Logo

WOOD MACKENZIE, INC. 401(K) PLAN 401k Plan overview

Plan NameWOOD MACKENZIE, INC. 401(K) PLAN
Plan identification number 001

WOOD MACKENZIE, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

WOOD MACKENZIE, INC. has sponsored the creation of one or more 401k plans.

Company Name:WOOD MACKENZIE, INC.
Employer identification number (EIN):010564533
NAIC Classification:541600

Additional information about WOOD MACKENZIE, INC.

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 3699917

More information about WOOD MACKENZIE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WOOD MACKENZIE, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01DANIEL PICKELNER2019-10-10
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012014-01-01MICHAEL BAILEY
0012013-01-01WILLIAM KENNEY WILLIAM KENNEY2014-10-15
0012012-01-01WILLIAM KENNEY WILLIAM KENNEY2013-10-14
0012011-01-01WILLIAM KENNEY WILLIAM KENNEY2012-10-01
0012010-01-01WILLIAM KENNEY
0012009-01-01WILLIAM KENNEY WILLIAM KENNEY2010-10-14

Plan Statistics for WOOD MACKENZIE, INC. 401(K) PLAN

401k plan membership statisitcs for WOOD MACKENZIE, INC. 401(K) PLAN

Measure Date Value
2022: WOOD MACKENZIE, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01759
Total number of active participants reported on line 7a of the Form 55002022-01-01512
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01276
Total of all active and inactive participants2022-01-01788
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01789
Number of participants with account balances2022-01-01721
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0154
2021: WOOD MACKENZIE, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01775
Total number of active participants reported on line 7a of the Form 55002021-01-01523
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01229
Total of all active and inactive participants2021-01-01752
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01753
Number of participants with account balances2021-01-01686
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0148
2020: WOOD MACKENZIE, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01813
Total number of active participants reported on line 7a of the Form 55002020-01-01547
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01235
Total of all active and inactive participants2020-01-01782
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01782
Number of participants with account balances2020-01-01746
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0143
2019: WOOD MACKENZIE, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01578
Total number of active participants reported on line 7a of the Form 55002019-01-01641
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01172
Total of all active and inactive participants2019-01-01813
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01813
Number of participants with account balances2019-01-01719
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0120
2018: WOOD MACKENZIE, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01534
Total number of active participants reported on line 7a of the Form 55002018-01-01387
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01174
Total of all active and inactive participants2018-01-01561
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01561
Number of participants with account balances2018-01-01537
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0128
2017: WOOD MACKENZIE, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01480
Total number of active participants reported on line 7a of the Form 55002017-01-01387
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01147
Total of all active and inactive participants2017-01-01534
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01534
Number of participants with account balances2017-01-01320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0121
2016: WOOD MACKENZIE, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01382
Total number of active participants reported on line 7a of the Form 55002016-01-01332
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01148
Total of all active and inactive participants2016-01-01480
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01480
Number of participants with account balances2016-01-01459
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-019
2015: WOOD MACKENZIE, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01343
Total number of active participants reported on line 7a of the Form 55002015-01-01295
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0169
Total of all active and inactive participants2015-01-01364
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01364
Number of participants with account balances2015-01-01364
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0127
2014: WOOD MACKENZIE, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01318
Total number of active participants reported on line 7a of the Form 55002014-01-01290
Number of retired or separated participants receiving benefits2014-01-0149
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01339
Number of participants with account balances2014-01-01339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0131
2013: WOOD MACKENZIE, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01279
Total number of active participants reported on line 7a of the Form 55002013-01-01262
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0156
Total of all active and inactive participants2013-01-01318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01318
Number of participants with account balances2013-01-01309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0112
2012: WOOD MACKENZIE, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01226
Total number of active participants reported on line 7a of the Form 55002012-01-01226
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0153
Total of all active and inactive participants2012-01-01279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01279
Number of participants with account balances2012-01-01268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0121
2011: WOOD MACKENZIE, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01200
Total number of active participants reported on line 7a of the Form 55002011-01-01186
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0138
Total of all active and inactive participants2011-01-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01224
Number of participants with account balances2011-01-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-016
2010: WOOD MACKENZIE, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01189
Total number of active participants reported on line 7a of the Form 55002010-01-01167
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0133
Total of all active and inactive participants2010-01-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01200
Number of participants with account balances2010-01-01193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-019
2009: WOOD MACKENZIE, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01166
Total number of active participants reported on line 7a of the Form 55002009-01-01158
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0131
Total of all active and inactive participants2009-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01189
Number of participants with account balances2009-01-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-018

Financial Data on WOOD MACKENZIE, INC. 401(K) PLAN

Measure Date Value
2022 : WOOD MACKENZIE, INC. 401(K) 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$0
Total income from all sources (including contributions)2022-12-31$-5,067,639
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$8,063,538
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$7,844,538
Value of total corrective distributions2022-12-31$16,237
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$10,274,860
Value of total assets at end of year2022-12-31$76,353,012
Value of total assets at beginning of year2022-12-31$89,484,189
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$202,763
Total interest from all sources2022-12-31$36,148
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,419,634
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$1,419,634
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$5,076,221
Participant contributions at end of year2022-12-31$364,471
Participant contributions at beginning of year2022-12-31$419,811
Participant contributions at end of year2022-12-31$150,257
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,557,482
Other income not declared elsewhere2022-12-31$336
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-13,131,177
Value of net assets at end of year (total assets less liabilities)2022-12-31$76,353,012
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$89,484,189
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$117,046
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$69,391,922
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$83,987,628
Value of interest in pooled separate accounts at end of year2022-12-31$285,007
Value of interest in pooled separate accounts at beginning of year2022-12-31$301,074
Interest on participant loans2022-12-31$16,950
Interest earned on other investments2022-12-31$19,198
Value of interest in common/collective trusts at end of year2022-12-31$2,512,013
Value of interest in common/collective trusts at beginning of year2022-12-31$2,505,491
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,575,914
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$291,601
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-16,095,144
Net investment gain/loss from pooled separate accounts2022-12-31$-76,100
Net investment gain or loss from common/collective trusts2022-12-31$-627,373
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$3,641,157
Employer contributions (assets) at end of year2022-12-31$2,073,428
Employer contributions (assets) at beginning of year2022-12-31$1,978,584
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$7,844,538
Contract administrator fees2022-12-31$85,717
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 name2022-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2022-12-31043499945
2021 : WOOD MACKENZIE, INC. 401(K) 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$22,577,132
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$9,641,263
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$9,379,367
Expenses. Certain deemed distributions of participant loans2021-12-31$43,066
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$10,488,760
Value of total assets at end of year2021-12-31$89,484,189
Value of total assets at beginning of year2021-12-31$76,548,320
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$218,830
Total interest from all sources2021-12-31$20,631
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,635,917
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$1,635,917
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
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$5,001,019
Participant contributions at end of year2021-12-31$419,811
Participant contributions at beginning of year2021-12-31$277,734
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,832,927
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$22,625
Other income not declared elsewhere2021-12-31$-15,761
Total non interest bearing cash at beginning of year2021-12-31$258,589
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$12,935,869
Value of net assets at end of year (total assets less liabilities)2021-12-31$89,484,189
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$76,548,320
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$113,467
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$83,987,628
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$69,632,211
Value of interest in pooled separate accounts at end of year2021-12-31$301,074
Interest on participant loans2021-12-31$17,531
Interest earned on other investments2021-12-31$2,969
Value of interest in common/collective trusts at end of year2021-12-31$2,505,491
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$4,350,313
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$4,350,313
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$131
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$291,601
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$10,224,299
Net investment gain/loss from pooled separate accounts2021-12-31$-6,113
Net investment gain or loss from common/collective trusts2021-12-31$229,399
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$3,654,814
Employer contributions (assets) at end of year2021-12-31$1,978,584
Employer contributions (assets) at beginning of year2021-12-31$2,006,848
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$9,379,367
Contract administrator fees2021-12-31$105,363
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 name2021-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2021-12-31043499945
2020 : WOOD MACKENZIE, INC. 401(K) 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$23,173,690
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$6,842,255
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$6,517,798
Expenses. Certain deemed distributions of participant loans2020-12-31$1,954
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$11,723,149
Value of total assets at end of year2020-12-31$76,548,320
Value of total assets at beginning of year2020-12-31$60,216,885
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$322,503
Total interest from all sources2020-12-31$22,579
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,696,713
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$2,696,713
Administrative expenses professional fees incurred2020-12-31$46,702
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$5,289,263
Participant contributions at end of year2020-12-31$277,734
Participant contributions at beginning of year2020-12-31$271,707
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$70,101
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,659,090
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$22,625
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$22,252
Other income not declared elsewhere2020-12-31$40,513
Total non interest bearing cash at end of year2020-12-31$258,589
Total non interest bearing cash at beginning of year2020-12-31$205,220
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$16,331,435
Value of net assets at end of year (total assets less liabilities)2020-12-31$76,548,320
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$60,216,885
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$128,904
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$69,632,211
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$54,307,668
Interest on participant loans2020-12-31$15,174
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$353,666
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$4,350,313
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$2,762,259
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$2,762,259
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$7,405
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$8,690,736
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$3,774,796
Employer contributions (assets) at end of year2020-12-31$2,006,848
Employer contributions (assets) at beginning of year2020-12-31$2,224,012
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,517,798
Contract administrator fees2020-12-31$146,897
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 name2020-12-31CARON & BELTZER, PLLC
Accountancy firm EIN2020-12-31043499945
2019 : WOOD MACKENZIE, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$990,470
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$20,498
Total income from all sources (including contributions)2019-12-31$17,627,824
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$6,834,543
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,552,837
Value of total corrective distributions2019-12-31$147,273
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$7,180,461
Value of total assets at end of year2019-12-31$60,216,885
Value of total assets at beginning of year2019-12-31$48,453,632
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$134,433
Total interest from all sources2019-12-31$68,743
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,000,769
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$3,000,769
Administrative expenses professional fees incurred2019-12-31$20,941
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,323,553
Participant contributions at end of year2019-12-31$271,707
Participant contributions at beginning of year2019-12-31$461,592
Participant contributions at end of year2019-12-31$70,101
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$362,457
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$22,252
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$22,830
Other income not declared elsewhere2019-12-31$38,386
Total non interest bearing cash at end of year2019-12-31$205,220
Total non interest bearing cash at beginning of year2019-12-31$138,360
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$10,793,281
Value of net assets at end of year (total assets less liabilities)2019-12-31$60,216,885
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$48,433,134
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$113,492
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$54,307,668
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$42,508,689
Interest on participant loans2019-12-31$16,135
Value of interest in common/collective trusts at end of year2019-12-31$353,666
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,762,259
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$3,165,484
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$3,165,484
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$52,608
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,339,465
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$3,494,451
Employer contributions (assets) at end of year2019-12-31$2,224,012
Employer contributions (assets) at beginning of year2019-12-31$2,156,677
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,552,837
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$20,498
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CARON & BELTZER, PLLC
Accountancy firm EIN2019-12-31043499945
2018 : WOOD MACKENZIE, INC. 401(K) 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$20,498
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$31,677
Total income from all sources (including contributions)2018-12-31$3,878,473
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$5,019,634
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,631,912
Expenses. Certain deemed distributions of participant loans2018-12-31$102,312
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$7,241,003
Value of total assets at end of year2018-12-31$48,453,632
Value of total assets at beginning of year2018-12-31$49,605,972
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$285,410
Total interest from all sources2018-12-31$71,063
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,676,727
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$3,676,727
Administrative expenses professional fees incurred2018-12-31$151,897
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
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$3,202,472
Participant contributions at end of year2018-12-31$461,592
Participant contributions at beginning of year2018-12-31$410,028
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$573,136
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$22,830
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$49,573
Other income not declared elsewhere2018-12-31$27,462
Total non interest bearing cash at end of year2018-12-31$138,360
Total non interest bearing cash at beginning of year2018-12-31$182,381
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
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-1,141,161
Value of net assets at end of year (total assets less liabilities)2018-12-31$48,433,134
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$49,574,295
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$133,513
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$42,508,689
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$43,523,661
Interest on participant loans2018-12-31$20,042
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$3,165,484
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$3,172,760
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$3,172,760
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$51,021
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-7,137,782
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$3,465,395
Employer contributions (assets) at end of year2018-12-31$2,156,677
Employer contributions (assets) at beginning of year2018-12-31$2,267,569
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,631,912
Liabilities. Value of benefit claims payable at end of year2018-12-31$20,498
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$31,677
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31CARON & BELTZER, PLLC
Accountancy firm EIN2018-12-31043499945
2017 : WOOD MACKENZIE, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$1,305,375
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$31,677
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$6,783
Total income from all sources (including contributions)2017-12-31$14,043,912
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$6,940,890
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,755,247
Expenses. Certain deemed distributions of participant loans2017-12-31$12,134
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,880,203
Value of total assets at end of year2017-12-31$49,605,972
Value of total assets at beginning of year2017-12-31$41,172,681
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$173,509
Total interest from all sources2017-12-31$31,942
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,519,391
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$2,519,391
Administrative expenses professional fees incurred2017-12-31$54,923
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,077,513
Participant contributions at end of year2017-12-31$410,028
Participant contributions at beginning of year2017-12-31$341,168
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$292,052
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$49,573
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$32,917
Other income not declared elsewhere2017-12-31$39,033
Total non interest bearing cash at end of year2017-12-31$182,381
Total non interest bearing cash at beginning of year2017-12-31$7,262
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$7,103,022
Value of net assets at end of year (total assets less liabilities)2017-12-31$49,574,295
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$41,165,898
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$118,586
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$43,523,661
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$34,790,503
Interest on participant loans2017-12-31$15,951
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$3,172,760
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$3,711,151
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$3,711,151
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$15,991
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,573,343
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$3,510,638
Employer contributions (assets) at end of year2017-12-31$2,267,569
Employer contributions (assets) at beginning of year2017-12-31$2,289,680
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$6,755,247
Liabilities. Value of benefit claims payable at end of year2017-12-31$31,677
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$6,783
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 name2017-12-31CARON & BELTZER, PLLC
Accountancy firm EIN2017-12-31043499945
2016 : WOOD MACKENZIE, INC. 401(K) 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$6,783
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$9,236,102
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,136,916
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,928,920
Expenses. Certain deemed distributions of participant loans2016-12-31$48,398
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$6,542,378
Value of total assets at end of year2016-12-31$41,172,681
Value of total assets at beginning of year2016-12-31$34,066,712
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$159,598
Total interest from all sources2016-12-31$14,371
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,099,608
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$1,099,608
Administrative expenses professional fees incurred2016-12-31$66,326
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,702,458
Participant contributions at end of year2016-12-31$341,168
Participant contributions at beginning of year2016-12-31$468,839
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$442,722
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$32,917
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$33,966
Other income not declared elsewhere2016-12-31$27,421
Total non interest bearing cash at end of year2016-12-31$7,262
Total non interest bearing cash at beginning of year2016-12-31$9,255
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$7,099,186
Value of net assets at end of year (total assets less liabilities)2016-12-31$41,165,898
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$34,066,712
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$93,272
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$34,790,503
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$27,941,187
Interest on participant loans2016-12-31$12,958
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$3,711,151
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$3,587,103
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$3,587,103
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,413
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,552,324
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$3,397,198
Employer contributions (assets) at end of year2016-12-31$2,289,680
Employer contributions (assets) at beginning of year2016-12-31$2,026,362
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,928,920
Liabilities. Value of benefit claims payable at end of year2016-12-31$6,783
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
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 name2016-12-31CARON & BELTZER, PLLC
Accountancy firm EIN2016-12-31043499945
2015 : WOOD MACKENZIE, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$5,388,135
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,512,648
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,400,106
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$6,203,976
Value of total assets at end of year2015-12-31$34,066,712
Value of total assets at beginning of year2015-12-31$31,191,225
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$112,542
Total interest from all sources2015-12-31$20,014
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,700,962
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$1,700,962
Administrative expenses professional fees incurred2015-12-31$29,360
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$2,577,874
Participant contributions at end of year2015-12-31$468,839
Participant contributions at beginning of year2015-12-31$421,809
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$746,882
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$33,966
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$14,427
Other income not declared elsewhere2015-12-31$-2,564,667
Total non interest bearing cash at end of year2015-12-31$9,255
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
Value of net income/loss2015-12-31$2,875,487
Value of net assets at end of year (total assets less liabilities)2015-12-31$34,066,712
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$31,191,225
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$83,182
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$27,941,187
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$26,216,170
Interest on participant loans2015-12-31$19,603
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$3,587,103
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$2,696,847
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$2,696,847
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$411
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$27,850
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,879,220
Employer contributions (assets) at end of year2015-12-31$2,026,362
Employer contributions (assets) at beginning of year2015-12-31$1,841,972
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,400,106
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31CARON & BELTZER, PLLC
Accountancy firm EIN2015-12-31043499945
2014 : WOOD MACKENZIE, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$6,282,871
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,277,321
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,152,248
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$5,153,376
Value of total assets at end of year2014-12-31$31,091,225
Value of total assets at beginning of year2014-12-31$28,085,675
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$125,073
Total interest from all sources2014-12-31$13,709
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,013,514
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$2,013,514
Administrative expenses professional fees incurred2014-12-31$52,206
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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$2,395,369
Participant contributions at end of year2014-12-31$421,809
Participant contributions at beginning of year2014-12-31$348,567
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$97,926
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$14,427
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$18,585
Administrative expenses (other) incurred2014-12-31$56
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$3,005,550
Value of net assets at end of year (total assets less liabilities)2014-12-31$31,091,225
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$28,085,675
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$72,811
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$26,216,170
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$23,511,169
Interest on participant loans2014-12-31$13,512
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$2,696,847
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$2,445,892
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$2,445,892
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$197
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-916,313
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,660,081
Employer contributions (assets) at end of year2014-12-31$1,741,972
Employer contributions (assets) at beginning of year2014-12-31$1,780,047
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,152,248
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31CARON & BELTZER, PLLC
Accountancy firm EIN2014-12-31043499945
2013 : WOOD MACKENZIE, INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$8,753,853
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,136,707
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,027,680
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,895,651
Value of total assets at end of year2013-12-31$28,085,675
Value of total assets at beginning of year2013-12-31$22,468,529
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$109,027
Total interest from all sources2013-12-31$12,616
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$888,408
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$888,408
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$2,161,877
Participant contributions at end of year2013-12-31$348,567
Participant contributions at beginning of year2013-12-31$271,228
Participant contributions at beginning of year2013-12-31$71,867
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$93,574
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$5,617,146
Value of net assets at end of year (total assets less liabilities)2013-12-31$28,085,675
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$22,468,529
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$71,999
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$23,511,169
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$18,430,118
Interest on participant loans2013-12-31$12,376
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$2,445,892
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,227,773
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,227,773
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$240
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,957,178
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,640,200
Employer contributions (assets) at end of year2013-12-31$1,780,047
Employer contributions (assets) at beginning of year2013-12-31$1,467,543
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,027,680
Contract administrator fees2013-12-31$37,028
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31CARON & BELTZER, PLLC
Accountancy firm EIN2013-12-31043499945
2012 : WOOD MACKENZIE, INC. 401(K) 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$6,127,706
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,015,875
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$974,673
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,907,101
Value of total assets at end of year2012-12-31$22,468,529
Value of total assets at beginning of year2012-12-31$17,356,698
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$41,202
Total interest from all sources2012-12-31$12,017
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$467,139
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$467,139
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$1,704,209
Participant contributions at end of year2012-12-31$271,228
Participant contributions at beginning of year2012-12-31$314,849
Participant contributions at end of year2012-12-31$71,867
Participant contributions at beginning of year2012-12-31$281
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$40,214
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$5,111,831
Value of net assets at end of year (total assets less liabilities)2012-12-31$22,468,529
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$17,356,698
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$16,045
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$18,430,118
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$13,517,096
Interest on participant loans2012-12-31$11,797
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,227,773
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,276,841
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,276,841
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$220
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,741,449
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,162,678
Employer contributions (assets) at end of year2012-12-31$1,467,543
Employer contributions (assets) at beginning of year2012-12-31$1,247,631
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$974,673
Contract administrator fees2012-12-31$25,157
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31CARON & BELTZER, PLLC
Accountancy firm EIN2012-12-31043499945
2011 : WOOD MACKENZIE, INC. 401(K) 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$0
Total income from all sources (including contributions)2011-12-31$2,707,505
Total loss/gain on sale of assets2011-12-31$-68,229
Total of all expenses incurred2011-12-31$1,004,502
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$977,647
Value of total corrective distributions2011-12-31$3,892
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,337,412
Value of total assets at end of year2011-12-31$17,356,698
Value of total assets at beginning of year2011-12-31$15,653,695
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$22,963
Total interest from all sources2011-12-31$14,319
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$361,889
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$361,889
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
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$1,447,386
Participant contributions at end of year2011-12-31$314,849
Participant contributions at beginning of year2011-12-31$275,635
Participant contributions at end of year2011-12-31$281
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$64,611
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$1,703,003
Value of net assets at end of year (total assets less liabilities)2011-12-31$17,356,698
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$15,653,695
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$13,517,096
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$11,992,192
Interest on participant loans2011-12-31$14,120
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2,276,841
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$2,359,597
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$2,359,597
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$199
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-937,886
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,825,415
Employer contributions (assets) at end of year2011-12-31$1,247,631
Employer contributions (assets) at beginning of year2011-12-31$1,026,271
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$977,647
Contract administrator fees2011-12-31$22,963
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
Aggregate proceeds on sale of assets2011-12-31$5,829,080
Aggregate carrying amount (costs) on sale of assets2011-12-31$5,897,309
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 name2011-12-31CARON & BELTZER, PLLC
Accountancy firm EIN2011-12-31043499945
2010 : WOOD MACKENZIE, INC. 401(K) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$4,420,740
Total loss/gain on sale of assets2010-12-31$94,308
Total of all expenses incurred2010-12-31$1,177,095
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,155,601
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,887,421
Value of total assets at end of year2010-12-31$15,653,695
Value of total assets at beginning of year2010-12-31$12,410,050
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$21,494
Total interest from all sources2010-12-31$19,504
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$192,117
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$192,117
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
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$1,247,395
Participant contributions at end of year2010-12-31$275,635
Participant contributions at beginning of year2010-12-31$243,949
Participant contributions at beginning of year2010-12-31$45,037
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$88,501
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$3,243,645
Value of net assets at end of year (total assets less liabilities)2010-12-31$15,653,695
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$12,410,050
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$11,992,192
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$8,951,534
Interest on participant loans2010-12-31$18,871
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$2,359,597
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$2,497,911
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$2,497,911
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$633
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,227,390
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,551,525
Employer contributions (assets) at end of year2010-12-31$1,026,271
Employer contributions (assets) at beginning of year2010-12-31$671,619
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,155,601
Contract administrator fees2010-12-31$21,494
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
Aggregate proceeds on sale of assets2010-12-31$5,231,082
Aggregate carrying amount (costs) on sale of assets2010-12-31$5,136,774
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 name2010-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2010-12-31043499945
2009 : WOOD MACKENZIE, INC. 401(K) 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 WOOD MACKENZIE, INC. 401(K) PLAN

2022: WOOD MACKENZIE, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WOOD MACKENZIE, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WOOD MACKENZIE, INC. 401(K) 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: WOOD MACKENZIE, INC. 401(K) 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: WOOD MACKENZIE, INC. 401(K) 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: WOOD MACKENZIE, INC. 401(K) 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: WOOD MACKENZIE, INC. 401(K) 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: WOOD MACKENZIE, INC. 401(K) 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: WOOD MACKENZIE, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
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: WOOD MACKENZIE, INC. 401(K) 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: WOOD MACKENZIE, INC. 401(K) 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: WOOD MACKENZIE, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: WOOD MACKENZIE, INC. 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: WOOD MACKENZIE, INC. 401(K) 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

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number471741
Policy instance 1
Insurance contract or identification number471741
Number of Individuals Covered789
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number467968
Policy instance 2
Insurance contract or identification number467968
Number of Individuals Covered789
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number471741
Policy instance 1
Insurance contract or identification number471741
Number of Individuals Covered753
Insurance policy start date2021-05-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number467968
Policy instance 2
Insurance contract or identification number467968
Number of Individuals Covered753
Insurance policy start date2021-05-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1