401k Plan data: GARDERE WYNNE SEWELL LLP SAVINGS AND RETIREMENT PLAN FOR ASSOCIATES plan

GARDERE WYNNE SEWELL LLP SAVINGS AND RETIREMENT PLAN FOR ASSOCIATES 401k Plan overview

Plan Name	GARDERE WYNNE SEWELL LLP SAVINGS AND RETIREMENT PLAN FOR ASSOCIATES
Plan identification number	063

GARDERE WYNNE SEWELL LLP SAVINGS AND RETIREMENT PLAN FOR ASSOCIATES Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

GARDERE WYNNE SEWELL LLP has sponsored the creation of one or more 401k plans.

Company Name: GARDERE WYNNE SEWELL LLP

Employer identification number (EIN): 750730814

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GARDERE WYNNE SEWELL LLP SAVINGS AND RETIREMENT PLAN FOR ASSOCIATES

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
063 2018-04-01 SUZANNE BAIVIER 2020-01-15 MICHAEL ABBOTT 2020-01-15
063 2017-04-01 JULIE ORREN MICHAEL ABBOTT 2019-01-15
063 2016-04-01 JULIE ORREN STEPHEN GILLES 2018-01-17
063 2016-04-01 STEPHEN GILLES 2018-01-16
063 2015-04-01 JULIE ORREN STEPHEN GILLES 2017-01-13
063 2014-04-01 JULIE ORREN SCOTT FLETCHER 2016-01-15
063 2013-04-01 JULIE ORREN STEPHEN GILLES 2015-01-15
063 2012-04-01 JULIE ORREN STEPHEN GILLES 2014-01-15
063 2011-04-01 JULIE ORREN ROBERT SWAYZE 2013-01-15
063 2010-04-01 JULIE ORREN ROBERT SWAYZE 2012-01-13
063 2009-04-01 JULIE ORREN
063 2009-04-01 ROBERT SWAYZE 2011-01-18

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
063	2018-04-01	SUZANNE BAIVIER	2020-01-15	MICHAEL ABBOTT	2020-01-15
063	2017-04-01	JULIE ORREN		MICHAEL ABBOTT	2019-01-15
063	2016-04-01	JULIE ORREN		STEPHEN GILLES	2018-01-17
063	2016-04-01			STEPHEN GILLES	2018-01-16
063	2015-04-01	JULIE ORREN		STEPHEN GILLES	2017-01-13
063	2014-04-01	JULIE ORREN		SCOTT FLETCHER	2016-01-15
063	2013-04-01	JULIE ORREN		STEPHEN GILLES	2015-01-15
063	2012-04-01	JULIE ORREN		STEPHEN GILLES	2014-01-15
063	2011-04-01	JULIE ORREN		ROBERT SWAYZE	2013-01-15
063	2010-04-01	JULIE ORREN		ROBERT SWAYZE	2012-01-13
063	2009-04-01	JULIE ORREN
063	2009-04-01			ROBERT SWAYZE	2011-01-18

Plan Statistics for GARDERE WYNNE SEWELL LLP SAVINGS AND RETIREMENT PLAN FOR ASSOCIATES

401k plan membership statisitcs for GARDERE WYNNE SEWELL LLP SAVINGS AND RETIREMENT PLAN FOR ASSOCIATES

Measure Date Value
2018: GARDERE WYNNE SEWELL LLP SAVINGS AND RETIREMENT PLAN FOR ASSOCIATES 2018 401k membership
Total participants, beginning-of-year 2018-04-01 133
Total number of active participants reported on line 7a of the Form 5500 2018-04-01 0
Number of retired or separated participants receiving benefits 2018-04-01 0
Number of other retired or separated participants entitled to future benefits 2018-04-01 0
Total of all active and inactive participants 2018-04-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-04-01 0
Total participants 2018-04-01 0
2017: GARDERE WYNNE SEWELL LLP SAVINGS AND RETIREMENT PLAN FOR ASSOCIATES 2017 401k membership
Total participants, beginning-of-year 2017-04-01 137
Total number of active participants reported on line 7a of the Form 5500 2017-04-01 81
Number of retired or separated participants receiving benefits 2017-04-01 0
Number of other retired or separated participants entitled to future benefits 2017-04-01 52
Total of all active and inactive participants 2017-04-01 133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-04-01 0
Total participants 2017-04-01 133
Number of participants with account balances 2017-04-01 110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-04-01 0
2016: GARDERE WYNNE SEWELL LLP SAVINGS AND RETIREMENT PLAN FOR ASSOCIATES 2016 401k membership
Total participants, beginning-of-year 2016-04-01 128
Total number of active participants reported on line 7a of the Form 5500 2016-04-01 74
Number of retired or separated participants receiving benefits 2016-04-01 0
Number of other retired or separated participants entitled to future benefits 2016-04-01 63
Total of all active and inactive participants 2016-04-01 137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-04-01 0
Total participants 2016-04-01 137
Number of participants with account balances 2016-04-01 111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-04-01 0
2015: GARDERE WYNNE SEWELL LLP SAVINGS AND RETIREMENT PLAN FOR ASSOCIATES 2015 401k membership
Total participants, beginning-of-year 2015-04-01 142
Total number of active participants reported on line 7a of the Form 5500 2015-04-01 75
Number of retired or separated participants receiving benefits 2015-04-01 0
Number of other retired or separated participants entitled to future benefits 2015-04-01 53
Total of all active and inactive participants 2015-04-01 128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-04-01 0
Total participants 2015-04-01 128
Number of participants with account balances 2015-04-01 109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-04-01 0
2014: GARDERE WYNNE SEWELL LLP SAVINGS AND RETIREMENT PLAN FOR ASSOCIATES 2014 401k membership
Total participants, beginning-of-year 2014-04-01 130
Total number of active participants reported on line 7a of the Form 5500 2014-04-01 94
Number of retired or separated participants receiving benefits 2014-04-01 0
Number of other retired or separated participants entitled to future benefits 2014-04-01 48
Total of all active and inactive participants 2014-04-01 142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-04-01 0
Total participants 2014-04-01 142
Number of participants with account balances 2014-04-01 95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-04-01 0
2013: GARDERE WYNNE SEWELL LLP SAVINGS AND RETIREMENT PLAN FOR ASSOCIATES 2013 401k membership
Total participants, beginning-of-year 2013-04-01 126
Total number of active participants reported on line 7a of the Form 5500 2013-04-01 79
Number of retired or separated participants receiving benefits 2013-04-01 0
Number of other retired or separated participants entitled to future benefits 2013-04-01 51
Total of all active and inactive participants 2013-04-01 130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-04-01 0
Total participants 2013-04-01 130
Number of participants with account balances 2013-04-01 93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-04-01 0
2012: GARDERE WYNNE SEWELL LLP SAVINGS AND RETIREMENT PLAN FOR ASSOCIATES 2012 401k membership
Total participants, beginning-of-year 2012-04-01 130
Total number of active participants reported on line 7a of the Form 5500 2012-04-01 70
Number of retired or separated participants receiving benefits 2012-04-01 0
Number of other retired or separated participants entitled to future benefits 2012-04-01 56
Total of all active and inactive participants 2012-04-01 126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-04-01 0
Total participants 2012-04-01 126
Number of participants with account balances 2012-04-01 99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-04-01 0
2011: GARDERE WYNNE SEWELL LLP SAVINGS AND RETIREMENT PLAN FOR ASSOCIATES 2011 401k membership
Total participants, beginning-of-year 2011-04-01 142
Total number of active participants reported on line 7a of the Form 5500 2011-04-01 75
Number of other retired or separated participants entitled to future benefits 2011-04-01 55
Total of all active and inactive participants 2011-04-01 130
Total participants 2011-04-01 130
Number of participants with account balances 2011-04-01 105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-04-01 0
2010: GARDERE WYNNE SEWELL LLP SAVINGS AND RETIREMENT PLAN FOR ASSOCIATES 2010 401k membership
Total participants, beginning-of-year 2010-04-01 140
Total number of active participants reported on line 7a of the Form 5500 2010-04-01 87
Number of other retired or separated participants entitled to future benefits 2010-04-01 55
Total of all active and inactive participants 2010-04-01 142
Total participants 2010-04-01 142
Number of participants with account balances 2010-04-01 114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-04-01 0
2009: GARDERE WYNNE SEWELL LLP SAVINGS AND RETIREMENT PLAN FOR ASSOCIATES 2009 401k membership
Total participants, beginning-of-year 2009-04-01 150
Total number of active participants reported on line 7a of the Form 5500 2009-04-01 90
Number of other retired or separated participants entitled to future benefits 2009-04-01 50
Total of all active and inactive participants 2009-04-01 140
Total participants 2009-04-01 140
Number of participants with account balances 2009-04-01 122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-04-01 0

Measure	Date	Value
2018: GARDERE WYNNE SEWELL LLP SAVINGS AND RETIREMENT PLAN FOR ASSOCIATES 2018 401k membership
Total participants, beginning-of-year	2018-04-01	133
Total number of active participants reported on line 7a of the Form 5500	2018-04-01	0
Number of retired or separated participants receiving benefits	2018-04-01	0
Number of other retired or separated participants entitled to future benefits	2018-04-01	0
Total of all active and inactive participants	2018-04-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-04-01	0
Total participants	2018-04-01	0
2017: GARDERE WYNNE SEWELL LLP SAVINGS AND RETIREMENT PLAN FOR ASSOCIATES 2017 401k membership
Total participants, beginning-of-year	2017-04-01	137
Total number of active participants reported on line 7a of the Form 5500	2017-04-01	81
Number of retired or separated participants receiving benefits	2017-04-01	0
Number of other retired or separated participants entitled to future benefits	2017-04-01	52
Total of all active and inactive participants	2017-04-01	133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-04-01	0
Total participants	2017-04-01	133
Number of participants with account balances	2017-04-01	110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-04-01	0
2016: GARDERE WYNNE SEWELL LLP SAVINGS AND RETIREMENT PLAN FOR ASSOCIATES 2016 401k membership
Total participants, beginning-of-year	2016-04-01	128
Total number of active participants reported on line 7a of the Form 5500	2016-04-01	74
Number of retired or separated participants receiving benefits	2016-04-01	0
Number of other retired or separated participants entitled to future benefits	2016-04-01	63
Total of all active and inactive participants	2016-04-01	137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-04-01	0
Total participants	2016-04-01	137
Number of participants with account balances	2016-04-01	111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-04-01	0
2015: GARDERE WYNNE SEWELL LLP SAVINGS AND RETIREMENT PLAN FOR ASSOCIATES 2015 401k membership
Total participants, beginning-of-year	2015-04-01	142
Total number of active participants reported on line 7a of the Form 5500	2015-04-01	75
Number of retired or separated participants receiving benefits	2015-04-01	0
Number of other retired or separated participants entitled to future benefits	2015-04-01	53
Total of all active and inactive participants	2015-04-01	128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-04-01	0
Total participants	2015-04-01	128
Number of participants with account balances	2015-04-01	109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-04-01	0
2014: GARDERE WYNNE SEWELL LLP SAVINGS AND RETIREMENT PLAN FOR ASSOCIATES 2014 401k membership
Total participants, beginning-of-year	2014-04-01	130
Total number of active participants reported on line 7a of the Form 5500	2014-04-01	94
Number of retired or separated participants receiving benefits	2014-04-01	0
Number of other retired or separated participants entitled to future benefits	2014-04-01	48
Total of all active and inactive participants	2014-04-01	142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-04-01	0
Total participants	2014-04-01	142
Number of participants with account balances	2014-04-01	95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-04-01	0
2013: GARDERE WYNNE SEWELL LLP SAVINGS AND RETIREMENT PLAN FOR ASSOCIATES 2013 401k membership
Total participants, beginning-of-year	2013-04-01	126
Total number of active participants reported on line 7a of the Form 5500	2013-04-01	79
Number of retired or separated participants receiving benefits	2013-04-01	0
Number of other retired or separated participants entitled to future benefits	2013-04-01	51
Total of all active and inactive participants	2013-04-01	130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-04-01	0
Total participants	2013-04-01	130
Number of participants with account balances	2013-04-01	93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-04-01	0
2012: GARDERE WYNNE SEWELL LLP SAVINGS AND RETIREMENT PLAN FOR ASSOCIATES 2012 401k membership
Total participants, beginning-of-year	2012-04-01	130
Total number of active participants reported on line 7a of the Form 5500	2012-04-01	70
Number of retired or separated participants receiving benefits	2012-04-01	0
Number of other retired or separated participants entitled to future benefits	2012-04-01	56
Total of all active and inactive participants	2012-04-01	126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-04-01	0
Total participants	2012-04-01	126
Number of participants with account balances	2012-04-01	99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-04-01	0
2011: GARDERE WYNNE SEWELL LLP SAVINGS AND RETIREMENT PLAN FOR ASSOCIATES 2011 401k membership
Total participants, beginning-of-year	2011-04-01	142
Total number of active participants reported on line 7a of the Form 5500	2011-04-01	75
Number of other retired or separated participants entitled to future benefits	2011-04-01	55
Total of all active and inactive participants	2011-04-01	130
Total participants	2011-04-01	130
Number of participants with account balances	2011-04-01	105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-04-01	0
2010: GARDERE WYNNE SEWELL LLP SAVINGS AND RETIREMENT PLAN FOR ASSOCIATES 2010 401k membership
Total participants, beginning-of-year	2010-04-01	140
Total number of active participants reported on line 7a of the Form 5500	2010-04-01	87
Number of other retired or separated participants entitled to future benefits	2010-04-01	55
Total of all active and inactive participants	2010-04-01	142
Total participants	2010-04-01	142
Number of participants with account balances	2010-04-01	114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-04-01	0
2009: GARDERE WYNNE SEWELL LLP SAVINGS AND RETIREMENT PLAN FOR ASSOCIATES 2009 401k membership
Total participants, beginning-of-year	2009-04-01	150
Total number of active participants reported on line 7a of the Form 5500	2009-04-01	90
Number of other retired or separated participants entitled to future benefits	2009-04-01	50
Total of all active and inactive participants	2009-04-01	140
Total participants	2009-04-01	140
Number of participants with account balances	2009-04-01	122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-04-01	0

Financial Data on GARDERE WYNNE SEWELL LLP SAVINGS AND RETIREMENT PLAN FOR ASSOCIATES

Measure	Date	Value
2019 : GARDERE WYNNE SEWELL LLP SAVINGS AND RETIREMENT PLAN FOR ASSOCIATES 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-02-28	$-7,326
Total unrealized appreciation/depreciation of assets	2019-02-28	$-7,326
Total transfer of assets from this plan	2019-02-28	$8,559,885
Total income from all sources (including contributions)	2019-02-28	$694,669
Total of all expenses incurred	2019-02-28	$1,947,708
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-02-28	$1,935,872
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-02-28	$536,380
Value of total assets at end of year	2019-02-28	$0
Value of total assets at beginning of year	2019-02-28	$9,812,924
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-02-28	$11,836
Total interest from all sources	2019-02-28	$2,544
Total dividends received (eg from common stock, registered investment company shares)	2019-02-28	$163,071
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-02-28	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-02-28	$163,071
Was this plan covered by a fidelity bond	2019-02-28	Yes
Value of fidelity bond cover	2019-02-28	$10,000,000
If this is an individual account plan, was there a blackout period	2019-02-28	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-02-28	$0
Were there any nonexempt tranactions with any party-in-interest	2019-02-28	No
Contributions received from participants	2019-02-28	$536,380
Participant contributions at end of year	2019-02-28	$0
Participant contributions at beginning of year	2019-02-28	$63,057
Participant contributions at end of year	2019-02-28	$0
Participant contributions at beginning of year	2019-02-28	$13,561
Assets. Other investments not covered elsewhere at beginning of year	2019-02-28	$30,694
Administrative expenses (other) incurred	2019-02-28	$11,836
Total non interest bearing cash at end of year	2019-02-28	$0
Total non interest bearing cash at beginning of year	2019-02-28	$50
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-02-28	No
Value of net income/loss	2019-02-28	$-1,253,039
Value of net assets at end of year (total assets less liabilities)	2019-02-28	$0
Value of net assets at beginning of year (total assets less liabilities)	2019-02-28	$9,812,924
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-02-28	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-02-28	No
Were any leases to which the plan was party in default or uncollectible	2019-02-28	No
Interest on participant loans	2019-02-28	$2,544
Value of interest in common/collective trusts at end of year	2019-02-28	$0
Value of interest in common/collective trusts at beginning of year	2019-02-28	$599,736
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-02-28	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-02-28	$-3,318
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-02-28	$-3,318
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-02-28	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-02-28	$9,109,144
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-02-28	No
Was there a failure to transmit to the plan any participant contributions	2019-02-28	No
Has the plan failed to provide any benefit when due under the plan	2019-02-28	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-02-28	$1,935,872
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-02-28	No
Did the plan have assets held for investment	2019-02-28	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-02-28	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-02-28	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-02-28	Yes
Opinion of an independent qualified public accountant for this plan	2019-02-28	Disclaimer
Accountancy firm name	2019-02-28	WEAVER AND TIDWELL, LLP
Accountancy firm EIN	2019-02-28	750786316
2018 : GARDERE WYNNE SEWELL LLP SAVINGS AND RETIREMENT PLAN FOR ASSOCIATES 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-03-31	$0
Total transfer of assets from this plan	2018-03-31	$92,456
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-03-31	$12,036
Total income from all sources (including contributions)	2018-03-31	$1,922,679
Total loss/gain on sale of assets	2018-03-31	$0
Total of all expenses incurred	2018-03-31	$870,948
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-03-31	$859,392
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-03-31	$937,620
Value of total assets at end of year	2018-03-31	$9,812,924
Value of total assets at beginning of year	2018-03-31	$8,865,685
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-03-31	$11,556
Total interest from all sources	2018-03-31	$1,959
Total dividends received (eg from common stock, registered investment company shares)	2018-03-31	$179,858
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-03-31	$179,858
Was this plan covered by a fidelity bond	2018-03-31	Yes
Value of fidelity bond cover	2018-03-31	$10,000,000
If this is an individual account plan, was there a blackout period	2018-03-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-03-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-03-31	No
Contributions received from participants	2018-03-31	$898,948
Participant contributions at end of year	2018-03-31	$63,057
Participant contributions at beginning of year	2018-03-31	$43,279
Participant contributions at end of year	2018-03-31	$13,561
Assets. Other investments not covered elsewhere at end of year	2018-03-31	$30,694
Assets. Other investments not covered elsewhere at beginning of year	2018-03-31	$23,731
Income. Received or receivable in cash from other sources (including rollovers)	2018-03-31	$38,672
Other income not declared elsewhere	2018-03-31	$50
Liabilities. Value of operating payables at end of year	2018-03-31	$0
Liabilities. Value of operating payables at beginning of year	2018-03-31	$12,036
Total non interest bearing cash at end of year	2018-03-31	$50
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-03-31	No
Value of net income/loss	2018-03-31	$1,051,731
Value of net assets at end of year (total assets less liabilities)	2018-03-31	$9,812,924
Value of net assets at beginning of year (total assets less liabilities)	2018-03-31	$8,853,649
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-03-31	No
Were any leases to which the plan was party in default or uncollectible	2018-03-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-03-31	$9,109,144
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-03-31	$8,160,609
Interest on participant loans	2018-03-31	$1,957
Value of interest in common/collective trusts at end of year	2018-03-31	$599,736
Value of interest in common/collective trusts at beginning of year	2018-03-31	$638,066
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-03-31	$-3,318
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-03-31	$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-03-31	$789,607
Net investment gain or loss from common/collective trusts	2018-03-31	$13,585
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-03-31	No
Was there a failure to transmit to the plan any participant contributions	2018-03-31	No
Has the plan failed to provide any benefit when due under the plan	2018-03-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-03-31	$859,392
Contract administrator fees	2018-03-31	$11,556
Did the plan have assets held for investment	2018-03-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-03-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-03-31	Disclaimer
Accountancy firm name	2018-03-31	WEAVER AND TIDWELL LLP
Accountancy firm EIN	2018-03-31	750786316
2017 : GARDERE WYNNE SEWELL LLP SAVINGS AND RETIREMENT PLAN FOR ASSOCIATES 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-03-31	$0
Total transfer of assets from this plan	2017-03-31	$953,494
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-03-31	$12,036
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-03-31	$0
Total income from all sources (including contributions)	2017-03-31	$1,769,092
Total loss/gain on sale of assets	2017-03-31	$0
Total of all expenses incurred	2017-03-31	$539,912
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-03-31	$516,005
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-03-31	$735,786
Value of total assets at end of year	2017-03-31	$8,865,685
Value of total assets at beginning of year	2017-03-31	$8,577,963
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-03-31	$23,907
Total interest from all sources	2017-03-31	$2,538
Total dividends received (eg from common stock, registered investment company shares)	2017-03-31	$179,056
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-03-31	$179,056
Administrative expenses professional fees incurred	2017-03-31	$36
Was this plan covered by a fidelity bond	2017-03-31	Yes
Value of fidelity bond cover	2017-03-31	$10,000,000
If this is an individual account plan, was there a blackout period	2017-03-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-03-31	No
Contributions received from participants	2017-03-31	$735,780
Participant contributions at end of year	2017-03-31	$43,279
Participant contributions at beginning of year	2017-03-31	$63,470
Assets. Other investments not covered elsewhere at end of year	2017-03-31	$23,731
Assets. Other investments not covered elsewhere at beginning of year	2017-03-31	$15,517
Income. Received or receivable in cash from other sources (including rollovers)	2017-03-31	$6
Other income not declared elsewhere	2017-03-31	$35
Liabilities. Value of operating payables at end of year	2017-03-31	$12,036
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-03-31	No
Value of net income/loss	2017-03-31	$1,229,180
Value of net assets at end of year (total assets less liabilities)	2017-03-31	$8,853,649
Value of net assets at beginning of year (total assets less liabilities)	2017-03-31	$8,577,963
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-03-31	No
Were any leases to which the plan was party in default or uncollectible	2017-03-31	No
Investment advisory and management fees	2017-03-31	$12,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-03-31	$8,160,609
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-03-31	$7,858,442
Income. Interest from loans (other than to participants)	2017-03-31	$2,538
Value of interest in common/collective trusts at end of year	2017-03-31	$638,066
Value of interest in common/collective trusts at beginning of year	2017-03-31	$640,534
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-03-31	$838,628
Net investment gain or loss from common/collective trusts	2017-03-31	$13,049
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-03-31	No
Was there a failure to transmit to the plan any participant contributions	2017-03-31	No
Has the plan failed to provide any benefit when due under the plan	2017-03-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-03-31	$516,005
Contract administrator fees	2017-03-31	$11,871
Did the plan have assets held for investment	2017-03-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-03-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-03-31	Disclaimer
Accountancy firm name	2017-03-31	WEAVER AND TIDWELL LLP
Accountancy firm EIN	2017-03-31	750786316
2016 : GARDERE WYNNE SEWELL LLP SAVINGS AND RETIREMENT PLAN FOR ASSOCIATES 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-03-31	$0
Total transfer of assets to this plan	2016-03-31	$283,041
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-03-31	$0
Total income from all sources (including contributions)	2016-03-31	$676,813
Total loss/gain on sale of assets	2016-03-31	$0
Total of all expenses incurred	2016-03-31	$271,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-03-31	$236,105
Expenses. Certain deemed distributions of participant loans	2016-03-31	$23,793
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-03-31	$743,477
Value of total assets at end of year	2016-03-31	$8,577,963
Value of total assets at beginning of year	2016-03-31	$7,889,283
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-03-31	$11,276
Total interest from all sources	2016-03-31	$2,770
Total dividends received (eg from common stock, registered investment company shares)	2016-03-31	$157,291
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-03-31	$157,291
Was this plan covered by a fidelity bond	2016-03-31	Yes
Value of fidelity bond cover	2016-03-31	$10,000,000
If this is an individual account plan, was there a blackout period	2016-03-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-03-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-03-31	No
Contributions received from participants	2016-03-31	$696,619
Participant contributions at end of year	2016-03-31	$63,470
Participant contributions at beginning of year	2016-03-31	$72,474
Assets. Other investments not covered elsewhere at end of year	2016-03-31	$15,517
Assets. Other investments not covered elsewhere at beginning of year	2016-03-31	$32,028
Income. Received or receivable in cash from other sources (including rollovers)	2016-03-31	$46,858
Other income not declared elsewhere	2016-03-31	$-17,518
Administrative expenses (other) incurred	2016-03-31	$11,276
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-03-31	No
Value of net income/loss	2016-03-31	$405,639
Value of net assets at end of year (total assets less liabilities)	2016-03-31	$8,577,963
Value of net assets at beginning of year (total assets less liabilities)	2016-03-31	$7,889,283
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-03-31	No
Were any leases to which the plan was party in default or uncollectible	2016-03-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-03-31	$7,858,442
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-03-31	$7,266,830
Interest on participant loans	2016-03-31	$2,770
Value of interest in common/collective trusts at end of year	2016-03-31	$640,534
Value of interest in common/collective trusts at beginning of year	2016-03-31	$517,951
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-03-31	$-241,259
Net investment gain or loss from common/collective trusts	2016-03-31	$32,052
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-03-31	No
Was there a failure to transmit to the plan any participant contributions	2016-03-31	No
Has the plan failed to provide any benefit when due under the plan	2016-03-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-03-31	$236,105
Did the plan have assets held for investment	2016-03-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-03-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-03-31	No
Opinion of an independent qualified public accountant for this plan	2016-03-31	Unqualified
Accountancy firm name	2016-03-31	JUDD THOMAS SMITH & COMPANY
Accountancy firm EIN	2016-03-31	751668928
2015 : GARDERE WYNNE SEWELL LLP SAVINGS AND RETIREMENT PLAN FOR ASSOCIATES 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-03-31	$0
Total transfer of assets from this plan	2015-03-31	$744,359
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-03-31	$0
Total income from all sources (including contributions)	2015-03-31	$1,307,931
Total loss/gain on sale of assets	2015-03-31	$0
Total of all expenses incurred	2015-03-31	$499,387
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-03-31	$483,818
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-03-31	$702,974
Value of total assets at end of year	2015-03-31	$7,889,283
Value of total assets at beginning of year	2015-03-31	$7,825,098
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-03-31	$15,569
Total interest from all sources	2015-03-31	$3,309
Total dividends received (eg from common stock, registered investment company shares)	2015-03-31	$150,337
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-03-31	$150,337
Administrative expenses professional fees incurred	2015-03-31	$5,378
Was this plan covered by a fidelity bond	2015-03-31	Yes
Value of fidelity bond cover	2015-03-31	$10,000,000
If this is an individual account plan, was there a blackout period	2015-03-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-03-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-03-31	No
Contributions received from participants	2015-03-31	$598,237
Participant contributions at end of year	2015-03-31	$72,474
Participant contributions at beginning of year	2015-03-31	$81,409
Assets. Other investments not covered elsewhere at end of year	2015-03-31	$32,028
Assets. Other investments not covered elsewhere at beginning of year	2015-03-31	$27,475
Income. Received or receivable in cash from other sources (including rollovers)	2015-03-31	$104,737
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-03-31	No
Value of net income/loss	2015-03-31	$808,544
Value of net assets at end of year (total assets less liabilities)	2015-03-31	$7,889,283
Value of net assets at beginning of year (total assets less liabilities)	2015-03-31	$7,825,098
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-03-31	No
Were any leases to which the plan was party in default or uncollectible	2015-03-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-03-31	$7,266,830
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-03-31	$7,062,508
Interest on participant loans	2015-03-31	$3,309
Value of interest in common/collective trusts at end of year	2015-03-31	$517,951
Value of interest in common/collective trusts at beginning of year	2015-03-31	$653,706
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-03-31	$439,753
Net investment gain or loss from common/collective trusts	2015-03-31	$11,558
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-03-31	No
Was there a failure to transmit to the plan any participant contributions	2015-03-31	No
Has the plan failed to provide any benefit when due under the plan	2015-03-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-03-31	$483,818
Contract administrator fees	2015-03-31	$10,191
Did the plan have assets held for investment	2015-03-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-03-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-03-31	No
Opinion of an independent qualified public accountant for this plan	2015-03-31	Unqualified
Accountancy firm name	2015-03-31	JUDD THOMAS SMITH & COMPANY
Accountancy firm EIN	2015-03-31	751668928
2014 : GARDERE WYNNE SEWELL LLP SAVINGS AND RETIREMENT PLAN FOR ASSOCIATES 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-03-31	$0
Total transfer of assets from this plan	2014-03-31	$224,083
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-03-31	$579
Total income from all sources (including contributions)	2014-03-31	$1,506,562
Total loss/gain on sale of assets	2014-03-31	$0
Total of all expenses incurred	2014-03-31	$867,690
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-03-31	$847,334
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-03-31	$577,388
Value of total assets at end of year	2014-03-31	$7,825,098
Value of total assets at beginning of year	2014-03-31	$7,410,888
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-03-31	$20,356
Total interest from all sources	2014-03-31	$4,075
Total dividends received (eg from common stock, registered investment company shares)	2014-03-31	$147,822
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-03-31	$147,822
Administrative expenses professional fees incurred	2014-03-31	$8,600
Was this plan covered by a fidelity bond	2014-03-31	Yes
Value of fidelity bond cover	2014-03-31	$10,000,000
If this is an individual account plan, was there a blackout period	2014-03-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-03-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-03-31	No
Contributions received from participants	2014-03-31	$577,388
Participant contributions at end of year	2014-03-31	$81,409
Participant contributions at beginning of year	2014-03-31	$97,801
Assets. Other investments not covered elsewhere at end of year	2014-03-31	$27,475
Assets. Other investments not covered elsewhere at beginning of year	2014-03-31	$24,942
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-03-31	$130
Other income not declared elsewhere	2014-03-31	$2,024
Liabilities. Value of operating payables at beginning of year	2014-03-31	$579
Total non interest bearing cash at beginning of year	2014-03-31	$158,901
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-03-31	No
Value of net income/loss	2014-03-31	$638,872
Value of net assets at end of year (total assets less liabilities)	2014-03-31	$7,825,098
Value of net assets at beginning of year (total assets less liabilities)	2014-03-31	$7,410,309
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-03-31	No
Were any leases to which the plan was party in default or uncollectible	2014-03-31	No
Investment advisory and management fees	2014-03-31	$93
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-03-31	$7,062,508
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-03-31	$6,506,761
Interest on participant loans	2014-03-31	$4,075
Value of interest in common/collective trusts at end of year	2014-03-31	$653,706
Value of interest in common/collective trusts at beginning of year	2014-03-31	$622,353
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-03-31	$761,374
Net investment gain or loss from common/collective trusts	2014-03-31	$13,879
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-03-31	No
Was there a failure to transmit to the plan any participant contributions	2014-03-31	No
Has the plan failed to provide any benefit when due under the plan	2014-03-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-03-31	$847,334
Contract administrator fees	2014-03-31	$11,663
Did the plan have assets held for investment	2014-03-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-03-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-03-31	No
Opinion of an independent qualified public accountant for this plan	2014-03-31	Unqualified
Accountancy firm name	2014-03-31	JUDD THOMAS SMITH & COMPANY
Accountancy firm EIN	2014-03-31	751668928
2013 : GARDERE WYNNE SEWELL LLP SAVINGS AND RETIREMENT PLAN FOR ASSOCIATES 2013 401k financial data
Total transfer of assets from this plan	2013-03-31	$333,254
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-03-31	$579
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-03-31	$674
Total income from all sources (including contributions)	2013-03-31	$1,227,588
Total of all expenses incurred	2013-03-31	$1,019,760
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-03-31	$993,021
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-03-31	$545,732
Value of total assets at end of year	2013-03-31	$7,410,888
Value of total assets at beginning of year	2013-03-31	$7,536,409
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-03-31	$26,739
Total interest from all sources	2013-03-31	$1,935
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-03-31	No
Administrative expenses professional fees incurred	2013-03-31	$8,600
Was this plan covered by a fidelity bond	2013-03-31	Yes
Value of fidelity bond cover	2013-03-31	$10,000,000
If this is an individual account plan, was there a blackout period	2013-03-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-03-31	No
Contributions received from participants	2013-03-31	$545,732
Participant contributions at end of year	2013-03-31	$97,801
Participant contributions at beginning of year	2013-03-31	$53,448
Assets. Other investments not covered elsewhere at end of year	2013-03-31	$24,942
Assets. Other investments not covered elsewhere at beginning of year	2013-03-31	$160,470
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-03-31	$130
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-03-31	$6,950
Other income not declared elsewhere	2013-03-31	$21,829
Liabilities. Value of operating payables at end of year	2013-03-31	$579
Liabilities. Value of operating payables at beginning of year	2013-03-31	$674
Total non interest bearing cash at end of year	2013-03-31	$158,901
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-03-31	No
Value of net income/loss	2013-03-31	$207,828
Value of net assets at end of year (total assets less liabilities)	2013-03-31	$7,410,309
Value of net assets at beginning of year (total assets less liabilities)	2013-03-31	$7,535,735
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-03-31	No
Were any leases to which the plan was party in default or uncollectible	2013-03-31	No
Investment advisory and management fees	2013-03-31	$4,093
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-03-31	$6,506,761
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-03-31	$6,570,332
Interest on participant loans	2013-03-31	$1,935
Value of interest in common/collective trusts at end of year	2013-03-31	$622,353
Value of interest in common/collective trusts at beginning of year	2013-03-31	$745,209
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-03-31	$643,723
Net investment gain or loss from common/collective trusts	2013-03-31	$14,369
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-03-31	No
Was there a failure to transmit to the plan any participant contributions	2013-03-31	No
Has the plan failed to provide any benefit when due under the plan	2013-03-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-03-31	$993,021
Contract administrator fees	2013-03-31	$14,046
Did the plan have assets held for investment	2013-03-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-03-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-03-31	No
Opinion of an independent qualified public accountant for this plan	2013-03-31	Unqualified
Accountancy firm name	2013-03-31	JUDD THOMAS SMITH & CO.
Accountancy firm EIN	2013-03-31	751668928
2012 : GARDERE WYNNE SEWELL LLP SAVINGS AND RETIREMENT PLAN FOR ASSOCIATES 2012 401k financial data
Total transfer of assets from this plan	2012-03-31	$395,969
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-03-31	$674
Total income from all sources (including contributions)	2012-03-31	$1,030,908
Total of all expenses incurred	2012-03-31	$956,919
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-03-31	$944,912
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-03-31	$672,566
Value of total assets at end of year	2012-03-31	$7,536,409
Value of total assets at beginning of year	2012-03-31	$7,857,715
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-03-31	$12,007
Total interest from all sources	2012-03-31	$2,593
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-03-31	No
Was this plan covered by a fidelity bond	2012-03-31	Yes
Value of fidelity bond cover	2012-03-31	$10,000,000
If this is an individual account plan, was there a blackout period	2012-03-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-03-31	No
Contributions received from participants	2012-03-31	$672,566
Participant contributions at end of year	2012-03-31	$53,448
Participant contributions at beginning of year	2012-03-31	$65,205
Assets. Other investments not covered elsewhere at end of year	2012-03-31	$160,470
Assets. Other investments not covered elsewhere at beginning of year	2012-03-31	$243,589
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-03-31	$6,950
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-03-31	$6,916
Other income not declared elsewhere	2012-03-31	$24,799
Liabilities. Value of operating payables at end of year	2012-03-31	$674
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-03-31	No
Value of net income/loss	2012-03-31	$73,989
Value of net assets at end of year (total assets less liabilities)	2012-03-31	$7,535,735
Value of net assets at beginning of year (total assets less liabilities)	2012-03-31	$7,857,715
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-03-31	No
Were any leases to which the plan was party in default or uncollectible	2012-03-31	No
Investment advisory and management fees	2012-03-31	$674
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-03-31	$6,570,332
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-03-31	$6,587,484
Interest on participant loans	2012-03-31	$2,593
Value of interest in common/collective trusts at end of year	2012-03-31	$745,209
Value of interest in common/collective trusts at beginning of year	2012-03-31	$954,521
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-03-31	$308,806
Net investment gain or loss from common/collective trusts	2012-03-31	$22,144
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-03-31	No
Was there a failure to transmit to the plan any participant contributions	2012-03-31	No
Has the plan failed to provide any benefit when due under the plan	2012-03-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-03-31	$944,912
Contract administrator fees	2012-03-31	$11,333
Did the plan have assets held for investment	2012-03-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-03-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-03-31	No
Opinion of an independent qualified public accountant for this plan	2012-03-31	Unqualified
Accountancy firm name	2012-03-31	JUDD THOMAS SMITH & CO.
Accountancy firm EIN	2012-03-31	751668928
2011 : GARDERE WYNNE SEWELL LLP SAVINGS AND RETIREMENT PLAN FOR ASSOCIATES 2011 401k financial data
Total transfer of assets to this plan	2011-03-31	$6,450
Total transfer of assets from this plan	2011-03-31	$292,879
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-03-31	$421
Total income from all sources (including contributions)	2011-03-31	$1,744,110
Total of all expenses incurred	2011-03-31	$578,547
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-03-31	$576,960
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-03-31	$874,108
Value of total assets at end of year	2011-03-31	$7,857,715
Value of total assets at beginning of year	2011-03-31	$6,979,002
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-03-31	$1,587
Total interest from all sources	2011-03-31	$2,302
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-03-31	No
Was this plan covered by a fidelity bond	2011-03-31	Yes
Value of fidelity bond cover	2011-03-31	$10,000,000
If this is an individual account plan, was there a blackout period	2011-03-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-03-31	No
Contributions received from participants	2011-03-31	$872,480
Participant contributions at end of year	2011-03-31	$65,205
Participant contributions at beginning of year	2011-03-31	$55,525
Assets. Other investments not covered elsewhere at end of year	2011-03-31	$243,589
Assets. Other investments not covered elsewhere at beginning of year	2011-03-31	$282,465
Income. Received or receivable in cash from other sources (including rollovers)	2011-03-31	$1,628
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-03-31	$6,916
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-03-31	$6,912
Other income not declared elsewhere	2011-03-31	$77,775
Liabilities. Value of operating payables at beginning of year	2011-03-31	$421
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-03-31	No
Value of net income/loss	2011-03-31	$1,165,563
Value of net assets at end of year (total assets less liabilities)	2011-03-31	$7,857,715
Value of net assets at beginning of year (total assets less liabilities)	2011-03-31	$6,978,581
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-03-31	No
Were any leases to which the plan was party in default or uncollectible	2011-03-31	No
Investment advisory and management fees	2011-03-31	$967
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-03-31	$6,587,484
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-03-31	$5,955,845
Interest on participant loans	2011-03-31	$2,302
Value of interest in common/collective trusts at end of year	2011-03-31	$954,521
Value of interest in common/collective trusts at beginning of year	2011-03-31	$678,255
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-03-31	$685,553
Net investment gain or loss from common/collective trusts	2011-03-31	$104,372
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-03-31	No
Was there a failure to transmit to the plan any participant contributions	2011-03-31	No
Has the plan failed to provide any benefit when due under the plan	2011-03-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-03-31	$576,960
Contract administrator fees	2011-03-31	$620
Did the plan have assets held for investment	2011-03-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-03-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-03-31	No
Opinion of an independent qualified public accountant for this plan	2011-03-31	Unqualified
Accountancy firm name	2011-03-31	JUDD THOMAS SMITH & CO
Accountancy firm EIN	2011-03-31	751668928

Form 5500 Responses for GARDERE WYNNE SEWELL LLP SAVINGS AND RETIREMENT PLAN FOR ASSOCIATES

2018: GARDERE WYNNE SEWELL LLP SAVINGS AND RETIREMENT PLAN FOR ASSOCIATES 2018 form 5500 responses
2018-04-01	Type of plan entity	Single employer plan
2018-04-01	This submission is the final filing	Yes
2018-04-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2018-04-01	Plan funding arrangement – Insurance	Yes
2018-04-01	Plan funding arrangement – Trust	Yes
2018-04-01	Plan benefit arrangement – Insurance	Yes
2018-04-01	Plan benefit arrangement - Trust	Yes
2017: GARDERE WYNNE SEWELL LLP SAVINGS AND RETIREMENT PLAN FOR ASSOCIATES 2017 form 5500 responses
2017-04-01	Type of plan entity	Single employer plan
2017-04-01	Submission has been amended	No
2017-04-01	This submission is the final filing	No
2017-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-04-01	Plan is a collectively bargained plan	No
2017-04-01	Plan funding arrangement – Trust	Yes
2017-04-01	Plan benefit arrangement - Trust	Yes
2016: GARDERE WYNNE SEWELL LLP SAVINGS AND RETIREMENT PLAN FOR ASSOCIATES 2016 form 5500 responses
2016-04-01	Type of plan entity	Single employer plan
2016-04-01	Submission has been amended	Yes
2016-04-01	This submission is the final filing	No
2016-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-04-01	Plan is a collectively bargained plan	No
2016-04-01	Plan funding arrangement – Trust	Yes
2016-04-01	Plan benefit arrangement - Trust	Yes
2015: GARDERE WYNNE SEWELL LLP SAVINGS AND RETIREMENT PLAN FOR ASSOCIATES 2015 form 5500 responses
2015-04-01	Type of plan entity	Single employer plan
2015-04-01	Submission has been amended	No
2015-04-01	This submission is the final filing	No
2015-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-04-01	Plan is a collectively bargained plan	No
2015-04-01	Plan funding arrangement – Trust	Yes
2015-04-01	Plan benefit arrangement - Trust	Yes
2014: GARDERE WYNNE SEWELL LLP SAVINGS AND RETIREMENT PLAN FOR ASSOCIATES 2014 form 5500 responses
2014-04-01	Type of plan entity	Single employer plan
2014-04-01	Submission has been amended	No
2014-04-01	This submission is the final filing	No
2014-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-04-01	Plan is a collectively bargained plan	No
2014-04-01	Plan funding arrangement – Trust	Yes
2014-04-01	Plan benefit arrangement - Trust	Yes
2013: GARDERE WYNNE SEWELL LLP SAVINGS AND RETIREMENT PLAN FOR ASSOCIATES 2013 form 5500 responses
2013-04-01	Type of plan entity	Single employer plan
2013-04-01	Submission has been amended	No
2013-04-01	This submission is the final filing	No
2013-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-04-01	Plan is a collectively bargained plan	No
2013-04-01	Plan funding arrangement – Trust	Yes
2013-04-01	Plan benefit arrangement - Trust	Yes
2012: GARDERE WYNNE SEWELL LLP SAVINGS AND RETIREMENT PLAN FOR ASSOCIATES 2012 form 5500 responses
2012-04-01	Type of plan entity	Single employer plan
2012-04-01	Submission has been amended	No
2012-04-01	This submission is the final filing	No
2012-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-04-01	Plan is a collectively bargained plan	No
2012-04-01	Plan funding arrangement – Trust	Yes
2012-04-01	Plan benefit arrangement - Trust	Yes
2011: GARDERE WYNNE SEWELL LLP SAVINGS AND RETIREMENT PLAN FOR ASSOCIATES 2011 form 5500 responses
2011-04-01	Type of plan entity	Single employer plan
2011-04-01	Submission has been amended	No
2011-04-01	This submission is the final filing	No
2011-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-04-01	Plan is a collectively bargained plan	No
2011-04-01	Plan funding arrangement – Trust	Yes
2011-04-01	Plan benefit arrangement - Trust	Yes
2010: GARDERE WYNNE SEWELL LLP SAVINGS AND RETIREMENT PLAN FOR ASSOCIATES 2010 form 5500 responses
2010-04-01	Type of plan entity	Single employer plan
2010-04-01	Submission has been amended	No
2010-04-01	This submission is the final filing	No
2010-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-04-01	Plan is a collectively bargained plan	No
2010-04-01	Plan funding arrangement – Trust	Yes
2010-04-01	Plan benefit arrangement - Trust	Yes
2009: GARDERE WYNNE SEWELL LLP SAVINGS AND RETIREMENT PLAN FOR ASSOCIATES 2009 form 5500 responses
2009-04-01	Type of plan entity	Single employer plan
2009-04-01	Submission has been amended	Yes
2009-04-01	This submission is the final filing	No
2009-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-04-01	Plan is a collectively bargained plan	No
2009-04-01	Plan funding arrangement – Trust	Yes
2009-04-01	Plan benefit arrangement - Trust	Yes

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	GARDERE WYNNE SEWELL LLP
Employer identification number (EIN):	750730814
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers