Logo

CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 401k Plan overview

Plan NameCONGRESS ASSET MANAGEMENT CO. 401(K) PLAN
Plan identification number 002

CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CONGRESS ASSET MANAGEMENT CO. has sponsored the creation of one or more 401k plans.

Company Name:CONGRESS ASSET MANAGEMENT CO.
Employer identification number (EIN):042848965
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01MARY ELLEN BRENNAN
0022016-01-01MARY ELLEN BRENNAN
0022015-01-01MARY ELLEN BRENNAN
0022014-01-01MARY ELLEN BRENNAN
0022013-01-01MARY ELLEN BRENNAN
0022012-01-01MARY ELLEN BRENNAN
0022011-01-01MARY ELLEN BRENNAN
0022010-01-01MARY ELLEN BRENNAN
0022009-01-01MARY ELLEN BRENNAN

Plan Statistics for CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN

401k plan membership statisitcs for CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN

Measure Date Value
2023: CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0175
Total number of active participants reported on line 7a of the Form 55002023-01-0161
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0113
Total of all active and inactive participants2023-01-0174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0174
Number of participants with account balances2023-01-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-011
2022: CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0173
Total number of active participants reported on line 7a of the Form 55002022-01-0163
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0112
Total of all active and inactive participants2022-01-0175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0175
Number of participants with account balances2022-01-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-014
2021: CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0167
Total number of active participants reported on line 7a of the Form 55002021-01-0161
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0112
Total of all active and inactive participants2021-01-0173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0173
Number of participants with account balances2021-01-0173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0166
Total number of active participants reported on line 7a of the Form 55002020-01-0157
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0110
Total of all active and inactive participants2020-01-0167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0167
Number of participants with account balances2020-01-0164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0166
Total number of active participants reported on line 7a of the Form 55002019-01-0157
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-019
Total of all active and inactive participants2019-01-0166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0166
Number of participants with account balances2019-01-0165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0163
Total number of active participants reported on line 7a of the Form 55002018-01-0155
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0111
Total of all active and inactive participants2018-01-0166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0166
Number of participants with account balances2018-01-0165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0160
Total number of active participants reported on line 7a of the Form 55002017-01-0152
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0111
Total of all active and inactive participants2017-01-0163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0163
Number of participants with account balances2017-01-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0166
Total number of active participants reported on line 7a of the Form 55002016-01-0150
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0110
Total of all active and inactive participants2016-01-0160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0160
Number of participants with account balances2016-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0163
Total number of active participants reported on line 7a of the Form 55002015-01-0156
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0110
Total of all active and inactive participants2015-01-0166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0166
Number of participants with account balances2015-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
2014: CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0154
Total number of active participants reported on line 7a of the Form 55002014-01-0155
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-018
Total of all active and inactive participants2014-01-0163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0163
Number of participants with account balances2014-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0158
Total number of active participants reported on line 7a of the Form 55002013-01-0150
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-014
Total of all active and inactive participants2013-01-0154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0154
Number of participants with account balances2013-01-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0163
Total number of active participants reported on line 7a of the Form 55002012-01-0148
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-017
Total of all active and inactive participants2012-01-0155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-0158
Number of participants with account balances2012-01-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0164
Total number of active participants reported on line 7a of the Form 55002011-01-0152
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-018
Total of all active and inactive participants2011-01-0160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-0163
Number of participants with account balances2011-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2010: CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0162
Total number of active participants reported on line 7a of the Form 55002010-01-0151
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0110
Total of all active and inactive participants2010-01-0161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-013
Total participants2010-01-0164
Number of participants with account balances2010-01-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0164
Total number of active participants reported on line 7a of the Form 55002009-01-0150
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0111
Total of all active and inactive participants2009-01-0161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-0162
Number of participants with account balances2009-01-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN

Measure Date Value
2023 : CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$12,815,508
Expenses. Total of all expenses incurred2023-12-31$1,232,204
Benefits paid (including direct rollovers)2023-12-31$1,232,179
Total plan assets at end of year2023-12-31$50,335,429
Total plan assets at beginning of year2023-12-31$38,752,125
Value of fidelity bond covering the plan2023-12-31$1,000,000
Assets. Value of tangible personal property2023-12-31$0
Total contributions received or receivable from participants2023-12-31$1,075,682
Assets. Value of loans (other than to participants)2023-12-31$0
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$35,436
Other income received2023-12-31$10,294,299
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$11,583,304
Net plan assets at end of year (total assets less liabilities)2023-12-31$50,335,429
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$38,752,125
Assets. Value of participant loans2023-12-31$0
Assets. Value of assets in partnership/joint-venture interests2023-12-31$0
Assets. Value of real-estate (other than employer real property)2023-12-31$0
Assets. Value of employer securities2023-12-31$0
Assets. Value of employer real property2023-12-31$0
Total contributions received or receivable from employer(s)2023-12-31$1,410,091
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$25
2022 : CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-9,364,587
Expenses. Total of all expenses incurred2022-12-31$711,596
Benefits paid (including direct rollovers)2022-12-31$711,571
Total plan assets at end of year2022-12-31$38,752,125
Total plan assets at beginning of year2022-12-31$48,828,308
Value of fidelity bond covering the plan2022-12-31$1,000,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$980,614
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$5,301
Other income received2022-12-31$-11,634,155
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-10,076,183
Net plan assets at end of year (total assets less liabilities)2022-12-31$38,752,125
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$48,828,308
Assets. Value of participant loans2022-12-31$0
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$1,283,653
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$25
2021 : CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$11,617,396
Expenses. Total of all expenses incurred2021-12-31$197,344
Benefits paid (including direct rollovers)2021-12-31$197,344
Total plan assets at end of year2021-12-31$48,828,308
Total plan assets at beginning of year2021-12-31$37,408,256
Value of fidelity bond covering the plan2021-12-31$1,000,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$937,727
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$9,781,013
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$11,420,052
Net plan assets at end of year (total assets less liabilities)2021-12-31$48,828,308
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$37,408,256
Assets. Value of participant loans2021-12-31$0
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$898,656
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$0
2020 : CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$10,521,623
Expenses. Total of all expenses incurred2020-12-31$121,742
Benefits paid (including direct rollovers)2020-12-31$121,742
Total plan assets at end of year2020-12-31$37,408,256
Total plan assets at beginning of year2020-12-31$27,008,375
Value of fidelity bond covering the plan2020-12-31$1,000,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$804,450
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$193,689
Other income received2020-12-31$8,668,684
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$10,399,881
Net plan assets at end of year (total assets less liabilities)2020-12-31$37,408,256
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$27,008,375
Assets. Value of participant loans2020-12-31$0
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$854,800
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$0
2019 : CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$7,632,930
Expenses. Total of all expenses incurred2019-12-31$406,812
Benefits paid (including direct rollovers)2019-12-31$406,787
Total plan assets at end of year2019-12-31$27,008,375
Total plan assets at beginning of year2019-12-31$19,782,257
Value of fidelity bond covering the plan2019-12-31$1,000,000
Total contributions received or receivable from participants2019-12-31$723,236
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$6,110,869
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$7,226,118
Net plan assets at end of year (total assets less liabilities)2019-12-31$27,008,375
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$19,782,257
Total contributions received or receivable from employer(s)2019-12-31$798,825
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$25
2018 : CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$116,472
Expenses. Total of all expenses incurred2018-12-31$317,522
Benefits paid (including direct rollovers)2018-12-31$317,522
Total plan assets at end of year2018-12-31$19,782,257
Total plan assets at beginning of year2018-12-31$19,983,307
Value of fidelity bond covering the plan2018-12-31$1,000,000
Total contributions received or receivable from participants2018-12-31$676,598
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$11,621
Other income received2018-12-31$-1,205,980
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-201,050
Net plan assets at end of year (total assets less liabilities)2018-12-31$19,782,257
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$19,983,307
Total contributions received or receivable from employer(s)2018-12-31$634,233
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
2017 : CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$4,334,883
Expenses. Total of all expenses incurred2017-12-31$76,465
Benefits paid (including direct rollovers)2017-12-31$76,465
Total plan assets at end of year2017-12-31$19,983,307
Total plan assets at beginning of year2017-12-31$15,724,889
Value of fidelity bond covering the plan2017-12-31$1,000,000
Assets. Value of tangible personal property2017-12-31$0
Total contributions received or receivable from participants2017-12-31$596,563
Assets. Value of loans (other than to participants)2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$3,434,441
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$4,258,418
Net plan assets at end of year (total assets less liabilities)2017-12-31$19,983,307
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$15,724,889
Assets. Value of participant loans2017-12-31$0
Assets. Value of assets in partnership/joint-venture interests2017-12-31$0
Assets. Value of real-estate (other than employer real property)2017-12-31$0
Assets. Value of employer securities2017-12-31$0
Assets. Value of employer real property2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$303,879
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
2016 : CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$2,350,116
Expenses. Total of all expenses incurred2016-12-31$333,035
Benefits paid (including direct rollovers)2016-12-31$333,000
Total plan assets at end of year2016-12-31$15,724,889
Total plan assets at beginning of year2016-12-31$13,707,808
Value of fidelity bond covering the plan2016-12-31$1,000,000
Total contributions received or receivable from participants2016-12-31$551,061
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$256,915
Other income received2016-12-31$1,238,041
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$2,017,081
Net plan assets at end of year (total assets less liabilities)2016-12-31$15,724,889
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$13,707,808
Total contributions received or receivable from employer(s)2016-12-31$304,099
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$35
2015 : CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$849,784
Expenses. Total of all expenses incurred2015-12-31$1,508,942
Benefits paid (including direct rollovers)2015-12-31$1,508,942
Total plan assets at end of year2015-12-31$13,707,808
Total plan assets at beginning of year2015-12-31$14,366,966
Value of fidelity bond covering the plan2015-12-31$1,000,000
Total contributions received or receivable from participants2015-12-31$406,641
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$531
Other income received2015-12-31$127,370
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-659,158
Net plan assets at end of year (total assets less liabilities)2015-12-31$13,707,808
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$14,366,966
Total contributions received or receivable from employer(s)2015-12-31$315,242
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
2014 : CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$1,813,342
Expenses. Total of all expenses incurred2014-12-31$8,881
Benefits paid (including direct rollovers)2014-12-31$3,937
Total plan assets at end of year2014-12-31$14,366,966
Total plan assets at beginning of year2014-12-31$12,562,505
Value of fidelity bond covering the plan2014-12-31$1,000,000
Total contributions received or receivable from participants2014-12-31$349,822
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$1,170,466
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$1,804,461
Net plan assets at end of year (total assets less liabilities)2014-12-31$14,366,966
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$12,562,505
Total contributions received or receivable from employer(s)2014-12-31$293,054
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$4,944
2013 : CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$3,631,230
Expenses. Total of all expenses incurred2013-12-31$846,683
Benefits paid (including direct rollovers)2013-12-31$846,552
Total plan assets at end of year2013-12-31$12,562,505
Total plan assets at beginning of year2013-12-31$9,777,958
Value of fidelity bond covering the plan2013-12-31$1,000,000
Total contributions received or receivable from participants2013-12-31$324,589
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$118,726
Other income received2013-12-31$2,896,206
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$2,784,547
Net plan assets at end of year (total assets less liabilities)2013-12-31$12,562,505
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$9,777,958
Total contributions received or receivable from employer(s)2013-12-31$291,709
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$131
2012 : CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$1,885,900
Expenses. Total of all expenses incurred2012-12-31$601,808
Benefits paid (including direct rollovers)2012-12-31$601,778
Total plan assets at end of year2012-12-31$9,777,958
Total plan assets at beginning of year2012-12-31$8,493,866
Value of fidelity bond covering the plan2012-12-31$1,000,000
Total contributions received or receivable from participants2012-12-31$310,332
Contributions received from other sources (not participants or employers)2012-12-31$95
Other income received2012-12-31$1,302,549
Net income (gross income less expenses)2012-12-31$1,284,092
Net plan assets at end of year (total assets less liabilities)2012-12-31$9,777,958
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$8,493,866
Total contributions received or receivable from employer(s)2012-12-31$272,924
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$30
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$364,650
Expenses. Total of all expenses incurred2011-12-31$209,746
Benefits paid (including direct rollovers)2011-12-31$204,021
Total plan assets at end of year2011-12-31$8,493,866
Total plan assets at beginning of year2011-12-31$8,338,962
Value of fidelity bond covering the plan2011-12-31$1,000,000
Total contributions received or receivable from participants2011-12-31$309,281
Other income received2011-12-31$-100,342
Net income (gross income less expenses)2011-12-31$154,904
Net plan assets at end of year (total assets less liabilities)2011-12-31$8,493,866
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$8,338,962
Total contributions received or receivable from employer(s)2011-12-31$155,711
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$5,725
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$5,090,305
Total income from all sources2010-12-31$1,701,201
Expenses. Total of all expenses incurred2010-12-31$797,920
Benefits paid (including direct rollovers)2010-12-31$796,590
Total plan assets at end of year2010-12-31$8,338,962
Total plan assets at beginning of year2010-12-31$2,345,376
Total contributions received or receivable from participants2010-12-31$315,586
Contributions received from other sources (not participants or employers)2010-12-31$19,746
Other income received2010-12-31$1,365,869
Net income (gross income less expenses)2010-12-31$903,281
Net plan assets at end of year (total assets less liabilities)2010-12-31$8,338,962
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,345,376
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$1,330
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN

2023: CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

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

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

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

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1