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GREENBERG GLUSKER FIELDS CLAMAN & MACHTINGER, LLP CASH BALANCE PENSION PLAN 401k Plan overview

Plan NameGREENBERG GLUSKER FIELDS CLAMAN & MACHTINGER, LLP CASH BALANCE PENSION PLAN
Plan identification number 033

GREENBERG GLUSKER FIELDS CLAMAN & MACHTINGER, LLP CASH BALANCE PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan covering Self-Employed individuals.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

GREENBERG GLUSKER FIELDS CLAMAN & MACHTINGER LLP has sponsored the creation of one or more 401k plans.

Company Name:GREENBERG GLUSKER FIELDS CLAMAN & MACHTINGER LLP
Employer identification number (EIN):952161045
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GREENBERG GLUSKER FIELDS CLAMAN & MACHTINGER, LLP CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0332018-01-01
0332017-01-01
0332016-01-01
0332015-01-01
0332014-01-01DENNIS B. ELLMAN
0332013-01-01DENNIS B. ELLMAN DENNIS B. ELLMAN2014-07-25
0332012-01-01DENNIS B. ELLMAN DENNIS B. ELLMAN2013-07-30
0332011-01-01DENNIS B. ELLMAN DENNIS B. ELLMAN2012-10-05
0332009-01-01DENNIS B. ELLMAN

Plan Statistics for GREENBERG GLUSKER FIELDS CLAMAN & MACHTINGER, LLP CASH BALANCE PENSION PLAN

401k plan membership statisitcs for GREENBERG GLUSKER FIELDS CLAMAN & MACHTINGER, LLP CASH BALANCE PENSION PLAN

Measure Date Value
2018: GREENBERG GLUSKER FIELDS CLAMAN & MACHTINGER, LLP CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-318,223,775
Acturial value of plan assets2018-12-318,223,775
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-3116
Fundng target for terminated vested participants2018-12-3138,101
Active participant vested funding target2018-12-317,163,996
Number of active participants2018-12-3181
Total funding liabilities for active participants2018-12-317,163,996
Total participant count2018-12-3197
Total funding target for all participants2018-12-317,202,097
Balance at beginning of prior year after applicable adjustments2018-12-31248,807
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-31248,807
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-31815,296
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31859,404
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-31275,056
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-310
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: GREENBERG GLUSKER FIELDS CLAMAN & MACHTINGER, LLP CASH BALANCE PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-316,488,337
Acturial value of plan assets2017-12-316,488,337
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-3118
Fundng target for terminated vested participants2017-12-3140,313
Active participant vested funding target2017-12-315,740,151
Number of active participants2017-12-3179
Total funding liabilities for active participants2017-12-315,740,151
Total participant count2017-12-3197
Total funding target for all participants2017-12-315,780,464
Balance at beginning of prior year after applicable adjustments2017-12-31234,569
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-31234,569
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-31506,088
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31535,289
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-31248,807
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-311,731,648
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-311,626,963
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-311,270,733
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31811,667
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-31811,667
Contributions allocatedtoward minimum required contributions for current year2017-12-311,626,963
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: GREENBERG GLUSKER FIELDS CLAMAN & MACHTINGER, LLP CASH BALANCE PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-315,631,146
Acturial value of plan assets2016-12-315,631,146
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-3117
Fundng target for terminated vested participants2016-12-3135,969
Active participant vested funding target2016-12-314,855,193
Number of active participants2016-12-3187
Total funding liabilities for active participants2016-12-314,855,193
Total participant count2016-12-31104
Total funding target for all participants2016-12-314,891,162
Balance at beginning of prior year after applicable adjustments2016-12-31233,518
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-31233,518
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-31608,588
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31644,799
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-31234,569
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-311,394,384
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-311,296,815
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-311,296,142
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31790,727
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-31790,727
Contributions allocatedtoward minimum required contributions for current year2016-12-311,296,815
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
2014: GREENBERG GLUSKER FIELDS CLAMAN & MACHTINGER, LLP CASH BALANCE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0199
Total number of active participants reported on line 7a of the Form 55002014-01-0172
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0113
Total of all active and inactive participants2014-01-0185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: GREENBERG GLUSKER FIELDS CLAMAN & MACHTINGER, LLP CASH BALANCE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0193
Total number of active participants reported on line 7a of the Form 55002013-01-0170
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0116
Total of all active and inactive participants2013-01-0186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: GREENBERG GLUSKER FIELDS CLAMAN & MACHTINGER, LLP CASH BALANCE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01114
Total number of active participants reported on line 7a of the Form 55002012-01-0175
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0118
Total of all active and inactive participants2012-01-0193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: GREENBERG GLUSKER FIELDS CLAMAN & MACHTINGER, LLP CASH BALANCE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01122
Total number of active participants reported on line 7a of the Form 55002011-01-0198
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0116
Total of all active and inactive participants2011-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: GREENBERG GLUSKER FIELDS CLAMAN & MACHTINGER, LLP CASH BALANCE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01187
Total number of active participants reported on line 7a of the Form 55002009-01-01109
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0123
Total of all active and inactive participants2009-01-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on GREENBERG GLUSKER FIELDS CLAMAN & MACHTINGER, LLP CASH BALANCE PENSION PLAN

Measure Date Value
2014 : GREENBERG GLUSKER FIELDS CLAMAN & MACHTINGER, LLP CASH BALANCE PENSION PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$1,557,561
Expenses. Total of all expenses incurred2014-12-31$56,423
Benefits paid (including direct rollovers)2014-12-31$56,423
Total plan assets at end of year2014-12-31$4,469,267
Total plan assets at beginning of year2014-12-31$2,968,129
Value of fidelity bond covering the plan2014-12-31$500,000
Other income received2014-12-31$167,822
Net income (gross income less expenses)2014-12-31$1,501,138
Net plan assets at end of year (total assets less liabilities)2014-12-31$4,469,267
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,968,129
Total contributions received or receivable from employer(s)2014-12-31$1,389,739
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : GREENBERG GLUSKER FIELDS CLAMAN & MACHTINGER, LLP CASH BALANCE PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$247,382
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$130,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$129,953
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$2,968,129
Value of total assets at beginning of year2013-12-31$2,850,925
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$225
Total interest from all sources2013-12-31$68,006
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$117,204
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,968,129
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,850,925
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$225
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,862,997
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,842,023
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$105,132
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$8,902
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$8,902
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$68,006
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$179,376
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$129,953
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31HEMMING MORSE, CPA AND CONSULTANTS
Accountancy firm EIN2013-12-31300702322
2012 : GREENBERG GLUSKER FIELDS CLAMAN & MACHTINGER, LLP CASH BALANCE PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,695
Total income from all sources (including contributions)2012-12-31$317,182
Total loss/gain on sale of assets2012-12-31$14,741
Total of all expenses incurred2012-12-31$203,170
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$203,020
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$0
Value of total assets at end of year2012-12-31$2,850,925
Value of total assets at beginning of year2012-12-31$2,739,608
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$150
Total interest from all sources2012-12-31$31
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$109,919
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$109,919
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$2,695
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$114,012
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,850,925
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,736,913
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$150
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,842,023
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,424,872
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$8,902
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$314,736
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$314,736
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$31
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$192,491
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$203,020
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$145,000
Aggregate carrying amount (costs) on sale of assets2012-12-31$130,259
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31HEMMING MORSE, CPA AND CONSULTANTS
Accountancy firm EIN2012-12-31300702322
2011 : GREENBERG GLUSKER FIELDS CLAMAN & MACHTINGER, LLP CASH BALANCE PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,695
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$6,163
Total loss/gain on sale of assets2011-12-31$157,787
Total of all expenses incurred2011-12-31$91,975
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$88,905
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$0
Value of total assets at end of year2011-12-31$2,739,608
Value of total assets at beginning of year2011-12-31$2,822,725
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,070
Total interest from all sources2011-12-31$51
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$102,980
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$102,980
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$2,695
Administrative expenses (other) incurred2011-12-31$2,695
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-85,812
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,736,913
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,822,725
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$375
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,424,872
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,376,625
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$314,736
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$446,100
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$446,100
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$51
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-254,655
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$88,905
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$818,324
Aggregate carrying amount (costs) on sale of assets2011-12-31$660,537
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31HEMMING MORSE, CPA AND CONSULTANTS
Accountancy firm EIN2011-12-31300702322
2010 : GREENBERG GLUSKER FIELDS CLAMAN & MACHTINGER, LLP CASH BALANCE PENSION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$196,687
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$105,946
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$102,711
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$0
Value of total assets at end of year2010-12-31$2,822,725
Value of total assets at beginning of year2010-12-31$2,731,984
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,235
Total interest from all sources2010-12-31$409
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$118,107
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$118,107
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Administrative expenses (other) incurred2010-12-31$3,010
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$90,741
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,822,725
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,731,984
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$225
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,376,625
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,830,369
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$446,100
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$901,615
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$901,615
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$409
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$78,171
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$102,711
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31HEMMING MORSE, CPA AND CONSULTANTS
Accountancy firm EIN2010-12-31942723629
2009 : GREENBERG GLUSKER FIELDS CLAMAN & MACHTINGER, LLP CASH BALANCE PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for GREENBERG GLUSKER FIELDS CLAMAN & MACHTINGER, LLP CASH BALANCE PENSION PLAN

2014: GREENBERG GLUSKER FIELDS CLAMAN & MACHTINGER, LLP CASH BALANCE PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: GREENBERG GLUSKER FIELDS CLAMAN & MACHTINGER, LLP CASH BALANCE PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: GREENBERG GLUSKER FIELDS CLAMAN & MACHTINGER, LLP CASH BALANCE PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: GREENBERG GLUSKER FIELDS CLAMAN & MACHTINGER, LLP CASH BALANCE PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: GREENBERG GLUSKER FIELDS CLAMAN & MACHTINGER, LLP CASH BALANCE PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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