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Plan Name | HAGENS BERMAN SOBOL SHAPIRO LLP 401(K) RETIREMENT PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | HAGENS BERMAN SOBOL SHAPIRO LLP |
Employer identification number (EIN): | 912017394 |
NAIC Classification: | 541110 |
NAIC Description: | Offices of Lawyers |
Additional information about HAGENS BERMAN SOBOL SHAPIRO LLP
Jurisdiction of Incorporation: | Washington Secretary of State Corporations Division |
Incorporation Date: | 1999-12-15 |
Company Identification Number: | 601998902 |
Legal Registered Office Address: |
1301 2ND AVE SUITE 2000 SEATTLE United States of America (USA) 981013810 |
More information about HAGENS BERMAN SOBOL SHAPIRO LLP
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | LEE CAPELL | |||
001 | 2016-01-01 | LEE CAPELL | |||
001 | 2015-01-01 | LEE CAPELL | |||
001 | 2014-01-01 | LEE CAPELL | |||
001 | 2013-01-01 | LEE CAPELL | |||
001 | 2012-01-01 | LEE CAPELL | 2013-09-25 | ||
001 | 2011-01-01 | LEE CAPELL | 2012-10-03 | ||
001 | 2010-01-01 | GARY BEISHEIM | 2011-10-10 |
Measure | Date | Value |
---|---|---|
2022: HAGENS BERMAN SOBOL SHAPIRO LLP 401(K) RETIREMENT PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 185 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 136 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 52 |
Total of all active and inactive participants | 2022-01-01 | 188 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 2 |
Total participants | 2022-01-01 | 190 |
Number of participants with account balances | 2022-01-01 | 181 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: HAGENS BERMAN SOBOL SHAPIRO LLP 401(K) RETIREMENT PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 187 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 137 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 45 |
Total of all active and inactive participants | 2021-01-01 | 182 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 3 |
Total participants | 2021-01-01 | 185 |
Number of participants with account balances | 2021-01-01 | 177 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: HAGENS BERMAN SOBOL SHAPIRO LLP 401(K) RETIREMENT PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 189 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 144 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 42 |
Total of all active and inactive participants | 2020-01-01 | 186 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 1 |
Total participants | 2020-01-01 | 187 |
Number of participants with account balances | 2020-01-01 | 177 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: HAGENS BERMAN SOBOL SHAPIRO LLP 401(K) RETIREMENT PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 173 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 147 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 42 |
Total of all active and inactive participants | 2019-01-01 | 189 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 189 |
Number of participants with account balances | 2019-01-01 | 177 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: HAGENS BERMAN SOBOL SHAPIRO LLP 401(K) RETIREMENT PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 167 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 142 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 31 |
Total of all active and inactive participants | 2018-01-01 | 173 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 173 |
Number of participants with account balances | 2018-01-01 | 158 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: HAGENS BERMAN SOBOL SHAPIRO LLP 401(K) RETIREMENT PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 158 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 139 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 28 |
Total of all active and inactive participants | 2017-01-01 | 167 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 167 |
Number of participants with account balances | 2017-01-01 | 152 |
2016: HAGENS BERMAN SOBOL SHAPIRO LLP 401(K) RETIREMENT PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 156 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 140 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 18 |
Total of all active and inactive participants | 2016-01-01 | 158 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 158 |
Number of participants with account balances | 2016-01-01 | 110 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: HAGENS BERMAN SOBOL SHAPIRO LLP 401(K) RETIREMENT PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 152 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 141 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 15 |
Total of all active and inactive participants | 2015-01-01 | 156 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 156 |
Number of participants with account balances | 2015-01-01 | 93 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: HAGENS BERMAN SOBOL SHAPIRO LLP 401(K) RETIREMENT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 131 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 138 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 14 |
Total of all active and inactive participants | 2014-01-01 | 152 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 152 |
Number of participants with account balances | 2014-01-01 | 87 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: HAGENS BERMAN SOBOL SHAPIRO LLP 401(K) RETIREMENT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 126 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 116 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 15 |
Total of all active and inactive participants | 2013-01-01 | 131 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 131 |
Number of participants with account balances | 2013-01-01 | 79 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : HAGENS BERMAN SOBOL SHAPIRO LLP 401(K) RETIREMENT PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-1,889,699 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $1,855,705 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,790,713 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $2,108,053 |
Value of total assets at end of year | 2022-12-31 | $21,118,587 |
Value of total assets at beginning of year | 2022-12-31 | $24,863,991 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $64,992 |
Total interest from all sources | 2022-12-31 | $9,669 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $459,703 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $459,703 |
Administrative expenses professional fees incurred | 2022-12-31 | $11,000 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $2,092,783 |
Participant contributions at end of year | 2022-12-31 | $51,402 |
Participant contributions at beginning of year | 2022-12-31 | $71,251 |
Participant contributions at end of year | 2022-12-31 | $26,660 |
Participant contributions at beginning of year | 2022-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $4,518,777 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $5,462,818 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $15,270 |
Other income not declared elsewhere | 2022-12-31 | $-1,010,828 |
Administrative expenses (other) incurred | 2022-12-31 | $48,364 |
Total non interest bearing cash at end of year | 2022-12-31 | $23,413 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-3,745,404 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $21,118,587 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $24,863,991 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $5,628 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $15,724,993 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $18,672,922 |
Interest on participant loans | 2022-12-31 | $3,787 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $773,342 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $657,000 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $657,000 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $5,882 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-3,456,296 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,790,713 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | SWEENEY CONRAD, P.S. |
Accountancy firm EIN | 2022-12-31 | 911301672 |
2021 : HAGENS BERMAN SOBOL SHAPIRO LLP 401(K) RETIREMENT PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $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 | $5,929,618 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $3,462,753 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $3,399,265 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $2,460,237 |
Value of total assets at end of year | 2021-12-31 | $24,863,991 |
Value of total assets at beginning of year | 2021-12-31 | $22,397,126 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $63,488 |
Total interest from all sources | 2021-12-31 | $5,743 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $517,061 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $517,061 |
Administrative expenses professional fees incurred | 2021-12-31 | $10,000 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $1,957,493 |
Participant contributions at end of year | 2021-12-31 | $71,251 |
Participant contributions at beginning of year | 2021-12-31 | $88,589 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $5,462,818 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $4,904,252 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $502,744 |
Other income not declared elsewhere | 2021-12-31 | $914,683 |
Administrative expenses (other) incurred | 2021-12-31 | $48,025 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $2,466,865 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $24,863,991 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $22,397,126 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $5,463 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $18,672,922 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $16,513,891 |
Interest on participant loans | 2021-12-31 | $5,168 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $657,000 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $890,394 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $890,394 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $575 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $2,031,894 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $3,399,265 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | SWEENEY CONRAD, P.S. |
Accountancy firm EIN | 2021-12-31 | 911301672 |
2020 : HAGENS BERMAN SOBOL SHAPIRO LLP 401(K) RETIREMENT PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $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 | $4,826,498 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $936,820 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $852,446 |
Value of total corrective distributions | 2020-12-31 | $31,286 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $2,436,457 |
Value of total assets at end of year | 2020-12-31 | $22,397,126 |
Value of total assets at beginning of year | 2020-12-31 | $18,507,448 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $53,088 |
Total interest from all sources | 2020-12-31 | $9,139 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $300,806 |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $300,806 |
Administrative expenses professional fees incurred | 2020-12-31 | $9,750 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $1,933,617 |
Participant contributions at end of year | 2020-12-31 | $88,589 |
Participant contributions at beginning of year | 2020-12-31 | $120,579 |
Participant contributions at end of year | 2020-12-31 | $0 |
Participant contributions at beginning of year | 2020-12-31 | $58,374 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $4,904,252 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $4,030,283 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $502,030 |
Other income not declared elsewhere | 2020-12-31 | $734,977 |
Administrative expenses (other) incurred | 2020-12-31 | $41,257 |
Total non interest bearing cash at end of year | 2020-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $6,881 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $3,889,678 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $22,397,126 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $18,507,448 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $2,081 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $16,513,891 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $13,740,594 |
Interest on participant loans | 2020-12-31 | $6,743 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $890,394 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $550,737 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $550,737 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $2,396 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,345,119 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $810 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $852,446 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | SWEENEY CONRAD, P.S. |
Accountancy firm EIN | 2020-12-31 | 911301672 |
2019 : HAGENS BERMAN SOBOL SHAPIRO LLP 401(K) RETIREMENT PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $5,291,762 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $1,264,408 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,210,448 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,035,018 |
Value of total assets at end of year | 2019-12-31 | $18,507,448 |
Value of total assets at beginning of year | 2019-12-31 | $14,480,094 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $53,960 |
Total interest from all sources | 2019-12-31 | $10,730 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $283,473 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $283,473 |
Administrative expenses professional fees incurred | 2019-12-31 | $9,000 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $1,761,474 |
Participant contributions at end of year | 2019-12-31 | $120,579 |
Participant contributions at beginning of year | 2019-12-31 | $133,126 |
Participant contributions at end of year | 2019-12-31 | $58,374 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $4,030,283 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $3,038,780 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $273,544 |
Other income not declared elsewhere | 2019-12-31 | $766,580 |
Administrative expenses (other) incurred | 2019-12-31 | $43,637 |
Total non interest bearing cash at end of year | 2019-12-31 | $6,881 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $4,027,354 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $18,507,448 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $14,480,094 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $1,323 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $13,740,594 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $10,992,043 |
Interest on participant loans | 2019-12-31 | $5,057 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $550,737 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $316,145 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $316,145 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $5,673 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $2,195,961 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,210,448 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | SWEENEYCONRAD |
Accountancy firm EIN | 2019-12-31 | 911301672 |
2018 : HAGENS BERMAN SOBOL SHAPIRO LLP 401(K) RETIREMENT PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $995,310 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,021,344 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $966,918 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,759,226 |
Value of total assets at end of year | 2018-12-31 | $14,480,094 |
Value of total assets at beginning of year | 2018-12-31 | $14,506,128 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $54,426 |
Total interest from all sources | 2018-12-31 | $11,880 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $353,002 |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $353,002 |
Administrative expenses professional fees incurred | 2018-12-31 | $8,500 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $1,759,226 |
Participant contributions at end of year | 2018-12-31 | $133,126 |
Participant contributions at beginning of year | 2018-12-31 | $164,835 |
Participant contributions at end of year | 2018-12-31 | $0 |
Participant contributions at beginning of year | 2018-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $3,038,780 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $3,041,590 |
Other income not declared elsewhere | 2018-12-31 | $-144,864 |
Administrative expenses (other) incurred | 2018-12-31 | $41,781 |
Total non interest bearing cash at end of year | 2018-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-26,034 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $14,480,094 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $14,506,128 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $4,145 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $10,992,043 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $10,782,632 |
Interest on participant loans | 2018-12-31 | $9,089 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $316,145 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $517,071 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $517,071 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $2,791 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-983,934 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $966,918 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | SWEENEYCONRAD |
Accountancy firm EIN | 2018-12-31 | 911301672 |
2017 : HAGENS BERMAN SOBOL SHAPIRO LLP 401(K) RETIREMENT PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $3,557,110 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $982,288 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $937,899 |
Value of total corrective distributions | 2017-12-31 | $-4,507 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,333,193 |
Value of total assets at end of year | 2017-12-31 | $14,506,128 |
Value of total assets at beginning of year | 2017-12-31 | $11,931,306 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $48,896 |
Total interest from all sources | 2017-12-31 | $11,139 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $264,409 |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $264,409 |
Administrative expenses professional fees incurred | 2017-12-31 | $8,000 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $1,332,834 |
Participant contributions at end of year | 2017-12-31 | $164,835 |
Participant contributions at beginning of year | 2017-12-31 | $102,906 |
Participant contributions at end of year | 2017-12-31 | $0 |
Participant contributions at beginning of year | 2017-12-31 | $32,801 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $3,041,590 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $2,471,136 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $288 |
Other income not declared elsewhere | 2017-12-31 | $467,248 |
Administrative expenses (other) incurred | 2017-12-31 | $37,732 |
Total non interest bearing cash at end of year | 2017-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $27,495 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $2,574,822 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $14,506,128 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $11,931,306 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $3,164 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $10,782,632 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $8,926,626 |
Interest on participant loans | 2017-12-31 | $8,524 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $517,071 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $370,342 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $370,342 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $2,615 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $1,481,121 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $71 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $937,899 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | SWEENEYCONRAD |
Accountancy firm EIN | 2017-12-31 | 911301672 |
2016 : HAGENS BERMAN SOBOL SHAPIRO LLP 401(K) RETIREMENT PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $2,340,711 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $135,177 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $80,187 |
Value of total corrective distributions | 2016-12-31 | $12,321 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,348,353 |
Value of total assets at end of year | 2016-12-31 | $11,931,306 |
Value of total assets at beginning of year | 2016-12-31 | $9,725,772 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $42,669 |
Total interest from all sources | 2016-12-31 | $6,187 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $250,229 |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $250,229 |
Administrative expenses professional fees incurred | 2016-12-31 | $8,000 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $1,268,658 |
Participant contributions at end of year | 2016-12-31 | $102,906 |
Participant contributions at beginning of year | 2016-12-31 | $79,469 |
Participant contributions at end of year | 2016-12-31 | $32,801 |
Participant contributions at beginning of year | 2016-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $2,471,136 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $1,856,077 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $79,695 |
Other income not declared elsewhere | 2016-12-31 | $185,048 |
Administrative expenses (other) incurred | 2016-12-31 | $31,868 |
Total non interest bearing cash at end of year | 2016-12-31 | $27,495 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $20,190 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $2,205,534 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $11,931,306 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $9,725,772 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $2,801 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $8,926,626 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $7,392,698 |
Interest on participant loans | 2016-12-31 | $5,043 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $370,342 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $377,338 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $377,338 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $1,144 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $550,894 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $80,187 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | SWEENEYCONRAD |
Accountancy firm EIN | 2016-12-31 | 911301672 |
2015 : HAGENS BERMAN SOBOL SHAPIRO LLP 401(K) RETIREMENT PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $13,221 |
Total income from all sources (including contributions) | 2015-12-31 | $1,111,276 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $103,873 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $63,837 |
Value of total corrective distributions | 2015-12-31 | $198 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,172,927 |
Value of total assets at end of year | 2015-12-31 | $9,725,772 |
Value of total assets at beginning of year | 2015-12-31 | $8,731,590 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $39,838 |
Total interest from all sources | 2015-12-31 | $3,796 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $223,981 |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $223,981 |
Administrative expenses professional fees incurred | 2015-12-31 | $7,545 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $1,064,610 |
Participant contributions at end of year | 2015-12-31 | $79,469 |
Participant contributions at beginning of year | 2015-12-31 | $93,430 |
Participant contributions at end of year | 2015-12-31 | $0 |
Participant contributions at beginning of year | 2015-12-31 | $190,844 |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $1,856,077 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $1,575,717 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $108,317 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $13,221 |
Other income not declared elsewhere | 2015-12-31 | $-27,084 |
Administrative expenses (other) incurred | 2015-12-31 | $29,792 |
Total non interest bearing cash at end of year | 2015-12-31 | $20,190 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $1,007,403 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $9,725,772 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $8,718,369 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $2,501 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $7,392,698 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $6,573,238 |
Interest on participant loans | 2015-12-31 | $3,371 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $377,338 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $298,361 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $298,361 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $425 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-262,344 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $63,837 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | SWEENEYCONRAD |
Accountancy firm EIN | 2015-12-31 | 911301672 |
2014 : HAGENS BERMAN SOBOL SHAPIRO LLP 401(K) RETIREMENT PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets to this plan | 2014-12-31 | $0 |
Total transfer of assets from this plan | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $13,221 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $99,512 |
Total income from all sources (including contributions) | 2014-12-31 | $1,684,317 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $1,320,932 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,274,961 |
Value of total corrective distributions | 2014-12-31 | $9,796 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,103,102 |
Value of total assets at end of year | 2014-12-31 | $8,731,590 |
Value of total assets at beginning of year | 2014-12-31 | $8,454,496 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $36,175 |
Total interest from all sources | 2014-12-31 | $4,039 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $177,649 |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $177,649 |
Administrative expenses professional fees incurred | 2014-12-31 | $7,500 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $1,088,428 |
Participant contributions at end of year | 2014-12-31 | $93,430 |
Participant contributions at beginning of year | 2014-12-31 | $38,370 |
Participant contributions at end of year | 2014-12-31 | $190,844 |
Participant contributions at beginning of year | 2014-12-31 | $401,564 |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $1,575,717 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $1,215,964 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $11,219 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $13,221 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $99,512 |
Other income not declared elsewhere | 2014-12-31 | $74,339 |
Administrative expenses (other) incurred | 2014-12-31 | $28,597 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $363,385 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $8,718,369 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $8,354,984 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $78 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $6,573,238 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $6,639,148 |
Interest on participant loans | 2014-12-31 | $3,714 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $298,361 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $159,450 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $159,450 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $325 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $325,188 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $3,455 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,274,961 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | SWEENEYCONRAD |
Accountancy firm EIN | 2014-12-31 | 911301672 |
2013 : HAGENS BERMAN SOBOL SHAPIRO LLP 401(K) RETIREMENT PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $99,512 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $2,494,498 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $299,631 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $227,481 |
Value of total corrective distributions | 2013-12-31 | $48,025 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,213,724 |
Value of total assets at end of year | 2013-12-31 | $8,454,496 |
Value of total assets at beginning of year | 2013-12-31 | $6,160,117 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $24,125 |
Total interest from all sources | 2013-12-31 | $3,077 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $135,559 |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $135,559 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $1,095,101 |
Participant contributions at end of year | 2013-12-31 | $38,370 |
Participant contributions at beginning of year | 2013-12-31 | $62,151 |
Participant contributions at end of year | 2013-12-31 | $401,564 |
Participant contributions at beginning of year | 2013-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $1,215,964 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $1,004,868 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $118,623 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $99,512 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $0 |
Other income not declared elsewhere | 2013-12-31 | $135,568 |
Administrative expenses (other) incurred | 2013-12-31 | $24,125 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $2,194,867 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $8,354,984 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $6,160,117 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $6,639,148 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $4,957,395 |
Interest on participant loans | 2013-12-31 | $2,783 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $159,450 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $135,703 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $135,703 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $294 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $1,006,570 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $227,481 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | SWEENEYCONRAD |
Accountancy firm EIN | 2013-12-31 | 911301672 |
2022: HAGENS BERMAN SOBOL SHAPIRO LLP 401(K) RETIREMENT PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: HAGENS BERMAN SOBOL SHAPIRO LLP 401(K) RETIREMENT PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: HAGENS BERMAN SOBOL SHAPIRO LLP 401(K) RETIREMENT PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: HAGENS BERMAN SOBOL SHAPIRO LLP 401(K) RETIREMENT PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: HAGENS BERMAN SOBOL SHAPIRO LLP 401(K) RETIREMENT PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: HAGENS BERMAN SOBOL SHAPIRO LLP 401(K) RETIREMENT PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: HAGENS BERMAN SOBOL SHAPIRO LLP 401(K) RETIREMENT PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: HAGENS BERMAN SOBOL SHAPIRO LLP 401(K) RETIREMENT PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: HAGENS BERMAN SOBOL SHAPIRO LLP 401(K) RETIREMENT PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: HAGENS BERMAN SOBOL SHAPIRO LLP 401(K) RETIREMENT PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |