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EDWARDS WILDMAN RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameEDWARDS WILDMAN RETIREMENT SAVINGS PLAN
Plan identification number 003

EDWARDS WILDMAN RETIREMENT SAVINGS 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Life insurance

401k Sponsoring company profile

EDWARDS WILDMAN PALMER LLP has sponsored the creation of one or more 401k plans.

Company Name:EDWARDS WILDMAN PALMER LLP
Employer identification number (EIN):050135015
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about EDWARDS WILDMAN PALMER LLP

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 4053151

More information about EDWARDS WILDMAN PALMER LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EDWARDS WILDMAN RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032015-01-01E. PHILIP BUSH
0032014-01-01E. PHILIP BUSH E. PHILIP BUSH2015-10-15
0032013-01-01JOHN HOLTHAUS JOHN HOLTHAUS2014-10-15
0032012-01-01JOHN HOLTHAUS JOHN HOLTHAUS2013-10-11
0032011-01-01JOHN HOLTHAUS JOHN HOLTHAUS2012-10-10
0032010-01-01RONALD J. BARRON RONALD J. BARRON2011-07-28
0032009-01-01RONALD J. BARRON RONALD J. BARRON2010-08-02

Financial Data on EDWARDS WILDMAN RETIREMENT SAVINGS PLAN

Measure Date Value
2015 : EDWARDS WILDMAN RETIREMENT SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$3,140
Total unrealized appreciation/depreciation of assets2015-12-31$3,140
Total transfer of assets to this plan2015-12-31$444,805
Total transfer of assets from this plan2015-12-31$21,772,102
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$122
Total income from all sources (including contributions)2015-12-31$442,161
Total loss/gain on sale of assets2015-12-31$4,873,434
Total of all expenses incurred2015-12-31$48,633,659
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$48,560,778
Expenses. Certain deemed distributions of participant loans2015-12-31$47,928
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,724,612
Value of total assets at end of year2015-12-31$228,925,143
Value of total assets at beginning of year2015-12-31$298,444,060
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$24,953
Total interest from all sources2015-12-31$55,468
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$9,749,171
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$9,749,171
Administrative expenses professional fees incurred2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,500,000
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$3,311,139
Participant contributions at end of year2015-12-31$1,352,316
Participant contributions at beginning of year2015-12-31$2,035,342
Assets. Other investments not covered elsewhere at end of year2015-12-31$39,755,327
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$48,456,292
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$-1,217,952
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$64,927
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$85,800
Other income not declared elsewhere2015-12-31$-2,394,771
Administrative expenses (other) incurred2015-12-31$2,780
Liabilities. Value of operating payables at beginning of year2015-12-31$122
Total non interest bearing cash at end of year2015-12-31$-14,666
Total non interest bearing cash at beginning of year2015-12-31$56,067
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-48,191,498
Value of net assets at end of year (total assets less liabilities)2015-12-31$228,925,143
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$298,443,938
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$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$171,525,812
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$227,180,242
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$55,468
Interest earned on other investments2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$16,214,325
Value of interest in common/collective trusts at beginning of year2015-12-31$20,630,317
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$27,102
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-15,731,101
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$162,208
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$0
Assets. Invements in employer securities at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$1,631,425
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$48,560,778
Contract administrator fees2015-12-31$22,173
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$42,225,837
Aggregate carrying amount (costs) on sale of assets2015-12-31$37,352,403
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2015-12-31431947695
2014 : EDWARDS WILDMAN RETIREMENT SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$2,837
Total unrealized appreciation/depreciation of assets2014-12-31$2,837
Total transfer of assets to this plan2014-12-31$632,706
Total transfer of assets from this plan2014-12-31$723,087
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$122
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$136
Total income from all sources (including contributions)2014-12-31$22,565,454
Total loss/gain on sale of assets2014-12-31$2,957,327
Total of all expenses incurred2014-12-31$45,941,417
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$45,876,684
Expenses. Certain deemed distributions of participant loans2014-12-31$42,434
Value of total corrective distributions2014-12-31$1,246
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$9,916,273
Value of total assets at end of year2014-12-31$298,444,060
Value of total assets at beginning of year2014-12-31$321,910,418
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$21,053
Total interest from all sources2014-12-31$81,959
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$10,282,853
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$10,282,853
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
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$5,152,527
Participant contributions at end of year2014-12-31$2,035,342
Participant contributions at beginning of year2014-12-31$2,910,963
Assets. Other investments not covered elsewhere at end of year2014-12-31$48,456,292
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$58,570,521
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$630,121
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$85,800
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$54,097
Other income not declared elsewhere2014-12-31$419,228
Administrative expenses (other) incurred2014-12-31$1,724
Liabilities. Value of operating payables at end of year2014-12-31$122
Liabilities. Value of operating payables at beginning of year2014-12-31$136
Total non interest bearing cash at end of year2014-12-31$56,067
Total non interest bearing cash at beginning of year2014-12-31$56,576
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-23,375,963
Value of net assets at end of year (total assets less liabilities)2014-12-31$298,443,938
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$321,910,282
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$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$227,180,242
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$259,965,617
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$81,959
Interest earned on other investments2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$20,630,317
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$352,644
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$352,644
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$8,933
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-1,229,906
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$134,883
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$4,133,625
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$45,867,751
Contract administrator fees2014-12-31$19,329
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$75,782,533
Aggregate carrying amount (costs) on sale of assets2014-12-31$72,825,206
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2014-12-31431947695
2013 : EDWARDS WILDMAN RETIREMENT SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$1,789
Total unrealized appreciation/depreciation of assets2013-12-31$1,789
Total transfer of assets to this plan2013-12-31$813,691
Total transfer of assets from this plan2013-12-31$395,990
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$136
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$64,124,853
Total loss/gain on sale of assets2013-12-31$4,127,798
Total of all expenses incurred2013-12-31$41,260,593
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$41,241,160
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$1,689
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$12,599,015
Value of total assets at end of year2013-12-31$321,910,418
Value of total assets at beginning of year2013-12-31$298,628,321
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$17,744
Total interest from all sources2013-12-31$101,189
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$9,044,174
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$9,044,174
Administrative expenses professional fees incurred2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$5,988,174
Participant contributions at end of year2013-12-31$2,910,963
Participant contributions at beginning of year2013-12-31$2,895,013
Assets. Other investments not covered elsewhere at end of year2013-12-31$58,570,521
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$55,876,339
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$337,330
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$54,097
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$435,345
Other income not declared elsewhere2013-12-31$11,753,447
Administrative expenses (other) incurred2013-12-31$2,589
Liabilities. Value of operating payables at end of year2013-12-31$136
Total non interest bearing cash at end of year2013-12-31$56,576
Total non interest bearing cash at beginning of year2013-12-31$428,775
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$22,864,260
Value of net assets at end of year (total assets less liabilities)2013-12-31$321,910,282
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$298,628,321
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$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$259,965,617
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$238,992,849
Interest on participant loans2013-12-31$101,189
Interest earned on other investments2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$352,644
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$8,933
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$26,497,441
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$6,273,511
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$41,232,227
Contract administrator fees2013-12-31$15,155
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$74,084,083
Aggregate carrying amount (costs) on sale of assets2013-12-31$69,956,285
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2013-12-31431947695
2012 : EDWARDS WILDMAN RETIREMENT SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$3,109
Total unrealized appreciation/depreciation of assets2012-12-31$3,109
Total transfer of assets to this plan2012-12-31$54,531,191
Total transfer of assets from this plan2012-12-31$2,469,262
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$122
Total income from all sources (including contributions)2012-12-31$39,868,839
Total loss/gain on sale of assets2012-12-31$-924,480
Total of all expenses incurred2012-12-31$24,560,869
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$24,417,173
Expenses. Certain deemed distributions of participant loans2012-12-31$129,260
Value of total corrective distributions2012-12-31$91
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$14,914,617
Value of total assets at end of year2012-12-31$298,628,321
Value of total assets at beginning of year2012-12-31$231,258,544
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$14,345
Total interest from all sources2012-12-31$109,132
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$6,174,183
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$6,174,183
Administrative expenses professional fees incurred2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
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$7,381,316
Participant contributions at end of year2012-12-31$2,895,013
Participant contributions at beginning of year2012-12-31$2,174,635
Assets. Other investments not covered elsewhere at end of year2012-12-31$55,876,339
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$44,992,178
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$936,903
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$435,345
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$59,630
Other income not declared elsewhere2012-12-31$-2,200,743
Administrative expenses (other) incurred2012-12-31$850
Liabilities. Value of operating payables at end of year2012-12-31$0
Liabilities. Value of operating payables at beginning of year2012-12-31$122
Total non interest bearing cash at end of year2012-12-31$428,775
Total non interest bearing cash at beginning of year2012-12-31$-963,591
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$15,307,970
Value of net assets at end of year (total assets less liabilities)2012-12-31$298,628,321
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$231,258,422
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$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$238,992,849
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$184,988,758
Value of interest in pooled separate accounts at end of year2012-12-31$0
Value of interest in pooled separate accounts at beginning of year2012-12-31$0
Interest on participant loans2012-12-31$109,132
Interest earned on other investments2012-12-31$0
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$6,934
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$6,934
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$8,933
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$21,793,021
Net investment gain/loss from pooled separate accounts2012-12-31$0
Net investment gain or loss from common/collective trusts2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$0
Assets. Invements in employer securities at beginning of year2012-12-31$0
Contributions received in cash from employer2012-12-31$6,596,398
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$24,408,240
Contract administrator fees2012-12-31$13,495
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
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
Aggregate proceeds on sale of assets2012-12-31$81,867,090
Aggregate carrying amount (costs) on sale of assets2012-12-31$82,791,570
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2012-12-31431947695
2011 : EDWARDS WILDMAN RETIREMENT SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$7,886
Total unrealized appreciation/depreciation of assets2011-12-31$7,886
Total transfer of assets to this plan2011-12-31$508,445
Total transfer of assets from this plan2011-12-31$3,850,204
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$122
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$132
Total income from all sources (including contributions)2011-12-31$3,984,449
Total loss/gain on sale of assets2011-12-31$-461,598
Total of all expenses incurred2011-12-31$23,392,693
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$23,371,489
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$8,444
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$12,813,086
Value of total assets at end of year2011-12-31$231,258,544
Value of total assets at beginning of year2011-12-31$254,008,557
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$12,760
Total interest from all sources2011-12-31$97,054
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$6,454,006
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$6,454,006
Administrative expenses professional fees incurred2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$5,636,063
Participant contributions at end of year2011-12-31$2,174,635
Participant contributions at beginning of year2011-12-31$2,767,016
Assets. Other investments not covered elsewhere at end of year2011-12-31$44,992,178
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$51,248,394
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$862,551
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$59,630
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$82,057
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$132
Other income not declared elsewhere2011-12-31$-3,290,695
Administrative expenses (other) incurred2011-12-31$150
Liabilities. Value of operating payables at end of year2011-12-31$122
Liabilities. Value of operating payables at beginning of year2011-12-31$0
Total non interest bearing cash at end of year2011-12-31$-963,591
Total non interest bearing cash at beginning of year2011-12-31$6,090
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-19,408,244
Value of net assets at end of year (total assets less liabilities)2011-12-31$231,258,422
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$254,008,425
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$184,988,758
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$199,903,217
Value of interest in pooled separate accounts at end of year2011-12-31$0
Value of interest in pooled separate accounts at beginning of year2011-12-31$0
Interest on participant loans2011-12-31$97,054
Interest earned on other investments2011-12-31$0
Value of interest in common/collective trusts at end of year2011-12-31$0
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$6,934
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,783
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,783
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$8,933
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-11,635,290
Net investment gain/loss from pooled separate accounts2011-12-31$0
Net investment gain or loss from common/collective trusts2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$0
Assets. Invements in employer securities at beginning of year2011-12-31$0
Contributions received in cash from employer2011-12-31$6,314,472
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$23,362,556
Contract administrator fees2011-12-31$12,610
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$73,494,171
Aggregate carrying amount (costs) on sale of assets2011-12-31$73,955,769
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2011-12-31431947695
2010 : EDWARDS WILDMAN RETIREMENT SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$2,621
Total unrealized appreciation/depreciation of assets2010-12-31$2,621
Total transfer of assets to this plan2010-12-31$302,636
Total transfer of assets from this plan2010-12-31$752,923
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$132
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$132
Expenses. Interest paid2010-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$0
Total income from all sources (including contributions)2010-12-31$37,350,313
Total loss/gain on sale of assets2010-12-31$-2,514,962
Total of all expenses incurred2010-12-31$18,153,879
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$18,139,151
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$8,514,003
Value of total assets at end of year2010-12-31$254,008,557
Value of total assets at beginning of year2010-12-31$235,262,410
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$14,728
Total interest from all sources2010-12-31$120,213
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$4,627,021
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$4,627,021
Administrative expenses professional fees incurred2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$5,655,172
Participant contributions at end of year2010-12-31$2,767,016
Participant contributions at beginning of year2010-12-31$2,675,077
Assets. Other investments not covered elsewhere at end of year2010-12-31$51,248,394
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$48,478,565
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,381,125
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$82,057
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$31,252
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$132
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$132
Other income not declared elsewhere2010-12-31$5,196,072
Administrative expenses (other) incurred2010-12-31$398
Total non interest bearing cash at end of year2010-12-31$6,090
Total non interest bearing cash at beginning of year2010-12-31$89,976
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$19,196,434
Value of net assets at end of year (total assets less liabilities)2010-12-31$254,008,425
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$235,262,278
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
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$199,903,217
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$183,932,203
Value of interest in pooled separate accounts at end of year2010-12-31$0
Value of interest in pooled separate accounts at beginning of year2010-12-31$0
Interest on participant loans2010-12-31$120,213
Interest earned on other investments2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,783
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$55,039
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$55,039
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$8,933
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$21,405,345
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$0
Assets. Invements in employer securities at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$1,477,706
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$18,130,218
Contract administrator fees2010-12-31$14,330
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$298
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$39,849,881
Aggregate carrying amount (costs) on sale of assets2010-12-31$42,364,843
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MAYER HOFFMAN MCCANN P. C.
Accountancy firm EIN2010-12-31431947695
2009 : EDWARDS WILDMAN RETIREMENT SAVINGS 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 EDWARDS WILDMAN RETIREMENT SAVINGS PLAN

2015: EDWARDS WILDMAN RETIREMENT SAVINGS 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EDWARDS WILDMAN RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EDWARDS WILDMAN RETIREMENT SAVINGS 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EDWARDS WILDMAN RETIREMENT SAVINGS 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EDWARDS WILDMAN RETIREMENT SAVINGS 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: EDWARDS WILDMAN RETIREMENT SAVINGS 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 – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: EDWARDS WILDMAN RETIREMENT SAVINGS 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract number1A22442310
Policy instance 1
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract number1A22442310
Policy instance 1
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract number1A22442310
Policy instance 1
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract number1A22442310
Policy instance 1
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract number1A22442310
Policy instance 1
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract number2538452
Policy instance 2
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract number2538452
Policy instance 1
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract number1A22442310
Policy instance 2

Potentially related plans

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