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ROBINSON & COLE SAVINGS PLAN 401k Plan overview

Plan NameROBINSON & COLE SAVINGS PLAN
Plan identification number 003

ROBINSON & COLE SAVINGS 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ROBINSON & COLE LLP has sponsored the creation of one or more 401k plans.

Company Name:ROBINSON & COLE LLP
Employer identification number (EIN):060512640
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBINSON & COLE SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01BRUCE BARTH2020-10-14 BRUCE BARTH2020-10-14
0032018-01-01BRUCE BARTH2019-10-02 BRUCE BARTH2019-10-02
0032017-01-01BRUCE BARTH BRUCE BARTH2018-10-15
0032016-01-01BRUCE BARTH BRUCE BARTH2017-10-11
0032015-01-01BRUCE BARTH BRUCE BARTH2016-10-14
0032014-01-01BRUCE BARTH BRUCE BARTH2015-09-21
0032013-01-01BRUCE BARTH BRUCE BARTH2014-10-14
0032012-01-01BRUCE BARTH BRUCE BARTH2013-10-14
0032011-01-01BRUCE BARTH
0032009-01-01BRUCE BARTH
0032009-01-01 BRUCE BARTH2010-09-23

Plan Statistics for ROBINSON & COLE SAVINGS PLAN

401k plan membership statisitcs for ROBINSON & COLE SAVINGS PLAN

Measure Date Value
2023: ROBINSON & COLE SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01530
Total number of active participants reported on line 7a of the Form 55002023-01-01383
Number of retired or separated participants receiving benefits2023-01-0138
Number of other retired or separated participants entitled to future benefits2023-01-01120
Total of all active and inactive participants2023-01-01541
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-012
Total participants2023-01-01543
Number of participants with account balances2023-01-01518
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0119
2022: ROBINSON & COLE SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01509
Total number of active participants reported on line 7a of the Form 55002022-01-01375
Number of retired or separated participants receiving benefits2022-01-0136
Number of other retired or separated participants entitled to future benefits2022-01-01118
Total of all active and inactive participants2022-01-01529
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01531
Number of participants with account balances2022-01-01508
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0114
2021: ROBINSON & COLE SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01494
Total number of active participants reported on line 7a of the Form 55002021-01-01340
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-01167
Total of all active and inactive participants2021-01-01509
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01511
Number of participants with account balances2021-01-01492
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0114
2020: ROBINSON & COLE SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01487
Total number of active participants reported on line 7a of the Form 55002020-01-01316
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-01173
Total of all active and inactive participants2020-01-01492
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01494
Number of participants with account balances2020-01-01478
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-016
2019: ROBINSON & COLE SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01463
Total number of active participants reported on line 7a of the Form 55002019-01-01328
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-01156
Total of all active and inactive participants2019-01-01486
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01487
Number of participants with account balances2019-01-01475
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0112
2018: ROBINSON & COLE SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01460
Total number of active participants reported on line 7a of the Form 55002018-01-01322
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-01138
Total of all active and inactive participants2018-01-01462
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01463
Number of participants with account balances2018-01-01449
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0114
2017: ROBINSON & COLE SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01422
Total number of active participants reported on line 7a of the Form 55002017-01-01335
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-01123
Total of all active and inactive participants2017-01-01460
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01460
Number of participants with account balances2017-01-01449
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-018
2016: ROBINSON & COLE SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01429
Total number of active participants reported on line 7a of the Form 55002016-01-01312
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-01108
Total of all active and inactive participants2016-01-01422
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01422
Number of participants with account balances2016-01-01414
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2015: ROBINSON & COLE SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01413
Total number of active participants reported on line 7a of the Form 55002015-01-01299
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-01119
Total of all active and inactive participants2015-01-01420
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01421
Number of participants with account balances2015-01-01415
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0112
2014: ROBINSON & COLE SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01441
Total number of active participants reported on line 7a of the Form 55002014-01-01291
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-01119
Total of all active and inactive participants2014-01-01412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01413
Number of participants with account balances2014-01-01402
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0117
2013: ROBINSON & COLE SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01442
Total number of active participants reported on line 7a of the Form 55002013-01-01302
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-01137
Total of all active and inactive participants2013-01-01440
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01441
Number of participants with account balances2013-01-01431
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-018
2012: ROBINSON & COLE SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01415
Total number of active participants reported on line 7a of the Form 55002012-01-01321
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-01120
Total of all active and inactive participants2012-01-01442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01443
Number of participants with account balances2012-01-01431
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0112
2011: ROBINSON & COLE SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01423
Total number of active participants reported on line 7a of the Form 55002011-01-01308
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-01105
Total of all active and inactive participants2011-01-01414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01415
Number of participants with account balances2011-01-01407
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-018
2009: ROBINSON & COLE SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01445
Total number of active participants reported on line 7a of the Form 55002009-01-01342
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0169
Total of all active and inactive participants2009-01-01411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01412
Number of participants with account balances2009-01-01412
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0116

Financial Data on ROBINSON & COLE SAVINGS PLAN

Measure Date Value
2023 : ROBINSON & COLE SAVINGS PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total transfer of assets to this plan2023-12-31$657,137
Total transfer of assets from this plan2023-12-31$1,484
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$49,009,929
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$11,416,378
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$11,309,760
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$13,183,018
Value of total assets at end of year2023-12-31$265,155,290
Value of total assets at beginning of year2023-12-31$226,906,086
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$106,618
Total interest from all sources2023-12-31$48,036
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$3,069,957
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$3,069,957
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$5,540,378
Participant contributions at end of year2023-12-31$977,314
Participant contributions at beginning of year2023-12-31$793,712
Participant contributions at end of year2023-12-31$19,690
Participant contributions at beginning of year2023-12-31$0
Assets. Other investments not covered elsewhere at end of year2023-12-31$18,493,030
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$17,083,416
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$1,248,576
Other income not declared elsewhere2023-12-31$117,109
Administrative expenses (other) incurred2023-12-31$14,792
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$37,593,551
Value of net assets at end of year (total assets less liabilities)2023-12-31$265,155,290
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$226,906,086
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$103,613,768
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$89,464,208
Interest on participant loans2023-12-31$48,036
Value of interest in common/collective trusts at end of year2023-12-31$141,024,536
Value of interest in common/collective trusts at beginning of year2023-12-31$119,388,444
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$15,662,880
Net investment gain or loss from common/collective trusts2023-12-31$16,928,929
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$6,394,064
Employer contributions (assets) at end of year2023-12-31$1,026,952
Employer contributions (assets) at beginning of year2023-12-31$176,306
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$11,309,760
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31GRANT THORNTON LLP
Accountancy firm EIN2023-12-31366055558
2022 : ROBINSON & COLE SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$1,541,689
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$0
Total income from all sources (including contributions)2022-12-31$-34,866,612
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$25,153,321
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$25,009,029
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$11,356,910
Value of total assets at end of year2022-12-31$226,906,086
Value of total assets at beginning of year2022-12-31$285,384,330
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$144,292
Total interest from all sources2022-12-31$38,217
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$4,732,221
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$4,732,221
Administrative expenses professional fees incurred2022-12-31$66,370
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$4,846,956
Participant contributions at end of year2022-12-31$793,712
Participant contributions at beginning of year2022-12-31$796,133
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$2,635
Assets. Other investments not covered elsewhere at end of year2022-12-31$17,083,416
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$21,252,676
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$867,481
Other income not declared elsewhere2022-12-31$-2,296,200
Administrative expenses (other) incurred2022-12-31$77,922
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-60,019,933
Value of net assets at end of year (total assets less liabilities)2022-12-31$226,906,086
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$285,384,330
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$89,464,208
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$122,659,179
Interest on participant loans2022-12-31$38,217
Value of interest in common/collective trusts at end of year2022-12-31$119,388,444
Value of interest in common/collective trusts at beginning of year2022-12-31$140,673,707
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-30,483,001
Net investment gain or loss from common/collective trusts2022-12-31$-18,214,759
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$5,642,473
Employer contributions (assets) at end of year2022-12-31$176,306
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$25,009,029
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31GRANT THORNTON LLP
Accountancy firm EIN2022-12-31366055558
2021 : ROBINSON & COLE SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$1,629,991
Total transfer of assets from this plan2021-12-31$592,543
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$44,307,166
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$10,666,240
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$10,616,588
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$10,238,812
Value of total assets at end of year2021-12-31$285,384,330
Value of total assets at beginning of year2021-12-31$250,705,956
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$49,652
Total interest from all sources2021-12-31$43,106
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$8,946,333
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$8,946,333
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$4,187,817
Participant contributions at end of year2021-12-31$796,133
Participant contributions at beginning of year2021-12-31$963,226
Participant contributions at end of year2021-12-31$2,635
Participant contributions at beginning of year2021-12-31$72,406
Assets. Other investments not covered elsewhere at end of year2021-12-31$21,252,676
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$18,457,551
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,326,448
Other income not declared elsewhere2021-12-31$301,780
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$33,640,926
Value of net assets at end of year (total assets less liabilities)2021-12-31$285,384,330
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$250,705,956
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$122,659,179
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$207,166,279
Interest on participant loans2021-12-31$43,106
Value of interest in common/collective trusts at end of year2021-12-31$140,673,707
Value of interest in common/collective trusts at beginning of year2021-12-31$21,315,603
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$24,777,135
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$4,724,547
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$2,730,891
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$10,616,588
Contract administrator fees2021-12-31$49,652
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : ROBINSON & COLE SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$168,406
Total transfer of assets from this plan2020-12-31$12,921
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$39,998,376
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$19,992,974
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$19,908,439
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$8,384,697
Value of total assets at end of year2020-12-31$250,705,956
Value of total assets at beginning of year2020-12-31$230,545,069
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$84,535
Total interest from all sources2020-12-31$54,839
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$9,020,323
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$9,020,323
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,906,077
Participant contributions at end of year2020-12-31$963,226
Participant contributions at beginning of year2020-12-31$1,117,715
Participant contributions at end of year2020-12-31$72,406
Participant contributions at beginning of year2020-12-31$28,386
Assets. Other investments not covered elsewhere at end of year2020-12-31$18,457,551
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$17,096,364
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$11,870
Other income not declared elsewhere2020-12-31$300,262
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$20,005,402
Value of net assets at end of year (total assets less liabilities)2020-12-31$250,705,956
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$230,545,069
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$207,166,279
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$187,645,028
Interest on participant loans2020-12-31$54,839
Value of interest in common/collective trusts at end of year2020-12-31$21,315,603
Value of interest in common/collective trusts at beginning of year2020-12-31$24,573,821
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$21,701,721
Net investment gain or loss from common/collective trusts2020-12-31$536,534
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$4,466,750
Employer contributions (assets) at end of year2020-12-31$2,730,891
Employer contributions (assets) at beginning of year2020-12-31$83,755
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$19,908,439
Contract administrator fees2020-12-31$84,535
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : ROBINSON & COLE SAVINGS PLAN 2019 401k financial data
Total transfer of assets to this plan2019-12-31$857,655
Total transfer of assets to this plan2019-12-31$857,655
Total income from all sources (including contributions)2019-12-31$49,792,618
Total income from all sources (including contributions)2019-12-31$49,792,618
Total of all expenses incurred2019-12-31$14,742,584
Total of all expenses incurred2019-12-31$14,742,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$14,648,240
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$14,648,240
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,159,651
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,159,651
Value of total assets at end of year2019-12-31$230,545,069
Value of total assets at end of year2019-12-31$230,545,069
Value of total assets at beginning of year2019-12-31$194,637,380
Value of total assets at beginning of year2019-12-31$194,637,380
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$94,344
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$94,344
Total interest from all sources2019-12-31$70,607
Total interest from all sources2019-12-31$70,607
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$8,068,490
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$8,068,490
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$8,068,490
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$8,068,490
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,610,832
Contributions received from participants2019-12-31$3,610,832
Participant contributions at end of year2019-12-31$1,117,715
Participant contributions at end of year2019-12-31$1,117,715
Participant contributions at beginning of year2019-12-31$1,205,078
Participant contributions at beginning of year2019-12-31$1,205,078
Participant contributions at end of year2019-12-31$28,386
Participant contributions at end of year2019-12-31$28,386
Participant contributions at beginning of year2019-12-31$30,966
Participant contributions at beginning of year2019-12-31$30,966
Assets. Other investments not covered elsewhere at end of year2019-12-31$17,096,364
Assets. Other investments not covered elsewhere at end of year2019-12-31$17,096,364
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$14,540,468
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$14,540,468
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$437,366
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$437,366
Other income not declared elsewhere2019-12-31$364,714
Other income not declared elsewhere2019-12-31$364,714
Administrative expenses (other) incurred2019-12-31$57,743
Administrative expenses (other) incurred2019-12-31$57,743
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$35,050,034
Value of net income/loss2019-12-31$35,050,034
Value of net assets at end of year (total assets less liabilities)2019-12-31$230,545,069
Value of net assets at end of year (total assets less liabilities)2019-12-31$230,545,069
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$194,637,380
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$194,637,380
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$187,645,028
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$187,645,028
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$156,076,496
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$156,076,496
Interest on participant loans2019-12-31$70,607
Interest on participant loans2019-12-31$70,607
Value of interest in common/collective trusts at end of year2019-12-31$24,573,821
Value of interest in common/collective trusts at end of year2019-12-31$24,573,821
Value of interest in common/collective trusts at beginning of year2019-12-31$22,717,562
Value of interest in common/collective trusts at beginning of year2019-12-31$22,717,562
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$32,588,391
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$32,588,391
Net investment gain or loss from common/collective trusts2019-12-31$540,765
Net investment gain or loss from common/collective trusts2019-12-31$540,765
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$4,111,453
Contributions received in cash from employer2019-12-31$4,111,453
Employer contributions (assets) at end of year2019-12-31$83,755
Employer contributions (assets) at beginning of year2019-12-31$66,810
Employer contributions (assets) at beginning of year2019-12-31$66,810
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$14,648,240
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$14,648,240
Contract administrator fees2019-12-31$36,601
Contract administrator fees2019-12-31$36,601
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BLUM, SHAPIRO & COMPANY, P.C.
Accountancy firm name2019-12-31BLUM, SHAPIRO & COMPANY, P.C.
Accountancy firm EIN2019-12-31061009205
Accountancy firm EIN2019-12-31061009205
2018 : ROBINSON & COLE SAVINGS PLAN 2018 401k financial data
Total transfer of assets to this plan2018-12-31$1,373,679
Total income from all sources (including contributions)2018-12-31$-474,061
Total of all expenses incurred2018-12-31$12,479,082
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$12,320,297
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$7,795,399
Value of total assets at end of year2018-12-31$194,637,380
Value of total assets at beginning of year2018-12-31$206,216,844
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$158,785
Total interest from all sources2018-12-31$55,768
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$12,181,043
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$12,181,043
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$3,437,237
Participant contributions at end of year2018-12-31$1,205,078
Participant contributions at beginning of year2018-12-31$1,075,821
Participant contributions at end of year2018-12-31$30,966
Participant contributions at beginning of year2018-12-31$21,943
Assets. Other investments not covered elsewhere at end of year2018-12-31$14,540,468
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$20,887,431
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$108,904
Other income not declared elsewhere2018-12-31$384,618
Administrative expenses (other) incurred2018-12-31$94,756
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-12,953,143
Value of net assets at end of year (total assets less liabilities)2018-12-31$194,637,380
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$206,216,844
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$156,076,496
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$167,262,758
Interest on participant loans2018-12-31$55,768
Value of interest in common/collective trusts at end of year2018-12-31$22,717,562
Value of interest in common/collective trusts at beginning of year2018-12-31$16,916,031
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-20,786,877
Net investment gain or loss from common/collective trusts2018-12-31$-104,012
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$4,249,258
Employer contributions (assets) at end of year2018-12-31$66,810
Employer contributions (assets) at beginning of year2018-12-31$52,860
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$12,320,297
Contract administrator fees2018-12-31$64,029
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BLUM, SHAPIRO & COMPANY, P.C.
Accountancy firm EIN2018-12-31061009205
2017 : ROBINSON & COLE SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$645,719
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$38,587,620
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$8,358,733
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$8,174,399
Expenses. Certain deemed distributions of participant loans2017-12-31$17,280
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$8,219,008
Value of total assets at end of year2017-12-31$206,216,844
Value of total assets at beginning of year2017-12-31$175,342,238
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$167,054
Total interest from all sources2017-12-31$51,056
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$7,980,376
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$7,980,376
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,255,653
Participant contributions at end of year2017-12-31$21,943
Participant contributions at beginning of year2017-12-31$15,563
Assets. Other investments not covered elsewhere at end of year2017-12-31$20,887,431
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$18,537,860
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$815,824
Assets. Loans (other than to participants) at end of year2017-12-31$1,075,821
Assets. Loans (other than to participants) at beginning of year2017-12-31$1,120,022
Other income not declared elsewhere2017-12-31$2,595,668
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$30,228,887
Value of net assets at end of year (total assets less liabilities)2017-12-31$206,216,844
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$175,342,238
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$107,321
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$167,262,758
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$140,752,807
Interest on participant loans2017-12-31$51,056
Interest earned on other investments2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$16,916,031
Value of interest in common/collective trusts at beginning of year2017-12-31$14,898,382
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$19,425,741
Net investment gain or loss from common/collective trusts2017-12-31$315,771
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$4,147,531
Employer contributions (assets) at end of year2017-12-31$52,860
Employer contributions (assets) at beginning of year2017-12-31$17,604
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$8,174,399
Contract administrator fees2017-12-31$59,733
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31COHENREZNICK LLP
Accountancy firm EIN2017-12-31221478099
2016 : ROBINSON & COLE SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$434,735
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$19,069,929
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$7,058,324
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$6,825,653
Expenses. Certain deemed distributions of participant loans2016-12-31$39,382
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$7,399,711
Value of total assets at end of year2016-12-31$175,342,238
Value of total assets at beginning of year2016-12-31$162,895,898
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$193,289
Total interest from all sources2016-12-31$345,871
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$4,870,425
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$4,870,425
Administrative expenses professional fees incurred2016-12-31$22,300
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,077,204
Participant contributions at end of year2016-12-31$15,563
Participant contributions at beginning of year2016-12-31$16,818
Assets. Other investments not covered elsewhere at end of year2016-12-31$18,537,860
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$19,398,173
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$371,076
Assets. Loans (other than to participants) at end of year2016-12-31$1,120,022
Assets. Loans (other than to participants) at beginning of year2016-12-31$1,056,029
Other income not declared elsewhere2016-12-31$-81,383
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$12,011,605
Value of net assets at end of year (total assets less liabilities)2016-12-31$175,342,238
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$162,895,898
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$107,639
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$140,752,807
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$130,129,138
Interest on participant loans2016-12-31$49,175
Interest earned on other investments2016-12-31$296,696
Value of interest in common/collective trusts at end of year2016-12-31$14,898,382
Value of interest in common/collective trusts at beginning of year2016-12-31$12,271,628
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$6,535,305
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$3,951,431
Employer contributions (assets) at end of year2016-12-31$17,604
Employer contributions (assets) at beginning of year2016-12-31$24,112
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$6,825,653
Contract administrator fees2016-12-31$63,350
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31COHNREZNICK LLP
Accountancy firm EIN2016-12-31221478099
2015 : ROBINSON & COLE SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$475,428
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$7,812,961
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$8,877,807
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$8,668,539
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$7,456,130
Value of total assets at end of year2015-12-31$162,895,898
Value of total assets at beginning of year2015-12-31$163,485,316
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$209,268
Total interest from all sources2015-12-31$324,726
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$7,816,058
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$7,816,058
Administrative expenses professional fees incurred2015-12-31$5,034
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,962,672
Participant contributions at end of year2015-12-31$16,818
Participant contributions at beginning of year2015-12-31$11,424
Assets. Other investments not covered elsewhere at end of year2015-12-31$19,398,173
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$20,127,638
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$496,545
Assets. Loans (other than to participants) at end of year2015-12-31$1,056,029
Assets. Loans (other than to participants) at beginning of year2015-12-31$1,071,798
Other income not declared elsewhere2015-12-31$-710,952
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,064,846
Value of net assets at end of year (total assets less liabilities)2015-12-31$162,895,898
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$163,485,316
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$113,572
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$130,129,138
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$129,651,600
Interest on participant loans2015-12-31$47,039
Interest earned on other investments2015-12-31$277,687
Value of interest in common/collective trusts at end of year2015-12-31$12,271,628
Value of interest in common/collective trusts at beginning of year2015-12-31$12,595,204
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-7,073,001
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$3,996,913
Employer contributions (assets) at end of year2015-12-31$24,112
Employer contributions (assets) at beginning of year2015-12-31$27,652
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$8,668,539
Contract administrator fees2015-12-31$90,662
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31COHNREZNICK LLP
Accountancy firm EIN2015-12-31221478099
2014 : ROBINSON & COLE SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$632,389
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$17,828,225
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$14,143,578
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$13,973,662
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$7,104,648
Value of total assets at end of year2014-12-31$163,485,316
Value of total assets at beginning of year2014-12-31$159,168,280
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$169,916
Total interest from all sources2014-12-31$74,967
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$7,694,767
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$7,694,767
Administrative expenses professional fees incurred2014-12-31$20,407
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,813,040
Participant contributions at end of year2014-12-31$11,424
Participant contributions at beginning of year2014-12-31$12,519
Assets. Other investments not covered elsewhere at end of year2014-12-31$20,127,638
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$22,752,469
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$375,042
Assets. Loans (other than to participants) at end of year2014-12-31$1,071,798
Assets. Loans (other than to participants) at beginning of year2014-12-31$1,187,158
Other income not declared elsewhere2014-12-31$912,330
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$3,684,647
Value of net assets at end of year (total assets less liabilities)2014-12-31$163,485,316
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$159,168,280
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$103,529
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$129,651,600
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$124,408,614
Interest on participant loans2014-12-31$51,188
Interest earned on other investments2014-12-31$23,779
Value of interest in common/collective trusts at end of year2014-12-31$12,595,204
Value of interest in common/collective trusts at beginning of year2014-12-31$10,775,318
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,041,513
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$3,916,566
Employer contributions (assets) at end of year2014-12-31$27,652
Employer contributions (assets) at beginning of year2014-12-31$32,202
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$13,973,662
Contract administrator fees2014-12-31$45,980
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31COHNREZNICK LLP
Accountancy firm EIN2014-12-31221478099
2013 : ROBINSON & COLE SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$374,416
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$35,739,544
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$5,835,632
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,713,565
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$7,067,180
Value of total assets at end of year2013-12-31$159,168,280
Value of total assets at beginning of year2013-12-31$128,889,952
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$122,067
Total interest from all sources2013-12-31$84,820
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$5,267,459
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$5,267,459
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,934,425
Participant contributions at end of year2013-12-31$1,187,158
Participant contributions at beginning of year2013-12-31$1,466,732
Participant contributions at end of year2013-12-31$12,519
Participant contributions at beginning of year2013-12-31$14,850
Assets. Other investments not covered elsewhere at end of year2013-12-31$22,752,469
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$19,036,928
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$185,985
Other income not declared elsewhere2013-12-31$85,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$29,903,912
Value of net assets at end of year (total assets less liabilities)2013-12-31$159,168,280
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$128,889,952
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$122,067
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$124,408,614
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$97,726,306
Interest on participant loans2013-12-31$59,787
Interest earned on other investments2013-12-31$25,033
Value of interest in common/collective trusts at end of year2013-12-31$10,775,318
Value of interest in common/collective trusts at beginning of year2013-12-31$10,583,673
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$23,235,085
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$3,946,770
Employer contributions (assets) at end of year2013-12-31$32,202
Employer contributions (assets) at beginning of year2013-12-31$61,463
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,713,565
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31COHNREZNICK LLP
Accountancy firm EIN2013-12-31221478099
2012 : ROBINSON & COLE SAVINGS PLAN 2012 401k financial data
Total transfer of assets to this plan2012-12-31$464,536
Total income from all sources (including contributions)2012-12-31$22,577,152
Total of all expenses incurred2012-12-31$7,839,474
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$7,741,611
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$7,204,722
Value of total assets at end of year2012-12-31$128,889,952
Value of total assets at beginning of year2012-12-31$113,687,738
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$97,863
Total interest from all sources2012-12-31$79,377
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$3,075,336
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$3,075,336
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,846,156
Participant contributions at end of year2012-12-31$1,466,732
Participant contributions at beginning of year2012-12-31$1,602,781
Participant contributions at end of year2012-12-31$14,850
Participant contributions at beginning of year2012-12-31$36,003
Assets. Other investments not covered elsewhere at end of year2012-12-31$19,036,928
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$20,708,579
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$421,451
Other income not declared elsewhere2012-12-31$2,099,455
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$14,737,678
Value of net assets at end of year (total assets less liabilities)2012-12-31$128,889,952
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$113,687,738
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$97,726,306
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$79,845,579
Interest on participant loans2012-12-31$79,377
Value of interest in common/collective trusts at end of year2012-12-31$10,583,673
Value of interest in common/collective trusts at beginning of year2012-12-31$11,477,498
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$9,857,204
Net investment gain or loss from common/collective trusts2012-12-31$261,058
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$3,937,115
Employer contributions (assets) at end of year2012-12-31$61,463
Employer contributions (assets) at beginning of year2012-12-31$17,298
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$7,741,611
Contract administrator fees2012-12-31$97,863
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BUDWITZ AND MEYERJACK, P.C. CPA'S
Accountancy firm EIN2012-12-31061218594
2011 : ROBINSON & COLE SAVINGS PLAN 2011 401k financial data
Total transfer of assets to this plan2011-12-31$66,910
Total income from all sources (including contributions)2011-12-31$6,464,978
Total of all expenses incurred2011-12-31$4,093,320
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,995,447
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$6,774,995
Value of total assets at end of year2011-12-31$113,687,738
Value of total assets at beginning of year2011-12-31$111,249,170
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$97,873
Total interest from all sources2011-12-31$81,309
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$2,808,024
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$2,808,024
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$3,870,388
Participant contributions at end of year2011-12-31$1,602,781
Participant contributions at beginning of year2011-12-31$1,700,811
Participant contributions at end of year2011-12-31$36,003
Participant contributions at beginning of year2011-12-31$30,357
Assets. Other investments not covered elsewhere at end of year2011-12-31$20,708,579
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$20,040,552
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$94,579
Other income not declared elsewhere2011-12-31$246,900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$2,371,658
Value of net assets at end of year (total assets less liabilities)2011-12-31$113,687,738
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$111,249,170
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$97,873
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$79,845,579
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$84,520,884
Interest on participant loans2011-12-31$81,309
Value of interest in common/collective trusts at end of year2011-12-31$11,477,498
Value of interest in common/collective trusts at beginning of year2011-12-31$4,879,927
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-3,446,250
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,810,028
Employer contributions (assets) at end of year2011-12-31$17,298
Employer contributions (assets) at beginning of year2011-12-31$76,639
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,995,447
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BUDWITZ & MEYERJACK, P.C. CPA'S
Accountancy firm EIN2011-12-31061218594
2010 : ROBINSON & COLE SAVINGS PLAN 2010 401k financial data
Total transfer of assets to this plan2010-12-31$417,648
Total income from all sources (including contributions)2010-12-31$20,996,892
Total of all expenses incurred2010-12-31$5,614,378
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$5,459,743
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$7,099,216
Value of total assets at end of year2010-12-31$111,249,170
Value of total assets at beginning of year2010-12-31$95,449,008
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$154,635
Total interest from all sources2010-12-31$99,043
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$2,067,228
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$2,067,228
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,967,952
Participant contributions at end of year2010-12-31$1,700,811
Participant contributions at beginning of year2010-12-31$1,840,253
Participant contributions at end of year2010-12-31$30,357
Participant contributions at beginning of year2010-12-31$111,058
Assets. Other investments not covered elsewhere at end of year2010-12-31$20,040,552
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$17,412,722
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$92,013
Other income not declared elsewhere2010-12-31$2,101,353
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$15,382,514
Value of net assets at end of year (total assets less liabilities)2010-12-31$111,249,170
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$95,449,008
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$84,520,884
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$71,474,816
Interest on participant loans2010-12-31$99,043
Value of interest in common/collective trusts at end of year2010-12-31$4,879,927
Value of interest in common/collective trusts at beginning of year2010-12-31$4,302,627
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$9,630,052
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$4,039,251
Employer contributions (assets) at end of year2010-12-31$76,639
Employer contributions (assets) at beginning of year2010-12-31$307,532
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$5,459,743
Contract administrator fees2010-12-31$154,635
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BUDWITZ AND MEYERJACK, P.C. CPAS
Accountancy firm EIN2010-12-31061218594

Form 5500 Responses for ROBINSON & COLE SAVINGS PLAN

2023: ROBINSON & COLE SAVINGS PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: ROBINSON & COLE SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ROBINSON & COLE SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ROBINSON & COLE SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ROBINSON & COLE SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ROBINSON & COLE SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ROBINSON & COLE SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ROBINSON & COLE SAVINGS 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: ROBINSON & COLE SAVINGS 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: ROBINSON & COLE SAVINGS 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: ROBINSON & COLE SAVINGS 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: ROBINSON & COLE SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ROBINSON & COLE SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ROBINSON & COLE SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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