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K&L GATES 401(K) PLAN BETA 401k Plan overview

Plan NameK&L GATES 401(K) PLAN BETA
Plan identification number 003

K&L GATES 401(K) PLAN BETA Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

K&L GATES LLP has sponsored the creation of one or more 401k plans.

Company Name:K&L GATES LLP
Employer identification number (EIN):250921018
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan K&L GATES 401(K) PLAN BETA

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
0032019-01-01
0032018-01-01
0032017-01-01J. RICHARD LAUVER CHARLES R. SMITH2018-10-11
0032016-01-01J. RICHARD LAUVER CHARLES R. SMITH2017-11-21
0032016-01-01 CHARLES R. SMITH2017-10-13
0032016-01-01 CHARLES R. SMITH2017-10-12
0032015-01-01J. RICHARD LAUVER CHARLES R. SMITH2016-10-13
0032014-01-01J. RICHARD LAUVER CHARLES R. SMITH2015-07-31
0032013-01-01J. RICHARD LAUVER CHARLES R. SMITH2014-07-31
0032012-01-01J. RICHARD LAUVER CHARLES R. SMITH2013-07-31
0032011-01-01J. RICHARD LAUVER CHARLES SMITH2012-08-06
0032009-01-01J. RICHARD LAUVER CHARLES SMITH2010-10-15

Plan Statistics for K&L GATES 401(K) PLAN BETA

401k plan membership statisitcs for K&L GATES 401(K) PLAN BETA

Measure Date Value
2023: K&L GATES 401(K) PLAN BETA 2023 401k membership
Total participants, beginning-of-year2023-01-012,037
Total number of active participants reported on line 7a of the Form 55002023-01-011,427
Number of retired or separated participants receiving benefits2023-01-0118
Number of other retired or separated participants entitled to future benefits2023-01-01612
Total of all active and inactive participants2023-01-012,057
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-012
Total participants2023-01-012,059
Number of participants with account balances2023-01-011,952
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: K&L GATES 401(K) PLAN BETA 2022 401k membership
Total participants, beginning-of-year2022-01-011,987
Total number of active participants reported on line 7a of the Form 55002022-01-011,394
Number of retired or separated participants receiving benefits2022-01-0111
Number of other retired or separated participants entitled to future benefits2022-01-01630
Total of all active and inactive participants2022-01-012,035
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-012,037
Number of participants with account balances2022-01-011,907
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: K&L GATES 401(K) PLAN BETA 2021 401k membership
Total participants, beginning-of-year2021-01-011,870
Total number of active participants reported on line 7a of the Form 55002021-01-011,355
Number of retired or separated participants receiving benefits2021-01-016
Number of other retired or separated participants entitled to future benefits2021-01-01623
Total of all active and inactive participants2021-01-011,984
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-011,987
Number of participants with account balances2021-01-011,856
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: K&L GATES 401(K) PLAN BETA 2020 401k membership
Total participants, beginning-of-year2020-01-011,917
Total number of active participants reported on line 7a of the Form 55002020-01-011,264
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01604
Total of all active and inactive participants2020-01-011,868
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-011,870
Number of participants with account balances2020-01-011,769
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: K&L GATES 401(K) PLAN BETA 2019 401k membership
Total participants, beginning-of-year2019-01-011,922
Total number of active participants reported on line 7a of the Form 55002019-01-011,261
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-01650
Total of all active and inactive participants2019-01-011,915
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-011,917
Number of participants with account balances2019-01-011,822
2018: K&L GATES 401(K) PLAN BETA 2018 401k membership
Total participants, beginning-of-year2018-01-011,917
Total number of active participants reported on line 7a of the Form 55002018-01-011,294
Number of retired or separated participants receiving benefits2018-01-017
Number of other retired or separated participants entitled to future benefits2018-01-01619
Total of all active and inactive participants2018-01-011,920
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-011,922
Number of participants with account balances2018-01-011,835
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: K&L GATES 401(K) PLAN BETA 2017 401k membership
Total participants, beginning-of-year2017-01-012,006
Total number of active participants reported on line 7a of the Form 55002017-01-011,302
Number of retired or separated participants receiving benefits2017-01-014
Number of other retired or separated participants entitled to future benefits2017-01-01608
Total of all active and inactive participants2017-01-011,914
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-011,917
Number of participants with account balances2017-01-011,835
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: K&L GATES 401(K) PLAN BETA 2016 401k membership
Total participants, beginning-of-year2016-01-012,098
Total number of active participants reported on line 7a of the Form 55002016-01-011,403
Number of retired or separated participants receiving benefits2016-01-014
Number of other retired or separated participants entitled to future benefits2016-01-01596
Total of all active and inactive participants2016-01-012,003
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-012,006
Number of participants with account balances2016-01-011,904
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: K&L GATES 401(K) PLAN BETA 2015 401k membership
Total participants, beginning-of-year2015-01-012,157
Total number of active participants reported on line 7a of the Form 55002015-01-011,428
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-01665
Total of all active and inactive participants2015-01-012,095
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-012,098
Number of participants with account balances2015-01-011,974
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: K&L GATES 401(K) PLAN BETA 2014 401k membership
Total participants, beginning-of-year2014-01-011,772
Total number of active participants reported on line 7a of the Form 55002014-01-011,571
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-01584
Total of all active and inactive participants2014-01-012,157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012,157
Number of participants with account balances2014-01-012,043
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: K&L GATES 401(K) PLAN BETA 2013 401k membership
Total participants, beginning-of-year2013-01-011,788
Total number of active participants reported on line 7a of the Form 55002013-01-011,363
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01407
Total of all active and inactive participants2013-01-011,770
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-011,772
Number of participants with account balances2013-01-011,651
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: K&L GATES 401(K) PLAN BETA 2012 401k membership
Total participants, beginning-of-year2012-01-011,355
Total number of active participants reported on line 7a of the Form 55002012-01-011,468
Number of retired or separated participants receiving benefits2012-01-016
Number of other retired or separated participants entitled to future benefits2012-01-01314
Total of all active and inactive participants2012-01-011,788
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,788
Number of participants with account balances2012-01-011,690
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: K&L GATES 401(K) PLAN BETA 2011 401k membership
Total participants, beginning-of-year2011-01-011,338
Total number of active participants reported on line 7a of the Form 55002011-01-011,046
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01305
Total of all active and inactive participants2011-01-011,351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-014
Total participants2011-01-011,355
Number of participants with account balances2011-01-011,288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: K&L GATES 401(K) PLAN BETA 2009 401k membership
Total participants, beginning-of-year2009-01-011,058
Total number of active participants reported on line 7a of the Form 55002009-01-011,058
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01229
Total of all active and inactive participants2009-01-011,287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-014
Total participants2009-01-011,291
Number of participants with account balances2009-01-011,205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on K&L GATES 401(K) PLAN BETA

Measure Date Value
2023 : K&L GATES 401(K) PLAN BETA 2023 401k financial data
Total transfer of assets to this plan2023-12-31$7,741,323
Total transfer of assets from this plan2023-12-31$1,411,555
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$13,567
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$19,479
Total income from all sources (including contributions)2023-12-31$95,860,771
Total of all expenses incurred2023-12-31$33,831,609
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$33,649,085
Value of total corrective distributions2023-12-31$8,544
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$24,590,116
Value of total assets at end of year2023-12-31$450,293,424
Value of total assets at beginning of year2023-12-31$381,940,406
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$173,980
Total interest from all sources2023-12-31$154,562
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$30,000,000
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$13,386,312
Participant contributions at end of year2023-12-31$2,409,659
Participant contributions at beginning of year2023-12-31$2,132,575
Participant contributions at end of year2023-12-31$30,000
Participant contributions at beginning of year2023-12-31$162,000
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$2,751,512
Liabilities. Value of operating payables at end of year2023-12-31$13,567
Liabilities. Value of operating payables at beginning of year2023-12-31$19,479
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$62,029,162
Value of net assets at end of year (total assets less liabilities)2023-12-31$450,279,857
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$381,920,927
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
Investment advisory and management fees2023-12-31$108,003
Interest on participant loans2023-12-31$154,562
Value of interest in master investment trust accounts at end of year2023-12-31$439,401,473
Value of interest in master investment trust accounts at beginning of year2023-12-31$372,071,465
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$8,452,292
Employer contributions (assets) at end of year2023-12-31$8,452,292
Employer contributions (assets) at beginning of year2023-12-31$7,574,366
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$33,649,085
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 name2023-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2023-12-31251408703
2022 : K&L GATES 401(K) PLAN BETA 2022 401k financial data
Total transfer of assets to this plan2022-12-31$3,768,718
Total transfer of assets from this plan2022-12-31$1,773,679
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$19,479
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$18,837
Total income from all sources (including contributions)2022-12-31$-62,163,959
Total of all expenses incurred2022-12-31$36,750,870
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$36,529,018
Value of total corrective distributions2022-12-31$4,718
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$22,310,895
Value of total assets at end of year2022-12-31$381,940,406
Value of total assets at beginning of year2022-12-31$478,859,554
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$217,134
Total interest from all sources2022-12-31$119,645
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$30,000,000
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$12,173,624
Participant contributions at end of year2022-12-31$2,132,575
Participant contributions at beginning of year2022-12-31$1,984,675
Participant contributions at end of year2022-12-31$162,000
Participant contributions at beginning of year2022-12-31$22,500
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,562,482
Liabilities. Value of operating payables at end of year2022-12-31$19,479
Liabilities. Value of operating payables at beginning of year2022-12-31$18,837
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-98,914,829
Value of net assets at end of year (total assets less liabilities)2022-12-31$381,920,927
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$478,840,717
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$217,134
Interest on participant loans2022-12-31$119,645
Value of interest in master investment trust accounts at end of year2022-12-31$372,071,465
Value of interest in master investment trust accounts at beginning of year2022-12-31$469,763,910
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$7,574,789
Employer contributions (assets) at end of year2022-12-31$7,574,366
Employer contributions (assets) at beginning of year2022-12-31$7,088,469
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$36,529,018
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 name2022-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2022-12-31251408703
2021 : K&L GATES 401(K) PLAN BETA 2021 401k financial data
Total transfer of assets to this plan2021-12-31$3,460,741
Total transfer of assets from this plan2021-12-31$2,115,034
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$18,837
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$14,958
Total income from all sources (including contributions)2021-12-31$87,419,889
Total of all expenses incurred2021-12-31$35,532,544
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$35,314,044
Expenses. Certain deemed distributions of participant loans2021-12-31$14,530
Value of total corrective distributions2021-12-31$10,815
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$20,308,318
Value of total assets at end of year2021-12-31$478,859,554
Value of total assets at beginning of year2021-12-31$425,622,623
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$193,155
Total interest from all sources2021-12-31$151,585
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$30,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$10,961,446
Participant contributions at end of year2021-12-31$1,984,675
Participant contributions at beginning of year2021-12-31$2,179,846
Participant contributions at end of year2021-12-31$22,500
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,258,390
Liabilities. Value of operating payables at end of year2021-12-31$18,837
Liabilities. Value of operating payables at beginning of year2021-12-31$14,958
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$51,887,345
Value of net assets at end of year (total assets less liabilities)2021-12-31$478,840,717
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$425,607,665
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
Investment advisory and management fees2021-12-31$193,155
Interest on participant loans2021-12-31$151,585
Value of interest in master investment trust accounts at end of year2021-12-31$469,763,910
Value of interest in master investment trust accounts at beginning of year2021-12-31$416,763,924
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$7,088,482
Employer contributions (assets) at end of year2021-12-31$7,088,469
Employer contributions (assets) at beginning of year2021-12-31$6,678,853
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$35,314,044
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 name2021-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2021-12-31251408703
2020 : K&L GATES 401(K) PLAN BETA 2020 401k financial data
Total transfer of assets to this plan2020-12-31$10,377,211
Total transfer of assets from this plan2020-12-31$955,778
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$14,958
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$16,298
Total income from all sources (including contributions)2020-12-31$78,607,647
Total of all expenses incurred2020-12-31$39,986,808
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$39,830,786
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$17,459,828
Value of total assets at end of year2020-12-31$425,622,623
Value of total assets at beginning of year2020-12-31$377,581,691
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$156,022
Total interest from all sources2020-12-31$139,365
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$40,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$9,415,694
Participant contributions at end of year2020-12-31$2,179,846
Participant contributions at beginning of year2020-12-31$2,372,150
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$50,000
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,365,281
Liabilities. Value of operating payables at end of year2020-12-31$14,958
Liabilities. Value of operating payables at beginning of year2020-12-31$16,298
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$38,620,839
Value of net assets at end of year (total assets less liabilities)2020-12-31$425,607,665
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$377,565,393
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
Investment advisory and management fees2020-12-31$156,022
Interest on participant loans2020-12-31$139,365
Value of interest in master investment trust accounts at end of year2020-12-31$416,763,924
Value of interest in master investment trust accounts at beginning of year2020-12-31$368,603,260
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$6,678,853
Employer contributions (assets) at end of year2020-12-31$6,678,853
Employer contributions (assets) at beginning of year2020-12-31$6,556,281
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$39,830,786
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2020-12-31251408703
2019 : K&L GATES 401(K) PLAN BETA 2019 401k financial data
Total transfer of assets to this plan2019-12-31$7,574,908
Total transfer of assets from this plan2019-12-31$319,717
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$16,298
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$43,652
Total income from all sources (including contributions)2019-12-31$87,653,943
Total of all expenses incurred2019-12-31$27,615,682
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$27,316,560
Expenses. Certain deemed distributions of participant loans2019-12-31$216,353
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$17,737,331
Value of total assets at end of year2019-12-31$377,581,691
Value of total assets at beginning of year2019-12-31$310,315,593
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$82,769
Total interest from all sources2019-12-31$161,187
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$40,000,000
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
Contributions received from participants2019-12-31$9,664,515
Participant contributions at end of year2019-12-31$2,372,150
Participant contributions at beginning of year2019-12-31$2,506,985
Participant contributions at end of year2019-12-31$50,000
Participant contributions at beginning of year2019-12-31$122,500
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,487,551
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$61,523
Liabilities. Value of operating payables at end of year2019-12-31$16,298
Liabilities. Value of operating payables at beginning of year2019-12-31$43,652
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$60,038,261
Value of net assets at end of year (total assets less liabilities)2019-12-31$377,565,393
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$310,271,941
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 leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$82,769
Interest on participant loans2019-12-31$161,187
Value of interest in master investment trust accounts at end of year2019-12-31$368,603,260
Value of interest in master investment trust accounts at beginning of year2019-12-31$300,621,903
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$6,585,265
Employer contributions (assets) at end of year2019-12-31$6,556,281
Employer contributions (assets) at beginning of year2019-12-31$7,002,682
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$27,316,560
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2019-12-31251408703
2018 : K&L GATES 401(K) PLAN BETA 2018 401k financial data
Total transfer of assets to this plan2018-12-31$16,353,559
Total transfer of assets from this plan2018-12-31$1,431,712
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$43,652
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$52,815
Total income from all sources (including contributions)2018-12-31$2,209,974
Total of all expenses incurred2018-12-31$30,016,133
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$29,811,630
Expenses. Certain deemed distributions of participant loans2018-12-31$204,503
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$17,261,885
Value of total assets at end of year2018-12-31$310,315,593
Value of total assets at beginning of year2018-12-31$323,209,068
Total interest from all sources2018-12-31$157,834
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$35,000,000
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$9,424,325
Participant contributions at end of year2018-12-31$2,506,985
Participant contributions at beginning of year2018-12-31$2,988,258
Participant contributions at end of year2018-12-31$122,500
Participant contributions at beginning of year2018-12-31$138,000
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$868,696
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$61,523
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Liabilities. Value of operating payables at end of year2018-12-31$43,652
Liabilities. Value of operating payables at beginning of year2018-12-31$52,815
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-27,806,159
Value of net assets at end of year (total assets less liabilities)2018-12-31$310,271,941
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$323,156,253
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
Interest on participant loans2018-12-31$157,834
Value of interest in master investment trust accounts at end of year2018-12-31$300,621,903
Value of interest in master investment trust accounts at beginning of year2018-12-31$312,961,409
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$6,968,864
Employer contributions (assets) at end of year2018-12-31$7,002,682
Employer contributions (assets) at beginning of year2018-12-31$7,121,401
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$29,811,630
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 name2018-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2018-12-31251408703
2017 : K&L GATES 401(K) PLAN BETA 2017 401k financial data
Total transfer of assets to this plan2017-12-31$8,543,030
Total transfer of assets from this plan2017-12-31$565,993
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$52,815
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$90,854
Total income from all sources (including contributions)2017-12-31$65,112,345
Total of all expenses incurred2017-12-31$26,281,036
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$26,215,781
Expenses. Certain deemed distributions of participant loans2017-12-31$37,160
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$17,749,744
Value of total assets at end of year2017-12-31$323,209,068
Value of total assets at beginning of year2017-12-31$276,438,761
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$28,095
Total interest from all sources2017-12-31$161,604
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$35,000,000
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$9,243,672
Participant contributions at end of year2017-12-31$2,988,258
Participant contributions at beginning of year2017-12-31$2,875,490
Participant contributions at end of year2017-12-31$138,000
Participant contributions at beginning of year2017-12-31$144,000
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,427,307
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$37,338
Administrative expenses (other) incurred2017-12-31$28,095
Liabilities. Value of operating payables at end of year2017-12-31$52,815
Liabilities. Value of operating payables at beginning of year2017-12-31$53,516
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$38,831,309
Value of net assets at end of year (total assets less liabilities)2017-12-31$323,156,253
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$276,347,907
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
Interest on participant loans2017-12-31$161,604
Value of interest in master investment trust accounts at end of year2017-12-31$312,961,409
Value of interest in master investment trust accounts at beginning of year2017-12-31$265,973,445
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$7,078,765
Employer contributions (assets) at end of year2017-12-31$7,121,401
Employer contributions (assets) at beginning of year2017-12-31$7,445,826
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$26,215,781
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 name2017-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2017-12-31251408703
2016 : K&L GATES 401(K) PLAN BETA 2016 401k financial data
Total transfer of assets to this plan2016-12-31$117,637
Total transfer of assets from this plan2016-12-31$2,849,278
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$90,854
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$181,107
Total income from all sources (including contributions)2016-12-31$39,558,911
Total of all expenses incurred2016-12-31$24,662,377
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$24,431,573
Expenses. Certain deemed distributions of participant loans2016-12-31$291,556
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$17,591,392
Value of total assets at end of year2016-12-31$276,438,761
Value of total assets at beginning of year2016-12-31$264,364,121
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$230,804
Total interest from all sources2016-12-31$151,229
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$118,833
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$35,000,000
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$9,332,807
Participant contributions at end of year2016-12-31$2,875,490
Participant contributions at beginning of year2016-12-31$3,020,374
Participant contributions at end of year2016-12-31$144,000
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$802,005
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$37,338
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$127,422
Liabilities. Value of operating payables at end of year2016-12-31$53,516
Liabilities. Value of operating payables at beginning of year2016-12-31$53,685
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$14,896,534
Value of net assets at end of year (total assets less liabilities)2016-12-31$276,347,907
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$264,183,014
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$111,971
Interest on participant loans2016-12-31$151,229
Value of interest in master investment trust accounts at end of year2016-12-31$265,973,445
Value of interest in master investment trust accounts at beginning of year2016-12-31$253,845,645
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$7,456,580
Employer contributions (assets) at end of year2016-12-31$7,445,826
Employer contributions (assets) at beginning of year2016-12-31$7,498,102
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$24,431,573
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 name2016-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2016-12-31251408703
2015 : K&L GATES 401(K) PLAN BETA 2015 401k financial data
Total transfer of assets to this plan2015-12-31$13,752,032
Total transfer of assets from this plan2015-12-31$7,789,303
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$181,107
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$309,168
Total income from all sources (including contributions)2015-12-31$14,097,001
Total of all expenses incurred2015-12-31$27,605,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$27,297,301
Value of total corrective distributions2015-12-31$3,978
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$18,231,161
Value of total assets at end of year2015-12-31$264,364,121
Value of total assets at beginning of year2015-12-31$272,037,690
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$303,959
Total interest from all sources2015-12-31$176,552
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$232,462
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$35,000,000
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$9,452,977
Participant contributions at end of year2015-12-31$3,020,374
Participant contributions at beginning of year2015-12-31$3,585,726
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$73,924
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,266,550
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$127,422
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$212,914
Liabilities. Value of operating payables at end of year2015-12-31$53,685
Liabilities. Value of operating payables at beginning of year2015-12-31$96,254
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-13,508,237
Value of net assets at end of year (total assets less liabilities)2015-12-31$264,183,014
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$271,728,522
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$71,497
Interest on participant loans2015-12-31$176,552
Value of interest in master investment trust accounts at end of year2015-12-31$253,845,645
Value of interest in master investment trust accounts at beginning of year2015-12-31$260,116,609
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$7,511,634
Employer contributions (assets) at end of year2015-12-31$7,498,102
Employer contributions (assets) at beginning of year2015-12-31$8,261,431
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$27,297,301
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 name2015-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2015-12-31251408703
2014 : K&L GATES 401(K) PLAN BETA 2014 401k financial data
Total transfer of assets to this plan2014-12-31$46,456,565
Total transfer of assets from this plan2014-12-31$25,340
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$309,168
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$254,970
Total income from all sources (including contributions)2014-12-31$32,810,785
Total of all expenses incurred2014-12-31$19,825,896
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$19,567,606
Value of total corrective distributions2014-12-31$2,058
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$17,949,237
Value of total assets at end of year2014-12-31$272,037,690
Value of total assets at beginning of year2014-12-31$212,567,378
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$256,232
Total interest from all sources2014-12-31$178,573
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$138,714
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$35,000,000
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$7,591,924
Participant contributions at end of year2014-12-31$3,585,726
Participant contributions at beginning of year2014-12-31$3,231,197
Participant contributions at end of year2014-12-31$73,924
Participant contributions at beginning of year2014-12-31$182,500
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,083,709
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$212,914
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$167,115
Liabilities. Value of operating payables at end of year2014-12-31$96,254
Liabilities. Value of operating payables at beginning of year2014-12-31$87,855
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$12,984,889
Value of net assets at end of year (total assets less liabilities)2014-12-31$271,728,522
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$212,312,408
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$117,518
Interest on participant loans2014-12-31$178,573
Value of interest in master investment trust accounts at end of year2014-12-31$260,116,609
Value of interest in master investment trust accounts at beginning of year2014-12-31$199,841,644
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$8,273,604
Employer contributions (assets) at end of year2014-12-31$8,261,431
Employer contributions (assets) at beginning of year2014-12-31$9,312,037
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$19,567,606
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 name2014-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2014-12-31251408703
2013 : K&L GATES 401(K) PLAN BETA 2013 401k financial data
Total transfer of assets to this plan2013-12-31$3,076,266
Total transfer of assets from this plan2013-12-31$353,368
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$254,970
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$317,799
Total income from all sources (including contributions)2013-12-31$46,514,726
Total of all expenses incurred2013-12-31$21,245,096
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$20,616,513
Expenses. Certain deemed distributions of participant loans2013-12-31$339,418
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$16,025,912
Value of total assets at end of year2013-12-31$212,567,378
Value of total assets at beginning of year2013-12-31$184,637,679
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$289,165
Total interest from all sources2013-12-31$168,504
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$78,987
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$25,000,000
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$5,864,375
Participant contributions at end of year2013-12-31$3,231,197
Participant contributions at beginning of year2013-12-31$3,030,619
Participant contributions at end of year2013-12-31$182,500
Participant contributions at beginning of year2013-12-31$51,375
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$851,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$167,115
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$236,116
Liabilities. Value of operating payables at end of year2013-12-31$87,855
Liabilities. Value of operating payables at beginning of year2013-12-31$81,683
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$25,269,630
Value of net assets at end of year (total assets less liabilities)2013-12-31$212,312,408
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$184,319,880
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$210,178
Interest on participant loans2013-12-31$168,504
Value of interest in master investment trust accounts at end of year2013-12-31$199,841,644
Value of interest in master investment trust accounts at beginning of year2013-12-31$172,042,654
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$9,310,537
Employer contributions (assets) at end of year2013-12-31$9,312,037
Employer contributions (assets) at beginning of year2013-12-31$9,513,031
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$20,616,513
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 name2013-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2013-12-31251408703
2012 : K&L GATES 401(K) PLAN BETA 2012 401k financial data
Total transfer of assets to this plan2012-12-31$11,702,071
Total transfer of assets from this plan2012-12-31$32,824
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$317,799
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$361,249
Total income from all sources (including contributions)2012-12-31$36,325,656
Total of all expenses incurred2012-12-31$14,330,483
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$14,001,753
Expenses. Certain deemed distributions of participant loans2012-12-31$20,066
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$17,446,311
Value of total assets at end of year2012-12-31$184,637,679
Value of total assets at beginning of year2012-12-31$151,016,709
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$308,664
Total interest from all sources2012-12-31$169,807
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$121,919
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$25,000,000
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$6,063,855
Participant contributions at end of year2012-12-31$3,030,619
Participant contributions at beginning of year2012-12-31$2,991,745
Participant contributions at end of year2012-12-31$51,375
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,867,377
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$236,116
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$305,719
Liabilities. Value of operating payables at end of year2012-12-31$81,683
Liabilities. Value of operating payables at beginning of year2012-12-31$55,530
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$21,995,173
Value of net assets at end of year (total assets less liabilities)2012-12-31$184,319,880
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$150,655,460
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
Investment advisory and management fees2012-12-31$186,745
Interest on participant loans2012-12-31$169,807
Value of interest in master investment trust accounts at end of year2012-12-31$172,042,654
Value of interest in master investment trust accounts at beginning of year2012-12-31$138,062,426
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$9,515,079
Employer contributions (assets) at end of year2012-12-31$9,513,031
Employer contributions (assets) at beginning of year2012-12-31$9,962,538
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$14,001,753
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 name2012-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2012-12-31251408703
2011 : K&L GATES 401(K) PLAN BETA 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$3,022,681
Total transfer of assets from this plan2011-12-31$681,982
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$361,249
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$256,307
Total income from all sources (including contributions)2011-12-31$13,968,980
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$11,178,372
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$10,809,701
Expenses. Certain deemed distributions of participant loans2011-12-31$1,250
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$17,369,816
Value of total assets at end of year2011-12-31$151,016,709
Value of total assets at beginning of year2011-12-31$145,780,460
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$367,421
Total interest from all sources2011-12-31$165,563
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$22,348
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$25,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$7,407,278
Participant contributions at end of year2011-12-31$2,991,745
Participant contributions at beginning of year2011-12-31$3,017,572
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$22,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$305,719
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$180,131
Administrative expenses (other) incurred2011-12-31$31,528
Liabilities. Value of operating payables at end of year2011-12-31$55,530
Liabilities. Value of operating payables at beginning of year2011-12-31$76,176
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$2,790,608
Value of net assets at end of year (total assets less liabilities)2011-12-31$150,655,460
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$145,524,153
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$151,235
Interest on participant loans2011-12-31$165,563
Value of interest in master investment trust accounts at end of year2011-12-31$138,062,426
Value of interest in master investment trust accounts at beginning of year2011-12-31$132,308,020
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$9,962,538
Employer contributions (assets) at end of year2011-12-31$9,962,538
Employer contributions (assets) at beginning of year2011-12-31$10,432,868
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$10,809,701
Contract administrator fees2011-12-31$162,310
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 name2011-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2011-12-31134008324
2010 : K&L GATES 401(K) PLAN BETA 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$25,032,857
Total transfer of assets from this plan2010-12-31$1,998,429
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$256,307
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$93,888
Total income from all sources (including contributions)2010-12-31$30,936,194
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$12,368,745
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$11,988,297
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$17,013,881
Value of total assets at end of year2010-12-31$145,780,460
Value of total assets at beginning of year2010-12-31$104,016,164
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$380,448
Total interest from all sources2010-12-31$169,646
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 year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$184,475
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$15,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$6,439,145
Participant contributions at end of year2010-12-31$3,017,572
Participant contributions at beginning of year2010-12-31$2,231,200
Participant contributions at end of year2010-12-31$22,000
Participant contributions at beginning of year2010-12-31$22,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$180,131
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$93,888
Liabilities. Value of operating payables at end of year2010-12-31$76,176
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$18,567,449
Value of net assets at end of year (total assets less liabilities)2010-12-31$145,524,153
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$103,922,276
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
Interest on participant loans2010-12-31$169,646
Value of interest in master investment trust accounts at end of year2010-12-31$132,308,020
Value of interest in master investment trust accounts at beginning of year2010-12-31$92,562,299
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$10,574,736
Employer contributions (assets) at end of year2010-12-31$10,432,868
Employer contributions (assets) at beginning of year2010-12-31$9,200,665
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$11,988,297
Contract administrator fees2010-12-31$195,973
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 name2010-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2010-12-31134008324
2009 : K&L GATES 401(K) PLAN BETA 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for K&L GATES 401(K) PLAN BETA

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

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