?>
Logo

BUCHALTER NEMER ASSOCIATE ATTORNEY 401K PLAN 401k Plan overview

Plan NameBUCHALTER NEMER ASSOCIATE ATTORNEY 401K PLAN
Plan identification number 004

BUCHALTER NEMER ASSOCIATE ATTORNEY 401K PLAN Benefits

401k Plan TypeDefined 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 ASSOCIATE ATTORNEY 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01JONATHAN HAWKINS
0042016-01-01JONATHAN HAWKINS
0042015-01-01JONATHAN HAWKINS
0042015-01-01
0042014-01-01JONATHAN HAWKINS
0042013-01-01JONATHAN HAWKINS
0042012-01-01JONATHAN HAWKINS
0042011-01-01JONATHAN HAWKINS
0042009-01-01EDMUND BAUMGARTEN EDMUND BAUMGARTEN2010-10-15

Plan Statistics for BUCHALTER NEMER ASSOCIATE ATTORNEY 401K PLAN

401k plan membership statisitcs for BUCHALTER NEMER ASSOCIATE ATTORNEY 401K PLAN

Measure Date Value
2022: BUCHALTER NEMER ASSOCIATE ATTORNEY 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01165
Total number of active participants reported on line 7a of the Form 55002022-01-01122
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-0155
Total of all active and inactive participants2022-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01180
Number of participants with account balances2022-01-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: BUCHALTER NEMER ASSOCIATE ATTORNEY 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01142
Total number of active participants reported on line 7a of the Form 55002021-01-0199
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-0151
Total of all active and inactive participants2021-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01153
Number of participants with account balances2021-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BUCHALTER NEMER ASSOCIATE ATTORNEY 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01130
Total number of active participants reported on line 7a of the Form 55002020-01-0195
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0147
Total of all active and inactive participants2020-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01142
Number of participants with account balances2020-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BUCHALTER NEMER ASSOCIATE ATTORNEY 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01119
Total number of active participants reported on line 7a of the Form 55002019-01-0189
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-0138
Total of all active and inactive participants2019-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01130
Number of participants with account balances2019-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BUCHALTER NEMER ASSOCIATE ATTORNEY 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01114
Total number of active participants reported on line 7a of the Form 55002018-01-0181
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0138
Total of all active and inactive participants2018-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01119
Number of participants with account balances2018-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BUCHALTER NEMER ASSOCIATE ATTORNEY 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01103
Total number of active participants reported on line 7a of the Form 55002017-01-0180
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0134
Total of all active and inactive participants2017-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01114
Number of participants with account balances2017-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BUCHALTER NEMER ASSOCIATE ATTORNEY 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0193
Total number of active participants reported on line 7a of the Form 55002016-01-0170
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0133
Total of all active and inactive participants2016-01-01103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01103
Number of participants with account balances2016-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BUCHALTER NEMER ASSOCIATE ATTORNEY 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0190
Total number of active participants reported on line 7a of the Form 55002015-01-0157
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0136
Total of all active and inactive participants2015-01-0193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0193
Number of participants with account balances2015-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BUCHALTER NEMER ASSOCIATE ATTORNEY 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0186
Total number of active participants reported on line 7a of the Form 55002014-01-0153
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0137
Total of all active and inactive participants2014-01-0190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0190
Number of participants with account balances2014-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BUCHALTER NEMER ASSOCIATE ATTORNEY 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0190
Total number of active participants reported on line 7a of the Form 55002013-01-0146
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0140
Total of all active and inactive participants2013-01-0186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0186
Number of participants with account balances2013-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BUCHALTER NEMER ASSOCIATE ATTORNEY 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01109
Total number of active participants reported on line 7a of the Form 55002012-01-0150
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0140
Total of all active and inactive participants2012-01-0190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0190
Number of participants with account balances2012-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BUCHALTER NEMER ASSOCIATE ATTORNEY 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01121
Total number of active participants reported on line 7a of the Form 55002011-01-0168
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0141
Total of all active and inactive participants2011-01-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01109
Number of participants with account balances2011-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: BUCHALTER NEMER ASSOCIATE ATTORNEY 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01122
Total number of active participants reported on line 7a of the Form 55002009-01-01100
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0126
Total of all active and inactive participants2009-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01126
Number of participants with account balances2009-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on BUCHALTER NEMER ASSOCIATE ATTORNEY 401K PLAN

Measure Date Value
2022 : BUCHALTER NEMER ASSOCIATE ATTORNEY 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$5,532
Total transfer of assets from this plan2022-12-31$400,463
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$0
Total income from all sources (including contributions)2022-12-31$-3,556,628
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,063,269
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,035,065
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,130,530
Value of total assets at end of year2022-12-31$19,683,676
Value of total assets at beginning of year2022-12-31$24,698,504
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$28,204
Total interest from all sources2022-12-31$864
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$355,682
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$355,682
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,917,186
Participant contributions at end of year2022-12-31$32,304
Participant contributions at beginning of year2022-12-31$18,392
Assets. Other investments not covered elsewhere at end of year2022-12-31$12,045,754
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$213,344
Administrative expenses (other) incurred2022-12-31$2,514
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,619,897
Value of net assets at end of year (total assets less liabilities)2022-12-31$19,683,676
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$24,698,504
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$13,816
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$7,605,618
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$22,348,856
Interest on participant loans2022-12-31$864
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$191,491
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$191,491
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,043,704
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,035,065
Contract administrator fees2022-12-31$11,874
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$2,139,765
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MOSS ADAMS LLP
Accountancy firm EIN2022-12-31910189318
2021 : BUCHALTER NEMER ASSOCIATE ATTORNEY 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets from this plan2021-12-31$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$5,132,018
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,701,199
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,693,677
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,823,320
Value of total assets at end of year2021-12-31$24,698,504
Value of total assets at beginning of year2021-12-31$21,871,743
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$7,522
Total interest from all sources2021-12-31$7,233
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$503,528
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$503,528
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,609,415
Participant contributions at end of year2021-12-31$18,392
Participant contributions at beginning of year2021-12-31$197,263
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$213,905
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,430,819
Value of net assets at end of year (total assets less liabilities)2021-12-31$24,698,504
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$21,871,743
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$22,348,856
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$19,840,144
Interest on participant loans2021-12-31$7,233
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$191,491
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$303,796
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$303,796
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,797,937
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,693,677
Contract administrator fees2021-12-31$7,522
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$2,139,765
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$1,530,540
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MILLER AND COMPANY, LLP
Accountancy firm EIN2021-12-31951754087
2020 : BUCHALTER NEMER ASSOCIATE ATTORNEY 401K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets from this plan2020-12-31$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$4,447,377
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$678,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$672,674
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,760,410
Value of total assets at end of year2020-12-31$21,871,743
Value of total assets at beginning of year2020-12-31$18,180,134
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$5,584
Total interest from all sources2020-12-31$10,296
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$186,613
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$186,613
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,415,511
Participant contributions at end of year2020-12-31$197,263
Participant contributions at beginning of year2020-12-31$189,420
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$344,899
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,769,119
Value of net assets at end of year (total assets less liabilities)2020-12-31$21,871,743
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$18,180,134
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$19,840,144
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$15,519,942
Interest on participant loans2020-12-31$10,296
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$303,796
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$993,437
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$993,437
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,490,058
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$672,674
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$229,044
Contract administrator fees2020-12-31$5,584
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$1,530,540
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$1,248,291
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MILLER AND COMPANY, LLP
Accountancy firm EIN2020-12-31951754087
2019 : BUCHALTER NEMER ASSOCIATE ATTORNEY 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets from this plan2019-12-31$130,702
Total transfer of assets from this plan2019-12-31$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 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$4,251,573
Total income from all sources (including contributions)2019-12-31$4,251,573
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$740,014
Total of all expenses incurred2019-12-31$740,014
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$729,297
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$729,297
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,467,088
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,467,088
Value of total assets at end of year2019-12-31$18,180,134
Value of total assets at end of year2019-12-31$18,180,134
Value of total assets at beginning of year2019-12-31$14,799,277
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$10,717
Total interest from all sources2019-12-31$20,127
Total interest from all sources2019-12-31$20,127
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$455,802
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$455,802
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$455,802
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$455,802
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,500,000
Value of fidelity bond cover2019-12-31$1,500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,321,943
Contributions received from participants2019-12-31$1,321,943
Participant contributions at end of year2019-12-31$189,420
Participant contributions at end of year2019-12-31$189,420
Participant contributions at beginning of year2019-12-31$172,127
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$145,145
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,511,559
Value of net assets at end of year (total assets less liabilities)2019-12-31$18,180,134
Value of net assets at end of year (total assets less liabilities)2019-12-31$18,180,134
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,799,277
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$15,519,942
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$15,519,942
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$11,882,216
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$11,882,216
Interest on participant loans2019-12-31$11,666
Interest on participant loans2019-12-31$11,666
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$993,437
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$993,437
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,491,064
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,491,064
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,491,064
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,491,064
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$8,461
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$8,461
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,308,556
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$729,297
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$729,297
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$229,044
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$229,044
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$282,259
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$282,259
Contract administrator fees2019-12-31$10,717
Contract administrator fees2019-12-31$10,717
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$1,248,291
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$1,248,291
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$971,611
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$971,611
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MILLER AND COMPANY, LLP
Accountancy firm name2019-12-31MILLER AND COMPANY, LLP
Accountancy firm EIN2019-12-31951754087
Accountancy firm EIN2019-12-31951754087
2018 : BUCHALTER NEMER ASSOCIATE ATTORNEY 401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets from this plan2018-12-31$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$579,729
Total loss/gain on sale of assets2018-12-31$-33,547
Total of all expenses incurred2018-12-31$433,603
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$377,426
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,420,999
Value of total assets at end of year2018-12-31$14,799,277
Value of total assets at beginning of year2018-12-31$14,886,078
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$56,177
Total interest from all sources2018-12-31$10,600
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$743,439
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$743,439
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,332,582
Participant contributions at end of year2018-12-31$172,127
Participant contributions at beginning of year2018-12-31$158,538
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$88,417
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$146,126
Value of net assets at end of year (total assets less liabilities)2018-12-31$14,799,277
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$14,886,078
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$56,177
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$11,882,216
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$12,519,573
Interest on participant loans2018-12-31$7,645
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,491,064
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,211,964
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,211,964
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$2,955
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,561,762
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$377,426
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$282,259
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$971,611
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$996,003
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$1,909,391
Aggregate carrying amount (costs) on sale of assets2018-12-31$1,942,938
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MILLER AND COMPANY, LLP
Accountancy firm EIN2018-12-31951754087
2017 : BUCHALTER NEMER ASSOCIATE ATTORNEY 401K PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$-129,047
Total income from all sources2017-12-31$3,940,288
Expenses. Total of all expenses incurred2017-12-31$415,677
Benefits paid (including direct rollovers)2017-12-31$357,596
Total plan assets at end of year2017-12-31$14,886,078
Total plan assets at beginning of year2017-12-31$11,490,514
Value of fidelity bond covering the plan2017-12-31$1,500,000
Total contributions received or receivable from participants2017-12-31$1,221,776
Contributions received from other sources (not participants or employers)2017-12-31$568,362
Other income received2017-12-31$2,150,150
Net income (gross income less expenses)2017-12-31$3,524,611
Net plan assets at end of year (total assets less liabilities)2017-12-31$14,886,078
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$11,490,514
Assets. Value of participant loans2017-12-31$158,538
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$58,081
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : BUCHALTER NEMER ASSOCIATE ATTORNEY 401K PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$-1,090,738
Total income from all sources2016-12-31$2,143,594
Expenses. Total of all expenses incurred2016-12-31$1,213,159
Benefits paid (including direct rollovers)2016-12-31$1,171,273
Total plan assets at end of year2016-12-31$11,490,514
Total plan assets at beginning of year2016-12-31$11,650,817
Value of fidelity bond covering the plan2016-12-31$1,500,000
Total contributions received or receivable from participants2016-12-31$1,048,345
Contributions received from other sources (not participants or employers)2016-12-31$281,216
Other income received2016-12-31$814,033
Net income (gross income less expenses)2016-12-31$930,435
Net plan assets at end of year (total assets less liabilities)2016-12-31$11,490,514
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$11,650,817
Assets. Value of participant loans2016-12-31$161,390
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$41,886
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : BUCHALTER NEMER ASSOCIATE ATTORNEY 401K PLAN 2015 401k financial data
Total income from all sources2015-12-31$1,107,982
Expenses. Total of all expenses incurred2015-12-31$920,043
Benefits paid (including direct rollovers)2015-12-31$878,901
Total plan assets at end of year2015-12-31$11,714,921
Total plan assets at beginning of year2015-12-31$11,526,982
Value of fidelity bond covering the plan2015-12-31$1,500,000
Total contributions received or receivable from participants2015-12-31$968,752
Contributions received from other sources (not participants or employers)2015-12-31$121,326
Other income received2015-12-31$17,904
Net income (gross income less expenses)2015-12-31$187,939
Net plan assets at end of year (total assets less liabilities)2015-12-31$11,714,921
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$11,526,982
Assets. Value of participant loans2015-12-31$99,891
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$41,142
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : BUCHALTER NEMER ASSOCIATE ATTORNEY 401K PLAN 2014 401k financial data
Total income from all sources2014-12-31$1,585,599
Expenses. Total of all expenses incurred2014-12-31$626,486
Benefits paid (including direct rollovers)2014-12-31$606,073
Total plan assets at end of year2014-12-31$11,526,982
Total plan assets at beginning of year2014-12-31$10,567,869
Value of fidelity bond covering the plan2014-12-31$1,500,000
Total contributions received or receivable from participants2014-12-31$867,587
Contributions received from other sources (not participants or employers)2014-12-31$97,927
Other income received2014-12-31$620,085
Net income (gross income less expenses)2014-12-31$959,113
Net plan assets at end of year (total assets less liabilities)2014-12-31$11,526,982
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$10,567,869
Assets. Value of participant loans2014-12-31$80,091
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$20,413
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : BUCHALTER NEMER ASSOCIATE ATTORNEY 401K PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$-313,791
Total income from all sources2013-12-31$2,356,608
Expenses. Total of all expenses incurred2013-12-31$622,175
Benefits paid (including direct rollovers)2013-12-31$616,139
Total plan assets at end of year2013-12-31$10,567,869
Total plan assets at beginning of year2013-12-31$9,147,227
Value of fidelity bond covering the plan2013-12-31$1,500,000
Total contributions received or receivable from participants2013-12-31$820,694
Expenses. Other expenses not covered elsewhere2013-12-31$3,264
Contributions received from other sources (not participants or employers)2013-12-31$17,452
Other income received2013-12-31$1,518,462
Net income (gross income less expenses)2013-12-31$1,734,433
Net plan assets at end of year (total assets less liabilities)2013-12-31$10,567,869
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$9,147,227
Assets. Value of participant loans2013-12-31$146,868
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$2,772
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : BUCHALTER NEMER ASSOCIATE ATTORNEY 401K PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets from this plan2012-12-31$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$1,841,588
Total loss/gain on sale of assets2012-12-31$52,663
Total of all expenses incurred2012-12-31$1,213,576
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,211,240
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$912,215
Value of total assets at end of year2012-12-31$9,147,227
Value of total assets at beginning of year2012-12-31$8,675,221
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,336
Total interest from all sources2012-12-31$3,928
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$242,356
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$242,356
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$875,622
Participant contributions at end of year2012-12-31$59,752
Participant contributions at beginning of year2012-12-31$24,383
Assets. Other investments not covered elsewhere at end of year2012-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$36,593
Other income not declared elsewhere2012-12-31$186,476
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$628,012
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,147,227
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,675,221
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$7,489,256
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,895,257
Interest on participant loans2012-12-31$1,876
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,104,156
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,409,374
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,409,374
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$2,052
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$443,950
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,211,240
Contract administrator fees2012-12-31$2,336
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$494,063
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$346,207
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$2,153,211
Aggregate carrying amount (costs) on sale of assets2012-12-31$2,100,548
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MILLER AND COMPANY, LLP
Accountancy firm EIN2012-12-31951754087
2011 : BUCHALTER NEMER ASSOCIATE ATTORNEY 401K PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$590,977
Total transfer of assets from this plan2011-12-31$139,846
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$502,059
Total loss/gain on sale of assets2011-12-31$-19,444
Total of all expenses incurred2011-12-31$994,995
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$993,160
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$949,761
Value of total assets at end of year2011-12-31$8,675,221
Value of total assets at beginning of year2011-12-31$8,717,026
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,835
Total interest from all sources2011-12-31$3,784
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$265,240
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$265,240
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$5,763
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$945,605
Participant contributions at end of year2011-12-31$24,383
Participant contributions at beginning of year2011-12-31$22,526
Assets. Other investments not covered elsewhere at end of year2011-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$7,624,903
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$4,156
Other income not declared elsewhere2011-12-31$-225,374
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-492,936
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,675,221
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$8,717,026
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$6,895,257
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$763,140
Interest on participant loans2011-12-31$967
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,409,374
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$80,180
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$80,180
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$2,817
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-471,908
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$993,160
Contract administrator fees2011-12-31$1,835
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$346,207
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$220,514
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$1,939,609
Aggregate carrying amount (costs) on sale of assets2011-12-31$1,959,053
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MILLER AND COMPANY, LLP
Accountancy firm EIN2011-12-31951754087
2010 : BUCHALTER NEMER ASSOCIATE ATTORNEY 401K PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$19,906
Total unrealized appreciation/depreciation of assets2010-12-31$19,906
Total transfer of assets to this plan2010-12-31$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$2,412,646
Total loss/gain on sale of assets2010-12-31$11,346
Total of all expenses incurred2010-12-31$626,567
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$624,197
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,412,018
Value of total assets at end of year2010-12-31$8,717,026
Value of total assets at beginning of year2010-12-31$6,914,360
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,370
Total interest from all sources2010-12-31$727
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$15,843
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$8,605
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$5,763
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$986,366
Participant contributions at end of year2010-12-31$22,526
Participant contributions at beginning of year2010-12-31$13,490
Assets. Other investments not covered elsewhere at end of year2010-12-31$7,624,903
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$425,652
Other income not declared elsewhere2010-12-31$29,231
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,786,079
Value of net assets at end of year (total assets less liabilities)2010-12-31$8,717,026
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,914,360
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at beginning of year2010-12-31$92,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$763,140
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$583,654
Value of interest in pooled separate accounts at beginning of year2010-12-31$4,806,656
Interest on participant loans2010-12-31$723
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$80,180
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$121,922
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$121,922
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$4
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,114,944
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$92,661
Net investment gain/loss from pooled separate accounts2010-12-31$830,914
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Income. Dividends from preferred stock2010-12-31$142
Income. Dividends from common stock2010-12-31$7,096
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$624,197
Contract administrator fees2010-12-31$2,370
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$220,514
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$181,694
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$661,219
Aggregate carrying amount (costs) on sale of assets2010-12-31$649,873
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MILLER AND COMPANY, LLP
Accountancy firm EIN2010-12-31951754087
2009 : BUCHALTER NEMER ASSOCIATE ATTORNEY 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for BUCHALTER NEMER ASSOCIATE ATTORNEY 401K PLAN

2022: BUCHALTER NEMER ASSOCIATE ATTORNEY 401K PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BUCHALTER NEMER ASSOCIATE ATTORNEY 401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BUCHALTER NEMER ASSOCIATE ATTORNEY 401K PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BUCHALTER NEMER ASSOCIATE ATTORNEY 401K PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BUCHALTER NEMER ASSOCIATE ATTORNEY 401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BUCHALTER NEMER ASSOCIATE ATTORNEY 401K PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BUCHALTER NEMER ASSOCIATE ATTORNEY 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BUCHALTER NEMER ASSOCIATE ATTORNEY 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BUCHALTER NEMER ASSOCIATE ATTORNEY 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BUCHALTER NEMER ASSOCIATE ATTORNEY 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BUCHALTER NEMER ASSOCIATE ATTORNEY 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BUCHALTER NEMER ASSOCIATE ATTORNEY 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: BUCHALTER NEMER ASSOCIATE ATTORNEY 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number998190
Policy instance 1
Insurance contract or identification number998190
Number of Individuals Covered118
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $16,584
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3