active participants | 2019-12-31 | 35,645,668 |
Total participant count | 2019-12-31 | 108 |
Total funding target for all participants | 2019-12-31 | 36,342,384 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 0 |
Amount remaining of carryover balance | 2019-12-31 | 0 |
Amount remaining of prefunding balance | 2019-12-31 | 0 |
Present value of excess contributions | 2019-12-31 | 1,724,945 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 1,825,854 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 0 |
Total employer contributions | 2019-12-31 | 5,147,896 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 4,873,538 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 3,065,064 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 0 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 3,019,743 |
Additional cash requirement | 2019-12-31 | 3,019,743 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 4,873,538 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 108 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 98 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 6 |
Total of all active and inactive participants | 2019-01-01 | 104 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 1 |
Total participants | 2019-01-01 | 105 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: SHUTTS & BOWEN LLP RETIREMENT PLAN AND TRUST 2018 401k membership |
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Market value of plan assets | 2018-12-31 | 34,796,218 |
Acturial value of plan assets | 2018-12-31 | 34,796,218 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 0 |
Number of terminated vested participants | 2018-12-31 | 5 |
Fundng target for terminated vested participants | 2018-12-31 | 365,361 |
Active participant vested funding target | 2018-12-31 | 34,381,400 |
Number of active participants | 2018-12-31 | 100 |
Total funding liabilities for active participants | 2018-12-31 | 34,381,400 |
Total participant count | 2018-12-31 | 105 |
Total funding target for all participants | 2018-12-31 | 34,746,761 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 0 |
Present value of excess contributions | 2018-12-31 | 1,520,320 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 1,611,843 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 0 |
Total employer contributions | 2018-12-31 | 5,599,277 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 5,292,490 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 3,617,002 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 0 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 3,567,545 |
Additional cash requirement | 2018-12-31 | 3,567,545 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 5,292,490 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 105 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 98 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 5 |
Total of all active and inactive participants | 2018-01-01 | 103 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 103 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: SHUTTS & BOWEN LLP RETIREMENT PLAN AND TRUST 2017 401k membership |
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Market value of plan assets | 2017-12-31 | 31,458,628 |
Acturial value of plan assets | 2017-12-31 | 31,458,628 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 0 |
Number of terminated vested participants | 2017-12-31 | 3 |
Fundng target for terminated vested participants | 2017-12-31 | 55,557 |
Active participant vested funding target | 2017-12-31 | 31,360,954 |
Number of active participants | 2017-12-31 | 105 |
Total funding liabilities for active participants | 2017-12-31 | 31,360,954 |
Total participant count | 2017-12-31 | 108 |
Total funding target for all participants | 2017-12-31 | 31,416,511 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 0 |
Amount remaining of prefunding balance | 2017-12-31 | 0 |
Present value of excess contributions | 2017-12-31 | 1,079,018 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 1,145,917 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 0 |
Total employer contributions | 2017-12-31 | 5,737,502 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 5,414,317 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 3,936,114 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 0 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 3,893,997 |
Additional cash requirement | 2017-12-31 | 3,893,997 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 5,414,317 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 108 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 95 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 5 |
Total of all active and inactive participants | 2017-01-01 | 100 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 100 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: SHUTTS & BOWEN LLP RETIREMENT PLAN AND TRUST 2016 401k membership |
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Market value of plan assets | 2016-12-31 | 30,616,982 |
Acturial value of plan assets | 2016-12-31 | 30,616,982 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 0 |
Number of terminated vested participants | 2016-12-31 | 6 |
Fundng target for terminated vested participants | 2016-12-31 | 179,639 |
Active participant vested funding target | 2016-12-31 | 30,353,936 |
Number of active participants | 2016-12-31 | 100 |
Total funding liabilities for active participants | 2016-12-31 | 30,353,936 |
Total participant count | 2016-12-31 | 106 |
Total funding target for all participants | 2016-12-31 | 30,533,575 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 0 |
Amount remaining of prefunding balance | 2016-12-31 | 0 |
Present value of excess contributions | 2016-12-31 | 2,729,305 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 2,903,162 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 0 |
Total employer contributions | 2016-12-31 | 4,316,638 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 4,065,967 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 3,070,356 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
Waiver amortization installment | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 2,986,949 |
Additional cash requirement | 2016-12-31 | 2,986,949 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 4,065,967 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 106 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 101 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 3 |
Total of all active and inactive participants | 2016-01-01 | 104 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 104 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: SHUTTS & BOWEN LLP RETIREMENT PLAN AND TRUST 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 116 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 100 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 6 |
Total of all active and inactive participants | 2015-01-01 | 106 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 106 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: SHUTTS & BOWEN LLP RETIREMENT PLAN AND TRUST 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 114 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 102 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 10 |
Total of all active and inactive participants | 2014-01-01 | 112 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 112 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: SHUTTS & BOWEN LLP RETIREMENT PLAN AND TRUST 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 111 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 105 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 6 |
Total of all active and inactive participants | 2013-01-01 | 111 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 111 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: SHUTTS & BOWEN LLP RETIREMENT PLAN AND TRUST 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 109 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 104 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 5 |
Total of all active and inactive participants | 2012-01-01 | 109 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 109 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 2 |
2011: SHUTTS & BOWEN LLP RETIREMENT PLAN AND TRUST 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 99 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 103 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 5 |
Total of all active and inactive participants | 2011-01-01 | 108 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 108 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: SHUTTS & BOWEN LLP RETIREMENT PLAN AND TRUST 2010 401k membership |
---|
Total participants, beginning-of-year | 2010-01-01 | 94 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 93 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 5 |
Total of all active and inactive participants | 2010-01-01 | 98 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 98 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: SHUTTS & BOWEN LLP RETIREMENT PLAN AND TRUST 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 93 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 91 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 3 |
Total of all active and inactive participants | 2009-01-01 | 94 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 94 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|
2022 : SHUTTS & BOWEN LLP RETIREMENT PLAN AND TRUST 2022 401k financial data |
---|
Total income from all sources | 2022-12-31 | $3,578,075 |
Expenses. Total of all expenses incurred | 2022-12-31 | $5,518,285 |
Benefits paid (including direct rollovers) | 2022-12-31 | $5,339,883 |
Total plan assets at end of year | 2022-12-31 | $43,349,431 |
Total plan assets at beginning of year | 2022-12-31 | $45,289,641 |
Value of fidelity bond covering the plan | 2022-12-31 | $3,000,000 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $178,402 |
Other income received | 2022-12-31 | $-5,495,657 |
Net income (gross income less expenses) | 2022-12-31 | $-1,940,210 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $43,349,431 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $45,289,641 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $9,073,732 |
2021 : SHUTTS & BOWEN LLP RETIREMENT PLAN AND TRUST 2021 401k financial data |
---|
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $14,187,876 |
Expenses. Total of all expenses incurred | 2021-12-31 | $2,976,272 |
Benefits paid (including direct rollovers) | 2021-12-31 | $2,759,248 |
Total plan assets at end of year | 2021-12-31 | $45,289,641 |
Total plan assets at beginning of year | 2021-12-31 | $34,078,037 |
Value of fidelity bond covering the plan | 2021-12-31 | $3,000,000 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $217,024 |
Other income received | 2021-12-31 | $4,224,132 |
Net income (gross income less expenses) | 2021-12-31 | $11,211,604 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $45,289,641 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $34,078,037 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $9,963,744 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
2020 : SHUTTS & BOWEN LLP RETIREMENT PLAN AND TRUST 2020 401k financial data |
---|
Total income from all sources | 2020-12-31 | $3,708,611 |
Expenses. Total of all expenses incurred | 2020-12-31 | $10,673,960 |
Benefits paid (including direct rollovers) | 2020-12-31 | $10,501,876 |
Total plan assets at end of year | 2020-12-31 | $34,078,037 |
Total plan assets at beginning of year | 2020-12-31 | $41,043,386 |
Value of fidelity bond covering the plan | 2020-12-31 | $3,000,000 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $172,084 |
Other income received | 2020-12-31 | $3,708,611 |
Net income (gross income less expenses) | 2020-12-31 | $-6,965,349 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $34,078,037 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $41,043,386 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : SHUTTS & BOWEN LLP RETIREMENT PLAN AND TRUST 2019 401k financial data |
---|
Total income from all sources | 2019-12-31 | $10,872,051 |
Expenses. Total of all expenses incurred | 2019-12-31 | $6,216,741 |
Benefits paid (including direct rollovers) | 2019-12-31 | $6,037,222 |
Total plan assets at end of year | 2019-12-31 | $41,043,386 |
Total plan assets at beginning of year | 2019-12-31 | $36,388,076 |
Value of fidelity bond covering the plan | 2019-12-31 | $3,000,000 |
Other income received | 2019-12-31 | $5,724,155 |
Net income (gross income less expenses) | 2019-12-31 | $4,655,310 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $41,043,386 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $36,388,076 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $5,147,896 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $179,519 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : SHUTTS & BOWEN LLP RETIREMENT PLAN AND TRUST 2018 401k financial data |
---|
Transfers to/from the plan | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $4,372,569 |
Expenses. Total of all expenses incurred | 2018-12-31 | $2,780,711 |
Benefits paid (including direct rollovers) | 2018-12-31 | $2,610,985 |
Total plan assets at end of year | 2018-12-31 | $36,388,076 |
Total plan assets at beginning of year | 2018-12-31 | $34,796,218 |
Value of fidelity bond covering the plan | 2018-12-31 | $3,000,000 |
Other income received | 2018-12-31 | $-1,226,708 |
Net income (gross income less expenses) | 2018-12-31 | $1,591,858 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $36,388,076 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $34,796,218 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $5,599,277 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $169,726 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : SHUTTS & BOWEN LLP RETIREMENT PLAN AND TRUST 2017 401k financial data |
---|
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $8,944,308 |
Expenses. Total of all expenses incurred | 2017-12-31 | $5,606,580 |
Benefits paid (including direct rollovers) | 2017-12-31 | $5,465,806 |
Total plan assets at end of year | 2017-12-31 | $34,796,218 |
Total plan assets at beginning of year | 2017-12-31 | $31,458,490 |
Value of fidelity bond covering the plan | 2017-12-31 | $3,000,000 |
Other income received | 2017-12-31 | $3,206,806 |
Net income (gross income less expenses) | 2017-12-31 | $3,337,728 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $34,796,218 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $31,458,490 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $5,737,502 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $140,774 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : SHUTTS & BOWEN LLP RETIREMENT PLAN AND TRUST 2016 401k financial data |
---|
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $6,089,243 |
Expenses. Total of all expenses incurred | 2016-12-31 | $5,247,947 |
Benefits paid (including direct rollovers) | 2016-12-31 | $5,083,570 |
Total plan assets at end of year | 2016-12-31 | $31,458,490 |
Total plan assets at beginning of year | 2016-12-31 | $30,617,194 |
Value of fidelity bond covering the plan | 2016-12-31 | $3,000,000 |
Other income received | 2016-12-31 | $1,772,605 |
Net income (gross income less expenses) | 2016-12-31 | $841,296 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $31,458,490 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $30,617,194 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $4,316,638 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $164,377 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : SHUTTS & BOWEN LLP RETIREMENT PLAN AND TRUST 2015 401k financial data |
---|
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $5,589,662 |
Expenses. Total of all expenses incurred | 2015-12-31 | $7,663,413 |
Benefits paid (including direct rollovers) | 2015-12-31 | $7,529,226 |
Total plan assets at end of year | 2015-12-31 | $30,617,194 |
Total plan assets at beginning of year | 2015-12-31 | $32,690,945 |
Value of fidelity bond covering the plan | 2015-12-31 | $3,000,000 |
Other income received | 2015-12-31 | $-158,415 |
Net income (gross income less expenses) | 2015-12-31 | $-2,073,751 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $30,617,194 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $32,690,945 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $5,748,077 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $134,187 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : SHUTTS & BOWEN LLP RETIREMENT PLAN AND TRUST 2014 401k financial data |
---|
Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $7,235,263 |
Expenses. Total of all expenses incurred | 2014-12-31 | $2,565,683 |
Benefits paid (including direct rollovers) | 2014-12-31 | $2,394,801 |
Total plan assets at end of year | 2014-12-31 | $32,690,945 |
Total plan assets at beginning of year | 2014-12-31 | $28,021,365 |
Value of fidelity bond covering the plan | 2014-12-31 | $3,000,000 |
Total contributions received or receivable from participants | 2014-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $1,865,185 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $4,669,580 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $32,690,945 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $28,021,365 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $5,370,078 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $170,882 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : SHUTTS & BOWEN LLP RETIREMENT PLAN AND TRUST 2013 401k financial data |
---|
Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $8,770,314 |
Expenses. Total of all expenses incurred | 2013-12-31 | $408,314 |
Benefits paid (including direct rollovers) | 2013-12-31 | $267,076 |
Total plan assets at end of year | 2013-12-31 | $28,021,365 |
Total plan assets at beginning of year | 2013-12-31 | $19,659,365 |
Value of fidelity bond covering the plan | 2013-12-31 | $3,000,000 |
Total contributions received or receivable from participants | 2013-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $2,706,881 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $8,362,000 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $28,021,365 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $19,659,365 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $6,063,433 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $141,238 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : SHUTTS & BOWEN LLP RETIREMENT PLAN AND TRUST 2012 401k financial data |
---|
Total plan liabilities at end of year | 2012-12-31 | $0 |
Total plan liabilities at beginning of year | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $4,731,896 |
Expenses. Total of all expenses incurred | 2012-12-31 | $740,316 |
Benefits paid (including direct rollovers) | 2012-12-31 | $626,158 |
Total plan assets at end of year | 2012-12-31 | $19,659,365 |
Total plan assets at beginning of year | 2012-12-31 | $15,667,785 |
Value of fidelity bond covering the plan | 2012-12-31 | $3,000,000 |
Total contributions received or receivable from participants | 2012-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
Other income received | 2012-12-31 | $1,487,634 |
Noncash contributions received | 2012-12-31 | $0 |
Net income (gross income less expenses) | 2012-12-31 | $3,991,580 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $19,659,365 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $15,667,785 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $3,244,262 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of corrective distributions | 2012-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $114,158 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : SHUTTS & BOWEN LLP RETIREMENT PLAN AND TRUST 2011 401k financial data |
---|
Transfers to/from the plan | 2011-12-31 | $0 |
Total plan liabilities at end of year | 2011-12-31 | $0 |
Total plan liabilities at beginning of year | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $3,093,677 |
Expenses. Total of all expenses incurred | 2011-12-31 | $807,383 |
Benefits paid (including direct rollovers) | 2011-12-31 | $716,930 |
Total plan assets at end of year | 2011-12-31 | $15,667,785 |
Total plan assets at beginning of year | 2011-12-31 | $13,381,491 |
Value of fidelity bond covering the plan | 2011-12-31 | $3,000,000 |
Total contributions received or receivable from participants | 2011-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $86,555 |
Noncash contributions received | 2011-12-31 | $0 |
Net income (gross income less expenses) | 2011-12-31 | $2,286,294 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $15,667,785 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $13,381,491 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $3,007,122 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $90,453 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : SHUTTS & BOWEN LLP RETIREMENT PLAN AND TRUST 2010 401k financial data |
---|
Transfers to/from the plan | 2010-12-31 | $0 |
Total plan liabilities at end of year | 2010-12-31 | $0 |
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $4,008,870 |
Expenses. Total of all expenses incurred | 2010-12-31 | $1,141,692 |
Benefits paid (including direct rollovers) | 2010-12-31 | $1,071,380 |
Total plan assets at end of year | 2010-12-31 | $13,381,491 |
Total plan assets at beginning of year | 2010-12-31 | $10,514,313 |
Value of fidelity bond covering the plan | 2010-12-31 | $3,000,000 |
Other income received | 2010-12-31 | $1,200,046 |
Net income (gross income less expenses) | 2010-12-31 | $2,867,178 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $13,381,491 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $10,514,313 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $2,808,824 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $70,312 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : SHUTTS & BOWEN LLP RETIREMENT PLAN AND TRUST 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: SHUTTS & BOWEN LLP RETIREMENT PLAN AND TRUST 2022 form 5500 responses |
---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: SHUTTS & BOWEN LLP RETIREMENT PLAN AND TRUST 2021 form 5500 responses |
---|
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: SHUTTS & BOWEN LLP RETIREMENT PLAN AND TRUST 2020 form 5500 responses |
---|
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: SHUTTS & BOWEN LLP RETIREMENT PLAN AND TRUST 2019 form 5500 responses |
---|
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: SHUTTS & BOWEN LLP RETIREMENT PLAN AND TRUST 2018 form 5500 responses |
---|
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: SHUTTS & BOWEN LLP RETIREMENT PLAN AND TRUST 2017 form 5500 responses |
---|
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: SHUTTS & BOWEN LLP RETIREMENT PLAN AND TRUST 2016 form 5500 responses |
---|
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: SHUTTS & BOWEN LLP RETIREMENT PLAN AND TRUST 2015 form 5500 responses |
---|
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: SHUTTS & BOWEN LLP RETIREMENT PLAN AND TRUST 2014 form 5500 responses |
---|
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: SHUTTS & BOWEN LLP RETIREMENT PLAN AND TRUST 2013 form 5500 responses |
---|
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: SHUTTS & BOWEN LLP RETIREMENT PLAN AND TRUST 2012 form 5500 responses |
---|
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: SHUTTS & BOWEN LLP RETIREMENT PLAN AND TRUST 2011 form 5500 responses |
---|
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: SHUTTS & BOWEN LLP RETIREMENT PLAN AND TRUST 2010 form 5500 responses |
---|
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: SHUTTS & BOWEN LLP RETIREMENT PLAN AND TRUST 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |