HUTCHINSON & BLOODGOOD LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HUTCHINSON & BLOODGOOD LLP 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for HUTCHINSON & BLOODGOOD LLP 401(K) PROFIT SHARING PLAN
Measure | Date | Value |
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2022 : HUTCHINSON & BLOODGOOD LLP 401(K) PROFIT SHARING PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-09-30 | $3,240 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-09-30 | $0 |
Total income from all sources (including contributions) | 2022-09-30 | $-4,702,213 |
Total loss/gain on sale of assets | 2022-09-30 | $0 |
Total of all expenses incurred | 2022-09-30 | $4,290,677 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-09-30 | $4,247,187 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-09-30 | $2,984,237 |
Value of total assets at end of year | 2022-09-30 | $36,832,465 |
Value of total assets at beginning of year | 2022-09-30 | $45,822,115 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-09-30 | $43,490 |
Total interest from all sources | 2022-09-30 | $16,907 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-09-30 | $2,427,586 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-09-30 | $2,427,586 |
Administrative expenses professional fees incurred | 2022-09-30 | $18,383 |
Was this plan covered by a fidelity bond | 2022-09-30 | Yes |
Value of fidelity bond cover | 2022-09-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-09-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-09-30 | No |
Contributions received from participants | 2022-09-30 | $1,332,729 |
Participant contributions at end of year | 2022-09-30 | $310,974 |
Participant contributions at beginning of year | 2022-09-30 | $302,637 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-09-30 | $491,748 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-09-30 | $3,240 |
Other income not declared elsewhere | 2022-09-30 | $52,094 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-09-30 | No |
Value of net income/loss | 2022-09-30 | $-8,992,890 |
Value of net assets at end of year (total assets less liabilities) | 2022-09-30 | $36,829,225 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-09-30 | $45,822,115 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-09-30 | No |
Investment advisory and management fees | 2022-09-30 | $24,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-09-30 | $35,247,936 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-09-30 | $44,394,528 |
Interest on participant loans | 2022-09-30 | $16,907 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-09-30 | $113,804 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-09-30 | $124,565 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-09-30 | $124,565 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-09-30 | $-10,183,037 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-09-30 | No |
Contributions received in cash from employer | 2022-09-30 | $1,159,760 |
Employer contributions (assets) at end of year | 2022-09-30 | $1,159,751 |
Employer contributions (assets) at beginning of year | 2022-09-30 | $1,000,385 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-09-30 | $4,247,187 |
Contract administrator fees | 2022-09-30 | $1,107 |
Did the plan have assets held for investment | 2022-09-30 | 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 | 2022-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-09-30 | No |
Opinion of an independent qualified public accountant for this plan | 2022-09-30 | Unqualified |
Accountancy firm name | 2022-09-30 | MILLER KAPLAN ARASE LLP |
Accountancy firm EIN | 2022-09-30 | 952036255 |
2021 : HUTCHINSON & BLOODGOOD LLP 401(K) PROFIT SHARING PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-09-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-09-30 | $0 |
Total income from all sources (including contributions) | 2021-09-30 | $9,034,598 |
Total loss/gain on sale of assets | 2021-09-30 | $0 |
Total of all expenses incurred | 2021-09-30 | $3,035,913 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-09-30 | $3,023,300 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-09-30 | $2,144,651 |
Value of total assets at end of year | 2021-09-30 | $45,822,115 |
Value of total assets at beginning of year | 2021-09-30 | $39,823,430 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-09-30 | $12,613 |
Total interest from all sources | 2021-09-30 | $18,161 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-09-30 | $1,269,945 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-09-30 | $1,269,945 |
Administrative expenses professional fees incurred | 2021-09-30 | $10,303 |
Was this plan covered by a fidelity bond | 2021-09-30 | Yes |
Value of fidelity bond cover | 2021-09-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-09-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-09-30 | No |
Contributions received from participants | 2021-09-30 | $1,080,914 |
Participant contributions at end of year | 2021-09-30 | $302,637 |
Participant contributions at beginning of year | 2021-09-30 | $354,332 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-09-30 | $63,352 |
Other income not declared elsewhere | 2021-09-30 | $49,523 |
Administrative expenses (other) incurred | 2021-09-30 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-09-30 | No |
Income. Non cash contributions | 2021-09-30 | $0 |
Value of net income/loss | 2021-09-30 | $5,998,685 |
Value of net assets at end of year (total assets less liabilities) | 2021-09-30 | $45,822,115 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-09-30 | $39,823,430 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-09-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-09-30 | $44,394,528 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-09-30 | $38,510,551 |
Interest on participant loans | 2021-09-30 | $18,161 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-09-30 | $124,565 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-09-30 | $67,351 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-09-30 | $67,351 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-09-30 | $5,552,318 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-09-30 | No |
Contributions received in cash from employer | 2021-09-30 | $1,000,385 |
Employer contributions (assets) at end of year | 2021-09-30 | $1,000,385 |
Employer contributions (assets) at beginning of year | 2021-09-30 | $891,196 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-09-30 | $3,023,300 |
Contract administrator fees | 2021-09-30 | $2,310 |
Did the plan have assets held for investment | 2021-09-30 | 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 | 2021-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-09-30 | No |
Opinion of an independent qualified public accountant for this plan | 2021-09-30 | Unqualified |
Accountancy firm name | 2021-09-30 | MILLER, KAPLAN, ARASE LLP |
Accountancy firm EIN | 2021-09-30 | 952036255 |
2020 : HUTCHINSON & BLOODGOOD LLP 401(K) PROFIT SHARING PLAN 2020 401k financial data |
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Total income from all sources (including contributions) | 2020-09-30 | $6,285,028 |
Total of all expenses incurred | 2020-09-30 | $5,858,319 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-09-30 | $5,833,477 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-09-30 | $2,248,633 |
Value of total assets at end of year | 2020-09-30 | $39,823,430 |
Value of total assets at beginning of year | 2020-09-30 | $39,396,721 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-09-30 | $24,842 |
Total interest from all sources | 2020-09-30 | $14,778 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-09-30 | $1,495,299 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-09-30 | $1,495,299 |
Administrative expenses professional fees incurred | 2020-09-30 | $23,591 |
Was this plan covered by a fidelity bond | 2020-09-30 | Yes |
Value of fidelity bond cover | 2020-09-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-09-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-09-30 | No |
Contributions received from participants | 2020-09-30 | $1,062,700 |
Participant contributions at end of year | 2020-09-30 | $354,332 |
Participant contributions at beginning of year | 2020-09-30 | $247,458 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-09-30 | $294,737 |
Other income not declared elsewhere | 2020-09-30 | $41,607 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-09-30 | No |
Value of net income/loss | 2020-09-30 | $426,709 |
Value of net assets at end of year (total assets less liabilities) | 2020-09-30 | $39,823,430 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-09-30 | $39,396,721 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-09-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-09-30 | $38,510,551 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-09-30 | $38,215,709 |
Interest on participant loans | 2020-09-30 | $14,778 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-09-30 | $67,351 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-09-30 | $44,567 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-09-30 | $44,567 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-09-30 | $2,484,711 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-09-30 | No |
Contributions received in cash from employer | 2020-09-30 | $891,196 |
Employer contributions (assets) at end of year | 2020-09-30 | $891,196 |
Employer contributions (assets) at beginning of year | 2020-09-30 | $888,987 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-09-30 | $5,833,477 |
Contract administrator fees | 2020-09-30 | $1,251 |
Did the plan have assets held for investment | 2020-09-30 | 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 | 2020-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2020-09-30 | Disclaimer |
Accountancy firm name | 2020-09-30 | MILLER, KAPLAN, ARASE LLP |
Accountancy firm EIN | 2020-09-30 | 952036255 |
2019 : HUTCHINSON & BLOODGOOD LLP 401(K) PROFIT SHARING PLAN 2019 401k financial data |
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Total income from all sources (including contributions) | 2019-09-30 | $3,012,017 |
Total of all expenses incurred | 2019-09-30 | $3,281,369 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-09-30 | $3,257,825 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-09-30 | $1,891,044 |
Value of total assets at end of year | 2019-09-30 | $39,396,721 |
Value of total assets at beginning of year | 2019-09-30 | $39,666,073 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-09-30 | $23,544 |
Total interest from all sources | 2019-09-30 | $14,380 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-09-30 | $1,716,532 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-09-30 | $1,716,532 |
Administrative expenses professional fees incurred | 2019-09-30 | $22,132 |
Was this plan covered by a fidelity bond | 2019-09-30 | Yes |
Value of fidelity bond cover | 2019-09-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-09-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-09-30 | No |
Contributions received from participants | 2019-09-30 | $995,590 |
Participant contributions at end of year | 2019-09-30 | $247,458 |
Participant contributions at beginning of year | 2019-09-30 | $285,189 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-09-30 | $6,467 |
Other income not declared elsewhere | 2019-09-30 | $42,907 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-09-30 | No |
Value of net income/loss | 2019-09-30 | $-269,352 |
Value of net assets at end of year (total assets less liabilities) | 2019-09-30 | $39,396,721 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-09-30 | $39,666,073 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-09-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-09-30 | $38,215,709 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-09-30 | $38,459,236 |
Interest on participant loans | 2019-09-30 | $14,380 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-09-30 | $44,567 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-09-30 | $62,268 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-09-30 | $62,268 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-09-30 | $-652,846 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-09-30 | No |
Contributions received in cash from employer | 2019-09-30 | $888,987 |
Employer contributions (assets) at end of year | 2019-09-30 | $888,987 |
Employer contributions (assets) at beginning of year | 2019-09-30 | $859,380 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-09-30 | $3,257,825 |
Contract administrator fees | 2019-09-30 | $1,412 |
Did the plan have assets held for investment | 2019-09-30 | 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 | 2019-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-09-30 | Disclaimer |
Accountancy firm name | 2019-09-30 | MILLER, KAPLAN, ARASE LLP |
Accountancy firm EIN | 2019-09-30 | 952036255 |
2018 : HUTCHINSON & BLOODGOOD LLP 401(K) PROFIT SHARING PLAN 2018 401k financial data |
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Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-09-30 | $2,000 |
Total income from all sources (including contributions) | 2018-09-30 | $5,118,415 |
Total of all expenses incurred | 2018-09-30 | $2,716,675 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-09-30 | $2,695,735 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-09-30 | $1,847,774 |
Value of total assets at end of year | 2018-09-30 | $39,666,073 |
Value of total assets at beginning of year | 2018-09-30 | $37,266,333 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-09-30 | $20,940 |
Total interest from all sources | 2018-09-30 | $16,837 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-09-30 | $1,635,605 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-09-30 | $1,635,605 |
Administrative expenses professional fees incurred | 2018-09-30 | $19,422 |
Was this plan covered by a fidelity bond | 2018-09-30 | Yes |
Value of fidelity bond cover | 2018-09-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-09-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-09-30 | No |
Contributions received from participants | 2018-09-30 | $988,394 |
Participant contributions at end of year | 2018-09-30 | $285,189 |
Participant contributions at beginning of year | 2018-09-30 | $342,344 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-09-30 | $2,000 |
Other income not declared elsewhere | 2018-09-30 | $40,879 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-09-30 | No |
Value of net income/loss | 2018-09-30 | $2,401,740 |
Value of net assets at end of year (total assets less liabilities) | 2018-09-30 | $39,666,073 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-09-30 | $37,264,333 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-09-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-09-30 | $38,459,236 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-09-30 | $36,001,446 |
Interest on participant loans | 2018-09-30 | $16,837 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-09-30 | $62,268 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-09-30 | $37,925 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-09-30 | $37,925 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-09-30 | $1,577,320 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-09-30 | No |
Contributions received in cash from employer | 2018-09-30 | $859,380 |
Employer contributions (assets) at end of year | 2018-09-30 | $859,380 |
Employer contributions (assets) at beginning of year | 2018-09-30 | $884,618 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-09-30 | $2,695,735 |
Contract administrator fees | 2018-09-30 | $1,518 |
Did the plan have assets held for investment | 2018-09-30 | 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 | 2018-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-09-30 | Disclaimer |
Accountancy firm name | 2018-09-30 | MILLER, KAPLAN, ARASE LLP |
Accountancy firm EIN | 2018-09-30 | 952036255 |
2017 : HUTCHINSON & BLOODGOOD LLP 401(K) PROFIT SHARING PLAN 2017 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-09-30 | $2,000 |
Total income from all sources (including contributions) | 2017-09-30 | $5,801,280 |
Total of all expenses incurred | 2017-09-30 | $617,154 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-09-30 | $590,247 |
Expenses. Certain deemed distributions of participant loans | 2017-09-30 | $9,250 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-09-30 | $1,903,386 |
Value of total assets at end of year | 2017-09-30 | $37,266,333 |
Value of total assets at beginning of year | 2017-09-30 | $32,080,207 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-09-30 | $17,657 |
Total interest from all sources | 2017-09-30 | $14,428 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-09-30 | $1,105,520 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-09-30 | $1,105,520 |
Administrative expenses professional fees incurred | 2017-09-30 | $16,113 |
Was this plan covered by a fidelity bond | 2017-09-30 | Yes |
Value of fidelity bond cover | 2017-09-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-09-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-09-30 | No |
Contributions received from participants | 2017-09-30 | $1,018,768 |
Participant contributions at end of year | 2017-09-30 | $342,344 |
Participant contributions at beginning of year | 2017-09-30 | $260,296 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-09-30 | $2,000 |
Other income not declared elsewhere | 2017-09-30 | $31,945 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-09-30 | No |
Value of net income/loss | 2017-09-30 | $5,184,126 |
Value of net assets at end of year (total assets less liabilities) | 2017-09-30 | $37,264,333 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-09-30 | $32,080,207 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-09-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-09-30 | $36,001,446 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-09-30 | $30,937,986 |
Interest on participant loans | 2017-09-30 | $14,428 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-09-30 | $37,925 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-09-30 | $19,473 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-09-30 | $19,473 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-09-30 | $2,746,001 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-09-30 | No |
Contributions received in cash from employer | 2017-09-30 | $884,618 |
Employer contributions (assets) at end of year | 2017-09-30 | $884,618 |
Employer contributions (assets) at beginning of year | 2017-09-30 | $862,452 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-09-30 | $590,247 |
Contract administrator fees | 2017-09-30 | $1,544 |
Did the plan have assets held for investment | 2017-09-30 | 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 | 2017-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-09-30 | Disclaimer |
Accountancy firm name | 2017-09-30 | MILLER, KAPLAN, ARASE LLP |
Accountancy firm EIN | 2017-09-30 | 952036255 |
2016 : HUTCHINSON & BLOODGOOD LLP 401(K) PROFIT SHARING PLAN 2016 401k financial data |
---|
Total income from all sources (including contributions) | 2016-09-30 | $5,227,872 |
Total of all expenses incurred | 2016-09-30 | $114,667 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-09-30 | $95,583 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-09-30 | $1,936,298 |
Value of total assets at end of year | 2016-09-30 | $32,080,207 |
Value of total assets at beginning of year | 2016-09-30 | $26,967,002 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-09-30 | $19,084 |
Total interest from all sources | 2016-09-30 | $13,251 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-09-30 | $1,387,184 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-09-30 | $1,387,184 |
Administrative expenses professional fees incurred | 2016-09-30 | $17,778 |
Was this plan covered by a fidelity bond | 2016-09-30 | Yes |
Value of fidelity bond cover | 2016-09-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-09-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-09-30 | No |
Contributions received from participants | 2016-09-30 | $960,110 |
Participant contributions at end of year | 2016-09-30 | $260,296 |
Participant contributions at beginning of year | 2016-09-30 | $273,619 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-09-30 | $113,736 |
Other income not declared elsewhere | 2016-09-30 | $26,607 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-09-30 | No |
Value of net income/loss | 2016-09-30 | $5,113,205 |
Value of net assets at end of year (total assets less liabilities) | 2016-09-30 | $32,080,207 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-09-30 | $26,967,002 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-09-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-09-30 | $30,937,986 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-09-30 | $25,841,691 |
Interest on participant loans | 2016-09-30 | $13,251 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-09-30 | $19,473 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-09-30 | $13,274 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-09-30 | $13,274 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-09-30 | $1,864,532 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-09-30 | No |
Contributions received in cash from employer | 2016-09-30 | $862,452 |
Employer contributions (assets) at end of year | 2016-09-30 | $862,452 |
Employer contributions (assets) at beginning of year | 2016-09-30 | $838,418 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-09-30 | $95,583 |
Contract administrator fees | 2016-09-30 | $1,306 |
Did the plan have assets held for investment | 2016-09-30 | 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 | 2016-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-09-30 | Disclaimer |
Accountancy firm name | 2016-09-30 | MILLER, KAPLAN, ARASE LLP |
Accountancy firm EIN | 2016-09-30 | 952036255 |
2015 : HUTCHINSON & BLOODGOOD LLP 401(K) PROFIT SHARING PLAN 2015 401k financial data |
---|
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-09-30 | $0 |
Total income from all sources (including contributions) | 2015-09-30 | $1,085,130 |
Total of all expenses incurred | 2015-09-30 | $654,946 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-09-30 | $629,425 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-09-30 | $1,789,849 |
Value of total assets at end of year | 2015-09-30 | $26,967,002 |
Value of total assets at beginning of year | 2015-09-30 | $26,536,818 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-09-30 | $25,521 |
Total income from rents | 2015-09-30 | $0 |
Total interest from all sources | 2015-09-30 | $36,322 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-09-30 | $1,558,887 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-09-30 | $1,558,887 |
Administrative expenses professional fees incurred | 2015-09-30 | $24,496 |
Was this plan covered by a fidelity bond | 2015-09-30 | Yes |
Value of fidelity bond cover | 2015-09-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-09-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-09-30 | No |
Contributions received from participants | 2015-09-30 | $915,937 |
Participant contributions at end of year | 2015-09-30 | $273,619 |
Participant contributions at beginning of year | 2015-09-30 | $202,440 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-09-30 | $33,758 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-09-30 | No |
Value of net income/loss | 2015-09-30 | $430,184 |
Value of net assets at end of year (total assets less liabilities) | 2015-09-30 | $26,967,002 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-09-30 | $26,536,818 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-09-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-09-30 | $25,841,691 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-09-30 | $25,512,716 |
Interest on participant loans | 2015-09-30 | $10,780 |
Interest earned on other investments | 2015-09-30 | $25,542 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-09-30 | $13,274 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-09-30 | $15,010 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-09-30 | $15,010 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-09-30 | $-2,299,928 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-09-30 | No |
Contributions received in cash from employer | 2015-09-30 | $840,154 |
Employer contributions (assets) at end of year | 2015-09-30 | $838,418 |
Employer contributions (assets) at beginning of year | 2015-09-30 | $806,652 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-09-30 | $629,425 |
Contract administrator fees | 2015-09-30 | $1,025 |
Did the plan have assets held for investment | 2015-09-30 | 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 | 2015-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-09-30 | Disclaimer |
Accountancy firm name | 2015-09-30 | MILLER, KAPLAN, ARASE LLP |
Accountancy firm EIN | 2015-09-30 | 952036255 |
2014 : HUTCHINSON & BLOODGOOD LLP 401(K) PROFIT SHARING PLAN 2014 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2014-09-30 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-09-30 | $0 |
Total unrealized appreciation/depreciation of assets | 2014-09-30 | $0 |
Total transfer of assets to this plan | 2014-09-30 | $0 |
Total transfer of assets from this plan | 2014-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-09-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-09-30 | $0 |
Expenses. Interest paid | 2014-09-30 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2014-09-30 | $0 |
Total income from all sources (including contributions) | 2014-09-30 | $4,060,597 |
Total loss/gain on sale of assets | 2014-09-30 | $0 |
Total of all expenses incurred | 2014-09-30 | $513,604 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-09-30 | $471,941 |
Expenses. Certain deemed distributions of participant loans | 2014-09-30 | $20,686 |
Value of total corrective distributions | 2014-09-30 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-09-30 | $1,776,743 |
Value of total assets at end of year | 2014-09-30 | $26,536,818 |
Value of total assets at beginning of year | 2014-09-30 | $22,989,825 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-09-30 | $20,977 |
Total income from rents | 2014-09-30 | $0 |
Total interest from all sources | 2014-09-30 | $29,977 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-09-30 | $868,357 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-09-30 | $868,357 |
Assets. Real estate other than employer real property at end of year | 2014-09-30 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2014-09-30 | $0 |
Administrative expenses professional fees incurred | 2014-09-30 | $20,283 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2014-09-30 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2014-09-30 | $0 |
Was this plan covered by a fidelity bond | 2014-09-30 | Yes |
Value of fidelity bond cover | 2014-09-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-09-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-09-30 | No |
Contributions received from participants | 2014-09-30 | $931,990 |
Participant contributions at end of year | 2014-09-30 | $202,440 |
Participant contributions at beginning of year | 2014-09-30 | $213,833 |
Participant contributions at end of year | 2014-09-30 | $0 |
Participant contributions at beginning of year | 2014-09-30 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2014-09-30 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-09-30 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-09-30 | $38,101 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2014-09-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-09-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-09-30 | $0 |
Assets. Loans (other than to participants) at end of year | 2014-09-30 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2014-09-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-09-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-09-30 | $0 |
Other income not declared elsewhere | 2014-09-30 | $0 |
Administrative expenses (other) incurred | 2014-09-30 | $0 |
Liabilities. Value of operating payables at end of year | 2014-09-30 | $0 |
Liabilities. Value of operating payables at beginning of year | 2014-09-30 | $0 |
Total non interest bearing cash at end of year | 2014-09-30 | $0 |
Total non interest bearing cash at beginning of year | 2014-09-30 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-09-30 | No |
Income. Non cash contributions | 2014-09-30 | $0 |
Value of net income/loss | 2014-09-30 | $3,546,993 |
Value of net assets at end of year (total assets less liabilities) | 2014-09-30 | $26,536,818 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-09-30 | $22,989,825 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-09-30 | No |
Assets. partnership/joint venture interests at end of year | 2014-09-30 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2014-09-30 | $0 |
Investment advisory and management fees | 2014-09-30 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-09-30 | $25,512,716 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-09-30 | $22,048,142 |
Value of interest in pooled separate accounts at end of year | 2014-09-30 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2014-09-30 | $0 |
Interest on participant loans | 2014-09-30 | $0 |
Income. Interest from loans (other than to participants) | 2014-09-30 | $9,030 |
Interest earned on other investments | 2014-09-30 | $20,947 |
Income. Interest from US Government securities | 2014-09-30 | $0 |
Income. Interest from corporate debt instruments | 2014-09-30 | $0 |
Value of interest in master investment trust accounts at end of year | 2014-09-30 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2014-09-30 | $0 |
Value of interest in common/collective trusts at end of year | 2014-09-30 | $0 |
Value of interest in common/collective trusts at beginning of year | 2014-09-30 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-09-30 | $15,010 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-09-30 | $10,705 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-09-30 | $10,705 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-09-30 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2014-09-30 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2014-09-30 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2014-09-30 | $0 |
Asset value of US Government securities at end of year | 2014-09-30 | $0 |
Asset value of US Government securities at beginning of year | 2014-09-30 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-09-30 | $1,385,520 |
Net investment gain/loss from pooled separate accounts | 2014-09-30 | $0 |
Net investment gain or loss from common/collective trusts | 2014-09-30 | $0 |
Net gain/loss from 103.12 investment entities | 2014-09-30 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-09-30 | No |
Assets. Invements in employer securities at end of year | 2014-09-30 | $0 |
Assets. Invements in employer securities at beginning of year | 2014-09-30 | $0 |
Assets. Value of employer real property at end of year | 2014-09-30 | $0 |
Assets. Value of employer real property at beginning of year | 2014-09-30 | $0 |
Contributions received in cash from employer | 2014-09-30 | $806,652 |
Employer contributions (assets) at end of year | 2014-09-30 | $806,652 |
Employer contributions (assets) at beginning of year | 2014-09-30 | $717,145 |
Income. Dividends from preferred stock | 2014-09-30 | $0 |
Income. Dividends from common stock | 2014-09-30 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-09-30 | $471,941 |
Asset. Corporate debt instrument preferred debt at end of year | 2014-09-30 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2014-09-30 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2014-09-30 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2014-09-30 | $0 |
Contract administrator fees | 2014-09-30 | $694 |
Assets. Corporate common stocks other than exployer securities at end of year | 2014-09-30 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-09-30 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2014-09-30 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2014-09-30 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2014-09-30 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2014-09-30 | $0 |
Did the plan have assets held for investment | 2014-09-30 | 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 | 2014-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-09-30 | No |
Aggregate proceeds on sale of assets | 2014-09-30 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2014-09-30 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2014-09-30 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2014-09-30 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-09-30 | Disclaimer |
Accountancy firm name | 2014-09-30 | MILLER, KAPLAN, ARASE LLP |
Accountancy firm EIN | 2014-09-30 | 952036255 |
2013 : HUTCHINSON & BLOODGOOD LLP 401(K) PROFIT SHARING PLAN 2013 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2013-09-30 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-09-30 | $0 |
Total unrealized appreciation/depreciation of assets | 2013-09-30 | $0 |
Total transfer of assets to this plan | 2013-09-30 | $0 |
Total transfer of assets from this plan | 2013-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-09-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-09-30 | $0 |
Expenses. Interest paid | 2013-09-30 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2013-09-30 | $0 |
Total income from all sources (including contributions) | 2013-09-30 | $4,368,837 |
Total loss/gain on sale of assets | 2013-09-30 | $0 |
Total of all expenses incurred | 2013-09-30 | $746,629 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-09-30 | $714,804 |
Expenses. Certain deemed distributions of participant loans | 2013-09-30 | $13,373 |
Value of total corrective distributions | 2013-09-30 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-09-30 | $1,749,578 |
Value of total assets at end of year | 2013-09-30 | $22,989,825 |
Value of total assets at beginning of year | 2013-09-30 | $19,367,617 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-09-30 | $18,452 |
Total income from rents | 2013-09-30 | $0 |
Total interest from all sources | 2013-09-30 | $23,787 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-09-30 | $481,621 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-09-30 | $481,621 |
Assets. Real estate other than employer real property at end of year | 2013-09-30 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2013-09-30 | $0 |
Administrative expenses professional fees incurred | 2013-09-30 | $17,940 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2013-09-30 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2013-09-30 | $0 |
Was this plan covered by a fidelity bond | 2013-09-30 | Yes |
Value of fidelity bond cover | 2013-09-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-09-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-09-30 | No |
Contributions received from participants | 2013-09-30 | $848,542 |
Participant contributions at end of year | 2013-09-30 | $213,833 |
Participant contributions at beginning of year | 2013-09-30 | $196,485 |
Participant contributions at end of year | 2013-09-30 | $0 |
Participant contributions at beginning of year | 2013-09-30 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2013-09-30 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-09-30 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-09-30 | $183,891 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2013-09-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-09-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-09-30 | $0 |
Assets. Loans (other than to participants) at end of year | 2013-09-30 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2013-09-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-09-30 | $0 |
Other income not declared elsewhere | 2013-09-30 | $0 |
Administrative expenses (other) incurred | 2013-09-30 | $0 |
Liabilities. Value of operating payables at end of year | 2013-09-30 | $0 |
Liabilities. Value of operating payables at beginning of year | 2013-09-30 | $0 |
Total non interest bearing cash at end of year | 2013-09-30 | $0 |
Total non interest bearing cash at beginning of year | 2013-09-30 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-09-30 | No |
Income. Non cash contributions | 2013-09-30 | $0 |
Value of net income/loss | 2013-09-30 | $3,622,208 |
Value of net assets at end of year (total assets less liabilities) | 2013-09-30 | $22,989,825 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-09-30 | $19,367,617 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-09-30 | No |
Assets. partnership/joint venture interests at end of year | 2013-09-30 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2013-09-30 | $0 |
Investment advisory and management fees | 2013-09-30 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-09-30 | $22,048,142 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-09-30 | $18,529,829 |
Value of interest in pooled separate accounts at end of year | 2013-09-30 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2013-09-30 | $0 |
Interest on participant loans | 2013-09-30 | $0 |
Income. Interest from loans (other than to participants) | 2013-09-30 | $8,674 |
Interest earned on other investments | 2013-09-30 | $15,113 |
Income. Interest from US Government securities | 2013-09-30 | $0 |
Income. Interest from corporate debt instruments | 2013-09-30 | $0 |
Value of interest in master investment trust accounts at end of year | 2013-09-30 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2013-09-30 | $0 |
Value of interest in common/collective trusts at end of year | 2013-09-30 | $0 |
Value of interest in common/collective trusts at beginning of year | 2013-09-30 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-09-30 | $10,705 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-09-30 | $8,638 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-09-30 | $8,638 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-09-30 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2013-09-30 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2013-09-30 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-09-30 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-09-30 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2013-09-30 | $0 |
Asset value of US Government securities at end of year | 2013-09-30 | $0 |
Asset value of US Government securities at beginning of year | 2013-09-30 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-09-30 | $2,113,851 |
Net investment gain/loss from pooled separate accounts | 2013-09-30 | $0 |
Net investment gain or loss from common/collective trusts | 2013-09-30 | $0 |
Net gain/loss from 103.12 investment entities | 2013-09-30 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-09-30 | No |
Assets. Invements in employer securities at end of year | 2013-09-30 | $0 |
Assets. Invements in employer securities at beginning of year | 2013-09-30 | $0 |
Assets. Value of employer real property at end of year | 2013-09-30 | $0 |
Assets. Value of employer real property at beginning of year | 2013-09-30 | $0 |
Contributions received in cash from employer | 2013-09-30 | $717,145 |
Employer contributions (assets) at end of year | 2013-09-30 | $717,145 |
Employer contributions (assets) at beginning of year | 2013-09-30 | $632,665 |
Income. Dividends from preferred stock | 2013-09-30 | $0 |
Income. Dividends from common stock | 2013-09-30 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-09-30 | $714,804 |
Asset. Corporate debt instrument preferred debt at end of year | 2013-09-30 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2013-09-30 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2013-09-30 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2013-09-30 | $0 |
Contract administrator fees | 2013-09-30 | $512 |
Assets. Corporate common stocks other than exployer securities at end of year | 2013-09-30 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-09-30 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2013-09-30 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2013-09-30 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2013-09-30 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2013-09-30 | $0 |
Did the plan have assets held for investment | 2013-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-09-30 | No |
Aggregate proceeds on sale of assets | 2013-09-30 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2013-09-30 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2013-09-30 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2013-09-30 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-09-30 | Disclaimer |
Accountancy firm name | 2013-09-30 | MILLER, KAPLAN, ARASE LLP |
Accountancy firm EIN | 2013-09-30 | 952036255 |
2012 : HUTCHINSON & BLOODGOOD LLP 401(K) PROFIT SHARING PLAN 2012 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2012-09-30 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-09-30 | $0 |
Total unrealized appreciation/depreciation of assets | 2012-09-30 | $0 |
Total transfer of assets to this plan | 2012-09-30 | $0 |
Total transfer of assets from this plan | 2012-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-09-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-09-30 | $0 |
Expenses. Interest paid | 2012-09-30 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2012-09-30 | $0 |
Total income from all sources (including contributions) | 2012-09-30 | $4,273,501 |
Total loss/gain on sale of assets | 2012-09-30 | $0 |
Total of all expenses incurred | 2012-09-30 | $2,058,104 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-09-30 | $2,057,804 |
Expenses. Certain deemed distributions of participant loans | 2012-09-30 | $0 |
Value of total corrective distributions | 2012-09-30 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-09-30 | $1,397,031 |
Value of total assets at end of year | 2012-09-30 | $19,367,617 |
Value of total assets at beginning of year | 2012-09-30 | $17,152,220 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-09-30 | $300 |
Total income from rents | 2012-09-30 | $0 |
Total interest from all sources | 2012-09-30 | $8,812 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-09-30 | $320,242 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-09-30 | $320,242 |
Assets. Real estate other than employer real property at end of year | 2012-09-30 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2012-09-30 | $0 |
Administrative expenses professional fees incurred | 2012-09-30 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2012-09-30 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2012-09-30 | $0 |
Was this plan covered by a fidelity bond | 2012-09-30 | Yes |
Value of fidelity bond cover | 2012-09-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-09-30 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-09-30 | No |
Contributions received from participants | 2012-09-30 | $632,665 |
Participant contributions at end of year | 2012-09-30 | $196,485 |
Participant contributions at beginning of year | 2012-09-30 | $226,935 |
Participant contributions at end of year | 2012-09-30 | $0 |
Participant contributions at beginning of year | 2012-09-30 | $29,318 |
Assets. Other investments not covered elsewhere at end of year | 2012-09-30 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-09-30 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-09-30 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2012-09-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-09-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-09-30 | $1,889 |
Assets. Loans (other than to participants) at end of year | 2012-09-30 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2012-09-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-09-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-09-30 | $0 |
Other income not declared elsewhere | 2012-09-30 | $0 |
Administrative expenses (other) incurred | 2012-09-30 | $0 |
Liabilities. Value of operating payables at end of year | 2012-09-30 | $0 |
Liabilities. Value of operating payables at beginning of year | 2012-09-30 | $0 |
Total non interest bearing cash at end of year | 2012-09-30 | $0 |
Total non interest bearing cash at beginning of year | 2012-09-30 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-09-30 | No |
Income. Non cash contributions | 2012-09-30 | $0 |
Value of net income/loss | 2012-09-30 | $2,215,397 |
Value of net assets at end of year (total assets less liabilities) | 2012-09-30 | $19,367,617 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-09-30 | $17,152,220 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-09-30 | No |
Assets. partnership/joint venture interests at end of year | 2012-09-30 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2012-09-30 | $0 |
Investment advisory and management fees | 2012-09-30 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-09-30 | $18,529,829 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-09-30 | $16,292,126 |
Value of interest in pooled separate accounts at end of year | 2012-09-30 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2012-09-30 | $0 |
Interest on participant loans | 2012-09-30 | $8,812 |
Income. Interest from loans (other than to participants) | 2012-09-30 | $0 |
Interest earned on other investments | 2012-09-30 | $0 |
Income. Interest from US Government securities | 2012-09-30 | $0 |
Income. Interest from corporate debt instruments | 2012-09-30 | $0 |
Value of interest in master investment trust accounts at end of year | 2012-09-30 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2012-09-30 | $0 |
Value of interest in common/collective trusts at end of year | 2012-09-30 | $0 |
Value of interest in common/collective trusts at beginning of year | 2012-09-30 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-09-30 | $8,638 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-09-30 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-09-30 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-09-30 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2012-09-30 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2012-09-30 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-09-30 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-09-30 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2012-09-30 | $0 |
Asset value of US Government securities at end of year | 2012-09-30 | $0 |
Asset value of US Government securities at beginning of year | 2012-09-30 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-09-30 | $2,547,416 |
Net investment gain/loss from pooled separate accounts | 2012-09-30 | $0 |
Net investment gain or loss from common/collective trusts | 2012-09-30 | $0 |
Net gain/loss from 103.12 investment entities | 2012-09-30 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-09-30 | No |
Assets. Invements in employer securities at end of year | 2012-09-30 | $0 |
Assets. Invements in employer securities at beginning of year | 2012-09-30 | $0 |
Assets. Value of employer real property at end of year | 2012-09-30 | $0 |
Assets. Value of employer real property at beginning of year | 2012-09-30 | $0 |
Contributions received in cash from employer | 2012-09-30 | $764,366 |
Employer contributions (assets) at end of year | 2012-09-30 | $632,665 |
Employer contributions (assets) at beginning of year | 2012-09-30 | $601,952 |
Income. Dividends from preferred stock | 2012-09-30 | $0 |
Income. Dividends from common stock | 2012-09-30 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-09-30 | $2,057,804 |
Asset. Corporate debt instrument preferred debt at end of year | 2012-09-30 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2012-09-30 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2012-09-30 | $0 |
Contract administrator fees | 2012-09-30 | $300 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-09-30 | Yes |
Assets. Corporate common stocks other than exployer securities at end of year | 2012-09-30 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-09-30 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2012-09-30 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-09-30 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2012-09-30 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2012-09-30 | $0 |
Did the plan have assets held for investment | 2012-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-09-30 | No |
Aggregate proceeds on sale of assets | 2012-09-30 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2012-09-30 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2012-09-30 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2012-09-30 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-09-30 | No |
Opinion of an independent qualified public accountant for this plan | 2012-09-30 | Unqualified |
Accountancy firm name | 2012-09-30 | MILLER, KAPLAN, ARASE LLP |
Accountancy firm EIN | 2012-09-30 | 952036255 |
2011 : HUTCHINSON & BLOODGOOD LLP 401(K) PROFIT SHARING PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-09-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-09-30 | $0 |
Total income from all sources (including contributions) | 2011-09-30 | $1,101,501 |
Total loss/gain on sale of assets | 2011-09-30 | $0 |
Total of all expenses incurred | 2011-09-30 | $805,277 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-09-30 | $805,277 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-09-30 | $1,351,813 |
Value of total assets at end of year | 2011-09-30 | $17,152,220 |
Value of total assets at beginning of year | 2011-09-30 | $16,855,996 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-09-30 | $0 |
Total interest from all sources | 2011-09-30 | $8,642 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-09-30 | $346,432 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-09-30 | $346,432 |
Was this plan covered by a fidelity bond | 2011-09-30 | Yes |
Value of fidelity bond cover | 2011-09-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-09-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-09-30 | No |
Contributions received from participants | 2011-09-30 | $741,395 |
Participant contributions at end of year | 2011-09-30 | $226,935 |
Participant contributions at beginning of year | 2011-09-30 | $198,100 |
Participant contributions at end of year | 2011-09-30 | $29,318 |
Participant contributions at beginning of year | 2011-09-30 | $25,592 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-09-30 | $8,466 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-09-30 | $1,889 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-09-30 | $1,485 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-09-30 | No |
Value of net income/loss | 2011-09-30 | $296,224 |
Value of net assets at end of year (total assets less liabilities) | 2011-09-30 | $17,152,220 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-09-30 | $16,855,996 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-09-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-09-30 | $16,292,126 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-09-30 | $16,054,656 |
Interest on participant loans | 2011-09-30 | $8,642 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-09-30 | $-605,386 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-09-30 | No |
Contributions received in cash from employer | 2011-09-30 | $601,952 |
Employer contributions (assets) at end of year | 2011-09-30 | $601,952 |
Employer contributions (assets) at beginning of year | 2011-09-30 | $576,163 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-09-30 | $805,277 |
Did the plan have assets held for investment | 2011-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-09-30 | No |
Opinion of an independent qualified public accountant for this plan | 2011-09-30 | Unqualified |
Accountancy firm name | 2011-09-30 | MILLER, KAPLAN, ARASE AND CO. LLP |
Accountancy firm EIN | 2011-09-30 | 952036255 |
2010 : HUTCHINSON & BLOODGOOD LLP 401(K) PROFIT SHARING PLAN 2010 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-09-30 | $0 |