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Plan Name | SEDGWICK LLP MONEY PURCHASE PENSION PLAN |
Plan identification number | 007 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | SEDGWICK LLP |
Employer identification number (EIN): | 941033310 |
NAIC Classification: | 541110 |
NAIC Description: | Offices of Lawyers |
Additional information about SEDGWICK LLP
Jurisdiction of Incorporation: | Washington Secretary of State Corporations Division |
Incorporation Date: | 2011-07-05 |
Company Identification Number: | 603125874 |
Legal Registered Office Address: |
711 CAPITOL WAY S STE 204 OLYMPIA United States of America (USA) 985011267 |
More information about SEDGWICK LLP
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
007 | 2020-01-01 | DEBRA FLAUM | 2020-11-22 | ||
007 | 2019-01-01 | ||||
007 | 2018-01-01 | BRUCE CELEBREZZE | 2019-09-06 | ||
007 | 2017-01-01 | BRUCE CELEBREZZE | BRUCE CELEBREZZE | 2018-10-19 | |
007 | 2016-01-01 | DAVID ALLEN | DAVID ALLEN | 2017-10-18 | |
007 | 2015-01-01 | CRAIG PETERSON | CRAIG PETERSON | 2016-10-14 | |
007 | 2014-01-01 | DAVID SANDERS | DAVID SANDERS | 2015-10-07 | |
007 | 2013-01-01 | DAVID SANDERS | DAVID SANDERS | 2014-10-15 | |
007 | 2012-01-01 | MARY BETH MACEDO | DAVID SANDERS | 2013-10-07 | |
007 | 2011-01-01 | ANNA S. O'CONNOR | DAVID SANDERS | 2012-10-10 | |
007 | 2010-01-01 | ANNA S. OCONNOR | DAVID SANDERS | 2011-07-29 | |
007 | 2009-01-01 | ANNA S. OCONNOR | PATRICIA L. WILLIAMSON | 2010-08-25 |
Measure | Date | Value |
---|---|---|
2019: SEDGWICK LLP MONEY PURCHASE PENSION PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 0 |
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 | 0 |
Total of all active and inactive participants | 2019-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 0 |
Number of participants with account balances | 2019-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: SEDGWICK LLP MONEY PURCHASE PENSION PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 60 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 0 |
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 | 0 |
Total of all active and inactive participants | 2018-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 0 |
Number of participants with account balances | 2018-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: SEDGWICK LLP MONEY PURCHASE PENSION PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 143 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 60 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 43 |
Total of all active and inactive participants | 2017-01-01 | 106 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 106 |
Number of participants with account balances | 2017-01-01 | 95 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: SEDGWICK LLP MONEY PURCHASE PENSION PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 147 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 111 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 31 |
Total of all active and inactive participants | 2016-01-01 | 143 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 143 |
Number of participants with account balances | 2016-01-01 | 135 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: SEDGWICK LLP MONEY PURCHASE PENSION PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 156 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 112 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 34 |
Total of all active and inactive participants | 2015-01-01 | 147 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 147 |
Number of participants with account balances | 2015-01-01 | 140 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: SEDGWICK LLP MONEY PURCHASE PENSION PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 158 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 129 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 26 |
Total of all active and inactive participants | 2014-01-01 | 156 |
Total participants | 2014-01-01 | 156 |
Number of participants with account balances | 2014-01-01 | 147 |
2013: SEDGWICK LLP MONEY PURCHASE PENSION PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 147 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 133 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 24 |
Total of all active and inactive participants | 2013-01-01 | 158 |
Total participants | 2013-01-01 | 158 |
Number of participants with account balances | 2013-01-01 | 152 |
2012: SEDGWICK LLP MONEY PURCHASE PENSION PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 143 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 131 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 15 |
Total of all active and inactive participants | 2012-01-01 | 147 |
Total participants | 2012-01-01 | 147 |
Number of participants with account balances | 2012-01-01 | 142 |
2011: SEDGWICK LLP MONEY PURCHASE PENSION PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 141 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 126 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 16 |
Total of all active and inactive participants | 2011-01-01 | 143 |
Total participants | 2011-01-01 | 143 |
Number of participants with account balances | 2011-01-01 | 139 |
2010: SEDGWICK LLP MONEY PURCHASE PENSION PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 135 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 120 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 20 |
Total of all active and inactive participants | 2010-01-01 | 141 |
Total participants | 2010-01-01 | 141 |
Number of participants with account balances | 2010-01-01 | 137 |
2009: SEDGWICK LLP MONEY PURCHASE PENSION PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 130 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 117 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 17 |
Total of all active and inactive participants | 2009-01-01 | 135 |
Total participants | 2009-01-01 | 135 |
Number of participants with account balances | 2009-01-01 | 132 |
Measure | Date | Value |
---|---|---|
2019 : SEDGWICK LLP MONEY PURCHASE PENSION PLAN 2019 401k financial data | ||
Total plan liabilities at end of year | 2019-12-31 | $3,091 |
Total plan liabilities at beginning of year | 2019-12-31 | $4,971 |
Total income from all sources | 2019-12-31 | $84 |
Expenses. Total of all expenses incurred | 2019-12-31 | $84 |
Total plan assets at end of year | 2019-12-31 | $3,091 |
Total plan assets at beginning of year | 2019-12-31 | $4,971 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $84 |
Other income received | 2019-12-31 | $84 |
Net income (gross income less expenses) | 2019-12-31 | $0 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $0 |
2018 : SEDGWICK LLP MONEY PURCHASE PENSION PLAN 2018 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2018-12-31 | $0 |
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 | $4,971 |
Total income from all sources (including contributions) | 2018-12-31 | $1,605,088 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $48,095,381 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $48,090,410 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $0 |
Value of total assets at end of year | 2018-12-31 | $4,971 |
Value of total assets at beginning of year | 2018-12-31 | $46,490,293 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $4,971 |
Total interest from all sources | 2018-12-31 | $9,262 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $269,121 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $269,121 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Funding deficiency by the employer to the plan for this plan year | 2018-12-31 | $0 |
Minimum employer required contribution for this plan year | 2018-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $4,971 |
Administrative expenses (other) incurred | 2018-12-31 | $4,971 |
Total non interest bearing cash at end of year | 2018-12-31 | $100 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $100 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-46,490,293 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $46,490,293 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $42,823,973 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $4,871 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $3,666,220 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $3,666,220 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $9,262 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $1,326,705 |
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 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $0 |
Income. Dividends from common stock | 2018-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $48,090,410 |
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 | 2018-12-31 | No |
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 |
Aggregate proceeds on sale of assets | 2018-12-31 | $0 |
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 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2018-12-31 | 390859910 |
2017 : SEDGWICK LLP MONEY PURCHASE PENSION PLAN 2017 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $9,696,138 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $23,355,866 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $23,355,401 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $0 |
Value of total assets at end of year | 2017-12-31 | $46,490,293 |
Value of total assets at beginning of year | 2017-12-31 | $60,150,021 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $465 |
Total interest from all sources | 2017-12-31 | $14,169 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $1,966,031 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $1,966,031 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Funding deficiency by the employer to the plan for this plan year | 2017-12-31 | $0 |
Minimum employer required contribution for this plan year | 2017-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Administrative expenses (other) incurred | 2017-12-31 | $465 |
Total non interest bearing cash at end of year | 2017-12-31 | $100 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $100 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $-13,659,728 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $46,490,293 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $60,150,021 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $42,823,973 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $55,614,120 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $3,666,220 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $3,468,564 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $3,468,564 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $14,169 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $7,715,938 |
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 | No |
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 | $0 |
Employer contributions (assets) at end of year | 2017-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $211,498 |
Income. Dividends from common stock | 2017-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $23,355,401 |
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 | 2017-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2017-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-12-31 | $855,739 |
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 |
Aggregate proceeds on sale of assets | 2017-12-31 | $0 |
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 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2017-12-31 | 390859910 |
2016 : SEDGWICK LLP MONEY PURCHASE PENSION PLAN 2016 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $72,130 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $72,130 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $4,289 |
Total income from all sources (including contributions) | 2016-12-31 | $7,301,955 |
Total loss/gain on sale of assets | 2016-12-31 | $27 |
Total of all expenses incurred | 2016-12-31 | $5,913,240 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $5,913,129 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $2,900,119 |
Value of total assets at end of year | 2016-12-31 | $60,150,021 |
Value of total assets at beginning of year | 2016-12-31 | $58,765,595 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $111 |
Total interest from all sources | 2016-12-31 | $1,596 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $1,885,829 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $1,869,687 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Funding deficiency by the employer to the plan for this plan year | 2016-12-31 | $0 |
Minimum employer required contribution for this plan year | 2016-12-31 | $2,900,119 |
Amount contributed by the employer to the plan for this plan year | 2016-12-31 | $2,900,119 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $4,289 |
Administrative expenses (other) incurred | 2016-12-31 | $111 |
Total non interest bearing cash at end of year | 2016-12-31 | $100 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $4,389 |
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 | $1,388,715 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $60,150,021 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $58,761,306 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $55,614,120 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $54,860,516 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $3,468,564 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $3,193,979 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $3,193,979 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $1,596 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $2,442,254 |
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 | $2,900,119 |
Employer contributions (assets) at end of year | 2016-12-31 | $211,498 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $30,883 |
Income. Dividends from common stock | 2016-12-31 | $16,142 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $5,913,129 |
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 | 2016-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2016-12-31 | $855,739 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-12-31 | $675,828 |
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 |
Aggregate proceeds on sale of assets | 2016-12-31 | $27 |
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 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2016-12-31 | 390859910 |
2015 : SEDGWICK LLP MONEY PURCHASE PENSION PLAN 2015 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-13,315 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-13,315 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $4,289 |
Total income from all sources (including contributions) | 2015-12-31 | $3,394,720 |
Total of all expenses incurred | 2015-12-31 | $5,527,614 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $5,523,139 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $2,853,476 |
Value of total assets at end of year | 2015-12-31 | $58,765,595 |
Value of total assets at beginning of year | 2015-12-31 | $60,894,200 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $4,475 |
Total interest from all sources | 2015-12-31 | $345 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $2,659,041 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $2,645,342 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Funding deficiency by the employer to the plan for this plan year | 2015-12-31 | $0 |
Minimum employer required contribution for this plan year | 2015-12-31 | $2,853,476 |
Amount contributed by the employer to the plan for this plan year | 2015-12-31 | $2,853,476 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $4,289 |
Administrative expenses (other) incurred | 2015-12-31 | $4,475 |
Total non interest bearing cash at end of year | 2015-12-31 | $4,389 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $100 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-2,132,894 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $58,761,306 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $60,894,200 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $54,860,516 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $58,037,371 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $3,193,979 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $2,175,035 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $2,175,035 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $345 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-2,104,827 |
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 |
Contributions received in cash from employer | 2015-12-31 | $2,853,476 |
Employer contributions (assets) at end of year | 2015-12-31 | $30,883 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $0 |
Income. Dividends from common stock | 2015-12-31 | $13,699 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $5,523,139 |
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 | 2015-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2015-12-31 | $675,828 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-12-31 | $681,694 |
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 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2015-12-31 | 390859910 |
2014 : SEDGWICK LLP MONEY PURCHASE PENSION PLAN 2014 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $39,347 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $39,347 |
Total income from all sources (including contributions) | 2014-12-31 | $7,742,509 |
Total of all expenses incurred | 2014-12-31 | $4,869,128 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $4,868,620 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $3,438,023 |
Value of total assets at end of year | 2014-12-31 | $60,894,200 |
Value of total assets at beginning of year | 2014-12-31 | $58,020,819 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $508 |
Total interest from all sources | 2014-12-31 | $243 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $2,625,575 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $2,612,075 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
Minimum employer required contribution for this plan year | 2014-12-31 | $3,174,875 |
Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $3,174,875 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $263,147 |
Administrative expenses (other) incurred | 2014-12-31 | $508 |
Total non interest bearing cash at end of year | 2014-12-31 | $100 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $100 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $2,873,381 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $60,894,200 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $58,020,819 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $58,037,371 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $54,455,141 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $2,175,035 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $2,925,867 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $2,925,867 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $243 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $1,639,321 |
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 | $3,174,876 |
Employer contributions (assets) at end of year | 2014-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $4,766 |
Income. Dividends from common stock | 2014-12-31 | $13,500 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $4,868,620 |
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 | 2014-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2014-12-31 | $681,694 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-12-31 | $634,945 |
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 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2014-12-31 | 390859910 |
2013 : SEDGWICK LLP MONEY PURCHASE PENSION PLAN 2013 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $111,723 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $111,723 |
Total income from all sources (including contributions) | 2013-12-31 | $13,245,319 |
Total of all expenses incurred | 2013-12-31 | $1,755,407 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,721,893 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $3,498,032 |
Value of total assets at end of year | 2013-12-31 | $58,020,819 |
Value of total assets at beginning of year | 2013-12-31 | $46,530,907 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $33,514 |
Total interest from all sources | 2013-12-31 | $269 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $2,195,885 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $2,186,942 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
Minimum employer required contribution for this plan year | 2013-12-31 | $3,485,979 |
Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $3,485,979 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $12,053 |
Administrative expenses (other) incurred | 2013-12-31 | $33,514 |
Total non interest bearing cash at end of year | 2013-12-31 | $100 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $33,000 |
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 | $11,489,912 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $58,020,819 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $46,530,907 |
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 | $54,455,141 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $43,272,317 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $2,925,867 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $2,643,322 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $2,643,322 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $269 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $7,439,410 |
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 |
Contributions received in cash from employer | 2013-12-31 | $3,485,979 |
Employer contributions (assets) at end of year | 2013-12-31 | $4,766 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $6,022 |
Income. Dividends from common stock | 2013-12-31 | $8,943 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,721,893 |
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 | 2013-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2013-12-31 | $634,945 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $576,246 |
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 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2013-12-31 | 390859910 |
2012 : SEDGWICK LLP MONEY PURCHASE PENSION PLAN 2012 401k financial data | ||
Total income from all sources (including contributions) | 2012-12-31 | $8,550,149 |
Total of all expenses incurred | 2012-12-31 | $764,011 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $763,967 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $3,393,500 |
Value of total assets at end of year | 2012-12-31 | $46,530,907 |
Value of total assets at beginning of year | 2012-12-31 | $38,744,769 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $44 |
Total interest from all sources | 2012-12-31 | $252 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $1,477,140 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $1,477,140 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
Minimum employer required contribution for this plan year | 2012-12-31 | $3,393,500 |
Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $3,393,500 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Administrative expenses (other) incurred | 2012-12-31 | $44 |
Total non interest bearing cash at end of year | 2012-12-31 | $33,000 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $7,786,138 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $46,530,907 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $38,744,769 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $43,272,317 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $36,317,967 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $2,643,322 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $2,421,787 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $2,421,787 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $252 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $3,679,257 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $3,393,500 |
Employer contributions (assets) at end of year | 2012-12-31 | $6,022 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $5,015 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $763,967 |
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 | 2012-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2012-12-31 | $576,246 |
Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | LAUTZE & LAUTZE |
Accountancy firm EIN | 2012-12-31 | 942513310 |
2011 : SEDGWICK LLP MONEY PURCHASE PENSION PLAN 2011 401k financial data | ||
Total income from all sources (including contributions) | 2011-12-31 | $2,743,844 |
Total of all expenses incurred | 2011-12-31 | $1,042,725 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,042,628 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $3,338,197 |
Value of total assets at end of year | 2011-12-31 | $38,744,769 |
Value of total assets at beginning of year | 2011-12-31 | $37,043,650 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $97 |
Total interest from all sources | 2011-12-31 | $278 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $1,056,501 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $1,056,501 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
Minimum employer required contribution for this plan year | 2011-12-31 | $3,338,197 |
Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $3,338,197 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Administrative expenses (other) incurred | 2011-12-31 | $97 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $1,701,119 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $38,744,769 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $37,043,650 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $36,317,967 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $34,242,735 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $2,421,787 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $2,800,915 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $2,800,915 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $278 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-1,651,132 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $3,338,197 |
Employer contributions (assets) at end of year | 2011-12-31 | $5,015 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,042,628 |
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 | 2011-12-31 | No |
Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | LAUTZE & LAUTZE |
Accountancy firm EIN | 2011-12-31 | 942513310 |
2010 : SEDGWICK LLP MONEY PURCHASE PENSION PLAN 2010 401k financial data | ||
Total income from all sources (including contributions) | 2010-12-31 | $7,224,618 |
Total of all expenses incurred | 2010-12-31 | $1,800,596 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,800,571 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $3,261,927 |
Value of total assets at end of year | 2010-12-31 | $37,043,650 |
Value of total assets at beginning of year | 2010-12-31 | $31,619,628 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $25 |
Total interest from all sources | 2010-12-31 | $515 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $867,444 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $867,444 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
Minimum employer required contribution for this plan year | 2010-12-31 | $3,258,327 |
Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $3,258,327 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Participant contributions at beginning of year | 2010-12-31 | $2,609 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $3,600 |
Administrative expenses (other) incurred | 2010-12-31 | $25 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $5,424,022 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $37,043,650 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $31,619,628 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $34,242,735 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $28,801,574 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $2,800,915 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $2,815,445 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $2,815,445 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $515 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $3,094,732 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $3,258,327 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,800,571 |
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 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | LAUTZE & LAUTZE |
Accountancy firm EIN | 2010-12-31 | 942513310 |
2009 : SEDGWICK LLP MONEY PURCHASE PENSION PLAN 2009 401k financial data | ||
Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
Minimum employer required contribution for this plan year | 2009-12-31 | $3,004,885 |
Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $3,004,885 |
2019: SEDGWICK LLP MONEY PURCHASE PENSION 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: SEDGWICK LLP MONEY PURCHASE PENSION PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: SEDGWICK LLP MONEY PURCHASE PENSION PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: SEDGWICK LLP MONEY PURCHASE PENSION PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: SEDGWICK LLP MONEY PURCHASE PENSION PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: SEDGWICK LLP MONEY PURCHASE PENSION PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: SEDGWICK LLP MONEY PURCHASE PENSION PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: SEDGWICK LLP MONEY PURCHASE PENSION PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: SEDGWICK LLP MONEY PURCHASE PENSION PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: SEDGWICK LLP MONEY PURCHASE PENSION PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: SEDGWICK LLP MONEY PURCHASE PENSION PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |