Plan Name | SULLIVAN & WORCESTER LLP RETIREMENT PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | SULLIVAN & WORCESTER LLP |
Employer identification number (EIN): | 042387531 |
NAIC Classification: | 541110 |
NAIC Description: | Offices of Lawyers |
Additional information about SULLIVAN & WORCESTER LLP
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 1995-09-29 |
Company Identification Number: | 1960980 |
Legal Registered Office Address: |
ATTN MANAGING PARTNER ONE POST OFFICE SQUARE BOSTON United States of America (USA) 02109 |
More information about SULLIVAN & WORCESTER LLP
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2023-01-01 | ||||
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | DAVID GUADAGNOLI | |||
001 | 2016-01-01 | DAVID GUADAGNOLI | |||
001 | 2015-01-01 | DAVID GUADAGNOLI | |||
001 | 2014-01-01 | DAVID GUADAGNOLI | |||
001 | 2013-01-01 | DAVID GUADAGNOLI | |||
001 | 2012-01-01 | DAVID A. GUADAGNOLI | |||
001 | 2011-01-01 | DAVID A. GUADAGNOLI | |||
001 | 2010-01-01 | DAVID A. GUADAGNOLI | DAVID A. GUADAGNOLI | 2011-10-14 | |
001 | 2009-01-01 | DAVID GUADAGNOLI |
Measure | Date | Value |
---|---|---|
2023: SULLIVAN & WORCESTER LLP RETIREMENT PLAN 2023 401k membership | ||
Total participants, beginning-of-year | 2023-01-01 | 230 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 147 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 77 |
Total of all active and inactive participants | 2023-01-01 | 224 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 3 |
Total participants | 2023-01-01 | 227 |
Number of participants with account balances | 2023-01-01 | 221 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
2022: SULLIVAN & WORCESTER LLP RETIREMENT PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 222 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 144 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 81 |
Total of all active and inactive participants | 2022-01-01 | 225 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 5 |
Total participants | 2022-01-01 | 230 |
Number of participants with account balances | 2022-01-01 | 222 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: SULLIVAN & WORCESTER LLP RETIREMENT PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 234 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 148 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 70 |
Total of all active and inactive participants | 2021-01-01 | 218 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 4 |
Total participants | 2021-01-01 | 222 |
Number of participants with account balances | 2021-01-01 | 213 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: SULLIVAN & WORCESTER LLP RETIREMENT PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 243 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 159 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 72 |
Total of all active and inactive participants | 2020-01-01 | 231 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 3 |
Total participants | 2020-01-01 | 234 |
Number of participants with account balances | 2020-01-01 | 223 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: SULLIVAN & WORCESTER LLP RETIREMENT PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 288 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 167 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 73 |
Total of all active and inactive participants | 2019-01-01 | 240 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 3 |
Total participants | 2019-01-01 | 243 |
Number of participants with account balances | 2019-01-01 | 232 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: SULLIVAN & WORCESTER LLP RETIREMENT PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 247 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 208 |
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 | 76 |
Total of all active and inactive participants | 2018-01-01 | 284 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 4 |
Total participants | 2018-01-01 | 288 |
Number of participants with account balances | 2018-01-01 | 239 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: SULLIVAN & WORCESTER LLP RETIREMENT PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 274 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 169 |
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 | 75 |
Total of all active and inactive participants | 2017-01-01 | 244 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 3 |
Total participants | 2017-01-01 | 247 |
Number of participants with account balances | 2017-01-01 | 232 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: SULLIVAN & WORCESTER LLP RETIREMENT PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 262 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 186 |
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 | 84 |
Total of all active and inactive participants | 2016-01-01 | 270 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 4 |
Total participants | 2016-01-01 | 274 |
Number of participants with account balances | 2016-01-01 | 261 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: SULLIVAN & WORCESTER LLP RETIREMENT PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 271 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 189 |
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 | 71 |
Total of all active and inactive participants | 2015-01-01 | 260 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 2 |
Total participants | 2015-01-01 | 262 |
Number of participants with account balances | 2015-01-01 | 249 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: SULLIVAN & WORCESTER LLP RETIREMENT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 275 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 190 |
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 | 80 |
Total of all active and inactive participants | 2014-01-01 | 270 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 1 |
Total participants | 2014-01-01 | 271 |
Number of participants with account balances | 2014-01-01 | 257 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 8 |
2013: SULLIVAN & WORCESTER LLP RETIREMENT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 303 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 206 |
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 | 69 |
Total of all active and inactive participants | 2013-01-01 | 275 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 275 |
Number of participants with account balances | 2013-01-01 | 259 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: SULLIVAN & WORCESTER LLP RETIREMENT PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 302 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 213 |
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 | 88 |
Total of all active and inactive participants | 2012-01-01 | 301 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 2 |
Total participants | 2012-01-01 | 303 |
Number of participants with account balances | 2012-01-01 | 283 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: SULLIVAN & WORCESTER LLP RETIREMENT PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 324 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 214 |
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 | 86 |
Total of all active and inactive participants | 2011-01-01 | 300 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 2 |
Total participants | 2011-01-01 | 302 |
Number of participants with account balances | 2011-01-01 | 296 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: SULLIVAN & WORCESTER LLP RETIREMENT PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 290 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 225 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 99 |
Total of all active and inactive participants | 2010-01-01 | 324 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 324 |
Number of participants with account balances | 2010-01-01 | 297 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: SULLIVAN & WORCESTER LLP RETIREMENT PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 294 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 206 |
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 | 84 |
Total of all active and inactive participants | 2009-01-01 | 290 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 290 |
Number of participants with account balances | 2009-01-01 | 260 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2023 : SULLIVAN & WORCESTER LLP RETIREMENT PLAN 2023 401k financial data | ||
Total income from all sources (including contributions) | 2023-12-31 | $15,340,238 |
Total of all expenses incurred | 2023-12-31 | $8,743,213 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $8,709,642 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $2,826,875 |
Value of total assets at end of year | 2023-12-31 | $86,451,764 |
Value of total assets at beginning of year | 2023-12-31 | $79,854,739 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $33,571 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $1,546,439 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $1,546,439 |
Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
Value of fidelity bond cover | 2023-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2023-12-31 | $6,853,457 |
Assets. Other investments not covered elsewhere at beginning of year | 2023-12-31 | $6,211,579 |
Other income not declared elsewhere | 2023-12-31 | $607,379 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
Value of net income/loss | 2023-12-31 | $6,597,025 |
Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $86,451,764 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $79,854,739 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2023-12-31 | $13,800 |
Assets. partnership/joint venture interests at beginning of year | 2023-12-31 | $0 |
Investment advisory and management fees | 2023-12-31 | $33,544 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $40,728,426 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $38,807,098 |
Value of interest in common/collective trusts at end of year | 2023-12-31 | $36,029,206 |
Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $32,021,704 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $5,904,584 |
Net investment gain or loss from common/collective trusts | 2023-12-31 | $4,454,961 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
Contributions received in cash from employer | 2023-12-31 | $2,826,875 |
Employer contributions (assets) at end of year | 2023-12-31 | $2,826,875 |
Employer contributions (assets) at beginning of year | 2023-12-31 | $2,814,358 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $8,709,642 |
Did the plan have assets held for investment | 2023-12-31 | 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 | 2023-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
Accountancy firm name | 2023-12-31 | CBIZ CPAS P.C. |
Accountancy firm EIN | 2023-12-31 | 431947695 |
2022 : SULLIVAN & WORCESTER LLP RETIREMENT PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-13,442,796 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $5,153,433 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $5,103,002 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $2,814,358 |
Value of total assets at end of year | 2022-12-31 | $79,854,739 |
Value of total assets at beginning of year | 2022-12-31 | $98,450,968 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $50,431 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $1,245,545 |
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 | $1,245,545 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $10,000,000 |
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 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $6,211,579 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $9,639,306 |
Other income not declared elsewhere | 2022-12-31 | $-1,540,977 |
Administrative expenses (other) incurred | 2022-12-31 | $29,730 |
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 | $-18,596,229 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $79,854,739 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $98,450,968 |
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 |
Investment advisory and management fees | 2022-12-31 | $20,701 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $38,807,098 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $50,369,095 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $32,021,704 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $35,788,717 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-11,417,874 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-4,543,848 |
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 | $2,814,358 |
Employer contributions (assets) at end of year | 2022-12-31 | $2,814,358 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $2,653,850 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $5,103,002 |
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 | MAYER HOFFMAN MCCANN, P.C. |
Accountancy firm EIN | 2022-12-31 | 431947695 |
2021 : SULLIVAN & WORCESTER LLP RETIREMENT PLAN 2021 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2021-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $0 |
Total transfer of assets from this plan | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Expenses. Interest paid | 2021-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $14,035,568 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $2,287,776 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $2,187,537 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of total corrective distributions | 2021-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $2,653,850 |
Value of total assets at end of year | 2021-12-31 | $98,450,968 |
Value of total assets at beginning of year | 2021-12-31 | $86,703,176 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $100,239 |
Total income from rents | 2021-12-31 | $0 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $2,661,355 |
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 | $2,661,355 |
Assets. Real estate other than employer real property at end of year | 2021-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2021-12-31 | $0 |
Administrative expenses professional fees incurred | 2021-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2021-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2021-12-31 | $0 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $5,000,000 |
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 |
Funding deficiency by the employer to the plan for this plan year | 2021-12-31 | $0 |
Minimum employer required contribution for this plan year | 2021-12-31 | $2,653,850 |
Amount contributed by the employer to the plan for this plan year | 2021-12-31 | $2,653,850 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $0 |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at beginning of year | 2021-12-31 | $0 |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at beginning of year | 2021-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $9,639,306 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $8,270,248 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2021-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2021-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $0 |
Other income not declared elsewhere | 2021-12-31 | $832,752 |
Administrative expenses (other) incurred | 2021-12-31 | $76,167 |
Liabilities. Value of operating payables at end of year | 2021-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $0 |
Total non interest bearing cash at end of year | 2021-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $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 | 2021-12-31 | No |
Income. Non cash contributions | 2021-12-31 | $0 |
Value of net income/loss | 2021-12-31 | $11,747,792 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $98,450,968 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $86,703,176 |
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 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2021-12-31 | $0 |
Investment advisory and management fees | 2021-12-31 | $24,072 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $50,369,095 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $45,889,761 |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $0 |
Interest on participant loans | 2021-12-31 | $0 |
Income. Interest from loans (other than to participants) | 2021-12-31 | $0 |
Interest earned on other investments | 2021-12-31 | $0 |
Income. Interest from US Government securities | 2021-12-31 | $0 |
Income. Interest from corporate debt instruments | 2021-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2021-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2021-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $35,788,717 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $29,941,669 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2021-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2021-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $0 |
Asset value of US Government securities at end of year | 2021-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2021-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $6,300,232 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $1,587,379 |
Net gain/loss from 103.12 investment entities | 2021-12-31 | $0 |
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 |
Assets. Invements in employer securities at end of year | 2021-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2021-12-31 | $0 |
Assets. Value of employer real property at end of year | 2021-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2021-12-31 | $0 |
Contributions received in cash from employer | 2021-12-31 | $2,653,850 |
Employer contributions (assets) at end of year | 2021-12-31 | $2,653,850 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $2,601,498 |
Income. Dividends from preferred stock | 2021-12-31 | $0 |
Income. Dividends from common stock | 2021-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $2,187,537 |
Asset. Corporate debt instrument preferred debt at end of year | 2021-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2021-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2021-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2021-12-31 | $0 |
Contract administrator fees | 2021-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2021-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2021-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2021-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2021-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2021-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2021-12-31 | $0 |
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 |
Aggregate proceeds on sale of assets | 2021-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2021-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2021-12-31 | $0 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | MAYER HOFFMAN MCCANN, P.C. |
Accountancy firm EIN | 2021-12-31 | 431947695 |
2020 : SULLIVAN & WORCESTER LLP RETIREMENT PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets from this plan | 2020-12-31 | $871 |
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 | $13,892,684 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $2,671,618 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $2,581,386 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $2,601,498 |
Value of total assets at end of year | 2020-12-31 | $86,703,176 |
Value of total assets at beginning of year | 2020-12-31 | $75,482,981 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $90,232 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $1,240,571 |
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 | $1,240,571 |
Administrative expenses professional fees incurred | 2020-12-31 | $329 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $5,000,000 |
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 |
Funding deficiency by the employer to the plan for this plan year | 2020-12-31 | $0 |
Minimum employer required contribution for this plan year | 2020-12-31 | $2,601,498 |
Amount contributed by the employer to the plan for this plan year | 2020-12-31 | $2,601,498 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $8,270,248 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $8,195,084 |
Other income not declared elsewhere | 2020-12-31 | $752,283 |
Administrative expenses (other) incurred | 2020-12-31 | $68,731 |
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 | $11,221,066 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $86,703,176 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $75,482,981 |
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 |
Investment advisory and management fees | 2020-12-31 | $21,172 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $45,889,761 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $39,681,385 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $29,941,669 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $25,053,391 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $6,499,952 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $2,798,380 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $2,601,498 |
Employer contributions (assets) at end of year | 2020-12-31 | $2,601,498 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $2,553,121 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $2,581,386 |
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 | Unqualified |
Accountancy firm name | 2020-12-31 | MAYER HOFFMAN MCCANN, P.C. |
Accountancy firm EIN | 2020-12-31 | 431947695 |
2019 : SULLIVAN & WORCESTER LLP RETIREMENT PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $15,189,065 |
Total income from all sources (including contributions) | 2019-12-31 | $15,189,065 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $8,005,765 |
Total of all expenses incurred | 2019-12-31 | $8,005,765 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $7,918,698 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $7,918,698 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,553,121 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,553,121 |
Value of total assets at end of year | 2019-12-31 | $75,482,981 |
Value of total assets at end of year | 2019-12-31 | $75,482,981 |
Value of total assets at beginning of year | 2019-12-31 | $68,299,681 |
Value of total assets at beginning of year | 2019-12-31 | $68,299,681 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $87,067 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $87,067 |
Total interest from all sources | 2019-12-31 | $0 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $1,467,646 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $1,467,646 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $1,467,646 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $1,467,646 |
Administrative expenses professional fees incurred | 2019-12-31 | $2,401 |
Administrative expenses professional fees incurred | 2019-12-31 | $2,401 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $5,000,000 |
Value of fidelity bond cover | 2019-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2019-12-31 | $0 |
Minimum employer required contribution for this plan year | 2019-12-31 | $2,553,121 |
Amount contributed by the employer to the plan for this plan year | 2019-12-31 | $2,553,121 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $8,195,084 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $8,195,084 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $8,186,790 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $8,186,790 |
Other income not declared elsewhere | 2019-12-31 | $1,185,905 |
Other income not declared elsewhere | 2019-12-31 | $1,185,905 |
Administrative expenses (other) incurred | 2019-12-31 | $64,451 |
Administrative expenses (other) incurred | 2019-12-31 | $64,451 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $7,183,300 |
Value of net income/loss | 2019-12-31 | $7,183,300 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $75,482,981 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $75,482,981 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $68,299,681 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $68,299,681 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $20,215 |
Investment advisory and management fees | 2019-12-31 | $20,215 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $39,681,385 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $39,681,385 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $33,118,737 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $33,118,737 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $25,053,391 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $25,053,391 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $24,438,907 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $24,438,907 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $6,209,808 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $6,209,808 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $3,772,585 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $3,772,585 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $2,553,121 |
Contributions received in cash from employer | 2019-12-31 | $2,553,121 |
Employer contributions (assets) at end of year | 2019-12-31 | $2,553,121 |
Employer contributions (assets) at end of year | 2019-12-31 | $2,553,121 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $2,555,247 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $2,555,247 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $7,918,698 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $7,918,698 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | MAYER HOFFMAN MCCANN, P.C. |
Accountancy firm name | 2019-12-31 | MAYER HOFFMAN MCCANN, P.C. |
Accountancy firm EIN | 2019-12-31 | 431947695 |
Accountancy firm EIN | 2019-12-31 | 431947695 |
2018 : SULLIVAN & WORCESTER LLP RETIREMENT PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $-826,687 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $4,757,885 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $4,682,973 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $2,555,247 |
Value of total assets at end of year | 2018-12-31 | $68,299,681 |
Value of total assets at beginning of year | 2018-12-31 | $73,884,253 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $74,912 |
Total interest from all sources | 2018-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $1,745,954 |
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 | $1,745,954 |
Administrative expenses professional fees incurred | 2018-12-31 | $1,705 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $5,000,000 |
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 |
Funding deficiency by the employer to the plan for this plan year | 2018-12-31 | $0 |
Minimum employer required contribution for this plan year | 2018-12-31 | $2,555,247 |
Amount contributed by the employer to the plan for this plan year | 2018-12-31 | $2,555,247 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $8,186,790 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $8,784,193 |
Other income not declared elsewhere | 2018-12-31 | $-484,276 |
Administrative expenses (other) incurred | 2018-12-31 | $56,151 |
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 | $-5,584,572 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $68,299,681 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $73,884,253 |
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 |
Investment advisory and management fees | 2018-12-31 | $17,056 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $33,118,737 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $35,410,544 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $24,438,907 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $27,133,347 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-3,568,454 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $-1,075,158 |
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 | $2,555,247 |
Employer contributions (assets) at end of year | 2018-12-31 | $2,555,247 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $2,556,169 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $4,682,973 |
Contract administrator fees | 2018-12-31 | $0 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | MAYER HOFFMAN MCCANN, P.C. |
Accountancy firm EIN | 2018-12-31 | 431947695 |
2017 : SULLIVAN & WORCESTER LLP RETIREMENT PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $12,965,779 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $8,856,450 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $8,799,485 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $2,556,169 |
Value of total assets at end of year | 2017-12-31 | $73,884,253 |
Value of total assets at beginning of year | 2017-12-31 | $69,774,924 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $56,965 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $1,286,082 |
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 | $1,286,082 |
Administrative expenses professional fees incurred | 2017-12-31 | $5,154 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $5,000,000 |
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 |
Funding deficiency by the employer to the plan for this plan year | 2017-12-31 | $0 |
Minimum employer required contribution for this plan year | 2017-12-31 | $2,556,169 |
Amount contributed by the employer to the plan for this plan year | 2017-12-31 | $2,556,169 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $8,784,193 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $9,779,361 |
Other income not declared elsewhere | 2017-12-31 | $1,406,892 |
Administrative expenses (other) incurred | 2017-12-31 | $47,043 |
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 | $4,109,329 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $73,884,253 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $69,774,924 |
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 |
Investment advisory and management fees | 2017-12-31 | $4,768 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $35,410,544 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $32,255,141 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $27,133,347 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $25,063,833 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $4,476,986 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $3,239,650 |
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 | $2,556,169 |
Employer contributions (assets) at end of year | 2017-12-31 | $2,556,169 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $2,676,589 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $8,799,485 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | MAYER HOFFMAN MCCANN, P.C. |
Accountancy firm EIN | 2017-12-31 | 431947695 |
2016 : SULLIVAN & WORCESTER LLP RETIREMENT PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $8,241,654 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $7,396,851 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $7,345,609 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $2,676,589 |
Value of total assets at end of year | 2016-12-31 | $69,774,924 |
Value of total assets at beginning of year | 2016-12-31 | $68,930,121 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $51,242 |
Total interest from all sources | 2016-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $1,280,622 |
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 | $1,280,622 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $10,000,000 |
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 |
Funding deficiency by the employer to the plan for this plan year | 2016-12-31 | $0 |
Minimum employer required contribution for this plan year | 2016-12-31 | $2,676,589 |
Amount contributed by the employer to the plan for this plan year | 2016-12-31 | $2,676,589 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $9,779,361 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $9,657,629 |
Other income not declared elsewhere | 2016-12-31 | $565,848 |
Administrative expenses (other) incurred | 2016-12-31 | $46,576 |
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 | $844,803 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $69,774,924 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $68,930,121 |
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 |
Investment advisory and management fees | 2016-12-31 | $4,666 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $32,255,141 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $33,423,298 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $25,063,833 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $23,029,302 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $1,796,040 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $1,922,555 |
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 | $2,676,589 |
Employer contributions (assets) at end of year | 2016-12-31 | $2,676,589 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $2,819,892 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $7,345,609 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | MAYER HOFFMAN MCCANN, P.C. |
Accountancy firm EIN | 2016-12-31 | 431947695 |
2015 : SULLIVAN & WORCESTER LLP RETIREMENT 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 | $2,434,907 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $2,701,525 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $2,640,173 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $2,819,892 |
Value of total assets at end of year | 2015-12-31 | $68,930,121 |
Value of total assets at beginning of year | 2015-12-31 | $69,196,739 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $61,352 |
Total interest from all sources | 2015-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $1,743,722 |
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 | $1,743,722 |
Administrative expenses professional fees incurred | 2015-12-31 | $2,367 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $10,000,000 |
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 |
Funding deficiency by the employer to the plan for this plan year | 2015-12-31 | $0 |
Minimum employer required contribution for this plan year | 2015-12-31 | $2,819,892 |
Amount contributed by the employer to the plan for this plan year | 2015-12-31 | $2,819,892 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $9,657,629 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $9,509,694 |
Other income not declared elsewhere | 2015-12-31 | $-25,413 |
Administrative expenses (other) incurred | 2015-12-31 | $51,473 |
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 | $-266,618 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $68,930,121 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $69,196,739 |
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 |
Investment advisory and management fees | 2015-12-31 | $7,512 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $33,423,298 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $33,284,453 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $23,029,302 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $23,661,793 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-1,892,205 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $-211,089 |
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 | $2,819,892 |
Employer contributions (assets) at end of year | 2015-12-31 | $2,819,892 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $2,740,799 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $2,640,173 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | MAYER HOFFMAN MCCANN, P.C. |
Accountancy firm EIN | 2015-12-31 | 431947695 |
2014 : SULLIVAN & WORCESTER LLP RETIREMENT 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 | $6,954,375 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $2,677,872 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $2,638,910 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $2,740,799 |
Value of total assets at end of year | 2014-12-31 | $69,196,739 |
Value of total assets at beginning of year | 2014-12-31 | $64,920,236 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $38,962 |
Total interest from all sources | 2014-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $1,816,607 |
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 | $1,816,607 |
Administrative expenses professional fees incurred | 2014-12-31 | $12,648 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $10,000,000 |
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 |
Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
Minimum employer required contribution for this plan year | 2014-12-31 | $2,740,799 |
Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $2,740,799 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $9,509,694 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $8,523,978 |
Other income not declared elsewhere | 2014-12-31 | $590,984 |
Administrative expenses (other) incurred | 2014-12-31 | $8,068 |
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 | $4,276,503 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $69,196,739 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $64,920,236 |
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 |
Investment advisory and management fees | 2014-12-31 | $18,246 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $33,284,453 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $30,944,232 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $23,661,793 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $22,757,968 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $403,085 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $1,402,900 |
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 | $2,740,799 |
Employer contributions (assets) at end of year | 2014-12-31 | $2,740,799 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $2,694,058 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $2,638,910 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | MAYER HOFFMAN MCCANN, P.C. |
Accountancy firm EIN | 2014-12-31 | 431947695 |
2013 : SULLIVAN & WORCESTER LLP RETIREMENT PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $13,294,805 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $2,234,933 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $2,213,497 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $2,694,058 |
Value of total assets at end of year | 2013-12-31 | $64,920,236 |
Value of total assets at beginning of year | 2013-12-31 | $53,860,364 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $21,436 |
Total interest from all sources | 2013-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $1,185,006 |
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 | $1,185,006 |
Administrative expenses professional fees incurred | 2013-12-31 | $4,100 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $10,000,000 |
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 |
Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
Minimum employer required contribution for this plan year | 2013-12-31 | $2,694,058 |
Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $2,694,058 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $8,523,978 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $6,905,030 |
Other income not declared elsewhere | 2013-12-31 | $1,251,916 |
Administrative expenses (other) incurred | 2013-12-31 | $4,700 |
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 | $11,059,872 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $64,920,236 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $53,860,364 |
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 |
Investment advisory and management fees | 2013-12-31 | $12,636 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $30,944,232 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $25,828,584 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $22,757,968 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $18,439,374 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $4,762,048 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $3,401,777 |
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 | $2,694,058 |
Employer contributions (assets) at end of year | 2013-12-31 | $2,694,058 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $2,687,376 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $2,213,497 |
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 | No |
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 |
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 | MAYER HOFFMAN MCCANN, P.C. |
Accountancy firm EIN | 2013-12-31 | 431947695 |
2012 : SULLIVAN & WORCESTER LLP RETIREMENT PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $9,014,696 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $1,443,312 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,428,950 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $2,687,376 |
Value of total assets at end of year | 2012-12-31 | $53,860,364 |
Value of total assets at beginning of year | 2012-12-31 | $46,288,980 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $14,362 |
Total interest from all sources | 2012-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $583,230 |
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 | $583,230 |
Administrative expenses professional fees incurred | 2012-12-31 | $4,025 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $10,000,000 |
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 |
Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
Minimum employer required contribution for this plan year | 2012-12-31 | $2,687,376 |
Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $2,687,376 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $6,905,030 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $5,010,578 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $15,849 |
Other income not declared elsewhere | 2012-12-31 | $703,333 |
Administrative expenses (other) incurred | 2012-12-31 | $546 |
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 | $7,571,384 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $53,860,364 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $46,288,980 |
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 |
Investment advisory and management fees | 2012-12-31 | $9,791 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $25,828,584 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $21,265,063 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $18,439,374 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $17,417,906 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $2,880,569 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $2,160,188 |
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 | $2,687,376 |
Employer contributions (assets) at end of year | 2012-12-31 | $2,687,376 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $2,579,584 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,428,950 |
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 | No |
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 |
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 | MAYER HOFFMAN MCCANN, P.C. |
Accountancy firm EIN | 2012-12-31 | 431947695 |
2011 : SULLIVAN & WORCESTER LLP RETIREMENT PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
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 | $1,686,502 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $3,336,024 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $3,310,643 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $2,579,584 |
Value of total assets at end of year | 2011-12-31 | $46,288,980 |
Value of total assets at beginning of year | 2011-12-31 | $47,938,502 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $25,381 |
Total interest from all sources | 2011-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $315,080 |
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 | $315,080 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
Minimum employer required contribution for this plan year | 2011-12-31 | $2,579,584 |
Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $2,579,584 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $5,010,578 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $5,130,414 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $15,849 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $15,022 |
Other income not declared elsewhere | 2011-12-31 | $-55,031 |
Administrative expenses (other) incurred | 2011-12-31 | $4,600 |
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 | $-1,649,522 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $46,288,980 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $47,938,502 |
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 |
Investment advisory and management fees | 2011-12-31 | $20,781 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $21,265,063 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $21,663,234 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $17,417,906 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $18,435,237 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-880,951 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $-272,180 |
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 | $2,579,584 |
Employer contributions (assets) at end of year | 2011-12-31 | $2,579,584 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $2,694,595 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $3,310,643 |
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 |
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 | MAYER HOFFMAN MCCANN,P.C. |
Accountancy firm EIN | 2011-12-31 | 431947695 |
2010 : SULLIVAN & WORCESTER LLP RETIREMENT PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $8,287,136 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $2,838,782 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $2,838,182 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $2,694,595 |
Value of total assets at end of year | 2010-12-31 | $47,938,502 |
Value of total assets at beginning of year | 2010-12-31 | $42,490,148 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $600 |
Total interest from all sources | 2010-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $376,488 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $376,488 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $10,000,000 |
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 |
Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
Minimum employer required contribution for this plan year | 2010-12-31 | $2,694,595 |
Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $2,694,595 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $5,130,414 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $5,299,864 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $15,022 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $18,551 |
Other income not declared elsewhere | 2010-12-31 | $652,108 |
Administrative expenses (other) incurred | 2010-12-31 | $600 |
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 | $5,448,354 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $47,938,502 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $42,490,148 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $21,663,234 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $19,821,732 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $18,435,237 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $14,788,588 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $2,487,133 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $2,076,812 |
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 | $2,694,595 |
Employer contributions (assets) at end of year | 2010-12-31 | $2,694,595 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $2,561,413 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $2,838,182 |
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 |
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 |
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 | MAYER HOFFMAN MCCANN, P.C. |
Accountancy firm EIN | 2010-12-31 | 431947695 |
2009 : SULLIVAN & WORCESTER LLP RETIREMENT 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 |
Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
Minimum employer required contribution for this plan year | 2009-12-31 | $2,561,413 |
Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $2,561,413 |
2023: SULLIVAN & WORCESTER LLP RETIREMENT PLAN 2023 form 5500 responses | ||
---|---|---|
2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: SULLIVAN & WORCESTER LLP RETIREMENT 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: SULLIVAN & WORCESTER LLP RETIREMENT 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: SULLIVAN & WORCESTER LLP RETIREMENT 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: SULLIVAN & WORCESTER LLP RETIREMENT 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: SULLIVAN & WORCESTER LLP RETIREMENT 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: SULLIVAN & WORCESTER LLP RETIREMENT 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: SULLIVAN & WORCESTER LLP RETIREMENT 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: SULLIVAN & WORCESTER LLP RETIREMENT 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: SULLIVAN & WORCESTER LLP RETIREMENT 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: SULLIVAN & WORCESTER LLP RETIREMENT 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: SULLIVAN & WORCESTER LLP RETIREMENT 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: SULLIVAN & WORCESTER LLP RETIREMENT 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: SULLIVAN & WORCESTER LLP RETIREMENT 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 – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: SULLIVAN & WORCESTER LLP RETIREMENT PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |