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FENWICK & WEST LLP MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan NameFENWICK & WEST LLP MONEY PURCHASE PENSION PLAN
Plan identification number 001

FENWICK & WEST LLP MONEY PURCHASE PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Life insurance

401k Sponsoring company profile

FENWICK & WEST LLP has sponsored the creation of one or more 401k plans.

Company Name:FENWICK & WEST LLP
Employer identification number (EIN):942708481
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FENWICK & WEST LLP MONEY PURCHASE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01PAT LYDEN PAT LYDEN2017-10-08
0012015-01-01PAT LYDEN PAT LYDEN2016-10-13
0012014-01-01PAT LYDEN
0012013-01-01LOIS BOYD LOIS BOYD2014-10-08
0012012-01-01LOIS BOYD LOIS BOYD2013-10-14
0012011-01-01LOIS BOYD
0012010-01-01LOIS BOYD LOIS BOYD2011-10-14
0012009-01-01LOIS BOYD LOIS BOYD2010-10-14

Plan Statistics for FENWICK & WEST LLP MONEY PURCHASE PENSION PLAN

401k plan membership statisitcs for FENWICK & WEST LLP MONEY PURCHASE PENSION PLAN

Measure Date Value
2016: FENWICK & WEST LLP MONEY PURCHASE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01576
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: FENWICK & WEST LLP MONEY PURCHASE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01550
Total number of active participants reported on line 7a of the Form 55002015-01-01445
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01131
Total of all active and inactive participants2015-01-01576
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01577
Number of participants with account balances2015-01-01576
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
2014: FENWICK & WEST LLP MONEY PURCHASE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01523
Total number of active participants reported on line 7a of the Form 55002014-01-01426
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01122
Total of all active and inactive participants2014-01-01548
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01550
Number of participants with account balances2014-01-01550
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: FENWICK & WEST LLP MONEY PURCHASE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01512
Total number of active participants reported on line 7a of the Form 55002013-01-01396
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01126
Total of all active and inactive participants2013-01-01522
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01523
Number of participants with account balances2013-01-01520
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: FENWICK & WEST LLP MONEY PURCHASE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01518
Total number of active participants reported on line 7a of the Form 55002012-01-01386
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01126
Total of all active and inactive participants2012-01-01512
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01513
Number of participants with account balances2012-01-01509
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: FENWICK & WEST LLP MONEY PURCHASE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01593
Total number of active participants reported on line 7a of the Form 55002011-01-01390
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01127
Total of all active and inactive participants2011-01-01517
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01518
Number of participants with account balances2011-01-01490
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: FENWICK & WEST LLP MONEY PURCHASE PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01724
Total number of active participants reported on line 7a of the Form 55002010-01-01466
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01127
Total of all active and inactive participants2010-01-01593
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01593
Number of participants with account balances2010-01-01475
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012
2009: FENWICK & WEST LLP MONEY PURCHASE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01506
Total number of active participants reported on line 7a of the Form 55002009-01-01602
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01122
Total of all active and inactive participants2009-01-01724
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01724
Number of participants with account balances2009-01-01439
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on FENWICK & WEST LLP MONEY PURCHASE PENSION PLAN

Measure Date Value
2016 : FENWICK & WEST LLP MONEY PURCHASE PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-586,716
Total unrealized appreciation/depreciation of assets2016-12-31$-586,716
Total transfer of assets from this plan2016-12-31$134,070,838
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$11,424,811
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$18,460,848
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$18,244,523
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$155,919
Value of total assets at end of year2016-12-31$0
Value of total assets at beginning of year2016-12-31$141,106,875
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$216,325
Total interest from all sources2016-12-31$39,945
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,503,661
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,503,661
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$8,191,372
Amount contributed by the employer to the plan for this plan year2016-12-31$8,191,372
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$873,770
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$33,818,911
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$155,919
Other income not declared elsewhere2016-12-31$1,133,556
Administrative expenses (other) incurred2016-12-31$159,137
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-7,036,037
Value of net assets at end of year (total assets less liabilities)2016-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$141,106,875
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$57,188
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$79,733,983
Interest on participant loans2016-12-31$28,821
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$13,126,006
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$5,219,929
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$5,219,929
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$11,124
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$142,904
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$7,907,631
Net investment gain or loss from common/collective trusts2016-12-31$1,270,815
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$8,191,372
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$18,244,523
Did the plan have assets held for investment2016-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MOSS ADAMS LLP
Accountancy firm EIN2016-12-31910187931
2015 : FENWICK & WEST LLP MONEY PURCHASE PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$7,026,369
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$8,641,499
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$8,460,064
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$8,253,796
Value of total assets at end of year2015-12-31$141,106,875
Value of total assets at beginning of year2015-12-31$142,722,005
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$181,435
Total interest from all sources2015-12-31$29,467
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,009,182
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,009,182
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$8,169,040
Amount contributed by the employer to the plan for this plan year2015-12-31$8,169,040
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Participant contributions at end of year2015-12-31$873,770
Participant contributions at beginning of year2015-12-31$866,066
Assets. Other investments not covered elsewhere at end of year2015-12-31$33,818,911
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$37,728,597
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$84,756
Other income not declared elsewhere2015-12-31$32,229
Administrative expenses (other) incurred2015-12-31$101,967
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,615,130
Value of net assets at end of year (total assets less liabilities)2015-12-31$141,106,875
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$142,722,005
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$79,468
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$79,733,983
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$80,927,290
Interest on participant loans2015-12-31$28,835
Value of interest in common/collective trusts at end of year2015-12-31$13,126,006
Value of interest in common/collective trusts at beginning of year2015-12-31$11,497,473
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$5,219,929
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$3,793,045
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$3,793,045
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$632
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$142,904
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$137,653
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,203,602
Net investment gain or loss from common/collective trusts2015-12-31$-94,703
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$8,169,040
Employer contributions (assets) at end of year2015-12-31$8,191,372
Employer contributions (assets) at beginning of year2015-12-31$7,771,881
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$8,460,064
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MOSS ADAMS LLP
Accountancy firm EIN2015-12-31910189318
2014 : FENWICK & WEST LLP MONEY PURCHASE PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$16,164,189
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$6,592,784
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$6,394,211
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$8,521,795
Value of total assets at end of year2014-12-31$142,722,005
Value of total assets at beginning of year2014-12-31$133,150,600
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$198,573
Total interest from all sources2014-12-31$31,156
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,269,737
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,269,737
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$7,771,881
Amount contributed by the employer to the plan for this plan year2014-12-31$7,771,881
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Participant contributions at end of year2014-12-31$866,066
Participant contributions at beginning of year2014-12-31$955,638
Assets. Other investments not covered elsewhere at end of year2014-12-31$37,728,597
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$35,327,155
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$749,914
Other income not declared elsewhere2014-12-31$1,780,084
Administrative expenses (other) incurred2014-12-31$87,302
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$9,571,405
Value of net assets at end of year (total assets less liabilities)2014-12-31$142,722,005
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$133,150,600
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$111,271
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$80,927,290
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$76,392,513
Interest on participant loans2014-12-31$30,918
Value of interest in common/collective trusts at end of year2014-12-31$11,497,473
Value of interest in common/collective trusts at beginning of year2014-12-31$9,207,811
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$3,793,045
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$4,086,395
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$4,086,395
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$238
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$137,653
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$132,109
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,900,923
Net investment gain or loss from common/collective trusts2014-12-31$660,494
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$7,771,881
Employer contributions (assets) at end of year2014-12-31$7,771,881
Employer contributions (assets) at beginning of year2014-12-31$7,048,979
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$6,394,211
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MOSS ADAMS LLP
Accountancy firm EIN2014-12-31910189318
2013 : FENWICK & WEST LLP MONEY PURCHASE PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
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$27,912,697
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$4,065,528
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,891,296
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$7,654,824
Value of total assets at end of year2013-12-31$133,150,600
Value of total assets at beginning of year2013-12-31$109,303,431
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$174,232
Total interest from all sources2013-12-31$34,601
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,749,046
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,749,046
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$7,077,178
Amount contributed by the employer to the plan for this plan year2013-12-31$7,077,178
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Participant contributions at end of year2013-12-31$955,638
Participant contributions at beginning of year2013-12-31$1,074,102
Assets. Other investments not covered elsewhere at end of year2013-12-31$35,327,155
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$30,904,676
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$577,646
Other income not declared elsewhere2013-12-31$3,793,233
Administrative expenses (other) incurred2013-12-31$83,154
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$23,847,169
Value of net assets at end of year (total assets less liabilities)2013-12-31$133,150,600
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$109,303,431
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$91,078
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$76,392,513
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$59,865,107
Interest on participant loans2013-12-31$34,143
Value of interest in common/collective trusts at end of year2013-12-31$9,207,811
Value of interest in common/collective trusts at beginning of year2013-12-31$6,413,527
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$4,086,395
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$4,340,713
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$4,340,713
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$458
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$132,109
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$124,099
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$13,226,802
Net investment gain or loss from common/collective trusts2013-12-31$1,454,191
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$7,077,178
Employer contributions (assets) at end of year2013-12-31$7,048,979
Employer contributions (assets) at beginning of year2013-12-31$6,581,207
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,891,296
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MOSS ADAMS LLP
Accountancy firm EIN2013-12-31910189318
2012 : FENWICK & WEST LLP MONEY PURCHASE PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$18,014,306
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,650,873
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,530,960
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$7,556,333
Value of total assets at end of year2012-12-31$109,303,431
Value of total assets at beginning of year2012-12-31$94,939,998
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$119,913
Total interest from all sources2012-12-31$36,588
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,144,777
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,144,777
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$6,578,551
Amount contributed by the employer to the plan for this plan year2012-12-31$6,578,551
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Participant contributions at end of year2012-12-31$1,074,102
Participant contributions at beginning of year2012-12-31$996,175
Assets. Other investments not covered elsewhere at end of year2012-12-31$30,904,676
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$27,440,621
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$977,782
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$45,382
Other income not declared elsewhere2012-12-31$2,709,416
Administrative expenses (other) incurred2012-12-31$89,217
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$14,363,433
Value of net assets at end of year (total assets less liabilities)2012-12-31$109,303,431
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$94,939,998
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Assets. partnership/joint venture interests at beginning of year2012-12-31$112,044
Investment advisory and management fees2012-12-31$30,696
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$59,865,107
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$50,262,251
Interest on participant loans2012-12-31$36,126
Value of interest in common/collective trusts at end of year2012-12-31$6,413,527
Value of interest in common/collective trusts at beginning of year2012-12-31$4,586,198
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$4,340,713
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$5,279,479
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$5,279,479
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$462
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$124,099
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$120,623
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$5,864,492
Net investment gain or loss from common/collective trusts2012-12-31$702,700
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$6,578,551
Employer contributions (assets) at end of year2012-12-31$6,581,207
Employer contributions (assets) at beginning of year2012-12-31$6,097,225
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,530,960
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MOSS ADAMS LLP
Accountancy firm EIN2012-12-31910189318
2011 : FENWICK & WEST LLP MONEY PURCHASE PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$5,427,022
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,591,967
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,476,317
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$6,268,479
Value of total assets at end of year2011-12-31$94,939,998
Value of total assets at beginning of year2011-12-31$91,104,943
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$115,650
Total interest from all sources2011-12-31$38,479
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$961,115
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$961,115
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$6,097,225
Amount contributed by the employer to the plan for this plan year2011-12-31$6,097,225
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Participant contributions at end of year2011-12-31$996,175
Participant contributions at beginning of year2011-12-31$957,921
Assets. Other investments not covered elsewhere at end of year2011-12-31$27,440,621
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$24,355,728
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$171,254
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$45,382
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$54,175
Other income not declared elsewhere2011-12-31$-516,356
Administrative expenses (other) incurred2011-12-31$87,442
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$3,835,055
Value of net assets at end of year (total assets less liabilities)2011-12-31$94,939,998
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$91,104,943
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Assets. partnership/joint venture interests at end of year2011-12-31$112,044
Assets. partnership/joint venture interests at beginning of year2011-12-31$100,937
Investment advisory and management fees2011-12-31$28,208
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$50,262,251
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$52,734,515
Interest on participant loans2011-12-31$38,029
Value of interest in common/collective trusts at end of year2011-12-31$4,586,198
Value of interest in common/collective trusts at beginning of year2011-12-31$3,062,627
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$5,279,479
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$3,901,036
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$3,901,036
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$450
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$120,623
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$116,932
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,190,575
Net investment gain or loss from common/collective trusts2011-12-31$-134,120
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$6,097,225
Employer contributions (assets) at end of year2011-12-31$6,097,225
Employer contributions (assets) at beginning of year2011-12-31$5,821,072
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,476,317
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MOHLER NIXON & WILLIAMS
Accountancy firm EIN2011-12-31770106234
2010 : FENWICK & WEST LLP MONEY PURCHASE PENSION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$18,938,160
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,858,271
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,741,242
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$10,069,431
Value of total assets at end of year2010-12-31$91,104,943
Value of total assets at beginning of year2010-12-31$75,025,054
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$117,029
Total interest from all sources2010-12-31$38,099
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$444,711
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$444,711
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$3,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$-1,815
Minimum employer required contribution for this plan year2010-12-31$5,822,169
Amount contributed by the employer to the plan for this plan year2010-12-31$5,823,984
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Participant contributions at end of year2010-12-31$957,921
Participant contributions at beginning of year2010-12-31$746,495
Assets. Other investments not covered elsewhere at end of year2010-12-31$24,355,728
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$21,347,955
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$4,245,447
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$54,175
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$51,961
Other income not declared elsewhere2010-12-31$2,051,368
Administrative expenses (other) incurred2010-12-31$88,780
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$16,079,889
Value of net assets at end of year (total assets less liabilities)2010-12-31$91,104,943
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$75,025,054
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$100,937
Assets. partnership/joint venture interests at beginning of year2010-12-31$62,398
Investment advisory and management fees2010-12-31$28,249
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$52,734,515
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$41,827,519
Interest on participant loans2010-12-31$37,694
Value of interest in common/collective trusts at end of year2010-12-31$3,062,627
Value of interest in common/collective trusts at beginning of year2010-12-31$1,682,620
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$3,901,036
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$3,654,203
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$3,654,203
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$405
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$116,932
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$112,861
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$5,960,332
Net investment gain or loss from common/collective trusts2010-12-31$374,219
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$5,823,984
Employer contributions (assets) at end of year2010-12-31$5,821,072
Employer contributions (assets) at beginning of year2010-12-31$5,539,042
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,741,242
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MOHLER NIXON & WILLIAMS
Accountancy firm EIN2010-12-31770106234
2009 : FENWICK & WEST LLP MONEY PURCHASE PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$4,734,398
Amount contributed by the employer to the plan for this plan year2009-12-31$4,734,398

Form 5500 Responses for FENWICK & WEST LLP MONEY PURCHASE PENSION PLAN

2016: FENWICK & WEST LLP MONEY PURCHASE PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingYes
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: FENWICK & WEST LLP MONEY PURCHASE PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: FENWICK & WEST LLP MONEY PURCHASE PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FENWICK & WEST LLP MONEY PURCHASE PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: FENWICK & WEST LLP MONEY PURCHASE PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: FENWICK & WEST LLP MONEY PURCHASE PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: FENWICK & WEST LLP MONEY PURCHASE PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: FENWICK & WEST LLP MONEY PURCHASE PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number53245
Policy instance 1
Insurance contract or identification number53245
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $225
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees225
Additional information about fees paid to insurance brokerPERSISTENCY FEES AND OTHER COMPENSATION
Insurance broker organization code?3
Insurance broker nameROBERT G TONG
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number53245
Policy instance 1
Insurance contract or identification number53245
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $225
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees225
Additional information about fees paid to insurance brokerPERSISTENCY FEES AND OTHER COMPENSATION
Insurance broker organization code?3
Insurance broker nameROBERT G TONG
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number53245
Policy instance 1
Insurance contract or identification number53245
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $216
Total amount of fees paid to insurance companyUSD $316
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $168
Amount paid for insurance broker fees309
Additional information about fees paid to insurance brokerPERSISTENCY FEES AND OTHER COMPENSATION
Insurance broker organization code?3
Insurance broker nameSFBAG INS SERVICES INC
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number53245
Policy instance 1
Insurance contract or identification number53245
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $216
Total amount of fees paid to insurance companyUSD $361
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $168
Amount paid for insurance broker fees354
Additional information about fees paid to insurance brokerPERSISTENCY FEES AND OTHER COMPENSATION
Insurance broker organization code?3
Insurance broker nameSFBAG INS SERVICES INC
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number53245
Policy instance 1
Insurance contract or identification number53245
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $168
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number53245
Policy instance 1
Insurance contract or identification number53245
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $168
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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