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FOLEY & MANSFIELD PROFIT SHARING PLAN 401k Plan overview

Plan NameFOLEY & MANSFIELD PROFIT SHARING PLAN
Plan identification number 001

FOLEY & MANSFIELD 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

FOLEY & MANSFIELD, P.L.L.P. has sponsored the creation of one or more 401k plans.

Company Name:FOLEY & MANSFIELD, P.L.L.P.
Employer identification number (EIN):411646736
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FOLEY & MANSFIELD 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
0012017-01-01KYLE MANSFIELD
0012016-01-01KYLE MANSFIELD
0012015-01-01KYLE MANSFIELD
0012014-01-01KYLE MANSFIELD
0012013-01-01KYLE MANSFIELD
0012012-01-01KYLE MANSFIELD
0012011-01-01KYLE MANSFIELD
0012009-01-01KYLE MANSFIELD

Plan Statistics for FOLEY & MANSFIELD PROFIT SHARING PLAN

401k plan membership statisitcs for FOLEY & MANSFIELD PROFIT SHARING PLAN

Measure Date Value
2023: FOLEY & MANSFIELD PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01470
Total number of active participants reported on line 7a of the Form 55002023-01-01233
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01233
Total of all active and inactive participants2023-01-01466
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01466
Number of participants with account balances2023-01-01463
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: FOLEY & MANSFIELD PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01495
Total number of active participants reported on line 7a of the Form 55002022-01-01242
Number of other retired or separated participants entitled to future benefits2022-01-01223
Total of all active and inactive participants2022-01-01465
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01465
Number of participants with account balances2022-01-01462
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: FOLEY & MANSFIELD PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01520
Total number of active participants reported on line 7a of the Form 55002021-01-01295
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01199
Total of all active and inactive participants2021-01-01494
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01494
Number of participants with account balances2021-01-01490
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: FOLEY & MANSFIELD PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01532
Total number of active participants reported on line 7a of the Form 55002020-01-01311
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01209
Total of all active and inactive participants2020-01-01520
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01520
Number of participants with account balances2020-01-01518
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: FOLEY & MANSFIELD PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01526
Total number of active participants reported on line 7a of the Form 55002019-01-01381
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01150
Total of all active and inactive participants2019-01-01531
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01531
Number of participants with account balances2019-01-01526
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: FOLEY & MANSFIELD PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01503
Total number of active participants reported on line 7a of the Form 55002018-01-01405
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01120
Total of all active and inactive participants2018-01-01525
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01525
Number of participants with account balances2018-01-01510
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: FOLEY & MANSFIELD PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01466
Total number of active participants reported on line 7a of the Form 55002017-01-01367
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01133
Total of all active and inactive participants2017-01-01500
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01502
Number of participants with account balances2017-01-01480
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: FOLEY & MANSFIELD PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01464
Total number of active participants reported on line 7a of the Form 55002016-01-01331
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01131
Total of all active and inactive participants2016-01-01462
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01463
Number of participants with account balances2016-01-01462
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: FOLEY & MANSFIELD PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01456
Total number of active participants reported on line 7a of the Form 55002015-01-01325
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01136
Total of all active and inactive participants2015-01-01461
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01463
Number of participants with account balances2015-01-01463
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: FOLEY & MANSFIELD PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01455
Total number of active participants reported on line 7a of the Form 55002014-01-01324
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01126
Total of all active and inactive participants2014-01-01450
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01451
Number of participants with account balances2014-01-01451
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: FOLEY & MANSFIELD PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01439
Total number of active participants reported on line 7a of the Form 55002013-01-01325
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01117
Total of all active and inactive participants2013-01-01442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01442
Number of participants with account balances2013-01-01442
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: FOLEY & MANSFIELD PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01429
Total number of active participants reported on line 7a of the Form 55002012-01-01305
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01114
Total of all active and inactive participants2012-01-01419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01419
Number of participants with account balances2012-01-01419
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: FOLEY & MANSFIELD PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01458
Total number of active participants reported on line 7a of the Form 55002011-01-01321
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01103
Total of all active and inactive participants2011-01-01424
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01424
Number of participants with account balances2011-01-01424
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-017
2009: FOLEY & MANSFIELD PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01371
Total number of active participants reported on line 7a of the Form 55002009-01-01332
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0166
Total of all active and inactive participants2009-01-01398
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01399
Number of participants with account balances2009-01-01399
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0110

Financial Data on FOLEY & MANSFIELD PROFIT SHARING PLAN

Measure Date Value
2023 : FOLEY & MANSFIELD PROFIT SHARING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$15,445,378
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$10,707,332
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$10,604,022
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$3,498,364
Value of total assets at end of year2023-12-31$70,455,698
Value of total assets at beginning of year2023-12-31$65,717,652
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$103,310
Total interest from all sources2023-12-31$33,563
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$2,055,411
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$2,055,411
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-12-31$6,141,332
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-12-31$7,311,568
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$2,382,447
Participant contributions at end of year2023-12-31$470,317
Participant contributions at beginning of year2023-12-31$700,163
Participant contributions at end of year2023-12-31$76,915
Participant contributions at beginning of year2023-12-31$74,650
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$181,768
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$4,738,046
Value of net assets at end of year (total assets less liabilities)2023-12-31$70,455,698
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$65,717,652
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$49,006
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$59,607,589
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$53,054,135
Interest on participant loans2023-12-31$33,563
Value of interest in common/collective trusts at end of year2023-12-31$2,854,900
Value of interest in common/collective trusts at beginning of year2023-12-31$3,025,012
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$370,496
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$554,714
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$554,714
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$9,791,727
Net investment gain or loss from common/collective trusts2023-12-31$66,313
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$934,149
Employer contributions (assets) at end of year2023-12-31$934,149
Employer contributions (assets) at beginning of year2023-12-31$997,410
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$10,604,022
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 name2023-12-31BAKER TILLY US, LLP
Accountancy firm EIN2023-12-31301413443
2022 : FOLEY & MANSFIELD 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$0
Total income from all sources (including contributions)2022-12-31$-11,620,846
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,358,132
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,249,728
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,552,486
Value of total assets at end of year2022-12-31$65,717,652
Value of total assets at beginning of year2022-12-31$81,696,630
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$108,404
Total interest from all sources2022-12-31$31,337
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,473,799
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,473,799
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$7,311,568
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$7,969,733
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,416,913
Participant contributions at end of year2022-12-31$700,163
Participant contributions at beginning of year2022-12-31$643,576
Participant contributions at end of year2022-12-31$74,650
Participant contributions at beginning of year2022-12-31$61,695
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$138,163
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-15,978,978
Value of net assets at end of year (total assets less liabilities)2022-12-31$65,717,652
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$81,696,630
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$51,035
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$53,054,135
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$68,335,335
Interest on participant loans2022-12-31$31,337
Value of interest in common/collective trusts at end of year2022-12-31$3,025,012
Value of interest in common/collective trusts at beginning of year2022-12-31$3,137,025
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$554,714
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$438,469
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$438,469
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-17,715,078
Net investment gain or loss from common/collective trusts2022-12-31$36,610
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$997,410
Employer contributions (assets) at end of year2022-12-31$997,410
Employer contributions (assets) at beginning of year2022-12-31$1,110,797
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,249,728
Contract administrator fees2022-12-31$57,369
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
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 name2022-12-31BAKER TILLY US, LLP
Accountancy firm EIN2022-12-31390859910
2021 : FOLEY & MANSFIELD 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$15,089,833
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,301,215
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,185,380
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,351,073
Value of total assets at end of year2021-12-31$81,696,630
Value of total assets at beginning of year2021-12-31$70,908,012
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$115,835
Total interest from all sources2021-12-31$32,547
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$4,064,461
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$4,064,461
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$7,969,733
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$4,624,258
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
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$2,656,956
Participant contributions at end of year2021-12-31$643,576
Participant contributions at beginning of year2021-12-31$700,645
Participant contributions at end of year2021-12-31$61,695
Participant contributions at beginning of year2021-12-31$84,439
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,583,320
Administrative expenses (other) incurred2021-12-31$57,062
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$10,788,618
Value of net assets at end of year (total assets less liabilities)2021-12-31$81,696,630
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$70,908,012
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$58,773
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$68,335,335
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$59,587,589
Interest on participant loans2021-12-31$32,547
Value of interest in common/collective trusts at end of year2021-12-31$3,137,025
Value of interest in common/collective trusts at beginning of year2021-12-31$3,955,397
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$438,469
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$744,784
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$744,784
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,610,906
Net investment gain or loss from common/collective trusts2021-12-31$30,846
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$1,110,797
Employer contributions (assets) at end of year2021-12-31$1,110,797
Employer contributions (assets) at beginning of year2021-12-31$1,210,900
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,185,380
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
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 name2021-12-31BAKER TILLY US, LLP
Accountancy firm EIN2021-12-31390859910
2020 : FOLEY & MANSFIELD 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$14,720,970
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$6,594,339
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$6,481,479
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,104,425
Value of total assets at end of year2020-12-31$70,908,012
Value of total assets at beginning of year2020-12-31$62,781,381
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$112,860
Total interest from all sources2020-12-31$54,084
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,954,599
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,954,599
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$4,624,258
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$6,873,229
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
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$2,826,324
Participant contributions at end of year2020-12-31$700,645
Participant contributions at beginning of year2020-12-31$902,694
Participant contributions at end of year2020-12-31$84,439
Participant contributions at beginning of year2020-12-31$77,211
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$67,201
Administrative expenses (other) incurred2020-12-31$47,416
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$8,126,631
Value of net assets at end of year (total assets less liabilities)2020-12-31$70,908,012
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$62,781,381
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$65,444
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$59,587,589
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$49,503,442
Interest on participant loans2020-12-31$54,084
Value of interest in common/collective trusts at end of year2020-12-31$3,955,397
Value of interest in common/collective trusts at beginning of year2020-12-31$3,208,306
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$744,784
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$913,533
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$913,533
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$8,541,879
Net investment gain or loss from common/collective trusts2020-12-31$65,983
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,210,900
Employer contributions (assets) at end of year2020-12-31$1,210,900
Employer contributions (assets) at beginning of year2020-12-31$1,302,966
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,481,479
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
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 name2020-12-31BAKER TILLY US, LLP
Accountancy firm EIN2020-12-31390859910
2019 : FOLEY & MANSFIELD PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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 end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$16,350,007
Total income from all sources (including contributions)2019-12-31$16,350,007
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,453,488
Total of all expenses incurred2019-12-31$3,453,488
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,347,426
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,347,426
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,956,867
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,956,867
Value of total assets at end of year2019-12-31$62,781,381
Value of total assets at end of year2019-12-31$62,781,381
Value of total assets at beginning of year2019-12-31$49,884,862
Value of total assets at beginning of year2019-12-31$49,884,862
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$106,062
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$106,062
Total interest from all sources2019-12-31$42,151
Total interest from all sources2019-12-31$42,151
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,179,454
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,179,454
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,179,454
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,179,454
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$6,873,229
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$6,873,229
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$5,054,341
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$5,054,341
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
If this is an individual account plan, was there a blackout period2019-12-31Yes
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,049,599
Contributions received from participants2019-12-31$3,049,599
Participant contributions at end of year2019-12-31$902,694
Participant contributions at end of year2019-12-31$902,694
Participant contributions at beginning of year2019-12-31$744,227
Participant contributions at beginning of year2019-12-31$744,227
Participant contributions at end of year2019-12-31$77,211
Participant contributions at end of year2019-12-31$77,211
Participant contributions at beginning of year2019-12-31$109,576
Participant contributions at beginning of year2019-12-31$109,576
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$604,302
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$604,302
Administrative expenses (other) incurred2019-12-31$42,517
Administrative expenses (other) incurred2019-12-31$42,517
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$12,896,519
Value of net income/loss2019-12-31$12,896,519
Value of net assets at end of year (total assets less liabilities)2019-12-31$62,781,381
Value of net assets at end of year (total assets less liabilities)2019-12-31$62,781,381
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$49,884,862
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$49,884,862
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$63,545
Investment advisory and management fees2019-12-31$63,545
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$49,503,442
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$49,503,442
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$39,203,511
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$39,203,511
Interest on participant loans2019-12-31$42,151
Interest on participant loans2019-12-31$42,151
Value of interest in common/collective trusts at end of year2019-12-31$3,208,306
Value of interest in common/collective trusts at end of year2019-12-31$3,208,306
Value of interest in common/collective trusts at beginning of year2019-12-31$2,646,342
Value of interest in common/collective trusts at beginning of year2019-12-31$2,646,342
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$913,533
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$913,533
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$446,003
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$446,003
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$446,003
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$446,003
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$9,112,940
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$9,112,940
Net investment gain or loss from common/collective trusts2019-12-31$58,595
Net investment gain or loss from common/collective trusts2019-12-31$58,595
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,302,966
Contributions received in cash from employer2019-12-31$1,302,966
Employer contributions (assets) at end of year2019-12-31$1,302,966
Employer contributions (assets) at end of year2019-12-31$1,302,966
Employer contributions (assets) at beginning of year2019-12-31$1,680,862
Employer contributions (assets) at beginning of year2019-12-31$1,680,862
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,347,426
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,347,426
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BAKER TILLY US, LLP
Accountancy firm name2019-12-31BAKER TILLY US, LLP
Accountancy firm EIN2019-12-31390859910
Accountancy firm EIN2019-12-31390859910
2018 : FOLEY & MANSFIELD 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$3,824,703
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,511,455
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,401,588
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$6,281,825
Value of total assets at end of year2018-12-31$49,884,862
Value of total assets at beginning of year2018-12-31$48,571,614
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$109,867
Total interest from all sources2018-12-31$37,484
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,298,391
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$2,298,391
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$5,054,341
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$5,154,231
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
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$2,804,737
Participant contributions at end of year2018-12-31$744,227
Participant contributions at beginning of year2018-12-31$723,312
Participant contributions at end of year2018-12-31$109,576
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,796,226
Administrative expenses (other) incurred2018-12-31$48,320
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$1,313,248
Value of net assets at end of year (total assets less liabilities)2018-12-31$49,884,862
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$48,571,614
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
Investment advisory and management fees2018-12-31$61,547
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$39,203,511
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$38,828,066
Interest on participant loans2018-12-31$37,484
Value of interest in common/collective trusts at end of year2018-12-31$2,646,342
Value of interest in common/collective trusts at beginning of year2018-12-31$1,842,762
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$446,003
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$463,577
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$463,577
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,834,320
Net investment gain or loss from common/collective trusts2018-12-31$41,323
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$1,680,862
Employer contributions (assets) at end of year2018-12-31$1,680,862
Employer contributions (assets) at beginning of year2018-12-31$1,559,666
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,401,588
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2018-12-31390859910
2017 : FOLEY & MANSFIELD 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$9,226,181
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,399,236
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,314,544
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,933,986
Value of total assets at end of year2017-12-31$48,571,614
Value of total assets at beginning of year2017-12-31$40,744,669
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$84,692
Total interest from all sources2017-12-31$29,846
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,559,833
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$1,559,833
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$5,154,231
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$6,202,530
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
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$2,339,076
Participant contributions at end of year2017-12-31$723,312
Participant contributions at beginning of year2017-12-31$636,667
Participant contributions at beginning of year2017-12-31$6,102
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,035,244
Administrative expenses (other) incurred2017-12-31$32,057
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$7,826,945
Value of net assets at end of year (total assets less liabilities)2017-12-31$48,571,614
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$40,744,669
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$52,635
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$38,828,066
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$29,972,500
Interest on participant loans2017-12-31$29,846
Value of interest in common/collective trusts at end of year2017-12-31$1,842,762
Value of interest in common/collective trusts at beginning of year2017-12-31$1,804,040
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$463,577
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$708,438
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$708,438
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,675,373
Net investment gain or loss from common/collective trusts2017-12-31$27,143
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$1,559,666
Employer contributions (assets) at end of year2017-12-31$1,559,666
Employer contributions (assets) at beginning of year2017-12-31$1,414,392
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,314,544
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
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 name2017-12-31SMITH, SCHAFER & ASSOCIATES, LTD
Accountancy firm EIN2017-12-31411489071
2016 : FOLEY & MANSFIELD 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$6,144,370
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,823,950
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,808,118
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,723,467
Value of total assets at end of year2016-12-31$40,744,669
Value of total assets at beginning of year2016-12-31$36,424,249
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$15,832
Total interest from all sources2016-12-31$28,945
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,030,272
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$1,030,272
Assets. Real estate other than employer real property at beginning of year2016-12-31$69,378
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$6,202,530
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$5,443,956
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
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$2,128,948
Participant contributions at end of year2016-12-31$636,667
Participant contributions at beginning of year2016-12-31$671,201
Participant contributions at end of year2016-12-31$6,102
Participant contributions at beginning of year2016-12-31$16,052
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$180,127
Administrative expenses (other) incurred2016-12-31$15,832
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$4,320,420
Value of net assets at end of year (total assets less liabilities)2016-12-31$40,744,669
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$36,424,249
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$29,972,500
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$29,076,222
Interest on participant loans2016-12-31$28,945
Value of interest in common/collective trusts at end of year2016-12-31$1,804,040
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$708,438
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$2,266
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$2,266
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,358,150
Net investment gain or loss from common/collective trusts2016-12-31$3,536
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$1,414,392
Employer contributions (assets) at end of year2016-12-31$1,414,392
Employer contributions (assets) at beginning of year2016-12-31$1,145,174
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,808,118
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
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 name2016-12-31SMITH, SCHAFER & ASSOCIATES, LTD
Accountancy firm EIN2016-12-31411489071
2015 : FOLEY & MANSFIELD PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
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
Expenses. Interest paid2015-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,997,060
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$944,911
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$871,207
Expenses. Certain deemed distributions of participant loans2015-12-31$6,764
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,412,123
Value of total assets at end of year2015-12-31$36,424,249
Value of total assets at beginning of year2015-12-31$34,372,100
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$66,940
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$33,816
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,361,279
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$1,361,279
Assets. Real estate other than employer real property at end of year2015-12-31$69,378
Assets. Real estate other than employer real property at beginning of year2015-12-31$96,631
Administrative expenses professional fees incurred2015-12-31$66,940
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
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$2,098,991
Participant contributions at end of year2015-12-31$671,201
Participant contributions at beginning of year2015-12-31$706,644
Participant contributions at end of year2015-12-31$16,052
Participant contributions at beginning of year2015-12-31$8,870
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$167,958
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
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
Assets. Loans (other than to participants) at end of year2015-12-31$0
Assets. Loans (other than to participants) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$0
Liabilities. Value of operating payables at end of year2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$2,052,149
Value of net assets at end of year (total assets less liabilities)2015-12-31$36,424,249
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$34,372,100
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$0
Assets. partnership/joint venture interests at beginning of year2015-12-31$0
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$29,076,222
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$26,858,843
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$31,225
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$2,591
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest in master investment trust accounts at end of year2015-12-31$0
Value of interest in master investment trust accounts at beginning of year2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$2,266
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$3,825
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$3,825
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Asset value of US Government securities at end of year2015-12-31$0
Asset value of US Government securities at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,810,158
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$0
Net gain/loss from 103.12 investment entities2015-12-31$0
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
Assets. Invements in employer securities at end of year2015-12-31$0
Assets. Invements in employer securities at beginning of year2015-12-31$0
Assets. Value of employer real property at end of year2015-12-31$0
Assets. Value of employer real property at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$1,145,174
Employer contributions (assets) at end of year2015-12-31$1,145,174
Employer contributions (assets) at beginning of year2015-12-31$1,237,406
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$871,207
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$0
Contract administrator fees2015-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$5,443,956
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$5,459,881
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
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation 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
Aggregate proceeds on sale of assets2015-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
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 name2015-12-31BLANSKI, PETER, KRONLAGE & ZOCH, PA
Accountancy firm EIN2015-12-31411735076
2014 : FOLEY & MANSFIELD PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
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$0
Expenses. Interest paid2014-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$0
Total income from all sources (including contributions)2014-12-31$5,584,472
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$938,524
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$865,411
Expenses. Certain deemed distributions of participant loans2014-12-31$15,520
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,792,339
Value of total assets at end of year2014-12-31$34,372,100
Value of total assets at beginning of year2014-12-31$29,726,152
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$57,593
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$29,165
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,157,561
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$1,157,561
Assets. Real estate other than employer real property at end of year2014-12-31$96,631
Assets. Real estate other than employer real property at beginning of year2014-12-31$100,218
Administrative expenses professional fees incurred2014-12-31$57,593
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
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$1,970,317
Participant contributions at end of year2014-12-31$706,644
Participant contributions at beginning of year2014-12-31$580,315
Participant contributions at end of year2014-12-31$8,870
Participant contributions at beginning of year2014-12-31$10,495
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$586,729
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
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$0
Assets. Loans (other than to participants) at end of year2014-12-31$0
Assets. Loans (other than to participants) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$0
Liabilities. Value of operating payables at end of year2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$4,645,948
Value of net assets at end of year (total assets less liabilities)2014-12-31$34,372,100
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$29,726,152
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$0
Assets. partnership/joint venture interests at beginning of year2014-12-31$0
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$26,858,843
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$23,555,581
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$26,163
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$3,002
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Value of interest in master investment trust accounts at end of year2014-12-31$0
Value of interest in master investment trust accounts at beginning of year2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$3,825
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$6,550
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$6,550
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Asset value of US Government securities at end of year2014-12-31$0
Asset value of US Government securities at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$605,407
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$0
Net gain/loss from 103.12 investment entities2014-12-31$0
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
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$0
Assets. Value of employer real property at end of year2014-12-31$0
Assets. Value of employer real property at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$1,235,293
Employer contributions (assets) at end of year2014-12-31$1,237,406
Employer contributions (assets) at beginning of year2014-12-31$1,126,260
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$865,411
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$0
Contract administrator fees2014-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$5,459,881
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$4,346,733
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$0
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$0
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
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
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 name2014-12-31BLANSKI, PETER, KRONLAGE & ZOCH, PA
Accountancy firm EIN2014-12-31411735076
2013 : FOLEY & MANSFIELD PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$8,149,115
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,546,275
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,490,115
Expenses. Certain deemed distributions of participant loans2013-12-31$4,407
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,915,542
Value of total assets at end of year2013-12-31$29,726,152
Value of total assets at beginning of year2013-12-31$23,123,312
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$51,753
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$23,893
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$763,767
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$612,292
Assets. Real estate other than employer real property at end of year2013-12-31$100,218
Assets. Real estate other than employer real property at beginning of year2013-12-31$101,552
Administrative expenses professional fees incurred2013-12-31$51,753
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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$1,777,722
Participant contributions at end of year2013-12-31$580,315
Participant contributions at beginning of year2013-12-31$501,435
Participant contributions at end of year2013-12-31$10,495
Participant contributions at beginning of year2013-12-31$11,229
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$13,079
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Assets. Loans (other than to participants) at end of year2013-12-31$0
Assets. Loans (other than to participants) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$1,956,558
Administrative expenses (other) incurred2013-12-31$0
Liabilities. Value of operating payables at end of year2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$6,602,840
Value of net assets at end of year (total assets less liabilities)2013-12-31$29,726,152
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$23,123,312
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
Assets. partnership/joint venture interests at end of year2013-12-31$0
Assets. partnership/joint venture interests at beginning of year2013-12-31$0
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$23,555,581
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$20,311,078
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$22,036
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$1,857
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Value of interest in master investment trust accounts at end of year2013-12-31$0
Value of interest in master investment trust accounts at beginning of year2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$6,550
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$3,740
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$3,740
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Asset value of US Government securities at end of year2013-12-31$0
Asset value of US Government securities at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,489,355
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$0
Net gain/loss from 103.12 investment entities2013-12-31$0
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
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$0
Assets. Value of employer real property at end of year2013-12-31$0
Assets. Value of employer real property at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$1,124,741
Employer contributions (assets) at end of year2013-12-31$1,126,260
Employer contributions (assets) at beginning of year2013-12-31$1,100,528
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$151,475
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,490,115
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$0
Contract administrator fees2013-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$4,346,733
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$1,093,750
Liabilities. Value of benefit claims payable at end of year2013-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$0
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
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
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 name2013-12-31BLANSKI, PETER, KRONLAGE & ZOCH, PA
Accountancy firm EIN2013-12-31411735076
2012 : FOLEY & MANSFIELD 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$5,150,420
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$842,125
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$793,625
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,847,263
Value of total assets at end of year2012-12-31$23,123,312
Value of total assets at beginning of year2012-12-31$18,815,017
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$48,500
Total interest from all sources2012-12-31$47,541
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$405,415
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$405,415
Assets. Real estate other than employer real property at end of year2012-12-31$101,552
Assets. Real estate other than employer real property at beginning of year2012-12-31$108,613
Administrative expenses professional fees incurred2012-12-31$48,500
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
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$1,619,980
Participant contributions at end of year2012-12-31$501,435
Participant contributions at beginning of year2012-12-31$584,135
Participant contributions at end of year2012-12-31$11,229
Participant contributions at beginning of year2012-12-31$7,104
Assets. Other investments not covered elsewhere at end of year2012-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$126,755
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Assets. Loans (other than to participants) at end of year2012-12-31$0
Assets. Loans (other than to participants) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Liabilities. Value of operating payables at end of year2012-12-31$0
Liabilities. Value of operating payables at beginning of year2012-12-31$0
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$4,308,295
Value of net assets at end of year (total assets less liabilities)2012-12-31$23,123,312
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$18,815,017
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
Assets. partnership/joint venture interests at end of year2012-12-31$0
Assets. partnership/joint venture interests at beginning of year2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$20,311,078
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$16,178,503
Value of interest in pooled separate accounts at end of year2012-12-31$0
Value of interest in pooled separate accounts at beginning of year2012-12-31$0
Interest on participant loans2012-12-31$24,471
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$23,070
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$0
Value of interest in master investment trust accounts at end of year2012-12-31$0
Value of interest in master investment trust accounts at beginning of year2012-12-31$0
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$3,740
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$12,607
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$12,607
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2012-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2012-12-31$0
Asset value of US Government securities at end of year2012-12-31$0
Asset value of US Government securities at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,850,201
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
Assets. Invements in employer securities at end of year2012-12-31$0
Assets. Invements in employer securities at beginning of year2012-12-31$0
Assets. Value of employer real property at end of year2012-12-31$0
Assets. Value of employer real property at beginning of year2012-12-31$0
Contributions received in cash from employer2012-12-31$1,100,528
Employer contributions (assets) at end of year2012-12-31$1,100,528
Employer contributions (assets) at beginning of year2012-12-31$830,305
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$793,625
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$1,093,750
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$1,093,750
Liabilities. Value of benefit claims payable at end of year2012-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$0
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
Liabilities. Value of acquisition indebtedness at end of year2012-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
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 name2012-12-31BLANSKI, PETER, KRONLAGE & ZOCH, PA
Accountancy firm EIN2012-12-31411735076
2011 : FOLEY & MANSFIELD 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,527
Total income from all sources (including contributions)2011-12-31$3,118,710
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,006,126
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$973,112
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,763,307
Value of total assets at end of year2011-12-31$18,815,017
Value of total assets at beginning of year2011-12-31$16,703,960
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$33,014
Total interest from all sources2011-12-31$33,105
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$126,182
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$126,182
Assets. Real estate other than employer real property at end of year2011-12-31$108,613
Assets. Real estate other than employer real property at beginning of year2011-12-31$122,829
Administrative expenses professional fees incurred2011-12-31$33,014
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
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$1,548,057
Participant contributions at end of year2011-12-31$584,135
Participant contributions at beginning of year2011-12-31$436,875
Participant contributions at end of year2011-12-31$7,104
Participant contributions at beginning of year2011-12-31$28,285
Assets. Other investments not covered elsewhere at end of year2011-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$384,945
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$13,234
Assets. Loans (other than to participants) at end of year2011-12-31$0
Assets. Loans (other than to participants) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$1,527
Liabilities. Value of operating payables at end of year2011-12-31$0
Liabilities. Value of operating payables at beginning of year2011-12-31$0
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$2,112,584
Value of net assets at end of year (total assets less liabilities)2011-12-31$18,815,017
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$16,702,433
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
Assets. partnership/joint venture interests at end of year2011-12-31$0
Assets. partnership/joint venture interests at beginning of year2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$16,178,503
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$15,271,434
Interest on participant loans2011-12-31$21,927
Interest earned on other investments2011-12-31$11,178
Value of interest in master investment trust accounts at end of year2011-12-31$0
Value of interest in master investment trust accounts at beginning of year2011-12-31$0
Value of interest in common/collective trusts at end of year2011-12-31$0
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$12,607
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2011-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2011-12-31$0
Asset value of US Government securities at end of year2011-12-31$0
Asset value of US Government securities at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$196,116
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
Assets. Invements in employer securities at end of year2011-12-31$0
Assets. Invements in employer securities at beginning of year2011-12-31$0
Assets. Value of employer real property at end of year2011-12-31$0
Assets. Value of employer real property at beginning of year2011-12-31$0
Contributions received in cash from employer2011-12-31$830,305
Employer contributions (assets) at end of year2011-12-31$830,305
Employer contributions (assets) at beginning of year2011-12-31$831,303
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$973,112
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$1,093,750
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$0
Liabilities. Value of benefit claims payable at end of year2011-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$0
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
Liabilities. Value of acquisition indebtedness at end of year2011-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
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 name2011-12-31BLANSKI, PETER, KRONLAGE & ZOCH, PA
Accountancy firm EIN2011-12-31411735076
2010 : FOLEY & MANSFIELD 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$1,527
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$4,028,072
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,359,398
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,339,909
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,425,428
Value of total assets at end of year2010-12-31$16,703,960
Value of total assets at beginning of year2010-12-31$14,033,759
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$19,489
Total interest from all sources2010-12-31$22,774
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$245,466
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$245,466
Assets. Real estate other than employer real property at end of year2010-12-31$122,829
Assets. Real estate other than employer real property at beginning of year2010-12-31$125,252
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
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$1,538,369
Participant contributions at end of year2010-12-31$436,875
Participant contributions at beginning of year2010-12-31$443,273
Participant contributions at end of year2010-12-31$28,285
Participant contributions at beginning of year2010-12-31$8,222
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$55,770
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$13,234
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Assets. Loans (other than to participants) at end of year2010-12-31$0
Assets. Loans (other than to participants) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$1,527
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Administrative expenses (other) incurred2010-12-31$19,489
Liabilities. Value of operating payables at end of year2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,668,674
Value of net assets at end of year (total assets less liabilities)2010-12-31$16,702,433
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$14,033,759
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
Assets. partnership/joint venture interests at end of year2010-12-31$0
Assets. partnership/joint venture interests at beginning of year2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$15,271,434
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$12,721,895
Interest on participant loans2010-12-31$22,774
Value of interest in master investment trust accounts at end of year2010-12-31$0
Value of interest in master investment trust accounts at beginning of year2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$0
Asset value of US Government securities at end of year2010-12-31$0
Asset value of US Government securities at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,334,404
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
Assets. Invements in employer securities at end of year2010-12-31$0
Assets. Invements in employer securities at beginning of year2010-12-31$0
Assets. Value of employer real property at end of year2010-12-31$0
Assets. Value of employer real property at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$831,289
Employer contributions (assets) at end of year2010-12-31$831,303
Employer contributions (assets) at beginning of year2010-12-31$735,117
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,339,909
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$0
Liabilities. Value of benefit claims payable at end of year2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$0
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
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
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 name2010-12-31BLANSKI, PETER, KRONLAGE & ZOCH, PA
Accountancy firm EIN2010-12-31411735076
2009 : FOLEY & MANSFIELD PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for FOLEY & MANSFIELD PROFIT SHARING PLAN

2023: FOLEY & MANSFIELD PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entityMulitple employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: FOLEY & MANSFIELD 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: FOLEY & MANSFIELD 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: FOLEY & MANSFIELD 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: FOLEY & MANSFIELD 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: FOLEY & MANSFIELD 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: FOLEY & MANSFIELD 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: FOLEY & MANSFIELD 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: FOLEY & MANSFIELD 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: FOLEY & MANSFIELD 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: FOLEY & MANSFIELD 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: FOLEY & MANSFIELD 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: FOLEY & MANSFIELD 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
2009: FOLEY & MANSFIELD 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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