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Plan Name | SPIEKER COMPANIES, INC. 401(K) PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | SPIEKER COMPANIES, INC. |
Employer identification number (EIN): | 942728860 |
NAIC Classification: | 531310 |
Additional information about SPIEKER COMPANIES, INC.
Jurisdiction of Incorporation: | California Department of State |
Incorporation Date: | 1981-03-17 |
Company Identification Number: | C1020499 |
Legal Registered Office Address: |
1020 Corporation Way #100 Palo Alto United States of America (USA) 94303 |
More information about SPIEKER COMPANIES, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | HEATHER TEAL | |||
001 | 2016-01-01 | HEATHER TEAL | HEATHER TEAL | 2017-12-12 | |
001 | 2016-01-01 | HEATHER TEAL | HEATHER TEAL | 2018-01-18 | |
001 | 2015-01-01 | HEATHER TEAL | HEATHER TEAL | 2016-10-17 | |
001 | 2014-01-01 | HEATHER TEAL | |||
001 | 2014-01-01 | HEATHER TEAL | |||
001 | 2013-01-01 | HEATHER TEAL | 2014-07-09 | ||
001 | 2012-01-01 | HEATHER TEAL | 2013-06-24 | ||
001 | 2011-01-01 | HELEN DINH | 2012-07-18 | ||
001 | 2010-01-01 | HELEN DINH | 2011-06-17 | ||
001 | 2009-01-01 | HEATHER TEAL |
Measure | Date | Value |
---|---|---|
2022: SPIEKER COMPANIES, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 128 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 110 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 18 |
Total of all active and inactive participants | 2022-01-01 | 128 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 128 |
Number of participants with account balances | 2022-01-01 | 51 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: SPIEKER COMPANIES, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 125 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 111 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 16 |
Total of all active and inactive participants | 2021-01-01 | 127 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 127 |
Number of participants with account balances | 2021-01-01 | 51 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: SPIEKER COMPANIES, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 127 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 105 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 12 |
Total of all active and inactive participants | 2020-01-01 | 117 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 117 |
Number of participants with account balances | 2020-01-01 | 47 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: SPIEKER COMPANIES, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 130 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 115 |
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 | 12 |
Total of all active and inactive participants | 2019-01-01 | 127 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 127 |
Number of participants with account balances | 2019-01-01 | 44 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: SPIEKER COMPANIES, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 148 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 129 |
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 | 9 |
Total of all active and inactive participants | 2018-01-01 | 138 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 138 |
Number of participants with account balances | 2018-01-01 | 42 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: SPIEKER COMPANIES, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 139 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 126 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 10 |
Total of all active and inactive participants | 2017-01-01 | 136 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 136 |
Number of participants with account balances | 2017-01-01 | 38 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: SPIEKER COMPANIES, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 132 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 129 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 7 |
Total of all active and inactive participants | 2016-01-01 | 136 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 136 |
Number of participants with account balances | 2016-01-01 | 33 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: SPIEKER COMPANIES, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 116 |
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 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 7 |
Total of all active and inactive participants | 2015-01-01 | 119 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 119 |
Number of participants with account balances | 2015-01-01 | 35 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: SPIEKER COMPANIES, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 122 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 107 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 8 |
Total of all active and inactive participants | 2014-01-01 | 115 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 115 |
Number of participants with account balances | 2014-01-01 | 34 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2009: SPIEKER COMPANIES, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 98 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 77 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 4 |
Total of all active and inactive participants | 2009-01-01 | 81 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 81 |
Number of participants with account balances | 2009-01-01 | 24 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : SPIEKER COMPANIES, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $0 |
Total transfer of assets from this plan | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-392,110 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $277,339 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $275,263 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $160 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $249,642 |
Value of total assets at end of year | 2022-12-31 | $3,330,219 |
Value of total assets at beginning of year | 2022-12-31 | $3,999,668 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $1,916 |
Total interest from all sources | 2022-12-31 | $3,028 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $178,518 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $178,518 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $400,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $249,642 |
Participant contributions at end of year | 2022-12-31 | $37,763 |
Participant contributions at beginning of year | 2022-12-31 | $50,913 |
Administrative expenses (other) incurred | 2022-12-31 | $1,916 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-669,449 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $3,330,219 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,999,668 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $2,392,663 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $2,980,619 |
Interest on participant loans | 2022-12-31 | $3,028 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $899,793 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $968,136 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-727,890 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-95,408 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $275,263 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | TURNER WARREN HWANG & CONRAD |
Accountancy firm EIN | 2022-12-31 | 954083485 |
2021 : SPIEKER COMPANIES, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $0 |
Total transfer of assets from this plan | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $803,500 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $668,975 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $666,910 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $204 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $262,994 |
Value of total assets at end of year | 2021-12-31 | $3,999,668 |
Value of total assets at beginning of year | 2021-12-31 | $3,865,143 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $1,861 |
Total interest from all sources | 2021-12-31 | $3,298 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $260,995 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $260,995 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $387,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $262,994 |
Participant contributions at end of year | 2021-12-31 | $50,913 |
Participant contributions at beginning of year | 2021-12-31 | $53,983 |
Administrative expenses (other) incurred | 2021-12-31 | $1,861 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $134,525 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $3,999,668 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,865,143 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $2,980,619 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $2,977,728 |
Interest on participant loans | 2021-12-31 | $3,298 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $968,136 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $833,432 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $153,485 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $122,728 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $666,910 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | TURNER WARREN HWANG & CONRAD |
Accountancy firm EIN | 2021-12-31 | 954083485 |
2020 : SPIEKER COMPANIES, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $0 |
Total transfer of assets from this plan | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $736,716 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $35,901 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $26,868 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $964 |
Value of total corrective distributions | 2020-12-31 | $7,013 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $248,996 |
Value of total assets at end of year | 2020-12-31 | $3,865,143 |
Value of total assets at beginning of year | 2020-12-31 | $3,164,328 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $1,056 |
Total interest from all sources | 2020-12-31 | $3,822 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $213,083 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $213,083 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $317,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $248,996 |
Participant contributions at end of year | 2020-12-31 | $53,983 |
Participant contributions at beginning of year | 2020-12-31 | $51,055 |
Administrative expenses (other) incurred | 2020-12-31 | $1,056 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $700,815 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $3,865,143 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,164,328 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $2,977,728 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $2,526,052 |
Interest on participant loans | 2020-12-31 | $3,822 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $833,432 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $587,221 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $192,254 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $78,561 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $26,868 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | TURNER, WARREN, HWANG & CONRAD |
Accountancy firm EIN | 2020-12-31 | 954083485 |
2019 : SPIEKER COMPANIES, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $0 |
Total transfer of assets from this plan | 2019-12-31 | $0 |
Total transfer of assets from this plan | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $769,891 |
Total income from all sources (including contributions) | 2019-12-31 | $769,891 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $85,116 |
Total of all expenses incurred | 2019-12-31 | $85,116 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $82,271 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $82,271 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $2,000 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $2,000 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $239,780 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $239,780 |
Value of total assets at end of year | 2019-12-31 | $3,164,328 |
Value of total assets at end of year | 2019-12-31 | $3,164,328 |
Value of total assets at beginning of year | 2019-12-31 | $2,479,553 |
Value of total assets at beginning of year | 2019-12-31 | $2,479,553 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $845 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $845 |
Total interest from all sources | 2019-12-31 | $2,806 |
Total interest from all sources | 2019-12-31 | $2,806 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $131,064 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $131,064 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $131,064 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $131,064 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $248,000 |
Value of fidelity bond cover | 2019-12-31 | $248,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $239,780 |
Contributions received from participants | 2019-12-31 | $239,780 |
Participant contributions at end of year | 2019-12-31 | $51,055 |
Participant contributions at end of year | 2019-12-31 | $51,055 |
Participant contributions at beginning of year | 2019-12-31 | $35,271 |
Participant contributions at beginning of year | 2019-12-31 | $35,271 |
Administrative expenses (other) incurred | 2019-12-31 | $845 |
Administrative expenses (other) incurred | 2019-12-31 | $845 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $684,775 |
Value of net income/loss | 2019-12-31 | $684,775 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $3,164,328 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $3,164,328 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,479,553 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,479,553 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $2,526,052 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $2,526,052 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $1,952,880 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $1,952,880 |
Interest on participant loans | 2019-12-31 | $2,806 |
Interest on participant loans | 2019-12-31 | $2,806 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $587,221 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $587,221 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $491,402 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $491,402 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $325,464 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $325,464 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $70,777 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $70,777 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $82,271 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $82,271 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | TURNER, WARREN, HWANG & CONRAD |
Accountancy firm name | 2019-12-31 | TURNER, WARREN, HWANG & CONRAD |
Accountancy firm EIN | 2019-12-31 | 954083485 |
Accountancy firm EIN | 2019-12-31 | 954083485 |
2018 : SPIEKER COMPANIES, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $0 |
Total transfer of assets from this plan | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $83,284 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $162,607 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $161,296 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $66 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $223,904 |
Value of total assets at end of year | 2018-12-31 | $2,479,553 |
Value of total assets at beginning of year | 2018-12-31 | $2,558,876 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $1,245 |
Total interest from all sources | 2018-12-31 | $2,066 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $146,426 |
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 | $146,426 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $256,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $223,904 |
Participant contributions at end of year | 2018-12-31 | $35,271 |
Participant contributions at beginning of year | 2018-12-31 | $26,924 |
Administrative expenses (other) incurred | 2018-12-31 | $1,245 |
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 | $-79,323 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $2,479,553 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,558,876 |
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 | $1,952,880 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $2,051,619 |
Interest on participant loans | 2018-12-31 | $2,066 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $491,402 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $480,333 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-273,453 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $-15,659 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $161,296 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | TURNER, WARREN, HWANG & CONRAD |
Accountancy firm EIN | 2018-12-31 | 954083485 |
2017 : SPIEKER COMPANIES, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $0 |
Total transfer of assets from this plan | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $585,716 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $199,609 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $194,366 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $4,593 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $242,443 |
Value of total assets at end of year | 2017-12-31 | $2,558,876 |
Value of total assets at beginning of year | 2017-12-31 | $2,172,769 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $650 |
Total interest from all sources | 2017-12-31 | $756 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $96,251 |
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 | $96,251 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $218,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $242,443 |
Participant contributions at end of year | 2017-12-31 | $26,924 |
Participant contributions at beginning of year | 2017-12-31 | $16,718 |
Administrative expenses (other) incurred | 2017-12-31 | $650 |
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 | $386,107 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $2,558,876 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,172,769 |
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 | $2,051,619 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $1,700,184 |
Interest on participant loans | 2017-12-31 | $756 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $480,333 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $455,867 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $202,147 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $44,119 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $194,366 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | TURNER, WARREN, HWANG & CONRAD |
Accountancy firm EIN | 2017-12-31 | 954083485 |
2016 : SPIEKER COMPANIES, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 2016-12-31 | $0 |
Total transfer of assets from this plan | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $309,458 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $33,452 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $32,006 |
Value of total corrective distributions | 2016-12-31 | $946 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $201,395 |
Value of total assets at end of year | 2016-12-31 | $2,172,769 |
Value of total assets at beginning of year | 2016-12-31 | $1,896,763 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $500 |
Total interest from all sources | 2016-12-31 | $1,304 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $44,264 |
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 | $44,264 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $190,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $183,084 |
Participant contributions at end of year | 2016-12-31 | $16,718 |
Participant contributions at beginning of year | 2016-12-31 | $34,200 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $18,311 |
Administrative expenses (other) incurred | 2016-12-31 | $500 |
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 | $276,006 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $2,172,769 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,896,763 |
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 | $1,700,184 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $1,490,701 |
Interest on participant loans | 2016-12-31 | $1,304 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $455,867 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $371,862 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $47,971 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $14,524 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $32,006 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | TURNER, WARREN, HWANG & CONRAD |
Accountancy firm EIN | 2016-12-31 | 954083485 |
2015 : SPIEKER COMPANIES, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets to this plan | 2015-12-31 | $0 |
Total transfer of assets from this plan | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $181,330 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $37,158 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $36,633 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $184,256 |
Value of total assets at end of year | 2015-12-31 | $1,896,763 |
Value of total assets at beginning of year | 2015-12-31 | $1,752,591 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $525 |
Total interest from all sources | 2015-12-31 | $1,995 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $80,993 |
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 | $80,993 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $176,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $184,256 |
Participant contributions at end of year | 2015-12-31 | $34,200 |
Participant contributions at beginning of year | 2015-12-31 | $38,328 |
Administrative expenses (other) incurred | 2015-12-31 | $525 |
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 | $144,172 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $1,896,763 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,752,591 |
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 | $1,490,701 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $1,308,647 |
Interest on participant loans | 2015-12-31 | $1,995 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $371,862 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $405,616 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-84,194 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $-1,720 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $36,633 |
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 | TURNER,WARREN,HWANG & CONRAD |
Accountancy firm EIN | 2015-12-31 | 954083485 |
2014 : SPIEKER COMPANIES, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets to this plan | 2014-12-31 | $0 |
Total transfer of assets from this plan | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $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 | $241,149 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $6,005 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $5,655 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $159,095 |
Value of total assets at end of year | 2014-12-31 | $1,752,591 |
Value of total assets at beginning of year | 2014-12-31 | $1,517,447 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $350 |
Total interest from all sources | 2014-12-31 | $2,110 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $68,914 |
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 | $68,914 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $152,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $159,095 |
Participant contributions at end of year | 2014-12-31 | $38,328 |
Participant contributions at beginning of year | 2014-12-31 | $47,679 |
Administrative expenses (other) incurred | 2014-12-31 | $350 |
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 | $235,144 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $1,752,591 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,517,447 |
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 | $1,308,647 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $1,175,521 |
Interest on participant loans | 2014-12-31 | $2,110 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $405,616 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $294,247 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $7,374 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $3,656 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $5,655 |
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 | TURNER WARREN HWANG CONRAD AC |
Accountancy firm EIN | 2014-12-31 | 954083485 |
2009 : SPIEKER COMPANIES, INC. 401(K) PROFIT SHARING PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: SPIEKER COMPANIES, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: SPIEKER COMPANIES, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: SPIEKER COMPANIES, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: SPIEKER COMPANIES, INC. 401(K) PROFIT SHARING 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: SPIEKER COMPANIES, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: SPIEKER COMPANIES, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: SPIEKER COMPANIES, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: SPIEKER COMPANIES, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: SPIEKER COMPANIES, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | Yes |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2009: SPIEKER COMPANIES, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |