401k Plan data: BUCHALTER NEMER 401K PLAN plan

BUCHALTER NEMER 401K PLAN 401k Plan overview

Plan Name	BUCHALTER NEMER 401K PLAN
Plan identification number	002

BUCHALTER NEMER 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

BUCHALTER, A PROFESSIONAL ORGANIZATION has sponsored the creation of one or more 401k plans.

Company Name: BUCHALTER, A PROFESSIONAL ORGANIZATION

Employer identification number (EIN): 952640846

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BUCHALTER NEMER 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 JONATHAN HAWKINS
002 2016-01-01 JONATHAN HAWKINS
002 2015-01-01 JONATHAN HAWKINS
002 2015-01-01 JONATHAN HAWKINS
002 2014-01-01 JONATHAN HAWKINS
002 2013-01-01 JONATHAN HAWKINS
002 2012-01-01 JONATHAN HAWKINS
002 2011-01-01 JONATHAN HAWKINS
002 2010-01-01 ED BAUMGARTEN ED BAUMGARTEN 2011-10-11
002 2009-01-01 EDMUND BAUMGARTEN EDMUND BAUMGARTEN 2010-10-15

Plan Statistics for BUCHALTER NEMER 401K PLAN

401k plan membership statisitcs for BUCHALTER NEMER 401K PLAN

Measure Date Value
2022: BUCHALTER NEMER 401K PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 507
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 460
Number of retired or separated participants receiving benefits 2022-01-01 10
Number of other retired or separated participants entitled to future benefits 2022-01-01 99
Total of all active and inactive participants 2022-01-01 569
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 569
Number of participants with account balances 2022-01-01 567
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: BUCHALTER NEMER 401K PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 440
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 400
Number of retired or separated participants receiving benefits 2021-01-01 9
Number of other retired or separated participants entitled to future benefits 2021-01-01 81
Total of all active and inactive participants 2021-01-01 490
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 490
Number of participants with account balances 2021-01-01 489
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: BUCHALTER NEMER 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 408
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 342
Number of retired or separated participants receiving benefits 2020-01-01 7
Number of other retired or separated participants entitled to future benefits 2020-01-01 90
Total of all active and inactive participants 2020-01-01 439
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 440
Number of participants with account balances 2020-01-01 440
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: BUCHALTER NEMER 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 365
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 306
Number of retired or separated participants receiving benefits 2019-01-01 2
Number of other retired or separated participants entitled to future benefits 2019-01-01 100
Total of all active and inactive participants 2019-01-01 408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 408
Number of participants with account balances 2019-01-01 408
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: BUCHALTER NEMER 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 319
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 304
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 61
Total of all active and inactive participants 2018-01-01 365
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 365
Number of participants with account balances 2018-01-01 365
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: BUCHALTER NEMER 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 301
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 265
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 54
Total of all active and inactive participants 2017-01-01 319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 319
Number of participants with account balances 2017-01-01 319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: BUCHALTER NEMER 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 265
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 243
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 58
Total of all active and inactive participants 2016-01-01 301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 301
Number of participants with account balances 2016-01-01 300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: BUCHALTER NEMER 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 267
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 207
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 58
Total of all active and inactive participants 2015-01-01 265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 265
Number of participants with account balances 2015-01-01 265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: BUCHALTER NEMER 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 276
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 211
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 56
Total of all active and inactive participants 2014-01-01 267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 267
Number of participants with account balances 2014-01-01 267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: BUCHALTER NEMER 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 299
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 213
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 63
Total of all active and inactive participants 2013-01-01 276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 276
Number of participants with account balances 2013-01-01 276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: BUCHALTER NEMER 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 311
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 230
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 69
Total of all active and inactive participants 2012-01-01 299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 299
Number of participants with account balances 2012-01-01 299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: BUCHALTER NEMER 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 330
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 251
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 59
Total of all active and inactive participants 2011-01-01 310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 311
Number of participants with account balances 2011-01-01 307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: BUCHALTER NEMER 401K PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 355
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 249
Number of other retired or separated participants entitled to future benefits 2010-01-01 81
Total of all active and inactive participants 2010-01-01 330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 330
Number of participants with account balances 2010-01-01 298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: BUCHALTER NEMER 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 324
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 308
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 22
Total of all active and inactive participants 2009-01-01 330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 330
Number of participants with account balances 2009-01-01 330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: BUCHALTER NEMER 401K PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	507
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	460
Number of retired or separated participants receiving benefits	2022-01-01	10
Number of other retired or separated participants entitled to future benefits	2022-01-01	99
Total of all active and inactive participants	2022-01-01	569
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	569
Number of participants with account balances	2022-01-01	567
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: BUCHALTER NEMER 401K PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	440
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	400
Number of retired or separated participants receiving benefits	2021-01-01	9
Number of other retired or separated participants entitled to future benefits	2021-01-01	81
Total of all active and inactive participants	2021-01-01	490
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	490
Number of participants with account balances	2021-01-01	489
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: BUCHALTER NEMER 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	408
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	342
Number of retired or separated participants receiving benefits	2020-01-01	7
Number of other retired or separated participants entitled to future benefits	2020-01-01	90
Total of all active and inactive participants	2020-01-01	439
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	440
Number of participants with account balances	2020-01-01	440
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: BUCHALTER NEMER 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	365
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	306
Number of retired or separated participants receiving benefits	2019-01-01	2
Number of other retired or separated participants entitled to future benefits	2019-01-01	100
Total of all active and inactive participants	2019-01-01	408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	408
Number of participants with account balances	2019-01-01	408
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: BUCHALTER NEMER 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	319
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	304
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	61
Total of all active and inactive participants	2018-01-01	365
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	365
Number of participants with account balances	2018-01-01	365
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: BUCHALTER NEMER 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	301
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	265
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	54
Total of all active and inactive participants	2017-01-01	319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	319
Number of participants with account balances	2017-01-01	319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: BUCHALTER NEMER 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	265
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	243
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	58
Total of all active and inactive participants	2016-01-01	301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	301
Number of participants with account balances	2016-01-01	300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: BUCHALTER NEMER 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	267
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	207
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	58
Total of all active and inactive participants	2015-01-01	265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	265
Number of participants with account balances	2015-01-01	265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: BUCHALTER NEMER 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	276
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	211
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	56
Total of all active and inactive participants	2014-01-01	267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	267
Number of participants with account balances	2014-01-01	267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: BUCHALTER NEMER 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	299
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	213
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	63
Total of all active and inactive participants	2013-01-01	276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	276
Number of participants with account balances	2013-01-01	276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: BUCHALTER NEMER 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	311
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	230
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	69
Total of all active and inactive participants	2012-01-01	299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	299
Number of participants with account balances	2012-01-01	299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: BUCHALTER NEMER 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	330
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	251
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	59
Total of all active and inactive participants	2011-01-01	310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	311
Number of participants with account balances	2011-01-01	307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: BUCHALTER NEMER 401K PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	355
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	249
Number of other retired or separated participants entitled to future benefits	2010-01-01	81
Total of all active and inactive participants	2010-01-01	330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	330
Number of participants with account balances	2010-01-01	298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: BUCHALTER NEMER 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	324
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	308
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	22
Total of all active and inactive participants	2009-01-01	330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	330
Number of participants with account balances	2009-01-01	330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on BUCHALTER NEMER 401K PLAN

Measure	Date	Value
2022 : BUCHALTER NEMER 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$400,463
Total transfer of assets from this plan	2022-12-31	$5,532
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-8,478,028
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$4,020,455
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$3,531,409
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$16,775,584
Value of total assets at end of year	2022-12-31	$150,081,999
Value of total assets at beginning of year	2022-12-31	$162,185,551
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$489,046
Total interest from all sources	2022-12-31	$53,560
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$2,573,431
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$2,573,431
Administrative expenses professional fees incurred	2022-12-31	$36,206
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$4,878,365
Participant contributions at end of year	2022-12-31	$1,203,831
Participant contributions at beginning of year	2022-12-31	$1,108,019
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$91,953,493
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$1,658,434
Assets. Loans (other than to participants) at end of year	2022-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2022-12-31	$536,079
Administrative expenses (other) incurred	2022-12-31	$100,267
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-12,498,483
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$150,081,999
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$162,185,551
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Assets. partnership/joint venture interests at end of year	2022-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2022-12-31	$24,912
Investment advisory and management fees	2022-12-31	$138,618
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$56,924,675
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$135,849,448
Interest on participant loans	2022-12-31	$53,560
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$3,290,543
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$3,290,543
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-27,880,603
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$10,238,785
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$3,531,409
Asset. Corporate debt instrument debt (other) at end of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2022-12-31	$2,722,675
Contract administrator fees	2022-12-31	$213,955
Assets. Corporate common stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-12-31	$18,653,875
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2022-12-31	910189318
2021 : BUCHALTER NEMER 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$604,058
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$25,167,473
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$12,454,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$12,435,075
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$7,691,431
Value of total assets at end of year	2021-12-31	$162,185,551
Value of total assets at beginning of year	2021-12-31	$148,868,119
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$19,024
Total interest from all sources	2021-12-31	$59,464
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$3,321,939
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$3,321,939
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$4,290,021
Participant contributions at end of year	2021-12-31	$1,108,019
Participant contributions at beginning of year	2021-12-31	$1,259,910
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$1,740,806
Assets. Loans (other than to participants) at end of year	2021-12-31	$536,079
Assets. Loans (other than to participants) at beginning of year	2021-12-31	$536,079
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$12,713,374
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$162,185,551
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$148,868,119
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Assets. partnership/joint venture interests at end of year	2021-12-31	$24,912
Assets. partnership/joint venture interests at beginning of year	2021-12-31	$10,028
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$135,849,448
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$124,489,861
Interest on participant loans	2021-12-31	$59,464
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$3,290,543
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$3,909,059
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$3,909,059
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$14,094,639
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$1,660,604
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$12,435,075
Asset. Corporate debt instrument debt (other) at end of year	2021-12-31	$2,722,675
Asset. Corporate debt instrument debt (other) at beginning of year	2021-12-31	$3,127,516
Contract administrator fees	2021-12-31	$19,024
Assets. Corporate common stocks other than exployer securities at end of year	2021-12-31	$18,653,875
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-12-31	$15,535,666
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	MILLER AND COMPANY, LLP
Accountancy firm EIN	2021-12-31	951754087
2020 : BUCHALTER NEMER 401K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$77,510
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$28,854,972
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$10,600,599
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$10,581,583
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$11,126,289
Value of total assets at end of year	2020-12-31	$148,868,119
Value of total assets at beginning of year	2020-12-31	$130,536,236
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$19,016
Total interest from all sources	2020-12-31	$68,511
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$1,508,645
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$1,508,645
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$3,780,071
Participant contributions at end of year	2020-12-31	$1,259,910
Participant contributions at beginning of year	2020-12-31	$1,448,947
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$2,499,623
Assets. Loans (other than to participants) at end of year	2020-12-31	$536,079
Assets. Loans (other than to participants) at beginning of year	2020-12-31	$536,079
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$18,254,373
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$148,868,119
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$130,536,236
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Assets. partnership/joint venture interests at end of year	2020-12-31	$10,028
Assets. partnership/joint venture interests at beginning of year	2020-12-31	$11,836
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$124,489,861
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$97,898,449
Interest on participant loans	2020-12-31	$68,511
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$3,909,059
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$11,092,066
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$11,092,066
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$16,151,527
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$4,846,595
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$10,581,583
Asset. Corporate debt instrument debt (other) at end of year	2020-12-31	$3,127,516
Asset. Corporate debt instrument debt (other) at beginning of year	2020-12-31	$4,985,620
Contract administrator fees	2020-12-31	$19,016
Assets. Corporate common stocks other than exployer securities at end of year	2020-12-31	$15,535,666
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-12-31	$14,563,239
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	MILLER AND COMPANY, LLP
Accountancy firm EIN	2020-12-31	951754087
2019 : BUCHALTER NEMER 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$130,702
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$28,624,349
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$3,650,975
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$3,635,070
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$8,132,202
Value of total assets at end of year	2019-12-31	$130,536,236
Value of total assets at beginning of year	2019-12-31	$105,432,160
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$15,905
Total interest from all sources	2019-12-31	$243,986
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$2,974,648
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$2,974,648
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$3,155,946
Participant contributions at end of year	2019-12-31	$1,448,947
Participant contributions at beginning of year	2019-12-31	$1,330,089
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$260
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$783,982
Assets. Loans (other than to participants) at end of year	2019-12-31	$536,079
Assets. Loans (other than to participants) at beginning of year	2019-12-31	$878,662
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$24,973,374
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$130,536,236
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$105,432,160
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Assets. partnership/joint venture interests at end of year	2019-12-31	$11,836
Assets. partnership/joint venture interests at beginning of year	2019-12-31	$11,912
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$97,898,449
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$73,341,830
Interest on participant loans	2019-12-31	$78,178
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$11,092,066
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$14,359,358
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$14,359,358
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$165,808
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$17,273,513
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$4,192,274
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$3,635,070
Asset. Corporate debt instrument debt (other) at end of year	2019-12-31	$4,985,620
Asset. Corporate debt instrument debt (other) at beginning of year	2019-12-31	$5,148,640
Contract administrator fees	2019-12-31	$15,905
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$14,563,239
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$10,361,409
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	MILLER AND COMPANY, LLP
Accountancy firm EIN	2019-12-31	951754087
2018 : BUCHALTER NEMER 401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$232,927
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$5,209,276
Total loss/gain on sale of assets	2018-12-31	$-395,198
Total of all expenses incurred	2018-12-31	$2,509,908
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,260,652
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$10,374,931
Value of total assets at end of year	2018-12-31	$105,432,160
Value of total assets at beginning of year	2018-12-31	$102,499,865
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$249,256
Total interest from all sources	2018-12-31	$144,889
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$4,595,437
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$4,595,437
Assets. Corporate prefeered stocks other than exployer securities at end of year	2018-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2018-12-31	$0
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$2,919,431
Participant contributions at end of year	2018-12-31	$1,330,089
Participant contributions at beginning of year	2018-12-31	$1,073,777
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$260
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$838
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$3,418,209
Assets. Loans (other than to participants) at end of year	2018-12-31	$878,662
Assets. Loans (other than to participants) at beginning of year	2018-12-31	$796,024
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$2,699,368
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$105,432,160
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$102,499,865
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Assets. partnership/joint venture interests at end of year	2018-12-31	$11,912
Assets. partnership/joint venture interests at beginning of year	2018-12-31	$12,199
Investment advisory and management fees	2018-12-31	$144,767
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$73,341,830
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$77,559,723
Interest on participant loans	2018-12-31	$60,665
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$14,359,358
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$9,441,883
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$9,441,883
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$84,224
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-9,510,783
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$4,037,291
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,260,652
Asset. Corporate debt instrument debt (other) at end of year	2018-12-31	$5,148,640
Asset. Corporate debt instrument debt (other) at beginning of year	2018-12-31	$1,219,990
Contract administrator fees	2018-12-31	$104,489
Assets. Corporate common stocks other than exployer securities at end of year	2018-12-31	$10,361,409
Assets. Corporate common stocks other than exployer securities at beginning of year	2018-12-31	$12,395,431
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Aggregate proceeds on sale of assets	2018-12-31	$25,466,616
Aggregate carrying amount (costs) on sale of assets	2018-12-31	$25,861,814
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	MILLER AND COMPANY, LLP
Accountancy firm EIN	2018-12-31	951754087
2017 : BUCHALTER NEMER 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$129,047
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$22,344,739
Total loss/gain on sale of assets	2017-12-31	$985,365
Total of all expenses incurred	2017-12-31	$4,979,331
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$4,798,630
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$8,276,775
Value of total assets at end of year	2017-12-31	$102,499,865
Value of total assets at beginning of year	2017-12-31	$85,005,410
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$180,701
Total interest from all sources	2017-12-31	$162,063
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$3,150,702
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$3,150,702
Assets. Corporate prefeered stocks other than exployer securities at end of year	2017-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2017-12-31	$0
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$2,555,707
Participant contributions at end of year	2017-12-31	$1,073,777
Participant contributions at beginning of year	2017-12-31	$1,074,623
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$838
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$1,056
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$2,168,861
Assets. Loans (other than to participants) at end of year	2017-12-31	$796,024
Assets. Loans (other than to participants) at beginning of year	2017-12-31	$721,159
Other income not declared elsewhere	2017-12-31	$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	2017-12-31	No
Value of net income/loss	2017-12-31	$17,365,408
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$102,499,865
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$85,005,410
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Assets. partnership/joint venture interests at end of year	2017-12-31	$12,199
Assets. partnership/joint venture interests at beginning of year	2017-12-31	$10,110
Investment advisory and management fees	2017-12-31	$128,756
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$77,559,723
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$62,742,600
Interest on participant loans	2017-12-31	$43,147
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$9,441,883
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$9,539,444
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$9,539,444
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$118,916
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$9,769,834
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$3,552,207
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$4,798,630
Asset. Corporate debt instrument debt (other) at end of year	2017-12-31	$1,219,990
Asset. Corporate debt instrument debt (other) at beginning of year	2017-12-31	$1,137,879
Contract administrator fees	2017-12-31	$51,945
Assets. Corporate common stocks other than exployer securities at end of year	2017-12-31	$12,395,431
Assets. Corporate common stocks other than exployer securities at beginning of year	2017-12-31	$9,778,539
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Aggregate proceeds on sale of assets	2017-12-31	$22,233,175
Aggregate carrying amount (costs) on sale of assets	2017-12-31	$21,247,810
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	MILLER AND COMPANY, LLP
Accountancy firm EIN	2017-12-31	951754087
2016 : BUCHALTER NEMER 401K PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$1,090,738
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$11,425,502
Total loss/gain on sale of assets	2016-12-31	$4,096
Total of all expenses incurred	2016-12-31	$3,570,894
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$3,341,405
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$5,599,309
Value of total assets at end of year	2016-12-31	$85,005,410
Value of total assets at beginning of year	2016-12-31	$76,060,064
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$229,489
Total interest from all sources	2016-12-31	$66,645
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$1,914,771
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$1,914,771
Assets. Corporate prefeered stocks other than exployer securities at end of year	2016-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2016-12-31	$0
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$2,351,816
Participant contributions at end of year	2016-12-31	$1,074,623
Participant contributions at beginning of year	2016-12-31	$1,182,892
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$1,056
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$1,069
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$426,306
Assets. Loans (other than to participants) at end of year	2016-12-31	$721,159
Assets. Loans (other than to participants) at beginning of year	2016-12-31	$653,160
Other income not declared elsewhere	2016-12-31	$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	2016-12-31	No
Value of net income/loss	2016-12-31	$7,854,608
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$85,005,410
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$76,060,064
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Assets. partnership/joint venture interests at end of year	2016-12-31	$10,110
Assets. partnership/joint venture interests at beginning of year	2016-12-31	$28,043
Investment advisory and management fees	2016-12-31	$228,815
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$62,742,600
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$56,703,030
Interest on participant loans	2016-12-31	$45,402
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$9,539,444
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$8,759,113
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$8,759,113
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$21,243
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$3,840,681
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$2,821,187
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$3,341,405
Asset. Corporate debt instrument debt (other) at end of year	2016-12-31	$1,137,879
Asset. Corporate debt instrument debt (other) at beginning of year	2016-12-31	$0
Contract administrator fees	2016-12-31	$674
Assets. Corporate common stocks other than exployer securities at end of year	2016-12-31	$9,778,539
Assets. Corporate common stocks other than exployer securities at beginning of year	2016-12-31	$8,732,757
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Aggregate proceeds on sale of assets	2016-12-31	$17,406,110
Aggregate carrying amount (costs) on sale of assets	2016-12-31	$17,402,014
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	MILLER AND COMPANY, LLP
Accountancy firm EIN	2016-12-31	951754087
2015 : BUCHALTER NEMER 401K PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$4,572,825
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$3,644,605
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$3,467,740
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$4,965,499
Value of total assets at end of year	2015-12-31	$75,984,863
Value of total assets at beginning of year	2015-12-31	$75,056,643
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$176,865
Total interest from all sources	2015-12-31	$45,231
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$2,003,180
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$2,003,180
Assets. Corporate prefeered stocks other than exployer securities at end of year	2015-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2015-12-31	$0
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$2,097,292
Participant contributions at end of year	2015-12-31	$1,182,892
Participant contributions at beginning of year	2015-12-31	$1,017,035
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$27,796,638
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$1,108
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$260,429
Assets. Loans (other than to participants) at end of year	2015-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2015-12-31	$562,992
Other income not declared elsewhere	2015-12-31	$-300,316
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$928,220
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$75,984,863
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$75,056,643
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Assets. partnership/joint venture interests at end of year	2015-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2015-12-31	$122,986
Investment advisory and management fees	2015-12-31	$121,827
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$40,046,485
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$56,600,853
Interest on participant loans	2015-12-31	$43,955
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$6,958,848
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$8,002,256
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$8,002,256
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$1,276
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-2,140,769
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$2,607,778
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$3,467,740
Asset. Corporate debt instrument debt (other) at end of year	2015-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2015-12-31	$0
Contract administrator fees	2015-12-31	$55,038
Assets. Corporate common stocks other than exployer securities at end of year	2015-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2015-12-31	$8,749,413
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Aggregate proceeds on sale of assets	2015-12-31	$36,956,286
Aggregate carrying amount (costs) on sale of assets	2015-12-31	$34,331,457
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	MILLER AND COMPANY, LLP
Accountancy firm EIN	2015-12-31	951754087
2014 : BUCHALTER NEMER 401K PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$9,393,197
Total loss/gain on sale of assets	2014-12-31	$3,194,705
Total of all expenses incurred	2014-12-31	$5,462,511
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$5,311,923
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$4,871,505
Value of total assets at end of year	2014-12-31	$75,056,643
Value of total assets at beginning of year	2014-12-31	$71,125,957
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$150,588
Total interest from all sources	2014-12-31	$43,564
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$2,237,017
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$2,237,017
Assets. Corporate prefeered stocks other than exployer securities at end of year	2014-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2014-12-31	$146,897
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,989,519
Participant contributions at end of year	2014-12-31	$1,017,035
Participant contributions at beginning of year	2014-12-31	$904,761
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$1,108
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$5,022
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$193,880
Assets. Loans (other than to participants) at end of year	2014-12-31	$562,992
Assets. Loans (other than to participants) at beginning of year	2014-12-31	$694,744
Other income not declared elsewhere	2014-12-31	$2,290,265
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$3,930,686
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$75,056,643
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$71,125,957
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Assets. partnership/joint venture interests at end of year	2014-12-31	$122,986
Assets. partnership/joint venture interests at beginning of year	2014-12-31	$123,316
Investment advisory and management fees	2014-12-31	$103,618
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$56,600,853
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$50,497,501
Interest on participant loans	2014-12-31	$43,323
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$8,002,256
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$8,135,523
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$8,135,523
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$241
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-3,243,859
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$2,688,106
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$5,311,923
Asset. Corporate debt instrument debt (other) at end of year	2014-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2014-12-31	$335,830
Contract administrator fees	2014-12-31	$46,970
Assets. Corporate common stocks other than exployer securities at end of year	2014-12-31	$8,749,413
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-12-31	$10,282,363
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Aggregate proceeds on sale of assets	2014-12-31	$22,302,163
Aggregate carrying amount (costs) on sale of assets	2014-12-31	$19,107,458
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	MILLER AND COMPANY, LLP
Accountancy firm EIN	2014-12-31	951754087
2013 : BUCHALTER NEMER 401K PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets to this plan	2013-12-31	$313,791
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	$15,611,806
Total loss/gain on sale of assets	2013-12-31	$1,551,896
Total of all expenses incurred	2013-12-31	$5,714,150
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$5,629,807
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$6,516,899
Value of total assets at end of year	2013-12-31	$71,125,957
Value of total assets at beginning of year	2013-12-31	$60,914,510
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$84,343
Total interest from all sources	2013-12-31	$42,590
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$1,510,524
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$1,510,524
Assets. Corporate prefeered stocks other than exployer securities at end of year	2013-12-31	$146,897
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2013-12-31	$281,498
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$2,032,840
Participant contributions at end of year	2013-12-31	$904,761
Participant contributions at beginning of year	2013-12-31	$939,936
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$5,022
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$3,422
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$1,975,575
Assets. Loans (other than to participants) at end of year	2013-12-31	$694,744
Assets. Loans (other than to participants) at beginning of year	2013-12-31	$632,243
Other income not declared elsewhere	2013-12-31	$3,996,171
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$9,897,656
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$71,125,957
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$60,914,510
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Assets. partnership/joint venture interests at end of year	2013-12-31	$123,316
Assets. partnership/joint venture interests at beginning of year	2013-12-31	$227,299
Investment advisory and management fees	2013-12-31	$61,361
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$50,497,501
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$40,597,561
Interest on participant loans	2013-12-31	$41,087
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$8,135,523
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$9,506,122
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$9,506,122
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$1,503
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,993,726
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$2,508,484
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$5,629,807
Asset. Corporate debt instrument debt (other) at end of year	2013-12-31	$335,830
Asset. Corporate debt instrument debt (other) at beginning of year	2013-12-31	$552,971
Contract administrator fees	2013-12-31	$22,982
Assets. Corporate common stocks other than exployer securities at end of year	2013-12-31	$10,282,363
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-12-31	$8,173,458
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Aggregate proceeds on sale of assets	2013-12-31	$28,017,906
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$26,466,010
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	MILLER AND COMPANY, LLP
Accountancy firm EIN	2013-12-31	951754087
2012 : BUCHALTER NEMER 401K PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets to this plan	2012-12-31	$156,006
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$11,108,621
Total loss/gain on sale of assets	2012-12-31	$68,786
Total of all expenses incurred	2012-12-31	$1,956,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,900,506
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$5,746,432
Value of total assets at end of year	2012-12-31	$60,914,510
Value of total assets at beginning of year	2012-12-31	$51,606,396
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$56,007
Total interest from all sources	2012-12-31	$44,681
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$1,160,941
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$1,160,941
Assets. Corporate prefeered stocks other than exployer securities at end of year	2012-12-31	$281,498
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2012-12-31	$248,843
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$2,168,805
Participant contributions at end of year	2012-12-31	$939,936
Participant contributions at beginning of year	2012-12-31	$933,770
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$3,422
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$1,366
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$1,113,128
Assets. Loans (other than to participants) at end of year	2012-12-31	$632,243
Assets. Loans (other than to participants) at beginning of year	2012-12-31	$574,458
Other income not declared elsewhere	2012-12-31	$2,312,820
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$9,152,108
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$60,914,510
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$51,606,396
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Assets. partnership/joint venture interests at end of year	2012-12-31	$227,299
Assets. partnership/joint venture interests at beginning of year	2012-12-31	$325,177
Investment advisory and management fees	2012-12-31	$31,008
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$40,597,561
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$32,907,076
Interest on participant loans	2012-12-31	$44,473
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$9,506,122
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$9,464,415
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$9,464,415
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$208
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,774,961
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$2,464,499
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,900,506
Asset. Corporate debt instrument debt (other) at end of year	2012-12-31	$552,971
Asset. Corporate debt instrument debt (other) at beginning of year	2012-12-31	$389,873
Contract administrator fees	2012-12-31	$24,999
Assets. Corporate common stocks other than exployer securities at end of year	2012-12-31	$8,173,458
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-12-31	$6,761,418
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Aggregate proceeds on sale of assets	2012-12-31	$11,591,939
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$11,523,153
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	MILLER AND COMPANY, LLP
Accountancy firm EIN	2012-12-31	951754087
2011 : BUCHALTER NEMER 401K PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total transfer of assets to this plan	2011-12-31	$139,846
Total transfer of assets from this plan	2011-12-31	$590,977
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$4,649,962
Total loss/gain on sale of assets	2011-12-31	$-149,204
Total of all expenses incurred	2011-12-31	$2,094,207
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$2,058,970
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$4,893,870
Value of total assets at end of year	2011-12-31	$51,606,396
Value of total assets at beginning of year	2011-12-31	$49,501,772
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$35,237
Total interest from all sources	2011-12-31	$49,006
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$1,173,016
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$1,173,016
Assets. Corporate prefeered stocks other than exployer securities at end of year	2011-12-31	$248,843
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2011-12-31	$298,910
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$2,106,158
Participant contributions at end of year	2011-12-31	$933,770
Participant contributions at beginning of year	2011-12-31	$966,518
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$1,366
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$32,058,226
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$371,174
Assets. Loans (other than to participants) at end of year	2011-12-31	$574,458
Assets. Loans (other than to participants) at beginning of year	2011-12-31	$315,554
Other income not declared elsewhere	2011-12-31	$314,684
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$2,555,755
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$51,606,396
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$49,501,772
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Assets. partnership/joint venture interests at end of year	2011-12-31	$325,177
Assets. partnership/joint venture interests at beginning of year	2011-12-31	$588,439
Investment advisory and management fees	2011-12-31	$18,145
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$32,907,076
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$7,048,683
Value of interest in pooled separate accounts at end of year	2011-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$0
Interest on participant loans	2011-12-31	$44,150
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$9,464,415
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$1,974,170
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$1,974,170
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$4,856
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-1,631,410
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$2,416,538
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$2,058,970
Asset. Corporate debt instrument debt (other) at end of year	2011-12-31	$389,873
Asset. Corporate debt instrument debt (other) at beginning of year	2011-12-31	$216,422
Contract administrator fees	2011-12-31	$17,092
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	Yes
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$6,761,418
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$6,034,850
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Aggregate proceeds on sale of assets	2011-12-31	$15,490,992
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$15,640,196
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	MILLER AND COMPANY, LLP
Accountancy firm EIN	2011-12-31	951754087
2010 : BUCHALTER NEMER 401K PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$1,040,597
Total unrealized appreciation/depreciation of assets	2010-12-31	$1,040,597
Total transfer of assets from this plan	2010-12-31	$16,587
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	$10,249,957
Total loss/gain on sale of assets	2010-12-31	$-1,656,585
Total of all expenses incurred	2010-12-31	$3,161,973
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$3,112,427
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$6,828,579
Value of total assets at end of year	2010-12-31	$49,501,772
Value of total assets at beginning of year	2010-12-31	$42,430,375
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$49,546
Total interest from all sources	2010-12-31	$56,717
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$208,173
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$103,780
Administrative expenses professional fees incurred	2010-12-31	$22,002
Assets. Corporate prefeered stocks other than exployer securities at end of year	2010-12-31	$298,910
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2010-12-31	$456,975
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$2,163,079
Participant contributions at end of year	2010-12-31	$966,518
Participant contributions at beginning of year	2010-12-31	$690,950
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$32,058,226
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$2,332,214
Assets. Loans (other than to participants) at end of year	2010-12-31	$315,554
Assets. Loans (other than to participants) at beginning of year	2010-12-31	$1,458,860
Other income not declared elsewhere	2010-12-31	$349,446
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$7,087,984
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$49,501,772
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$42,430,375
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Assets. partnership/joint venture interests at end of year	2010-12-31	$588,439
Assets. partnership/joint venture interests at beginning of year	2010-12-31	$1,253,838
Investment advisory and management fees	2010-12-31	$7,514
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$7,048,683
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$6,089,013
Value of interest in pooled separate accounts at end of year	2010-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$17,492,231
Interest on participant loans	2010-12-31	$38,596
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$1,974,170
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$2,252,467
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$2,252,467
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$18,121
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$8,119,441
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$740,806
Net investment gain/loss from pooled separate accounts	2010-12-31	$2,682,224
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$2,333,286
Income. Dividends from preferred stock	2010-12-31	$29,139
Income. Dividends from common stock	2010-12-31	$75,254
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$3,112,427
Asset. Corporate debt instrument debt (other) at end of year	2010-12-31	$216,422
Asset. Corporate debt instrument debt (other) at beginning of year	2010-12-31	$204,886
Contract administrator fees	2010-12-31	$20,030
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$6,034,850
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$4,411,714
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$2,626,563
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$4,283,148
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	MILLER AND COMPANY, LLP
Accountancy firm EIN	2010-12-31	951754087
2009 : BUCHALTER NEMER 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for BUCHALTER NEMER 401K PLAN

2022: BUCHALTER NEMER 401K PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: BUCHALTER NEMER 401K PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BUCHALTER NEMER 401K PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BUCHALTER NEMER 401K PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BUCHALTER NEMER 401K PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BUCHALTER NEMER 401K PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: BUCHALTER NEMER 401K PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BUCHALTER NEMER 401K PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BUCHALTER NEMER 401K PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: BUCHALTER NEMER 401K PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BUCHALTER NEMER 401K PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: BUCHALTER NEMER 401K PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: BUCHALTER NEMER 401K PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: BUCHALTER NEMER 401K PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

998189

Policy instance

Insurance contract or identification number	998189
Number of Individuals Covered	340
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $67,790
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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Company Name:	BUCHALTER, A PROFESSIONAL ORGANIZATION
Employer identification number (EIN):	952640846
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers