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EDWARDS WILDMAN 401(K) SAVINGS PLAN 401k Plan overview

Plan NameEDWARDS WILDMAN 401(K) SAVINGS PLAN
Plan identification number 005

EDWARDS WILDMAN 401(K) 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.

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 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052015-01-01E. PHILIP BUSH
0052014-01-01E. PHILIP BUSH E. PHILIP BUSH2015-10-15
0052014-01-01E. PHILIP BUSH E. PHILIP BUSH2015-10-15
0052013-01-01JOHN HOLTHAUS JOHN HOLTHAUS2014-10-15
0052012-01-01JOHN HOLTHAUS JOHN HOLTHAUS2013-10-11
0052011-01-01JOHN HOLTHAUS JOHN HOLTHAUS2012-10-10
0052010-01-01RONALD J BARRON RONALD J BARRON2011-07-28
0052009-01-01RONALD J. BARRON RONALD J. BARRON2010-08-02

Plan Statistics for EDWARDS WILDMAN 401(K) SAVINGS PLAN

401k plan membership statisitcs for EDWARDS WILDMAN 401(K) SAVINGS PLAN

Measure Date Value
2015: EDWARDS WILDMAN 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01428
Total number of active participants reported on line 7a of the Form 55002015-01-01185
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01205
Total of all active and inactive participants2015-01-01390
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01390
Number of participants with account balances2015-01-01364
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: EDWARDS WILDMAN 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01455
Total number of active participants reported on line 7a of the Form 55002014-01-01244
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-01183
Total of all active and inactive participants2014-01-01428
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01428
Number of participants with account balances2014-01-01404
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: EDWARDS WILDMAN 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01476
Total number of active participants reported on line 7a of the Form 55002013-01-01271
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-01183
Total of all active and inactive participants2013-01-01455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01455
Number of participants with account balances2013-01-01429
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: EDWARDS WILDMAN 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01388
Total number of active participants reported on line 7a of the Form 55002012-01-01293
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-01182
Total of all active and inactive participants2012-01-01476
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01476
Number of participants with account balances2012-01-01447
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: EDWARDS WILDMAN 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01380
Total number of active participants reported on line 7a of the Form 55002011-01-01253
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01135
Total of all active and inactive participants2011-01-01388
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01388
Number of participants with account balances2011-01-01355
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0131
2010: EDWARDS WILDMAN 401(K) SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01382
Total number of active participants reported on line 7a of the Form 55002010-01-01250
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01130
Total of all active and inactive participants2010-01-01380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01380
Number of participants with account balances2010-01-01341
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0129
2009: EDWARDS WILDMAN 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01415
Total number of active participants reported on line 7a of the Form 55002009-01-01254
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01128
Total of all active and inactive participants2009-01-01382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01382
Number of participants with account balances2009-01-01315
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0146

Financial Data on EDWARDS WILDMAN 401(K) SAVINGS PLAN

Measure Date Value
2015 : EDWARDS WILDMAN 401(K) SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$708
Total unrealized appreciation/depreciation of assets2015-12-31$708
Total transfer of assets to this plan2015-12-31$21,772,102
Total transfer of assets from this plan2015-12-31$444,805
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$1,542,596
Total loss/gain on sale of assets2015-12-31$1,308,168
Total of all expenses incurred2015-12-31$8,175,120
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$8,173,499
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$1,036
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,949,141
Value of total assets at end of year2015-12-31$52,564,647
Value of total assets at beginning of year2015-12-31$37,869,874
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$585
Total interest from all sources2015-12-31$5,909
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,527,993
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$2,527,993
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$1,822,614
Participant contributions at end of year2015-12-31$166,690
Participant contributions at beginning of year2015-12-31$178,589
Assets. Other investments not covered elsewhere at end of year2015-12-31$1,475,157
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$1,165,377
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$126,527
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$15,411
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$10,810
Other income not declared elsewhere2015-12-31$-24,135
Administrative expenses (other) incurred2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$-4,400
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$-6,632,524
Value of net assets at end of year (total assets less liabilities)2015-12-31$52,564,647
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$37,869,874
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$47,104,447
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$34,350,604
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$5,909
Interest earned on other investments2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$3,801,259
Value of interest in common/collective trusts at beginning of year2015-12-31$2,164,494
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$6,083
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-4,265,000
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$39,812
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
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$8,173,499
Contract administrator fees2015-12-31$585
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$10,791,158
Aggregate carrying amount (costs) on sale of assets2015-12-31$9,482,990
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 401(K) SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$380
Total unrealized appreciation/depreciation of assets2014-12-31$380
Total transfer of assets to this plan2014-12-31$723,087
Total transfer of assets from this plan2014-12-31$632,706
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$4,640,552
Total loss/gain on sale of assets2014-12-31$351,201
Total of all expenses incurred2014-12-31$6,538,600
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$6,507,705
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,609,218
Value of total assets at end of year2014-12-31$37,869,874
Value of total assets at beginning of year2014-12-31$39,677,541
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$30,895
Total interest from all sources2014-12-31$6,072
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,679,929
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,679,929
Administrative expenses professional fees incurred2014-12-31$28,268
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$2,177,545
Participant contributions at end of year2014-12-31$178,589
Participant contributions at beginning of year2014-12-31$207,491
Assets. Other investments not covered elsewhere at end of year2014-12-31$1,165,377
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$19,100,928
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$431,673
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$10,810
Other income not declared elsewhere2014-12-31$84,349
Administrative expenses (other) incurred2014-12-31$1,107
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-1,898,048
Value of net assets at end of year (total assets less liabilities)2014-12-31$37,869,874
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$39,677,541
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$34,350,604
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$20,369,122
Interest on participant loans2014-12-31$6,072
Interest earned on other investments2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$2,164,494
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-104,394
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$13,797
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$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$6,507,705
Contract administrator fees2014-12-31$1,520
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$8,640,679
Aggregate carrying amount (costs) on sale of assets2014-12-31$8,289,478
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 401(K) SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$82
Total unrealized appreciation/depreciation of assets2013-12-31$82
Total transfer of assets to this plan2013-12-31$395,990
Total transfer of assets from this plan2013-12-31$813,691
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$9,581,673
Total loss/gain on sale of assets2013-12-31$490,695
Total of all expenses incurred2013-12-31$5,943,775
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,940,577
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$665
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,699,567
Value of total assets at end of year2013-12-31$39,677,541
Value of total assets at beginning of year2013-12-31$36,457,344
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,533
Total interest from all sources2013-12-31$8,996
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,458,033
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$1,458,033
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$2,630,779
Participant contributions at end of year2013-12-31$207,491
Participant contributions at beginning of year2013-12-31$392,440
Assets. Other investments not covered elsewhere at end of year2013-12-31$864,575
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$748,989
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$63,583
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$6,127
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$8,835
Other income not declared elsewhere2013-12-31$217,461
Administrative expenses (other) incurred2013-12-31$1,598
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$23,603
Total non interest bearing cash at beginning of year2013-12-31$6,164
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$3,637,898
Value of net assets at end of year (total assets less liabilities)2013-12-31$39,677,541
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$36,457,344
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$38,575,745
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$35,300,916
Interest on participant loans2013-12-31$8,996
Interest earned on other investments2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$0
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
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,706,839
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$5,205
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$5,940,577
Contract administrator fees2013-12-31$935
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$8,314,822
Aggregate carrying amount (costs) on sale of assets2013-12-31$7,824,127
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 401(K) SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$6,097,496
Total transfer of assets from this plan2012-12-31$932,888
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$13
Total income from all sources (including contributions)2012-12-31$5,456,377
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,402,111
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,399,300
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,904,326
Value of total assets at end of year2012-12-31$36,457,344
Value of total assets at beginning of year2012-12-31$29,238,483
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,811
Total interest from all sources2012-12-31$10,030
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$497,619
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$497,619
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 period2012-12-31No
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$2,816,470
Participant contributions at end of year2012-12-31$392,440
Participant contributions at beginning of year2012-12-31$188,604
Assets. Other investments not covered elsewhere at end of year2012-12-31$748,989
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$2,229,062
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$87,856
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$8,835
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$7,006
Other income not declared elsewhere2012-12-31$-1,464,710
Administrative expenses (other) incurred2012-12-31$501
Liabilities. Value of operating payables at end of year2012-12-31$0
Liabilities. Value of operating payables at beginning of year2012-12-31$13
Total non interest bearing cash at end of year2012-12-31$6,164
Total non interest bearing cash at beginning of year2012-12-31$-99,057
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$2,054,266
Value of net assets at end of year (total assets less liabilities)2012-12-31$36,457,344
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$29,238,470
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$35,300,916
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$26,912,081
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$10,030
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$787
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$787
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,509,112
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$0
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$3,399,300
Contract administrator fees2012-12-31$2,310
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2012-12-31431947695
2011 : EDWARDS WILDMAN 401(K) SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$492
Total unrealized appreciation/depreciation of assets2011-12-31$492
Total transfer of assets to this plan2011-12-31$3,850,204
Total transfer of assets from this plan2011-12-31$508,445
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$13
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$3
Total income from all sources (including contributions)2011-12-31$1,779,793
Total loss/gain on sale of assets2011-12-31$-14,915
Total of all expenses incurred2011-12-31$2,102,091
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,101,296
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,895,748
Value of total assets at end of year2011-12-31$29,238,483
Value of total assets at beginning of year2011-12-31$26,219,012
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$795
Total interest from all sources2011-12-31$7,520
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,288,548
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$1,288,548
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$2,327,999
Participant contributions at end of year2011-12-31$188,604
Participant contributions at beginning of year2011-12-31$255,295
Assets. Other investments not covered elsewhere at end of year2011-12-31$2,229,062
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$675,492
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$567,749
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$7,006
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$7,339
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$0
Other income not declared elsewhere2011-12-31$-30,086
Administrative expenses (other) incurred2011-12-31$75
Liabilities. Value of operating payables at end of year2011-12-31$13
Liabilities. Value of operating payables at beginning of year2011-12-31$3
Total non interest bearing cash at end of year2011-12-31$-99,057
Total non interest bearing cash at beginning of year2011-12-31$-898
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-322,298
Value of net assets at end of year (total assets less liabilities)2011-12-31$29,238,470
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$26,219,009
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$26,912,081
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$25,281,632
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$7,520
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$787
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$152
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$152
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,367,514
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$0
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$2,101,296
Contract administrator fees2011-12-31$720
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$12,839,648
Aggregate carrying amount (costs) on sale of assets2011-12-31$12,854,563
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 401(K) SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$176
Total unrealized appreciation/depreciation of assets2010-12-31$176
Total transfer of assets to this plan2010-12-31$752,923
Total transfer of assets from this plan2010-12-31$302,636
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$3
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$3
Total income from all sources (including contributions)2010-12-31$5,748,988
Total loss/gain on sale of assets2010-12-31$-261,032
Total of all expenses incurred2010-12-31$1,881,873
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,880,744
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$129
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,440,127
Value of total assets at end of year2010-12-31$26,219,012
Value of total assets at beginning of year2010-12-31$21,901,610
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,000
Total interest from all sources2010-12-31$10,941
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$462,258
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$462,258
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$2,245,073
Participant contributions at end of year2010-12-31$255,295
Participant contributions at beginning of year2010-12-31$260,105
Assets. Other investments not covered elsewhere at end of year2010-12-31$675,492
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$672,222
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$195,049
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$7,339
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$6,578
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$3
Other income not declared elsewhere2010-12-31$103,222
Administrative expenses (other) incurred2010-12-31$0
Liabilities. Value of operating payables at end of year2010-12-31$3
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$-898
Total non interest bearing cash at beginning of year2010-12-31$2,574
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$3,867,115
Value of net assets at end of year (total assets less liabilities)2010-12-31$26,219,009
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$21,901,607
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$25,281,632
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$20,960,319
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$10,941
Interest earned on other investments2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$152
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$-188
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$-188
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,993,296
Net investment gain/loss from pooled separate accounts2010-12-31$0
Net investment gain or loss from common/collective trusts2010-12-31$0
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$5
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$1,880,744
Contract administrator fees2010-12-31$1,000
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$3,669,674
Aggregate carrying amount (costs) on sale of assets2010-12-31$3,930,706
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 401(K) 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 401(K) SAVINGS PLAN

2015: EDWARDS WILDMAN 401(K) 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EDWARDS WILDMAN 401(K) SAVINGS 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: EDWARDS WILDMAN 401(K) 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EDWARDS WILDMAN 401(K) 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EDWARDS WILDMAN 401(K) 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: EDWARDS WILDMAN 401(K) 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 – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: EDWARDS WILDMAN 401(K) 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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