Plan Name | DEFINED CONTRIBUTION PLAN FOR SECRETARIAL STAFF OF PATTERSON BELKNAP WEBB & TYLER LLP |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | PATTERSON BELKNAP WEBB & TYLER LLP |
Employer identification number (EIN): | 135622951 |
NAIC Classification: | 541110 |
NAIC Description: | Offices of Lawyers |
Additional information about PATTERSON BELKNAP WEBB & TYLER LLP
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 1994-12-30 |
Company Identification Number: | 1880415 |
Legal Registered Office Address: |
ATTN: MANAGING PTNR & EXE DIR 1133 AVENUE OF THE AMERICAS NEW YORK United States of America (USA) 10036 |
More information about PATTERSON BELKNAP WEBB & TYLER LLP
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2023-01-01 | ||||
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | LORRAINE M. REINA | |||
001 | 2016-01-01 | LORRAINE M. REINA | |||
001 | 2015-01-01 | LORRAINE M. REINA | |||
001 | 2014-01-01 | LORRAINE M. REINA | |||
001 | 2013-01-01 | LORRAINE M. REINA | |||
001 | 2012-01-01 | LORRAINE M. REINA | |||
001 | 2011-01-01 | LORRAINE M. REINA | |||
001 | 2009-01-01 | LORRAINE M. REINA | |||
001 | 2009-01-01 | LORRAINE M. REINA | |||
001 | 2009-01-01 | LORRAINE M. REINA | |||
001 | 2009-01-01 | LORRAINE M. REINA | |||
001 | 2009-01-01 | LORRAINE M. REINA |
Measure | Date | Value |
---|---|---|
2023: DEFINED CONTRIBUTION PLAN FOR SECRETARIAL STAFF OF PATTERSON BELKNAP WEBB & TYLER LLP 2023 401k membership | ||
Total participants, beginning-of-year | 2023-01-01 | 125 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 95 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 32 |
Total of all active and inactive participants | 2023-01-01 | 127 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 127 |
Number of participants with account balances | 2023-01-01 | 121 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
2022: DEFINED CONTRIBUTION PLAN FOR SECRETARIAL STAFF OF PATTERSON BELKNAP WEBB & TYLER LLP 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 108 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 95 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 30 |
Total of all active and inactive participants | 2022-01-01 | 125 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 125 |
Number of participants with account balances | 2022-01-01 | 122 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: DEFINED CONTRIBUTION PLAN FOR SECRETARIAL STAFF OF PATTERSON BELKNAP WEBB & TYLER LLP 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 111 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 79 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 29 |
Total of all active and inactive participants | 2021-01-01 | 108 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 108 |
Number of participants with account balances | 2021-01-01 | 103 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: DEFINED CONTRIBUTION PLAN FOR SECRETARIAL STAFF OF PATTERSON BELKNAP WEBB & TYLER LLP 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 115 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 85 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 26 |
Total of all active and inactive participants | 2020-01-01 | 111 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 111 |
Number of participants with account balances | 2020-01-01 | 108 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: DEFINED CONTRIBUTION PLAN FOR SECRETARIAL STAFF OF PATTERSON BELKNAP WEBB & TYLER LLP 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 113 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 93 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 22 |
Total of all active and inactive participants | 2019-01-01 | 115 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 115 |
Number of participants with account balances | 2019-01-01 | 109 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: DEFINED CONTRIBUTION PLAN FOR SECRETARIAL STAFF OF PATTERSON BELKNAP WEBB & TYLER LLP 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 116 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 92 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 21 |
Total of all active and inactive participants | 2018-01-01 | 113 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 113 |
Number of participants with account balances | 2018-01-01 | 112 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: DEFINED CONTRIBUTION PLAN FOR SECRETARIAL STAFF OF PATTERSON BELKNAP WEBB & TYLER LLP 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 125 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 96 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 20 |
Total of all active and inactive participants | 2017-01-01 | 116 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 116 |
Number of participants with account balances | 2017-01-01 | 112 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: DEFINED CONTRIBUTION PLAN FOR SECRETARIAL STAFF OF PATTERSON BELKNAP WEBB & TYLER LLP 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 126 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 101 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 24 |
Total of all active and inactive participants | 2016-01-01 | 125 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 125 |
Number of participants with account balances | 2016-01-01 | 122 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: DEFINED CONTRIBUTION PLAN FOR SECRETARIAL STAFF OF PATTERSON BELKNAP WEBB & TYLER LLP 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 127 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 101 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 25 |
Total of all active and inactive participants | 2015-01-01 | 126 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 126 |
Number of participants with account balances | 2015-01-01 | 120 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: DEFINED CONTRIBUTION PLAN FOR SECRETARIAL STAFF OF PATTERSON BELKNAP WEBB & TYLER LLP 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 139 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 97 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 30 |
Total of all active and inactive participants | 2014-01-01 | 127 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 127 |
Number of participants with account balances | 2014-01-01 | 126 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: DEFINED CONTRIBUTION PLAN FOR SECRETARIAL STAFF OF PATTERSON BELKNAP WEBB & TYLER LLP 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 137 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 107 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 32 |
Total of all active and inactive participants | 2013-01-01 | 139 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 139 |
Number of participants with account balances | 2013-01-01 | 136 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: DEFINED CONTRIBUTION PLAN FOR SECRETARIAL STAFF OF PATTERSON BELKNAP WEBB & TYLER LLP 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 137 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 108 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 29 |
Total of all active and inactive participants | 2012-01-01 | 137 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 137 |
Number of participants with account balances | 2012-01-01 | 136 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: DEFINED CONTRIBUTION PLAN FOR SECRETARIAL STAFF OF PATTERSON BELKNAP WEBB & TYLER LLP 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 134 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 111 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 26 |
Total of all active and inactive participants | 2011-01-01 | 137 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 137 |
Number of participants with account balances | 2011-01-01 | 137 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: DEFINED CONTRIBUTION PLAN FOR SECRETARIAL STAFF OF PATTERSON BELKNAP WEBB & TYLER LLP 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 135 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 111 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 24 |
Total of all active and inactive participants | 2009-01-01 | 135 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 135 |
Number of participants with account balances | 2009-01-01 | 135 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : DEFINED CONTRIBUTION PLAN FOR SECRETARIAL STAFF OF PATTERSON BELKNAP WEBB & TYLER LLP 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $2,629,026 |
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 | $-5,767,781 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $5,277,898 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $5,275,216 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,298,116 |
Value of total assets at end of year | 2022-12-31 | $42,982,194 |
Value of total assets at beginning of year | 2022-12-31 | $51,398,847 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $2,682 |
Total interest from all sources | 2022-12-31 | $2,350 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $1,826,009 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $1,826,009 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Participant contributions at end of year | 2022-12-31 | $29,763 |
Participant contributions at beginning of year | 2022-12-31 | $9,766 |
Other income not declared elsewhere | 2022-12-31 | $322,948 |
Administrative expenses (other) incurred | 2022-12-31 | $2,682 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-11,045,679 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $42,982,194 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $51,398,847 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $38,523,426 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $46,140,587 |
Interest on participant loans | 2022-12-31 | $2,350 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $3,134,997 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $3,948,709 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-9,273,920 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $56,716 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $1,298,116 |
Employer contributions (assets) at end of year | 2022-12-31 | $1,294,008 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $1,299,785 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $5,275,216 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | PRICEWATERHOUSECOOPERS LLP |
Accountancy firm EIN | 2022-12-31 | 134008324 |
2021 : DEFINED CONTRIBUTION PLAN FOR SECRETARIAL STAFF OF PATTERSON BELKNAP WEBB & TYLER LLP 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $7,338,199 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $4,271,989 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $4,269,387 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,319,370 |
Value of total assets at end of year | 2021-12-31 | $51,398,847 |
Value of total assets at beginning of year | 2021-12-31 | $48,332,637 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $2,602 |
Total interest from all sources | 2021-12-31 | $4,021 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $2,266,403 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $2,266,403 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Participant contributions at end of year | 2021-12-31 | $9,766 |
Participant contributions at beginning of year | 2021-12-31 | $96,797 |
Administrative expenses (other) incurred | 2021-12-31 | $2,602 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $3,066,210 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $51,398,847 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $48,332,637 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $46,140,587 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $43,308,278 |
Interest on participant loans | 2021-12-31 | $4,021 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $3,948,709 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $3,756,323 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $3,690,312 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $58,093 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $1,319,370 |
Employer contributions (assets) at end of year | 2021-12-31 | $1,299,785 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $1,171,239 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $4,269,387 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | PRICEWATERHOUSECOOPERS LLP |
Accountancy firm EIN | 2021-12-31 | 134008324 |
2020 : DEFINED CONTRIBUTION PLAN FOR SECRETARIAL STAFF OF PATTERSON BELKNAP WEBB & TYLER LLP 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
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 | $6,659,493 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $3,961,308 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $3,958,935 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,202,002 |
Value of total assets at end of year | 2020-12-31 | $48,332,637 |
Value of total assets at beginning of year | 2020-12-31 | $45,634,452 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $2,373 |
Total interest from all sources | 2020-12-31 | $5,609 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $1,534,628 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $1,534,628 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Participant contributions at end of year | 2020-12-31 | $96,797 |
Participant contributions at beginning of year | 2020-12-31 | $100,370 |
Administrative expenses (other) incurred | 2020-12-31 | $2,373 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $2,698,185 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $48,332,637 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $45,634,452 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $43,308,278 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $40,288,833 |
Interest on participant loans | 2020-12-31 | $5,609 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $3,756,323 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $4,020,773 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $3,822,338 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $94,916 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $1,202,002 |
Employer contributions (assets) at end of year | 2020-12-31 | $1,171,239 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $1,224,476 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $3,958,935 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | EISNERAMPER |
Accountancy firm EIN | 2020-12-31 | 131639826 |
2019 : DEFINED CONTRIBUTION PLAN FOR SECRETARIAL STAFF OF PATTERSON BELKNAP WEBB & TYLER LLP 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $9,012,613 |
Total income from all sources (including contributions) | 2019-12-31 | $9,012,613 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $676,795 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $674,480 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $674,480 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,224,476 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,224,476 |
Value of total assets at end of year | 2019-12-31 | $45,634,452 |
Value of total assets at beginning of year | 2019-12-31 | $37,298,634 |
Value of total assets at beginning of year | 2019-12-31 | $37,298,634 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $2,315 |
Total interest from all sources | 2019-12-31 | $7,717 |
Total interest from all sources | 2019-12-31 | $7,717 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $1,423,782 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $1,423,782 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $1,423,782 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $5,000,000 |
Value of fidelity bond cover | 2019-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Participant contributions at end of year | 2019-12-31 | $100,370 |
Participant contributions at end of year | 2019-12-31 | $100,370 |
Participant contributions at beginning of year | 2019-12-31 | $143,288 |
Participant contributions at beginning of year | 2019-12-31 | $143,288 |
Administrative expenses (other) incurred | 2019-12-31 | $2,315 |
Administrative expenses (other) incurred | 2019-12-31 | $2,315 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $8,335,818 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $45,634,452 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $37,298,634 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $37,298,634 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $40,288,833 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $32,780,551 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $32,780,551 |
Interest on participant loans | 2019-12-31 | $7,717 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $4,020,773 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $4,020,773 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $3,169,768 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $3,169,768 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $6,275,683 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $6,275,683 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $80,955 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $80,955 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $1,224,476 |
Employer contributions (assets) at end of year | 2019-12-31 | $1,224,476 |
Employer contributions (assets) at end of year | 2019-12-31 | $1,224,476 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $1,205,027 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $1,205,027 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $674,480 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $674,480 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | EISNERAMPER |
Accountancy firm name | 2019-12-31 | EISNERAMPER |
Accountancy firm EIN | 2019-12-31 | 131639826 |
Accountancy firm EIN | 2019-12-31 | 131639826 |
2018 : DEFINED CONTRIBUTION PLAN FOR SECRETARIAL STAFF OF PATTERSON BELKNAP WEBB & TYLER LLP 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $-543,848 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,461,328 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,459,306 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,206,013 |
Value of total assets at end of year | 2018-12-31 | $37,298,634 |
Value of total assets at beginning of year | 2018-12-31 | $39,303,810 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $2,022 |
Total interest from all sources | 2018-12-31 | $8,699 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $1,622,146 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $1,622,146 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Participant contributions at end of year | 2018-12-31 | $143,288 |
Participant contributions at beginning of year | 2018-12-31 | $143,428 |
Administrative expenses (other) incurred | 2018-12-31 | $2,022 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-2,005,176 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $37,298,634 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $39,303,810 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $32,780,551 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $34,894,831 |
Interest on participant loans | 2018-12-31 | $8,699 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $3,169,768 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $3,056,728 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-3,451,370 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $70,664 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $1,206,013 |
Employer contributions (assets) at end of year | 2018-12-31 | $1,205,027 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $1,208,823 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,459,306 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | EISNERAMPER |
Accountancy firm EIN | 2018-12-31 | 131639826 |
2017 : DEFINED CONTRIBUTION PLAN FOR SECRETARIAL STAFF OF PATTERSON BELKNAP WEBB & TYLER LLP 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets from this plan | 2017-12-31 | $36,117 |
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 | $6,798,565 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $7,745,950 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $7,743,712 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,217,985 |
Value of total assets at end of year | 2017-12-31 | $39,303,810 |
Value of total assets at beginning of year | 2017-12-31 | $40,287,312 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $2,238 |
Total interest from all sources | 2017-12-31 | $6,416 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $1,192,461 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $1,192,461 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Participant contributions at end of year | 2017-12-31 | $143,428 |
Participant contributions at beginning of year | 2017-12-31 | $144,083 |
Administrative expenses (other) incurred | 2017-12-31 | $2,238 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $-947,385 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $39,303,810 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $40,287,312 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $34,894,831 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $35,915,578 |
Interest on participant loans | 2017-12-31 | $6,416 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $3,056,728 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $3,011,727 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $4,321,559 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $60,144 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $1,217,985 |
Employer contributions (assets) at end of year | 2017-12-31 | $1,208,823 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $1,215,924 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $7,743,712 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | EISNERAMPER |
Accountancy firm EIN | 2017-12-31 | 131639826 |
2016 : DEFINED CONTRIBUTION PLAN FOR SECRETARIAL STAFF OF PATTERSON BELKNAP WEBB & TYLER LLP 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $4,093,859 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $516,135 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $513,609 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,215,924 |
Value of total assets at end of year | 2016-12-31 | $40,287,312 |
Value of total assets at beginning of year | 2016-12-31 | $36,709,588 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $2,526 |
Total interest from all sources | 2016-12-31 | $7,198 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $1,196,351 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $1,196,351 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Participant contributions at end of year | 2016-12-31 | $144,083 |
Participant contributions at beginning of year | 2016-12-31 | $201,915 |
Administrative expenses (other) incurred | 2016-12-31 | $2,526 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $3,577,724 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $40,287,312 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $36,709,588 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $35,915,578 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $31,743,036 |
Interest on participant loans | 2016-12-31 | $7,198 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $3,011,727 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $3,531,673 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $1,606,388 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $67,998 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $1,215,924 |
Employer contributions (assets) at end of year | 2016-12-31 | $1,215,924 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $1,232,964 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $513,609 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | EISNERAMPER |
Accountancy firm EIN | 2016-12-31 | 131639826 |
2015 : DEFINED CONTRIBUTION PLAN FOR SECRETARIAL STAFF OF PATTERSON BELKNAP WEBB & TYLER LLP 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $1,240,226 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $2,416,555 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $2,415,705 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,232,972 |
Value of total assets at end of year | 2015-12-31 | $36,709,588 |
Value of total assets at beginning of year | 2015-12-31 | $37,885,917 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $850 |
Total interest from all sources | 2015-12-31 | $8,582 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $1,218,592 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $1,218,592 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Participant contributions at end of year | 2015-12-31 | $201,915 |
Participant contributions at beginning of year | 2015-12-31 | $177,087 |
Administrative expenses (other) incurred | 2015-12-31 | $850 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-1,176,329 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $36,709,588 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $37,885,917 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $31,743,036 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $33,416,140 |
Interest on participant loans | 2015-12-31 | $8,582 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $3,531,673 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $3,065,188 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-1,188,077 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $-31,843 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $1,232,972 |
Employer contributions (assets) at end of year | 2015-12-31 | $1,232,964 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $1,227,502 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $2,415,705 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | EISNERAMPER |
Accountancy firm EIN | 2015-12-31 | 131639826 |
2014 : DEFINED CONTRIBUTION PLAN FOR SECRETARIAL STAFF OF PATTERSON BELKNAP WEBB & TYLER LLP 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $4,259,521 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $6,157,421 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $6,157,121 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,227,502 |
Value of total assets at end of year | 2014-12-31 | $37,885,917 |
Value of total assets at beginning of year | 2014-12-31 | $39,783,817 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $300 |
Total interest from all sources | 2014-12-31 | $9,229 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $1,331,543 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $1,331,543 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Participant contributions at end of year | 2014-12-31 | $177,087 |
Participant contributions at beginning of year | 2014-12-31 | $218,308 |
Administrative expenses (other) incurred | 2014-12-31 | $300 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $-1,897,900 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $37,885,917 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $39,783,817 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $33,416,140 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $35,185,987 |
Interest on participant loans | 2014-12-31 | $9,229 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $3,065,188 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $3,508,522 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $1,633,636 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $57,611 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $1,227,502 |
Employer contributions (assets) at end of year | 2014-12-31 | $1,227,502 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $871,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $6,157,121 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | EISNERAMPER |
Accountancy firm EIN | 2014-12-31 | 131639826 |
2013 : DEFINED CONTRIBUTION PLAN FOR SECRETARIAL STAFF OF PATTERSON BELKNAP WEBB & TYLER LLP 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $6,758,678 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $2,295,652 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $2,295,432 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,287,303 |
Value of total assets at end of year | 2013-12-31 | $39,783,817 |
Value of total assets at beginning of year | 2013-12-31 | $35,320,791 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $220 |
Total interest from all sources | 2013-12-31 | $6,463 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $1,033,453 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $1,033,453 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Participant contributions at end of year | 2013-12-31 | $218,308 |
Participant contributions at beginning of year | 2013-12-31 | $91,012 |
Administrative expenses (other) incurred | 2013-12-31 | $220 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $4,463,026 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $39,783,817 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $35,320,791 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $35,185,987 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $30,094,350 |
Interest on participant loans | 2013-12-31 | $6,463 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $3,508,522 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $4,277,429 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $4,472,868 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $-41,409 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $1,287,303 |
Employer contributions (assets) at end of year | 2013-12-31 | $871,000 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $858,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $2,295,432 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | EISNERAMPER |
Accountancy firm EIN | 2013-12-31 | 131639826 |
2012 : DEFINED CONTRIBUTION PLAN FOR SECRETARIAL STAFF OF PATTERSON BELKNAP WEBB & TYLER LLP 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $4,580,931 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $574,863 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $574,535 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,267,989 |
Value of total assets at end of year | 2012-12-31 | $35,320,791 |
Value of total assets at beginning of year | 2012-12-31 | $31,314,723 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $328 |
Total interest from all sources | 2012-12-31 | $4,707 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $737,274 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $737,274 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Participant contributions at end of year | 2012-12-31 | $91,012 |
Participant contributions at beginning of year | 2012-12-31 | $134,076 |
Administrative expenses (other) incurred | 2012-12-31 | $328 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $4,006,068 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $35,320,791 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $31,314,723 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $30,094,350 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $26,191,446 |
Interest on participant loans | 2012-12-31 | $4,707 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $4,277,429 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $4,160,451 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $2,469,247 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $101,714 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $1,267,989 |
Employer contributions (assets) at end of year | 2012-12-31 | $858,000 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $828,750 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $574,535 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | EISNERAMPER |
Accountancy firm EIN | 2012-12-31 | 131639826 |
2011 : DEFINED CONTRIBUTION PLAN FOR SECRETARIAL STAFF OF PATTERSON BELKNAP WEBB & TYLER LLP 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $1,669,339 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $2,153,590 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $2,153,310 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,230,342 |
Value of total assets at end of year | 2011-12-31 | $31,314,723 |
Value of total assets at beginning of year | 2011-12-31 | $31,798,974 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $280 |
Total interest from all sources | 2011-12-31 | $6,961 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $654,338 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $654,338 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Participant contributions at end of year | 2011-12-31 | $134,076 |
Participant contributions at beginning of year | 2011-12-31 | $156,753 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-484,251 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $31,314,723 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $31,798,974 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $26,191,446 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $27,337,951 |
Interest on participant loans | 2011-12-31 | $6,961 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $4,160,451 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $3,508,020 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-380,294 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $157,992 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $1,230,342 |
Employer contributions (assets) at end of year | 2011-12-31 | $828,750 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $796,250 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $2,153,310 |
Contract administrator fees | 2011-12-31 | $280 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | EISNERAMPER |
Accountancy firm EIN | 2011-12-31 | 131639826 |
2010 : DEFINED CONTRIBUTION PLAN FOR SECRETARIAL STAFF OF PATTERSON BELKNAP WEBB & TYLER LLP 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $4,052,409 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $530,499 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $530,213 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,188,842 |
Value of total assets at end of year | 2010-12-31 | $31,798,974 |
Value of total assets at beginning of year | 2010-12-31 | $28,277,064 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $286 |
Total interest from all sources | 2010-12-31 | $8,848 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Participant contributions at end of year | 2010-12-31 | $156,753 |
Participant contributions at beginning of year | 2010-12-31 | $137,322 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $3,521,910 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $31,798,974 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $28,277,064 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $27,337,951 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $24,035,405 |
Interest on participant loans | 2010-12-31 | $8,848 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $3,508,020 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $3,291,837 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $2,691,231 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $163,488 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $1,188,842 |
Employer contributions (assets) at end of year | 2010-12-31 | $796,250 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $812,500 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $530,213 |
Contract administrator fees | 2010-12-31 | $286 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | EISNERAMPER |
Accountancy firm EIN | 2010-12-31 | 131639826 |
2009 : DEFINED CONTRIBUTION PLAN FOR SECRETARIAL STAFF OF PATTERSON BELKNAP WEBB & TYLER LLP 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2023: DEFINED CONTRIBUTION PLAN FOR SECRETARIAL STAFF OF PATTERSON BELKNAP WEBB & TYLER LLP 2023 form 5500 responses | ||
---|---|---|
2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | Submission has been amended | No |
2023-01-01 | This submission is the final filing | No |
2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2023-01-01 | Plan is a collectively bargained plan | No |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: DEFINED CONTRIBUTION PLAN FOR SECRETARIAL STAFF OF PATTERSON BELKNAP WEBB & TYLER LLP 2022 form 5500 responses | ||
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: DEFINED CONTRIBUTION PLAN FOR SECRETARIAL STAFF OF PATTERSON BELKNAP WEBB & TYLER LLP 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: DEFINED CONTRIBUTION PLAN FOR SECRETARIAL STAFF OF PATTERSON BELKNAP WEBB & TYLER LLP 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: DEFINED CONTRIBUTION PLAN FOR SECRETARIAL STAFF OF PATTERSON BELKNAP WEBB & TYLER LLP 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: DEFINED CONTRIBUTION PLAN FOR SECRETARIAL STAFF OF PATTERSON BELKNAP WEBB & TYLER LLP 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: DEFINED CONTRIBUTION PLAN FOR SECRETARIAL STAFF OF PATTERSON BELKNAP WEBB & TYLER LLP 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: DEFINED CONTRIBUTION PLAN FOR SECRETARIAL STAFF OF PATTERSON BELKNAP WEBB & TYLER LLP 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: DEFINED CONTRIBUTION PLAN FOR SECRETARIAL STAFF OF PATTERSON BELKNAP WEBB & TYLER LLP 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: DEFINED CONTRIBUTION PLAN FOR SECRETARIAL STAFF OF PATTERSON BELKNAP WEBB & TYLER LLP 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: DEFINED CONTRIBUTION PLAN FOR SECRETARIAL STAFF OF PATTERSON BELKNAP WEBB & TYLER LLP 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: DEFINED CONTRIBUTION PLAN FOR SECRETARIAL STAFF OF PATTERSON BELKNAP WEBB & TYLER LLP 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: DEFINED CONTRIBUTION PLAN FOR SECRETARIAL STAFF OF PATTERSON BELKNAP WEBB & TYLER LLP 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: DEFINED CONTRIBUTION PLAN FOR SECRETARIAL STAFF OF PATTERSON BELKNAP WEBB & TYLER LLP 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |