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CRISPIN, PORTER BOGUSKY LLC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameCRISPIN, PORTER BOGUSKY LLC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

CRISPIN, PORTER BOGUSKY LLC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CRISPIN PORTER & BOGUSKY, LLC has sponsored the creation of one or more 401k plans.

Company Name:CRISPIN PORTER & BOGUSKY, LLC
Employer identification number (EIN):651063056
NAIC Classification:541800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CRISPIN, PORTER BOGUSKY LLC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012022-01-01MELISSA WEBER
0012021-01-01
0012021-01-01MELISSA WEBER
0012020-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012017-01-01DUSTY NELSON
0012016-01-01DUSTY NELSON
0012015-01-01CARL ST. PHILIP
0012014-01-01CARL ST. PHILIP
0012013-01-01CARL ST. PHILIP
0012012-01-01CARL ST. PHILIP
0012011-01-01CARL ST. PHILIP
0012010-01-01CARL ST. PHILIP
0012009-01-01CARL ST. PHILIP

Plan Statistics for CRISPIN, PORTER BOGUSKY LLC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for CRISPIN, PORTER BOGUSKY LLC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: CRISPIN, PORTER BOGUSKY LLC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01524
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CRISPIN, PORTER BOGUSKY LLC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01636
Total number of active participants reported on line 7a of the Form 55002021-01-0121
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01502
Total of all active and inactive participants2021-01-01523
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01524
Number of participants with account balances2021-01-01523
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0144
2020: CRISPIN, PORTER BOGUSKY LLC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01895
Total number of active participants reported on line 7a of the Form 55002020-01-01123
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01512
Total of all active and inactive participants2020-01-01635
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01636
Number of participants with account balances2020-01-01631
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0150
2019: CRISPIN, PORTER BOGUSKY LLC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01982
Total number of active participants reported on line 7a of the Form 55002019-01-01202
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01693
Total of all active and inactive participants2019-01-01895
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01895
Number of participants with account balances2019-01-01889
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0157
2017: CRISPIN, PORTER BOGUSKY LLC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,135
Total number of active participants reported on line 7a of the Form 55002017-01-01439
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01639
Total of all active and inactive participants2017-01-011,078
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,078
Number of participants with account balances2017-01-011,019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01128
2016: CRISPIN, PORTER BOGUSKY LLC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,211
Total number of active participants reported on line 7a of the Form 55002016-01-01563
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01570
Total of all active and inactive participants2016-01-011,133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,133
Number of participants with account balances2016-01-011,114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0163
2015: CRISPIN, PORTER BOGUSKY LLC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,094
Total number of active participants reported on line 7a of the Form 55002015-01-01501
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01693
Total of all active and inactive participants2015-01-011,194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,194
Number of participants with account balances2015-01-011,171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0185
2014: CRISPIN, PORTER BOGUSKY LLC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,092
Total number of active participants reported on line 7a of the Form 55002014-01-01509
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01585
Total of all active and inactive participants2014-01-011,094
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,094
Number of participants with account balances2014-01-011,069
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01150
2013: CRISPIN, PORTER BOGUSKY LLC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,126
Total number of active participants reported on line 7a of the Form 55002013-01-01586
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01502
Total of all active and inactive participants2013-01-011,088
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,088
Number of participants with account balances2013-01-011,048
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0123
2012: CRISPIN, PORTER BOGUSKY LLC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,154
Total number of active participants reported on line 7a of the Form 55002012-01-01615
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01505
Total of all active and inactive participants2012-01-011,120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,120
Number of participants with account balances2012-01-011,068
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01177
2011: CRISPIN, PORTER BOGUSKY LLC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,187
Total number of active participants reported on line 7a of the Form 55002011-01-01694
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01453
Total of all active and inactive participants2011-01-011,147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,147
Number of participants with account balances2011-01-011,072
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01178
2010: CRISPIN, PORTER BOGUSKY LLC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,075
Total number of active participants reported on line 7a of the Form 55002010-01-01805
Number of other retired or separated participants entitled to future benefits2010-01-01345
Total of all active and inactive participants2010-01-011,150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-011,150
Number of participants with account balances2010-01-011,048
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-01118
2009: CRISPIN, PORTER BOGUSKY LLC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,037
Total number of active participants reported on line 7a of the Form 55002009-01-01773
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01289
Total of all active and inactive participants2009-01-011,062
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,062
Number of participants with account balances2009-01-01961
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01161

Financial Data on CRISPIN, PORTER BOGUSKY LLC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : CRISPIN, PORTER BOGUSKY LLC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets from this plan2022-12-31$18,191,205
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-4,569,672
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$5,951,998
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,947,028
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$351,177
Value of total assets at end of year2022-12-31$0
Value of total assets at beginning of year2022-12-31$28,712,875
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$4,970
Total interest from all sources2022-12-31$4,430
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,392,091
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$1,392,091
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$245,302
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$105,875
Administrative expenses (other) incurred2022-12-31$4,970
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-10,521,670
Value of net assets at end of year (total assets less liabilities)2022-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$28,712,875
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$28,262,294
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$62,709
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$387,872
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$387,872
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$4,430
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,318,342
Net investment gain or loss from common/collective trusts2022-12-31$972
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,947,028
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
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 PBGC2022-12-31Yes
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PENSION ASSURANCE LLP
Accountancy firm EIN2022-12-31300840934
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total transfer of assets from this plan2022-01-01$18,191,205
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-4,569,672
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$5,951,998
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$5,947,028
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$351,177
Value of total assets at end of year2022-01-01$0
Value of total assets at beginning of year2022-01-01$28,712,875
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$4,970
Total interest from all sources2022-01-01$4,430
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$1,392,091
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$1,392,091
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01Yes
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$245,302
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$105,875
Administrative expenses (other) incurred2022-01-01$4,970
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-10,521,670
Value of net assets at end of year (total assets less liabilities)2022-01-01$0
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$28,712,875
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$28,262,294
Value of interest in common/collective trusts at end of year2022-01-01$0
Value of interest in common/collective trusts at beginning of year2022-01-01$62,709
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-01-01$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-01-01$4,430
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-6,318,342
Net investment gain or loss from common/collective trusts2022-01-01$972
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$5,947,028
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-01-01Yes
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01Yes
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01PENSION ASSURANCE LLP
Accountancy firm EIN2022-01-01300840934
2021 : CRISPIN, PORTER BOGUSKY LLC. 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$5,484,110
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$8,405,975
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$8,361,939
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$653,428
Value of total assets at end of year2021-12-31$28,712,875
Value of total assets at beginning of year2021-12-31$31,634,740
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$44,036
Total interest from all sources2021-12-31$36,927
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,980,940
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$1,980,940
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$535,153
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$10,287
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$55,320
Administrative expenses (other) incurred2021-12-31$44,036
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-2,921,865
Value of net assets at end of year (total assets less liabilities)2021-12-31$28,712,875
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$31,634,740
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$28,262,294
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$31,047,206
Interest on participant loans2021-12-31$122
Value of interest in common/collective trusts at end of year2021-12-31$62,709
Value of interest in common/collective trusts at beginning of year2021-12-31$230,925
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$387,872
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$346,322
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$346,322
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$36,805
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,809,996
Net investment gain or loss from common/collective trusts2021-12-31$2,819
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$62,955
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$8,361,939
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31EISNERAMPER LLP
Accountancy firm EIN2021-12-31871363769
2020 : CRISPIN, PORTER BOGUSKY LLC. 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$6,321,422
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,922,196
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,844,147
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,562,668
Value of total assets at end of year2020-12-31$31,634,740
Value of total assets at beginning of year2020-12-31$30,235,514
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$78,049
Total interest from all sources2020-12-31$25,281
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,352,635
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$1,352,635
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,211,918
Participant contributions at end of year2020-12-31$10,287
Participant contributions at beginning of year2020-12-31$75,697
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$177,882
Administrative expenses (other) incurred2020-12-31$78,049
Liabilities. Value of operating payables at end of year2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,399,226
Value of net assets at end of year (total assets less liabilities)2020-12-31$31,634,740
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$30,235,514
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$31,047,206
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$29,177,296
Interest on participant loans2020-12-31$3,194
Value of interest in common/collective trusts at end of year2020-12-31$230,925
Value of interest in common/collective trusts at beginning of year2020-12-31$299,258
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$346,322
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$222,449
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$222,449
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$22,087
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,373,969
Net investment gain or loss from common/collective trusts2020-12-31$6,869
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$172,868
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$460,814
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,844,147
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
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 name2020-12-31EISNERAMPER LLP
Accountancy firm EIN2020-12-31131639826
2019 : CRISPIN, PORTER BOGUSKY LLC. 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$100
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$100
Total income from all sources (including contributions)2019-12-31$7,824,555
Total income from all sources (including contributions)2019-12-31$7,824,555
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$5,461,493
Total of all expenses incurred2019-12-31$5,461,493
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,431,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,431,307
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,081,252
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,081,252
Value of total assets at end of year2019-12-31$30,235,514
Value of total assets at end of year2019-12-31$30,235,514
Value of total assets at beginning of year2019-12-31$27,872,552
Value of total assets at beginning of year2019-12-31$27,872,552
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$30,186
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$30,186
Total interest from all sources2019-12-31$9,946
Total interest from all sources2019-12-31$9,946
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,554,565
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,554,565
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,554,565
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,554,565
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,539,360
Contributions received from participants2019-12-31$1,539,360
Participant contributions at end of year2019-12-31$75,697
Participant contributions at end of year2019-12-31$75,697
Participant contributions at beginning of year2019-12-31$142,317
Participant contributions at beginning of year2019-12-31$142,317
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$61,186
Participant contributions at beginning of year2019-12-31$61,186
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$81,078
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$81,078
Other income not declared elsewhere2019-12-31$-28,374
Other income not declared elsewhere2019-12-31$-28,374
Administrative expenses (other) incurred2019-12-31$30,186
Administrative expenses (other) incurred2019-12-31$30,186
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$100
Liabilities. Value of operating payables at beginning of year2019-12-31$100
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$100
Total non interest bearing cash at beginning of year2019-12-31$100
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$2,363,062
Value of net income/loss2019-12-31$2,363,062
Value of net assets at end of year (total assets less liabilities)2019-12-31$30,235,514
Value of net assets at end of year (total assets less liabilities)2019-12-31$30,235,514
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$27,872,452
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$27,872,452
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$29,177,296
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$29,177,296
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$26,882,317
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$26,882,317
Interest on participant loans2019-12-31$7,123
Interest on participant loans2019-12-31$7,123
Value of interest in common/collective trusts at end of year2019-12-31$299,258
Value of interest in common/collective trusts at end of year2019-12-31$299,258
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$222,449
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$222,449
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$340,620
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$340,620
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$340,620
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$340,620
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$2,823
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$2,823
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,201,106
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,201,106
Net investment gain or loss from common/collective trusts2019-12-31$6,060
Net investment gain or loss from common/collective trusts2019-12-31$6,060
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$460,814
Contributions received in cash from employer2019-12-31$460,814
Employer contributions (assets) at end of year2019-12-31$460,814
Employer contributions (assets) at end of year2019-12-31$460,814
Employer contributions (assets) at beginning of year2019-12-31$446,012
Employer contributions (assets) at beginning of year2019-12-31$446,012
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,431,307
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,431,307
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31EISNERAMPER LLP
Accountancy firm name2019-12-31EISNERAMPER LLP
Accountancy firm EIN2019-12-31131639826
Accountancy firm EIN2019-12-31131639826
2018 : CRISPIN, PORTER BOGUSKY LLC. 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$100
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$15,776
Total income from all sources (including contributions)2018-12-31$419,081
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$6,350,593
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$6,211,276
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,480,898
Value of total assets at end of year2018-12-31$27,872,552
Value of total assets at beginning of year2018-12-31$33,819,740
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$139,317
Total interest from all sources2018-12-31$12,031
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$726,709
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$726,709
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,898,083
Participant contributions at end of year2018-12-31$142,317
Participant contributions at beginning of year2018-12-31$281,427
Participant contributions at end of year2018-12-31$61,186
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$136,803
Liabilities. Value of operating payables at end of year2018-12-31$100
Liabilities. Value of operating payables at beginning of year2018-12-31$280
Total non interest bearing cash at end of year2018-12-31$100
Total non interest bearing cash at beginning of year2018-12-31$15,616
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-5,931,512
Value of net assets at end of year (total assets less liabilities)2018-12-31$27,872,452
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$33,803,964
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$41,403
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$26,882,317
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$32,461,803
Interest on participant loans2018-12-31$9,119
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$340,620
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$342,521
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$342,521
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$2,912
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,800,557
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$446,012
Employer contributions (assets) at end of year2018-12-31$446,012
Employer contributions (assets) at beginning of year2018-12-31$718,373
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$6,211,276
Contract administrator fees2018-12-31$97,914
Liabilities. Value of benefit claims payable at end of year2018-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$15,496
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 name2018-12-31EISNERAMPER LLP
Accountancy firm EIN2018-12-31131639826
2017 : CRISPIN, PORTER BOGUSKY LLC. 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$15,776
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$8,291
Total income from all sources (including contributions)2017-12-31$8,996,318
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$7,107,618
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,974,703
Value of total corrective distributions2017-12-31$444
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,704,177
Value of total assets at end of year2017-12-31$33,819,740
Value of total assets at beginning of year2017-12-31$31,923,555
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$132,471
Total interest from all sources2017-12-31$16,176
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,096,690
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$1,096,690
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,758,589
Participant contributions at end of year2017-12-31$281,427
Participant contributions at beginning of year2017-12-31$257,474
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$227,215
Liabilities. Value of operating payables at end of year2017-12-31$280
Liabilities. Value of operating payables at beginning of year2017-12-31$70
Total non interest bearing cash at end of year2017-12-31$15,616
Total non interest bearing cash at beginning of year2017-12-31$302
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,888,700
Value of net assets at end of year (total assets less liabilities)2017-12-31$33,803,964
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$31,915,264
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$112,377
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$32,461,803
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$30,228,450
Interest on participant loans2017-12-31$13,419
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$342,521
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$564,940
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$564,940
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$2,757
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,179,275
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$718,373
Employer contributions (assets) at end of year2017-12-31$718,373
Employer contributions (assets) at beginning of year2017-12-31$872,389
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$6,974,703
Contract administrator fees2017-12-31$20,094
Liabilities. Value of benefit claims payable at end of year2017-12-31$15,496
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$8,221
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 name2017-12-31EISNERAMPER LLP
Accountancy firm EIN2017-12-31131639826
2016 : CRISPIN, PORTER BOGUSKY LLC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$303,298
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$8,291
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$6,562,854
Total loss/gain on sale of assets2016-12-31$-218,814
Total of all expenses incurred2016-12-31$4,401,596
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,272,598
Value of total corrective distributions2016-12-31$7,989
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,022,025
Value of total assets at end of year2016-12-31$31,923,555
Value of total assets at beginning of year2016-12-31$29,450,708
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$121,009
Total interest from all sources2016-12-31$10,805
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$900,625
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$900,625
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
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$2,814,222
Participant contributions at end of year2016-12-31$257,474
Participant contributions at beginning of year2016-12-31$279,234
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$55
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$335,414
Liabilities. Value of operating payables at end of year2016-12-31$70
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$302
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,161,258
Value of net assets at end of year (total assets less liabilities)2016-12-31$31,915,264
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$29,450,708
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$99,173
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$30,228,450
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$28,084,052
Interest on participant loans2016-12-31$9,708
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$564,940
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$278,216
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$278,216
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,097
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,848,213
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$872,389
Employer contributions (assets) at end of year2016-12-31$872,389
Employer contributions (assets) at beginning of year2016-12-31$809,151
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,272,598
Contract administrator fees2016-12-31$21,836
Liabilities. Value of benefit claims payable at end of year2016-12-31$8,221
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$6,717,111
Aggregate carrying amount (costs) on sale of assets2016-12-31$6,935,925
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 name2016-12-31EISNERAMPER LLP
Accountancy firm EIN2016-12-31131639826
2015 : CRISPIN, PORTER BOGUSKY LLC. 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$3,352,534
Total loss/gain on sale of assets2015-12-31$2,546,953
Total of all expenses incurred2015-12-31$3,973,489
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,853,726
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,746,407
Value of total assets at end of year2015-12-31$29,450,708
Value of total assets at beginning of year2015-12-31$30,071,663
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$119,763
Total interest from all sources2015-12-31$13,452
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,002,839
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$1,002,839
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
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$2,736,436
Participant contributions at end of year2015-12-31$279,234
Participant contributions at beginning of year2015-12-31$310,345
Participant contributions at end of year2015-12-31$55
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$200,820
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-620,955
Value of net assets at end of year (total assets less liabilities)2015-12-31$29,450,708
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$30,071,663
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$100,483
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$28,084,052
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$28,894,934
Interest on participant loans2015-12-31$13,376
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$3,173
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$278,216
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$134,629
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$134,629
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$76
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,957,283
Net investment gain or loss from common/collective trusts2015-12-31$166
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$809,151
Employer contributions (assets) at end of year2015-12-31$809,151
Employer contributions (assets) at beginning of year2015-12-31$728,582
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,853,726
Contract administrator fees2015-12-31$19,280
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$46,780,610
Aggregate carrying amount (costs) on sale of assets2015-12-31$44,233,657
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 name2015-12-31EISNERAMPER LLP
Accountancy firm EIN2015-12-31131639826
2014 : CRISPIN, PORTER BOGUSKY LLC. 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$8,790
Total income from all sources (including contributions)2014-12-31$5,076,894
Total loss/gain on sale of assets2014-12-31$809,877
Total of all expenses incurred2014-12-31$4,465,565
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,318,978
Expenses. Certain deemed distributions of participant loans2014-12-31$9,604
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,592,096
Value of total assets at end of year2014-12-31$30,071,663
Value of total assets at beginning of year2014-12-31$29,469,124
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$136,983
Total interest from all sources2014-12-31$12,926
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,563,420
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$1,563,420
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
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$2,654,809
Participant contributions at end of year2014-12-31$310,345
Participant contributions at beginning of year2014-12-31$309,554
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$120
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$208,705
Liabilities. Value of operating payables at end of year2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$8,790
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$611,329
Value of net assets at end of year (total assets less liabilities)2014-12-31$30,071,663
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$29,460,334
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$104,542
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$28,894,934
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$28,161,401
Interest on participant loans2014-12-31$12,908
Value of interest in common/collective trusts at end of year2014-12-31$3,173
Value of interest in common/collective trusts at beginning of year2014-12-31$3,081
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$134,629
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$97,321
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$97,321
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$18
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-901,448
Net investment gain or loss from common/collective trusts2014-12-31$23
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$728,582
Employer contributions (assets) at end of year2014-12-31$728,582
Employer contributions (assets) at beginning of year2014-12-31$897,647
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,318,978
Contract administrator fees2014-12-31$32,441
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$9,233,575
Aggregate carrying amount (costs) on sale of assets2014-12-31$8,423,698
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 name2014-12-31MALLAH, FURMAN AND COMPANY, P.A.
Accountancy firm EIN2014-12-31591765543
2013 : CRISPIN, PORTER BOGUSKY LLC. 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$8,790
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$994
Total income from all sources (including contributions)2013-12-31$8,091,026
Total loss/gain on sale of assets2013-12-31$506,068
Total of all expenses incurred2013-12-31$3,188,288
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,065,621
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,167,761
Value of total assets at end of year2013-12-31$29,469,124
Value of total assets at beginning of year2013-12-31$24,558,590
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$122,667
Total interest from all sources2013-12-31$14,781
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,201,133
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$1,201,133
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
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$3,099,545
Participant contributions at end of year2013-12-31$309,554
Participant contributions at beginning of year2013-12-31$300,801
Participant contributions at end of year2013-12-31$120
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$170,569
Liabilities. Value of operating payables at end of year2013-12-31$8,790
Liabilities. Value of operating payables at beginning of year2013-12-31$994
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$4,902,738
Value of net assets at end of year (total assets less liabilities)2013-12-31$29,460,334
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$24,557,596
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$93,108
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$28,161,401
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$23,371,532
Interest on participant loans2013-12-31$14,765
Value of interest in common/collective trusts at end of year2013-12-31$3,081
Value of interest in common/collective trusts at beginning of year2013-12-31$4,638
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$97,321
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$994
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$994
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$16
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,201,254
Net investment gain or loss from common/collective trusts2013-12-31$29
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$897,647
Employer contributions (assets) at end of year2013-12-31$897,647
Employer contributions (assets) at beginning of year2013-12-31$880,625
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,065,621
Contract administrator fees2013-12-31$29,559
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$5,686,061
Aggregate carrying amount (costs) on sale of assets2013-12-31$5,179,993
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 name2013-12-31MALLAH, FURMAN AND COMPANY, P.A.
Accountancy firm EIN2013-12-31591765543
2012 : CRISPIN, PORTER BOGUSKY LLC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$76,149
Total transfer of assets from this plan2012-12-31$81,589
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$994
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,503
Total income from all sources (including contributions)2012-12-31$7,344,778
Total loss/gain on sale of assets2012-12-31$288,683
Total of all expenses incurred2012-12-31$4,467,186
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,347,777
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,256,289
Value of total assets at end of year2012-12-31$24,558,590
Value of total assets at beginning of year2012-12-31$21,686,947
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$119,409
Total interest from all sources2012-12-31$16,891
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$903,999
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$903,999
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
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$3,056,098
Participant contributions at end of year2012-12-31$300,801
Participant contributions at beginning of year2012-12-31$334,953
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$319,566
Liabilities. Value of operating payables at end of year2012-12-31$994
Liabilities. Value of operating payables at beginning of year2012-12-31$1,503
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,877,592
Value of net assets at end of year (total assets less liabilities)2012-12-31$24,557,596
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$21,685,444
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$85,511
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$23,371,532
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$20,402,258
Interest on participant loans2012-12-31$16,870
Value of interest in common/collective trusts at end of year2012-12-31$4,638
Value of interest in common/collective trusts at beginning of year2012-12-31$19,930
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$994
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$883
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$883
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$21
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,878,733
Net investment gain or loss from common/collective trusts2012-12-31$183
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$880,625
Employer contributions (assets) at end of year2012-12-31$880,625
Employer contributions (assets) at beginning of year2012-12-31$928,923
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,347,777
Contract administrator fees2012-12-31$33,898
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$12,324,585
Aggregate carrying amount (costs) on sale of assets2012-12-31$12,035,902
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 name2012-12-31MALLAH, FURMAN AND COMPANY, P.A.
Accountancy firm EIN2012-12-31591765543
2011 : CRISPIN, PORTER BOGUSKY LLC. 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$1,503
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$67
Total income from all sources (including contributions)2011-12-31$4,313,675
Total loss/gain on sale of assets2011-12-31$2,296,586
Total of all expenses incurred2011-12-31$2,482,722
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,347,855
Expenses. Certain deemed distributions of participant loans2011-12-31$32,543
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,757,500
Value of total assets at end of year2011-12-31$21,686,947
Value of total assets at beginning of year2011-12-31$19,854,558
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$102,324
Total interest from all sources2011-12-31$16,463
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$755,068
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$755,068
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$3,269,377
Participant contributions at end of year2011-12-31$334,953
Participant contributions at beginning of year2011-12-31$292,117
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$33,400
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$559,200
Liabilities. Value of operating payables at end of year2011-12-31$1,503
Liabilities. Value of operating payables at beginning of year2011-12-31$67
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$1,830,953
Value of net assets at end of year (total assets less liabilities)2011-12-31$21,685,444
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$19,854,491
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$73,146
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$20,402,258
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$19,525,621
Interest on participant loans2011-12-31$16,456
Value of interest in common/collective trusts at end of year2011-12-31$19,930
Value of interest in common/collective trusts at beginning of year2011-12-31$3,420
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$883
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$7
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-3,509,117
Net investment gain or loss from common/collective trusts2011-12-31$-2,825
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$928,923
Employer contributions (assets) at end of year2011-12-31$928,923
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,347,855
Contract administrator fees2011-12-31$29,178
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$2,296,586
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 name2011-12-31MALLAH, FURMAN AND COMPANY, P.A.
Accountancy firm EIN2011-12-31591765543
2010 : CRISPIN, PORTER BOGUSKY LLC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total transfer of assets from this plan2010-12-31$66,647
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$15,617
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$3,786
Total income from all sources (including contributions)2010-12-31$5,527,533
Total of all expenses incurred2010-12-31$2,076,293
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,985,086
Value of total corrective distributions2010-12-31$67
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,207,837
Value of total assets at end of year2010-12-31$19,870,108
Value of total assets at beginning of year2010-12-31$16,473,684
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$91,140
Total interest from all sources2010-12-31$15,278
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$450,999
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$450,999
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
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$2,972,722
Participant contributions at end of year2010-12-31$307,667
Participant contributions at beginning of year2010-12-31$264,797
Participant contributions at end of year2010-12-31$33,400
Participant contributions at beginning of year2010-12-31$500
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$235,115
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$15,550
Other income not declared elsewhere2010-12-31$32
Liabilities. Value of operating payables at end of year2010-12-31$67
Liabilities. Value of operating payables at beginning of year2010-12-31$3,786
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$3,451,240
Value of net assets at end of year (total assets less liabilities)2010-12-31$19,854,491
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$16,469,898
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$91,140
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$19,529,041
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$16,208,387
Interest on participant loans2010-12-31$15,278
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,853,387
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$0
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,985,086
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MALLAH, FURMAN AND COMPANY, P.A.
Accountancy firm EIN2010-12-31591765543
2009 : CRISPIN, PORTER BOGUSKY LLC. 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 CRISPIN, PORTER BOGUSKY LLC. 401(K) PROFIT SHARING PLAN

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

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