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WILLIAM BLAIR & COMPANY DEFERRED PROFIT SHARING PLAN 401k Plan overview

Plan NameWILLIAM BLAIR & COMPANY DEFERRED PROFIT SHARING PLAN
Plan identification number 001

WILLIAM BLAIR & COMPANY DEFERRED PROFIT SHARING PLAN 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 provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.

401k Sponsoring company profile

WILLIAM BLAIR & COMPANY, LLC has sponsored the creation of one or more 401k plans.

Company Name:WILLIAM BLAIR & COMPANY, LLC
Employer identification number (EIN):362214610
NAIC Classification:523110
NAIC Description:Investment Banking and Securities Dealing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM BLAIR & COMPANY DEFERRED PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JON ZINDEL
0012016-01-01JON ZINDEL
0012015-01-01JON ZINDEL
0012014-01-01JON ZINDEL
0012013-01-01JON ZINDEL
0012012-01-01JON ZINDEL
0012011-01-01TIMOTHY L. BURKE
0012010-01-01TIMOTHY L. BURKE
0012009-01-01TIMOTHY L. BURKE TIMOTHY L. BURKE2010-10-05

Plan Statistics for WILLIAM BLAIR & COMPANY DEFERRED PROFIT SHARING PLAN

401k plan membership statisitcs for WILLIAM BLAIR & COMPANY DEFERRED PROFIT SHARING PLAN

Measure Date Value
2023: WILLIAM BLAIR & COMPANY DEFERRED PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-012,691
Total number of active participants reported on line 7a of the Form 55002023-01-011,719
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01982
Total of all active and inactive participants2023-01-012,701
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-016
Total participants2023-01-012,707
Number of participants with account balances2023-01-012,695
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: WILLIAM BLAIR & COMPANY DEFERRED PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,382
Total number of active participants reported on line 7a of the Form 55002022-01-011,896
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01788
Total of all active and inactive participants2022-01-012,684
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-017
Total participants2022-01-012,691
Number of participants with account balances2022-01-012,668
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: WILLIAM BLAIR & COMPANY DEFERRED PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,090
Total number of active participants reported on line 7a of the Form 55002021-01-011,675
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01702
Total of all active and inactive participants2021-01-012,377
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-015
Total participants2021-01-012,382
Number of participants with account balances2021-01-012,353
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: WILLIAM BLAIR & COMPANY DEFERRED PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,056
Total number of active participants reported on line 7a of the Form 55002020-01-011,403
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01682
Total of all active and inactive participants2020-01-012,085
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-015
Total participants2020-01-012,090
Number of participants with account balances2020-01-012,081
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: WILLIAM BLAIR & COMPANY DEFERRED PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,968
Total number of active participants reported on line 7a of the Form 55002019-01-011,394
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01660
Total of all active and inactive participants2019-01-012,054
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-012,056
Number of participants with account balances2019-01-012,040
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: WILLIAM BLAIR & COMPANY DEFERRED PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,849
Total number of active participants reported on line 7a of the Form 55002018-01-011,363
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01602
Total of all active and inactive participants2018-01-011,965
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-011,968
Number of participants with account balances2018-01-011,938
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: WILLIAM BLAIR & COMPANY DEFERRED PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,888
Total number of active participants reported on line 7a of the Form 55002017-01-011,287
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01562
Total of all active and inactive participants2017-01-011,849
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,849
Number of participants with account balances2017-01-011,842
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: WILLIAM BLAIR & COMPANY DEFERRED PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,811
Total number of active participants reported on line 7a of the Form 55002016-01-011,315
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01573
Total of all active and inactive participants2016-01-011,888
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,888
Number of participants with account balances2016-01-011,871
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: WILLIAM BLAIR & COMPANY DEFERRED PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,646
Total number of active participants reported on line 7a of the Form 55002015-01-011,272
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01539
Total of all active and inactive participants2015-01-011,811
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,811
Number of participants with account balances2015-01-011,783
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: WILLIAM BLAIR & COMPANY DEFERRED PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,526
Total number of active participants reported on line 7a of the Form 55002014-01-011,158
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01488
Total of all active and inactive participants2014-01-011,646
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,646
Number of participants with account balances2014-01-011,604
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WILLIAM BLAIR & COMPANY DEFERRED PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,642
Total number of active participants reported on line 7a of the Form 55002013-01-011,077
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-01448
Total of all active and inactive participants2013-01-011,526
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,526
Number of participants with account balances2013-01-011,526
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: WILLIAM BLAIR & COMPANY DEFERRED PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,435
Total number of active participants reported on line 7a of the Form 55002012-01-011,044
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-01412
Total of all active and inactive participants2012-01-011,457
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-011,459
Number of participants with account balances2012-01-011,459
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: WILLIAM BLAIR & COMPANY DEFERRED PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,318
Total number of active participants reported on line 7a of the Form 55002011-01-011,050
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-01384
Total of all active and inactive participants2011-01-011,435
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,435
Number of participants with account balances2011-01-011,410
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: WILLIAM BLAIR & COMPANY DEFERRED PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,205
Total number of active participants reported on line 7a of the Form 55002010-01-01941
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-01376
Total of all active and inactive participants2010-01-011,318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-011,318
Number of participants with account balances2010-01-011,307
2009: WILLIAM BLAIR & COMPANY DEFERRED PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,213
Total number of active participants reported on line 7a of the Form 55002009-01-01843
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-01361
Total of all active and inactive participants2009-01-011,205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,205
Number of participants with account balances2009-01-011,182

Financial Data on WILLIAM BLAIR & COMPANY DEFERRED PROFIT SHARING PLAN

Measure Date Value
2023 : WILLIAM BLAIR & COMPANY DEFERRED PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources (including contributions)2023-12-31$227,436,106
Total of all expenses incurred2023-12-31$53,710,413
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$53,249,047
Value of total corrective distributions2023-12-31$206,698
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$65,398,887
Value of total assets at end of year2023-12-31$1,059,667,291
Value of total assets at beginning of year2023-12-31$885,941,598
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$254,668
Total interest from all sources2023-12-31$1,900,921
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$40,000,000
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$42,942,305
Participant contributions at end of year2023-12-31$3,841,208
Participant contributions at beginning of year2023-12-31$3,223,475
Participant contributions at end of year2023-12-31$9,091,500
Participant contributions at beginning of year2023-12-31$9,031,500
Assets. Other investments not covered elsewhere at end of year2023-12-31$366,169,997
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$307,470,759
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$6,629,550
Other income not declared elsewhere2023-12-31$64,630,299
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$173,725,693
Value of net assets at end of year (total assets less liabilities)2023-12-31$1,059,667,291
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$885,941,598
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
Assets. partnership/joint venture interests at end of year2023-12-31$324,778
Assets. partnership/joint venture interests at beginning of year2023-12-31$228,950
Investment advisory and management fees2023-12-31$248,418
Interest on participant loans2023-12-31$166,869
Value of interest in common/collective trusts at end of year2023-12-31$641,713,469
Value of interest in common/collective trusts at beginning of year2023-12-31$518,262,877
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$30,365,341
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$33,326,881
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$33,326,881
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$1,734,052
Net investment gain or loss from common/collective trusts2023-12-31$95,505,999
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$15,827,032
Employer contributions (assets) at end of year2023-12-31$8,160,998
Employer contributions (assets) at beginning of year2023-12-31$14,397,156
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$53,249,047
Contract administrator fees2023-12-31$50
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31GRANT THORNTON LLP
Accountancy firm EIN2023-12-31366055558
2022 : WILLIAM BLAIR & COMPANY DEFERRED PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-112,348,735
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$54,443,907
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$53,833,663
Value of total corrective distributions2022-12-31$361,944
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$71,678,069
Value of total assets at end of year2022-12-31$885,941,598
Value of total assets at beginning of year2022-12-31$1,052,734,240
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$248,300
Total interest from all sources2022-12-31$609,293
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
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$40,000,000
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$41,224,338
Participant contributions at end of year2022-12-31$3,223,475
Participant contributions at beginning of year2022-12-31$3,052,711
Participant contributions at end of year2022-12-31$9,031,500
Participant contributions at beginning of year2022-12-31$7,180,500
Assets. Other investments not covered elsewhere at end of year2022-12-31$307,470,759
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$413,000,129
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$8,298,631
Other income not declared elsewhere2022-12-31$-89,706,689
Administrative expenses (other) incurred2022-12-31$4,750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-166,792,642
Value of net assets at end of year (total assets less liabilities)2022-12-31$885,941,598
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,052,734,240
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
Assets. partnership/joint venture interests at end of year2022-12-31$228,950
Assets. partnership/joint venture interests at beginning of year2022-12-31$274,421
Investment advisory and management fees2022-12-31$243,550
Interest on participant loans2022-12-31$114,344
Value of interest in common/collective trusts at end of year2022-12-31$518,262,877
Value of interest in common/collective trusts at beginning of year2022-12-31$585,365,005
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$33,326,881
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$27,408,517
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$27,408,517
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$494,949
Net investment gain or loss from common/collective trusts2022-12-31$-94,929,408
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$22,155,100
Employer contributions (assets) at end of year2022-12-31$14,397,156
Employer contributions (assets) at beginning of year2022-12-31$16,452,957
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$53,833,663
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31GRANT THORNTON LLP
Accountancy firm EIN2022-12-31366055558
2021 : WILLIAM BLAIR & COMPANY DEFERRED PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$201,777,360
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$68,341,836
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$67,952,077
Value of total corrective distributions2021-12-31$141,828
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$65,980,110
Value of total assets at end of year2021-12-31$1,052,734,240
Value of total assets at beginning of year2021-12-31$919,298,716
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$247,931
Total interest from all sources2021-12-31$10,146,530
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
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$40,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$33,566,779
Participant contributions at end of year2021-12-31$3,052,711
Participant contributions at beginning of year2021-12-31$3,087,753
Participant contributions at end of year2021-12-31$7,180,500
Participant contributions at beginning of year2021-12-31$6,450,000
Assets. Other investments not covered elsewhere at end of year2021-12-31$413,000,129
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$376,224,710
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$9,727,648
Other income not declared elsewhere2021-12-31$37,185,203
Administrative expenses (other) incurred2021-12-31$7,150
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$133,435,524
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,052,734,240
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$919,298,716
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
Assets. partnership/joint venture interests at end of year2021-12-31$274,421
Assets. partnership/joint venture interests at beginning of year2021-12-31$109,779
Investment advisory and management fees2021-12-31$240,781
Interest on participant loans2021-12-31$116,065
Value of interest in common/collective trusts at end of year2021-12-31$585,365,005
Value of interest in common/collective trusts at beginning of year2021-12-31$487,038,732
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$27,408,517
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$34,807,317
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$34,807,317
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$10,030,465
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$88,465,517
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$22,685,683
Employer contributions (assets) at end of year2021-12-31$16,452,957
Employer contributions (assets) at beginning of year2021-12-31$11,580,425
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$67,952,077
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 name2021-12-31GRANT THORNTON LLP
Accountancy firm EIN2021-12-31366055558
2020 : WILLIAM BLAIR & COMPANY DEFERRED PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$241,779,986
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$44,648,979
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$44,308,679
Value of total corrective distributions2020-12-31$102,879
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$97,289,545
Value of total assets at end of year2020-12-31$919,298,716
Value of total assets at beginning of year2020-12-31$722,167,709
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$237,421
Total interest from all sources2020-12-31$6,597,750
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$58,525
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$28,733,740
Participant contributions at end of year2020-12-31$3,087,753
Participant contributions at beginning of year2020-12-31$2,988,615
Participant contributions at end of year2020-12-31$6,450,000
Participant contributions at beginning of year2020-12-31$6,253,000
Assets. Other investments not covered elsewhere at end of year2020-12-31$376,224,710
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$275,098,096
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$51,612,391
Other income not declared elsewhere2020-12-31$72,511,412
Administrative expenses (other) incurred2020-12-31$-56,188
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$197,131,007
Value of net assets at end of year (total assets less liabilities)2020-12-31$919,298,716
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$722,167,709
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
Assets. partnership/joint venture interests at end of year2020-12-31$109,779
Assets. partnership/joint venture interests at beginning of year2020-12-31$48,641
Investment advisory and management fees2020-12-31$235,084
Interest on participant loans2020-12-31$125,072
Value of interest in common/collective trusts at end of year2020-12-31$487,038,732
Value of interest in common/collective trusts at beginning of year2020-12-31$403,658,132
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$34,807,317
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$23,236,764
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$23,236,764
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$6,472,678
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$-1
Net investment gain or loss from common/collective trusts2020-12-31$65,381,280
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$16,943,414
Employer contributions (assets) at end of year2020-12-31$11,580,425
Employer contributions (assets) at beginning of year2020-12-31$10,884,461
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$44,308,679
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 name2020-12-31GRANT THORNTON LLP
Accountancy firm EIN2020-12-31366055558
2019 : WILLIAM BLAIR & COMPANY DEFERRED PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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 income from all sources (including contributions)2019-12-31$180,081,162
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$48,747,791
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$48,458,453
Value of total corrective distributions2019-12-31$42,471
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$50,218,151
Value of total assets at end of year2019-12-31$722,167,709
Value of total assets at beginning of year2019-12-31$590,834,338
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$246,867
Total interest from all sources2019-12-31$613,489
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,894,329
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$4,894,329
Administrative expenses professional fees incurred2019-12-31$-18,593
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$26,665,083
Participant contributions at end of year2019-12-31$2,988,615
Participant contributions at beginning of year2019-12-31$3,103,601
Participant contributions at end of year2019-12-31$6,253,000
Participant contributions at beginning of year2019-12-31$6,506,363
Assets. Other investments not covered elsewhere at end of year2019-12-31$275,098,096
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$220,098,508
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$7,507,847
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$6,400
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$131,333,371
Value of net assets at end of year (total assets less liabilities)2019-12-31$722,167,709
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$590,834,338
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
Assets. partnership/joint venture interests at end of year2019-12-31$48,641
Assets. partnership/joint venture interests at beginning of year2019-12-31$9
Investment advisory and management fees2019-12-31$259,060
Interest on participant loans2019-12-31$132,372
Value of interest in common/collective trusts at end of year2019-12-31$403,658,132
Value of interest in common/collective trusts at beginning of year2019-12-31$332,082,855
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$23,236,764
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$18,591,219
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$18,591,219
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$481,117
Net investment gain or loss from common/collective trusts2019-12-31$124,355,193
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$16,045,221
Employer contributions (assets) at end of year2019-12-31$10,884,461
Employer contributions (assets) at beginning of year2019-12-31$10,451,783
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$48,458,453
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)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31GRANT THORNTON LLP
Accountancy firm EIN2019-12-31366055558
2018 : WILLIAM BLAIR & COMPANY DEFERRED PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$24,999,817
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$42,636,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$42,603,611
Value of total corrective distributions2018-12-31$8,330
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$46,486,613
Value of total assets at end of year2018-12-31$590,834,338
Value of total assets at beginning of year2018-12-31$608,470,855
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$24,393
Total interest from all sources2018-12-31$675,005
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$9,816,684
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$9,816,684
Administrative expenses professional fees incurred2018-12-31$18,593
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$40,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$24,476,423
Participant contributions at end of year2018-12-31$3,103,601
Participant contributions at beginning of year2018-12-31$3,353,383
Participant contributions at end of year2018-12-31$6,506,363
Participant contributions at beginning of year2018-12-31$6,156,000
Assets. Other investments not covered elsewhere at end of year2018-12-31$220,098,508
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$213,475,444
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$7,015,105
Other income not declared elsewhere2018-12-31$-8,386,308
Administrative expenses (other) incurred2018-12-31$5,800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-17,636,517
Value of net assets at end of year (total assets less liabilities)2018-12-31$590,834,338
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$608,470,855
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
Assets. partnership/joint venture interests at end of year2018-12-31$9
Assets. partnership/joint venture interests at beginning of year2018-12-31$206
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$344,669,200
Interest on participant loans2018-12-31$112,233
Value of interest in common/collective trusts at end of year2018-12-31$332,082,855
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$18,591,219
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$31,373,491
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$31,373,491
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$562,772
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,037,982
Net investment gain or loss from common/collective trusts2018-12-31$-21,554,195
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$14,995,085
Employer contributions (assets) at end of year2018-12-31$10,451,783
Employer contributions (assets) at beginning of year2018-12-31$9,443,131
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$42,603,611
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31GRANT THORNTON LLP
Accountancy firm EIN2018-12-31366055558
2017 : WILLIAM BLAIR & COMPANY DEFERRED PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$148,247,956
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$36,364,906
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$36,327,665
Value of total corrective distributions2017-12-31$12,233
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$47,303,238
Value of total assets at end of year2017-12-31$608,470,855
Value of total assets at beginning of year2017-12-31$496,587,805
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$25,008
Total interest from all sources2017-12-31$291,800
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$10,514,480
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$10,514,480
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$40,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$23,067,163
Participant contributions at end of year2017-12-31$3,353,383
Participant contributions at beginning of year2017-12-31$3,494,202
Participant contributions at end of year2017-12-31$6,156,000
Participant contributions at beginning of year2017-12-31$5,845,000
Assets. Other investments not covered elsewhere at end of year2017-12-31$213,475,444
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$171,046,493
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$12,622,037
Other income not declared elsewhere2017-12-31$36,669,114
Administrative expenses (other) incurred2017-12-31$25,008
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$111,883,050
Value of net assets at end of year (total assets less liabilities)2017-12-31$608,470,855
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$496,587,805
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
Assets. partnership/joint venture interests at end of year2017-12-31$206
Assets. partnership/joint venture interests at beginning of year2017-12-31$417
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$344,669,200
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$274,467,109
Interest on participant loans2017-12-31$112,052
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$31,373,491
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$31,238,187
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$31,238,187
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$179,748
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$53,469,324
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$11,614,038
Employer contributions (assets) at end of year2017-12-31$9,443,131
Employer contributions (assets) at beginning of year2017-12-31$10,496,397
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$36,327,665
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31GRANT THORNTON LLP
Accountancy firm EIN2017-12-31366055558
2016 : WILLIAM BLAIR & COMPANY DEFERRED PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$69,066,985
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$35,640,575
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$35,583,672
Value of total corrective distributions2016-12-31$13,818
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$39,187,692
Value of total assets at end of year2016-12-31$496,587,805
Value of total assets at beginning of year2016-12-31$463,161,395
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$43,085
Total interest from all sources2016-12-31$48,970
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$5,709,325
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$5,709,325
Administrative expenses professional fees incurred2016-12-31$33,075
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$40,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$21,121,605
Participant contributions at end of year2016-12-31$3,494,202
Participant contributions at beginning of year2016-12-31$3,129,552
Participant contributions at end of year2016-12-31$5,845,000
Participant contributions at beginning of year2016-12-31$5,583,000
Assets. Other investments not covered elsewhere at end of year2016-12-31$171,046,493
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$122,879,374
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$7,567,639
Other income not declared elsewhere2016-12-31$6,806,952
Administrative expenses (other) incurred2016-12-31$4,850
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$33,426,410
Value of net assets at end of year (total assets less liabilities)2016-12-31$496,587,805
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$463,161,395
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
Assets. partnership/joint venture interests at end of year2016-12-31$417
Assets. partnership/joint venture interests at beginning of year2016-12-31$296
Investment advisory and management fees2016-12-31$5,160
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$274,467,109
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$296,338,461
Interest on participant loans2016-12-31$112,163
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$31,238,187
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$25,125,667
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$25,125,667
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$-63,193
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$17,314,046
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$10,498,448
Employer contributions (assets) at end of year2016-12-31$10,496,397
Employer contributions (assets) at beginning of year2016-12-31$10,105,045
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$35,583,672
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)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31GRANT THORNTON LLP
Accountancy firm EIN2016-12-31366055558
2015 : WILLIAM BLAIR & COMPANY DEFERRED PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$34,297,777
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$19,697,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$19,632,832
Value of total corrective distributions2015-12-31$21,349
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$31,723,292
Value of total assets at end of year2015-12-31$463,161,395
Value of total assets at beginning of year2015-12-31$448,561,149
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$43,350
Total interest from all sources2015-12-31$482,795
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$18,750,221
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$18,750,221
Administrative expenses professional fees incurred2015-12-31$31,500
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$40,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$19,103,498
Participant contributions at end of year2015-12-31$3,129,552
Participant contributions at beginning of year2015-12-31$3,243,180
Participant contributions at end of year2015-12-31$5,583,000
Participant contributions at beginning of year2015-12-31$5,301,405
Assets. Other investments not covered elsewhere at end of year2015-12-31$122,879,374
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$119,277,083
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,534,412
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$-764,140
Administrative expenses (other) incurred2015-12-31$4,350
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$14,600,246
Value of net assets at end of year (total assets less liabilities)2015-12-31$463,161,395
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$448,561,149
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
Assets. partnership/joint venture interests at end of year2015-12-31$296
Assets. partnership/joint venture interests at beginning of year2015-12-31$700
Investment advisory and management fees2015-12-31$7,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$296,338,461
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$284,470,626
Interest on participant loans2015-12-31$100,190
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$25,125,667
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$26,493,746
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$26,493,746
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$382,605
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-15,894,391
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$10,085,382
Employer contributions (assets) at end of year2015-12-31$10,105,045
Employer contributions (assets) at beginning of year2015-12-31$9,774,409
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$19,632,832
Liabilities. Value of benefit claims payable at end of year2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31GRANT THORNTON LLP
Accountancy firm EIN2015-12-31366055558
2014 : WILLIAM BLAIR & COMPANY DEFERRED PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$13,690
Total income from all sources (including contributions)2014-12-31$52,750,295
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$46,848,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$46,843,125
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$31,578,706
Value of total assets at end of year2014-12-31$448,561,149
Value of total assets at beginning of year2014-12-31$442,672,969
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,300
Total interest from all sources2014-12-31$214,362
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$23,208,056
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$23,208,056
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$40,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$16,963,161
Participant contributions at end of year2014-12-31$3,243,180
Participant contributions at beginning of year2014-12-31$3,218,130
Participant contributions at end of year2014-12-31$5,301,405
Participant contributions at beginning of year2014-12-31$5,092,000
Assets. Other investments not covered elsewhere at end of year2014-12-31$119,277,083
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$131,215,332
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$4,841,136
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$678,767
Other income not declared elsewhere2014-12-31$5,430,786
Administrative expenses (other) incurred2014-12-31$5,300
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$5,901,870
Value of net assets at end of year (total assets less liabilities)2014-12-31$448,561,149
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$442,659,279
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
Assets. partnership/joint venture interests at end of year2014-12-31$700
Assets. partnership/joint venture interests at beginning of year2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$284,470,626
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$293,738,332
Interest on participant loans2014-12-31$111,323
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$26,493,746
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$103,039
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-7,681,615
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$9,774,409
Employer contributions (assets) at end of year2014-12-31$9,774,409
Employer contributions (assets) at beginning of year2014-12-31$8,730,408
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$46,843,125
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$13,690
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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31GRANT THORNTON LLP
Accountancy firm EIN2014-12-31366055558
2013 : WILLIAM BLAIR & COMPANY DEFERRED PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$13,690
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$22,040
Total income from all sources (including contributions)2013-12-31$111,625,261
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$26,480,915
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$26,475,406
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$27,485,478
Value of total assets at end of year2013-12-31$442,672,969
Value of total assets at beginning of year2013-12-31$357,536,973
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,509
Total interest from all sources2013-12-31$101,108
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$13,839,079
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$13,839,079
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$40,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$15,533,476
Participant contributions at end of year2013-12-31$3,218,130
Participant contributions at beginning of year2013-12-31$2,920,200
Participant contributions at end of year2013-12-31$5,092,000
Participant contributions at beginning of year2013-12-31$5,257,184
Assets. Other investments not covered elsewhere at end of year2013-12-31$131,215,332
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$104,496,323
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$3,218,357
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$678,767
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$2,156,356
Other income not declared elsewhere2013-12-31$24,695,017
Administrative expenses (other) incurred2013-12-31$5,509
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$85,144,346
Value of net assets at end of year (total assets less liabilities)2013-12-31$442,659,279
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$357,514,933
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$293,738,332
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$234,978,244
Interest on participant loans2013-12-31$101,108
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$45,504,579
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$8,733,645
Employer contributions (assets) at end of year2013-12-31$8,730,408
Employer contributions (assets) at beginning of year2013-12-31$7,728,666
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$26,475,406
Liabilities. Value of benefit claims payable at end of year2013-12-31$13,690
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$22,040
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31GRANT THORNTON LLP
Accountancy firm EIN2013-12-31366055558
2012 : WILLIAM BLAIR & COMPANY DEFERRED PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$22,040
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$947,414
Total income from all sources (including contributions)2012-12-31$75,918,588
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$19,914,403
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$19,908,787
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$35,619,597
Value of total assets at end of year2012-12-31$357,536,973
Value of total assets at beginning of year2012-12-31$302,458,162
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,616
Total interest from all sources2012-12-31$89,917
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$5,763,517
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$5,763,517
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$40,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$15,246,705
Participant contributions at end of year2012-12-31$2,920,200
Participant contributions at beginning of year2012-12-31$2,401,253
Participant contributions at end of year2012-12-31$5,257,184
Participant contributions at beginning of year2012-12-31$5,185,718
Assets. Other investments not covered elsewhere at end of year2012-12-31$104,496,323
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$82,307,106
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$12,644,226
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$2,156,356
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$3,335,237
Other income not declared elsewhere2012-12-31$9,762,893
Administrative expenses (other) incurred2012-12-31$5,616
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$56,004,185
Value of net assets at end of year (total assets less liabilities)2012-12-31$357,514,933
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$301,510,748
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$234,978,244
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$202,162,107
Interest on participant loans2012-12-31$89,917
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$24,682,664
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$7,728,666
Employer contributions (assets) at end of year2012-12-31$7,728,666
Employer contributions (assets) at beginning of year2012-12-31$7,066,741
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$19,908,787
Liabilities. Value of benefit claims payable at end of year2012-12-31$22,040
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$947,414
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)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31GRANT THORNTON LLP
Accountancy firm EIN2012-12-31366055558
2011 : WILLIAM BLAIR & COMPANY DEFERRED PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$947,414
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,137,911
Total income from all sources (including contributions)2011-12-31$31,539,411
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$35,546,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$35,542,623
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$43,369,177
Value of total assets at end of year2011-12-31$302,458,162
Value of total assets at beginning of year2011-12-31$306,655,885
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,014
Total interest from all sources2011-12-31$90,795
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$3,744,811
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$3,744,811
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$40,000,000
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$13,906,684
Participant contributions at end of year2011-12-31$2,401,253
Participant contributions at beginning of year2011-12-31$2,591,269
Participant contributions at end of year2011-12-31$5,185,718
Participant contributions at beginning of year2011-12-31$5,018,198
Assets. Other investments not covered elsewhere at end of year2011-12-31$82,307,106
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$95,789,219
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$22,037,452
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$3,335,237
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$516,249
Other income not declared elsewhere2011-12-31$-3,745,738
Administrative expenses (other) incurred2011-12-31$4,014
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-4,007,226
Value of net assets at end of year (total assets less liabilities)2011-12-31$301,510,748
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$305,517,974
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$202,162,107
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$195,938,321
Interest on participant loans2011-12-31$90,795
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-11,919,634
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$7,425,041
Employer contributions (assets) at end of year2011-12-31$7,066,741
Employer contributions (assets) at beginning of year2011-12-31$6,802,629
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$35,542,623
Liabilities. Value of benefit claims payable at end of year2011-12-31$947,414
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$1,137,911
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)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31GRANT THRONTON LLP
Accountancy firm EIN2011-12-31366055558
2010 : WILLIAM BLAIR & COMPANY DEFERRED PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,137,911
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$365,901
Total income from all sources (including contributions)2010-12-31$60,567,707
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$35,004,924
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$34,970,209
Expenses. Certain deemed distributions of participant loans2010-12-31$15,198
Value of total corrective distributions2010-12-31$13,206
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$21,947,885
Value of total assets at end of year2010-12-31$306,655,885
Value of total assets at beginning of year2010-12-31$280,321,092
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$6,311
Total interest from all sources2010-12-31$100,920
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$2,554,905
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$2,554,905
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$40,000,000
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$15,138,542
Participant contributions at end of year2010-12-31$2,591,269
Participant contributions at beginning of year2010-12-31$2,043,445
Participant contributions at end of year2010-12-31$5,018,198
Participant contributions at beginning of year2010-12-31$4,864,417
Assets. Other investments not covered elsewhere at end of year2010-12-31$95,789,219
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$97,568,906
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$516,249
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$120,253
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$78,309
Other income not declared elsewhere2010-12-31$14,277,544
Administrative expenses (other) incurred2010-12-31$6,311
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$25,562,783
Value of net assets at end of year (total assets less liabilities)2010-12-31$305,517,974
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$279,955,191
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$195,938,321
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$169,332,224
Interest on participant loans2010-12-31$100,920
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$21,686,453
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$6,809,343
Employer contributions (assets) at end of year2010-12-31$6,802,629
Employer contributions (assets) at beginning of year2010-12-31$6,391,847
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$34,970,209
Liabilities. Value of benefit claims payable at end of year2010-12-31$1,137,911
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$287,592
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)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31GRANT THORNTON LLP
Accountancy firm EIN2010-12-31366055558

Form 5500 Responses for WILLIAM BLAIR & COMPANY DEFERRED PROFIT SHARING PLAN

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

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