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CROSS SOUND FERRY & COMPANIES 401(K) / PS PLAN 401k Plan overview

Plan NameCROSS SOUND FERRY & COMPANIES 401(K) / PS PLAN
Plan identification number 002

CROSS SOUND FERRY & COMPANIES 401(K) / PS 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • Life insurance

401k Sponsoring company profile

CROSS SOUND FERRY & COMPANIES has sponsored the creation of one or more 401k plans.

Company Name:CROSS SOUND FERRY & COMPANIES
Employer identification number (EIN):060918288
NAIC Classification:483000
NAIC Description: Water Transportation

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CROSS SOUND FERRY & COMPANIES 401(K) / PS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01MARY CHAHANOVICH
0022016-01-01MARY CHAHANOVICH
0022015-01-01MARY CHAHANOVICH
0022014-01-01MARY CHAHANOVICH
0022013-01-01DEBBIE DENOIA
0022012-01-01DEBBIE DENOIA
0022011-01-01DEBBIE DENOIA
0022010-01-01DEBBIE DENOIA
0022009-01-01 DEBBIE DENOIA2010-10-14
0022009-01-01DEBBIE DENOIA

Plan Statistics for CROSS SOUND FERRY & COMPANIES 401(K) / PS PLAN

401k plan membership statisitcs for CROSS SOUND FERRY & COMPANIES 401(K) / PS PLAN

Measure Date Value
2022: CROSS SOUND FERRY & COMPANIES 401(K) / PS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01364
Total number of active participants reported on line 7a of the Form 55002022-01-01273
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01105
Total of all active and inactive participants2022-01-01378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01378
Number of participants with account balances2022-01-01326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: CROSS SOUND FERRY & COMPANIES 401(K) / PS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01364
Total number of active participants reported on line 7a of the Form 55002021-01-01249
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01107
Total of all active and inactive participants2021-01-01356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01357
Number of participants with account balances2021-01-01327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CROSS SOUND FERRY & COMPANIES 401(K) / PS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01371
Total number of active participants reported on line 7a of the Form 55002020-01-01265
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0193
Total of all active and inactive participants2020-01-01358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01359
Number of participants with account balances2020-01-01331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: CROSS SOUND FERRY & COMPANIES 401(K) / PS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01352
Total number of active participants reported on line 7a of the Form 55002019-01-01283
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0174
Total of all active and inactive participants2019-01-01357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01358
Number of participants with account balances2019-01-01320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: CROSS SOUND FERRY & COMPANIES 401(K) / PS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01350
Total number of active participants reported on line 7a of the Form 55002018-01-01280
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0167
Total of all active and inactive participants2018-01-01347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01347
Number of participants with account balances2018-01-01302
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: CROSS SOUND FERRY & COMPANIES 401(K) / PS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01342
Total number of active participants reported on line 7a of the Form 55002017-01-01264
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0172
Total of all active and inactive participants2017-01-01336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01336
Number of participants with account balances2017-01-01293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: CROSS SOUND FERRY & COMPANIES 401(K) / PS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01337
Total number of active participants reported on line 7a of the Form 55002016-01-01269
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0162
Total of all active and inactive participants2016-01-01331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01331
Number of participants with account balances2016-01-01288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: CROSS SOUND FERRY & COMPANIES 401(K) / PS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01308
Total number of active participants reported on line 7a of the Form 55002015-01-01251
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0161
Total of all active and inactive participants2015-01-01312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01312
Number of participants with account balances2015-01-01271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: CROSS SOUND FERRY & COMPANIES 401(K) / PS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01317
Total number of active participants reported on line 7a of the Form 55002014-01-01242
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0154
Total of all active and inactive participants2014-01-01296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01296
Number of participants with account balances2014-01-01265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CROSS SOUND FERRY & COMPANIES 401(K) / PS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01329
Total number of active participants reported on line 7a of the Form 55002013-01-01239
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0161
Total of all active and inactive participants2013-01-01300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01300
Number of participants with account balances2013-01-01263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CROSS SOUND FERRY & COMPANIES 401(K) / PS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01314
Total number of active participants reported on line 7a of the Form 55002012-01-01258
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0156
Total of all active and inactive participants2012-01-01314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01315
Number of participants with account balances2012-01-01282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: CROSS SOUND FERRY & COMPANIES 401(K) / PS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01295
Total number of active participants reported on line 7a of the Form 55002011-01-01252
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0142
Total of all active and inactive participants2011-01-01294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01295
Number of participants with account balances2011-01-01291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: CROSS SOUND FERRY & COMPANIES 401(K) / PS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01317
Total number of active participants reported on line 7a of the Form 55002010-01-01255
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0127
Total of all active and inactive participants2010-01-01282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01282
Number of participants with account balances2010-01-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: CROSS SOUND FERRY & COMPANIES 401(K) / PS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01290
Total number of active participants reported on line 7a of the Form 55002009-01-01281
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0117
Total of all active and inactive participants2009-01-01298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01300
Number of participants with account balances2009-01-01201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CROSS SOUND FERRY & COMPANIES 401(K) / PS PLAN

Measure Date Value
2022 : CROSS SOUND FERRY & COMPANIES 401(K) / PS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$25,943
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-4,213,405
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,726,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,653,740
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,033,210
Value of total assets at end of year2022-12-31$31,759,204
Value of total assets at beginning of year2022-12-31$37,673,355
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$72,949
Total interest from all sources2022-12-31$12,207
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$647,032
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$647,032
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,048,010
Participant contributions at end of year2022-12-31$249,443
Participant contributions at beginning of year2022-12-31$223,204
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$16,616
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$21,664
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$25,943
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,940,094
Value of net assets at end of year (total assets less liabilities)2022-12-31$31,733,261
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$37,673,355
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$39,125
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$26,955,252
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$34,253,599
Interest on participant loans2022-12-31$12,207
Income. Interest from loans (other than to participants)2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$3,590,973
Value of interest in common/collective trusts at beginning of year2022-12-31$2,453,627
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,948,160
Net investment gain or loss from common/collective trusts2022-12-31$42,306
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$963,536
Employer contributions (assets) at end of year2022-12-31$963,536
Employer contributions (assets) at beginning of year2022-12-31$726,309
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,653,740
Contract administrator fees2022-12-31$33,824
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WHITTLESEY P.C.
Accountancy firm EIN2022-12-31060903326
2021 : CROSS SOUND FERRY & COMPANIES 401(K) / PS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$7,105,914
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,583,974
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,514,230
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,501,244
Value of total assets at end of year2021-12-31$37,673,355
Value of total assets at beginning of year2021-12-31$32,151,415
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$69,744
Total interest from all sources2021-12-31$11,777
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$567,130
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$567,130
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,010,706
Participant contributions at end of year2021-12-31$223,204
Participant contributions at beginning of year2021-12-31$255,774
Participant contributions at end of year2021-12-31$16,616
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,764,229
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$5,521,940
Value of net assets at end of year (total assets less liabilities)2021-12-31$37,673,355
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$32,151,415
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$36,364
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$34,253,599
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$27,926,445
Interest on participant loans2021-12-31$11,777
Income. Interest from loans (other than to participants)2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$2,453,627
Value of interest in common/collective trusts at beginning of year2021-12-31$3,969,196
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,987,912
Net investment gain or loss from common/collective trusts2021-12-31$37,851
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$726,309
Employer contributions (assets) at end of year2021-12-31$726,309
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,514,230
Contract administrator fees2021-12-31$33,380
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WHITTLESEY P.C.
Accountancy firm EIN2021-12-31060903326
2020 : CROSS SOUND FERRY & COMPANIES 401(K) / PS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$5,407,697
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,449,776
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,385,262
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,472,057
Value of total assets at end of year2020-12-31$32,151,415
Value of total assets at beginning of year2020-12-31$29,193,494
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$64,514
Total interest from all sources2020-12-31$16,570
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$413,111
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$413,111
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$984,369
Participant contributions at end of year2020-12-31$255,774
Participant contributions at beginning of year2020-12-31$304,385
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$108,041
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,957,921
Value of net assets at end of year (total assets less liabilities)2020-12-31$32,151,415
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$29,193,494
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$31,086
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$27,926,445
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$26,988,691
Interest on participant loans2020-12-31$16,570
Income. Interest from loans (other than to participants)2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$3,969,196
Value of interest in common/collective trusts at beginning of year2020-12-31$1,900,418
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,473,111
Net investment gain or loss from common/collective trusts2020-12-31$32,848
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$379,647
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,385,262
Contract administrator fees2020-12-31$33,428
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WHITTLESEY P.C.
Accountancy firm EIN2020-12-31060903326
2019 : CROSS SOUND FERRY & COMPANIES 401(K) / PS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$6,740,044
Total income from all sources (including contributions)2019-12-31$6,740,044
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,278,064
Total of all expenses incurred2019-12-31$1,278,064
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,248,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,248,265
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,801,351
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,801,351
Value of total assets at end of year2019-12-31$29,193,494
Value of total assets at beginning of year2019-12-31$23,731,514
Value of total assets at beginning of year2019-12-31$23,731,514
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$29,799
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$29,799
Total interest from all sources2019-12-31$16,370
Total interest from all sources2019-12-31$16,370
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$463,080
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$463,080
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$463,080
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$463,080
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,010,448
Contributions received from participants2019-12-31$1,010,448
Participant contributions at end of year2019-12-31$304,385
Participant contributions at beginning of year2019-12-31$295,615
Participant contributions at beginning of year2019-12-31$295,615
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$62,460
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$62,460
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$5,461,980
Value of net income/loss2019-12-31$5,461,980
Value of net assets at end of year (total assets less liabilities)2019-12-31$29,193,494
Value of net assets at end of year (total assets less liabilities)2019-12-31$29,193,494
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$23,731,514
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$23,731,514
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$11,196
Investment advisory and management fees2019-12-31$11,196
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$26,988,691
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$26,988,691
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$21,469,109
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$21,469,109
Interest on participant loans2019-12-31$16,370
Interest on participant loans2019-12-31$16,370
Income. Interest from loans (other than to participants)2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$1,900,418
Value of interest in common/collective trusts at end of year2019-12-31$1,900,418
Value of interest in common/collective trusts at beginning of year2019-12-31$1,966,790
Value of interest in common/collective trusts at beginning of year2019-12-31$1,966,790
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,423,105
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,423,105
Net investment gain or loss from common/collective trusts2019-12-31$36,138
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$728,443
Contributions received in cash from employer2019-12-31$728,443
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,248,265
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,248,265
Contract administrator fees2019-12-31$18,603
Contract administrator fees2019-12-31$18,603
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WHITTLESEY P.C.
Accountancy firm name2019-12-31WHITTLESEY P.C.
Accountancy firm EIN2019-12-31060903326
Accountancy firm EIN2019-12-31060903326
2018 : CROSS SOUND FERRY & COMPANIES 401(K) / PS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$296,893
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$964,632
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$958,692
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,779,694
Value of total assets at end of year2018-12-31$23,731,514
Value of total assets at beginning of year2018-12-31$24,399,253
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,940
Total interest from all sources2018-12-31$13,121
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$321,640
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$321,640
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$961,997
Participant contributions at end of year2018-12-31$295,615
Participant contributions at beginning of year2018-12-31$234,396
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,152
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-667,739
Value of net assets at end of year (total assets less liabilities)2018-12-31$23,731,514
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$24,399,253
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$21,469,109
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$22,520,175
Interest on participant loans2018-12-31$13,121
Income. Interest from loans (other than to participants)2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$1,966,790
Value of interest in common/collective trusts at beginning of year2018-12-31$1,644,682
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,842,959
Net investment gain or loss from common/collective trusts2018-12-31$25,397
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$816,545
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$958,692
Contract administrator fees2018-12-31$5,940
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WHITTLESEY P.C.
Accountancy firm EIN2018-12-31060903326
2017 : CROSS SOUND FERRY & COMPANIES 401(K) / PS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$4,854,190
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,926,821
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,922,741
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,676,081
Value of total assets at end of year2017-12-31$24,399,253
Value of total assets at beginning of year2017-12-31$21,471,884
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,080
Total interest from all sources2017-12-31$10,606
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$276,940
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$276,940
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$870,366
Participant contributions at end of year2017-12-31$234,396
Participant contributions at beginning of year2017-12-31$273,650
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$14,218
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,927,369
Value of net assets at end of year (total assets less liabilities)2017-12-31$24,399,253
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$21,471,884
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$22,520,175
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$19,523,104
Interest on participant loans2017-12-31$10,606
Value of interest in common/collective trusts at end of year2017-12-31$1,644,682
Value of interest in common/collective trusts at beginning of year2017-12-31$1,660,912
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,872,342
Net investment gain or loss from common/collective trusts2017-12-31$18,221
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$805,715
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,922,741
Contract administrator fees2017-12-31$4,080
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WHITTLESEY P.C.
Accountancy firm EIN2017-12-31060903326
2016 : CROSS SOUND FERRY & COMPANIES 401(K) / PS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,814,288
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$550,429
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$544,805
Value of total corrective distributions2016-12-31$2,880
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,600,970
Value of total assets at end of year2016-12-31$21,471,884
Value of total assets at beginning of year2016-12-31$19,208,025
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,744
Total interest from all sources2016-12-31$13,060
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$273,486
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$273,486
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$818,262
Participant contributions at end of year2016-12-31$273,650
Participant contributions at beginning of year2016-12-31$321,138
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$9,234
Assets. Other investments not covered elsewhere at end of year2016-12-31$14,218
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$17,900
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$33,879
Other income not declared elsewhere2016-12-31$-408
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,263,859
Value of net assets at end of year (total assets less liabilities)2016-12-31$21,471,884
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$19,208,025
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$19,523,104
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$17,359,729
Interest on participant loans2016-12-31$13,060
Income. Interest from loans (other than to participants)2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$1,660,912
Value of interest in common/collective trusts at beginning of year2016-12-31$1,500,024
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$911,969
Net investment gain or loss from common/collective trusts2016-12-31$15,211
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$748,829
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$544,805
Contract administrator fees2016-12-31$2,744
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WHITTLESEY & HADLEY, P.C.
Accountancy firm EIN2016-12-31060903326
2015 : CROSS SOUND FERRY & COMPANIES 401(K) / PS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,173,261
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,806,142
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,802,392
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,267,774
Value of total assets at end of year2015-12-31$19,208,025
Value of total assets at beginning of year2015-12-31$20,840,906
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,750
Total interest from all sources2015-12-31$12,531
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$251,776
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$251,776
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
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$772,013
Participant contributions at end of year2015-12-31$321,138
Participant contributions at beginning of year2015-12-31$312,470
Participant contributions at end of year2015-12-31$9,234
Assets. Other investments not covered elsewhere at end of year2015-12-31$17,900
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$315,930
Other income not declared elsewhere2015-12-31$-2,881
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$-1,632,881
Value of net assets at end of year (total assets less liabilities)2015-12-31$19,208,025
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$20,840,906
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$17,359,729
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$18,702,767
Interest on participant loans2015-12-31$12,531
Income. Interest from loans (other than to participants)2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$1,500,024
Value of interest in common/collective trusts at beginning of year2015-12-31$1,509,739
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-365,554
Net investment gain or loss from common/collective trusts2015-12-31$9,615
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$495,761
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,802,392
Contract administrator fees2015-12-31$3,750
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WHITTLESEY & HADLEY, P.C.
Accountancy firm EIN2015-12-31060903326
2014 : CROSS SOUND FERRY & COMPANIES 401(K) / PS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,116,964
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$620,426
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$572,663
Expenses. Certain deemed distributions of participant loans2014-12-31$42,513
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,239,097
Value of total assets at end of year2014-12-31$20,840,906
Value of total assets at beginning of year2014-12-31$19,344,368
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,250
Total interest from all sources2014-12-31$12,523
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$324,816
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$324,816
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$741,518
Participant contributions at end of year2014-12-31$312,470
Participant contributions at beginning of year2014-12-31$340,103
Assets. Other investments not covered elsewhere at end of year2014-12-31$315,930
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$303,326
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$168,742
Other income not declared elsewhere2014-12-31$12,604
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$1,496,538
Value of net assets at end of year (total assets less liabilities)2014-12-31$20,840,906
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$19,344,368
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$18,702,767
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$17,082,967
Interest on participant loans2014-12-31$12,523
Value of interest in common/collective trusts at end of year2014-12-31$1,509,739
Value of interest in common/collective trusts at beginning of year2014-12-31$1,617,972
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$518,312
Net investment gain or loss from common/collective trusts2014-12-31$9,612
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$328,837
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$572,663
Contract administrator fees2014-12-31$5,250
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WEINSTEIN & ANASTASIO, P.C.
Accountancy firm EIN2014-12-31060886632
2013 : CROSS SOUND FERRY & COMPANIES 401(K) / PS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,190,236
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$854,932
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$847,871
Value of total corrective distributions2013-12-31$2,561
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,056,985
Value of total assets at end of year2013-12-31$19,344,368
Value of total assets at beginning of year2013-12-31$17,009,064
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,500
Total interest from all sources2013-12-31$12,995
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$237,011
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$237,011
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$672,498
Participant contributions at end of year2013-12-31$340,103
Participant contributions at beginning of year2013-12-31$373,017
Assets. Other investments not covered elsewhere at end of year2013-12-31$303,326
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$308,540
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$60,748
Other income not declared elsewhere2013-12-31$14,447
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$2,335,304
Value of net assets at end of year (total assets less liabilities)2013-12-31$19,344,368
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$17,009,064
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$17,082,967
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$14,222,072
Interest on participant loans2013-12-31$12,995
Value of interest in common/collective trusts at end of year2013-12-31$1,617,972
Value of interest in common/collective trusts at beginning of year2013-12-31$2,105,279
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$156
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$156
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,853,912
Net investment gain or loss from common/collective trusts2013-12-31$14,886
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$323,739
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$847,871
Contract administrator fees2013-12-31$4,500
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WEINSTEIN & ANASTASIO, P.C.
Accountancy firm EIN2013-12-31060886632
2012 : CROSS SOUND FERRY & COMPANIES 401(K) / PS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,698,547
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$258,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$246,852
Expenses. Certain deemed distributions of participant loans2012-12-31$3,991
Value of total corrective distributions2012-12-31$4,459
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,028,269
Value of total assets at end of year2012-12-31$17,009,064
Value of total assets at beginning of year2012-12-31$14,569,319
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,500
Total interest from all sources2012-12-31$13,677
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$254,771
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$254,771
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
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$687,690
Participant contributions at end of year2012-12-31$373,017
Participant contributions at beginning of year2012-12-31$263,165
Assets. Other investments not covered elsewhere at end of year2012-12-31$308,540
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$298,317
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$18,667
Other income not declared elsewhere2012-12-31$14,169
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$2,439,745
Value of net assets at end of year (total assets less liabilities)2012-12-31$17,009,064
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$14,569,319
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$14,222,072
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$9,917,290
Interest on participant loans2012-12-31$13,677
Value of interest in common/collective trusts at end of year2012-12-31$2,105,279
Value of interest in common/collective trusts at beginning of year2012-12-31$4,090,547
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$156
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
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,356,401
Net investment gain or loss from common/collective trusts2012-12-31$31,260
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$321,912
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$246,852
Contract administrator fees2012-12-31$3,500
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
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 name2012-12-31WEINSTEIN & ANASTASIO, P.C.
Accountancy firm EIN2012-12-31060886632
2011 : CROSS SOUND FERRY & COMPANIES 401(K) / PS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$869,127
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$525,865
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$442,974
Expenses. Certain deemed distributions of participant loans2011-12-31$7,741
Value of total corrective distributions2011-12-31$71,655
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$977,176
Value of total assets at end of year2011-12-31$14,569,319
Value of total assets at beginning of year2011-12-31$14,226,057
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,495
Total interest from all sources2011-12-31$12,639
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$184,236
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$184,236
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$677,646
Participant contributions at end of year2011-12-31$263,165
Participant contributions at beginning of year2011-12-31$242,358
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$8,231
Assets. Other investments not covered elsewhere at end of year2011-12-31$298,317
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$297,723
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,852
Other income not declared elsewhere2011-12-31$15,372
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$343,262
Value of net assets at end of year (total assets less liabilities)2011-12-31$14,569,319
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$14,226,057
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$9,917,290
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$10,416,958
Interest on participant loans2011-12-31$12,639
Value of interest in common/collective trusts at end of year2011-12-31$4,090,547
Value of interest in common/collective trusts at beginning of year2011-12-31$3,260,787
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-384,446
Net investment gain or loss from common/collective trusts2011-12-31$64,150
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$297,678
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$442,974
Contract administrator fees2011-12-31$3,495
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WEINSTEIN AND ANASTASIO, P.C.
Accountancy firm EIN2011-12-31060886632
2010 : CROSS SOUND FERRY & COMPANIES 401(K) / PS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,332,320
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$117,339
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$112,681
Expenses. Certain deemed distributions of participant loans2010-12-31$2,408
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$929,819
Value of total assets at end of year2010-12-31$14,226,057
Value of total assets at beginning of year2010-12-31$12,011,076
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,250
Total interest from all sources2010-12-31$11,546
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$187,766
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$187,766
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$635,767
Participant contributions at end of year2010-12-31$242,358
Participant contributions at beginning of year2010-12-31$191,367
Participant contributions at end of year2010-12-31$8,231
Participant contributions at beginning of year2010-12-31$5,827
Assets. Other investments not covered elsewhere at end of year2010-12-31$297,723
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$319,572
Other income not declared elsewhere2010-12-31$-5,161
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,214,981
Value of net assets at end of year (total assets less liabilities)2010-12-31$14,226,057
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$12,011,076
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$10,416,958
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$9,024,398
Interest on participant loans2010-12-31$11,546
Value of interest in common/collective trusts at end of year2010-12-31$3,260,787
Value of interest in common/collective trusts at beginning of year2010-12-31$2,469,912
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
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,129,482
Net investment gain or loss from common/collective trusts2010-12-31$78,868
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$294,052
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$112,681
Contract administrator fees2010-12-31$2,250
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WEINSTEIN & ANASTASIO,PC
Accountancy firm EIN2010-12-31060886632
2009 : CROSS SOUND FERRY & COMPANIES 401(K) / PS 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 CROSS SOUND FERRY & COMPANIES 401(K) / PS PLAN

2022: CROSS SOUND FERRY & COMPANIES 401(K) / PS PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CROSS SOUND FERRY & COMPANIES 401(K) / PS PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CROSS SOUND FERRY & COMPANIES 401(K) / PS PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CROSS SOUND FERRY & COMPANIES 401(K) / PS PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CROSS SOUND FERRY & COMPANIES 401(K) / PS PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CROSS SOUND FERRY & COMPANIES 401(K) / PS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CROSS SOUND FERRY & COMPANIES 401(K) / PS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CROSS SOUND FERRY & COMPANIES 401(K) / PS 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: CROSS SOUND FERRY & COMPANIES 401(K) / PS 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: CROSS SOUND FERRY & COMPANIES 401(K) / PS 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: CROSS SOUND FERRY & COMPANIES 401(K) / PS 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: CROSS SOUND FERRY & COMPANIES 401(K) / PS 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: CROSS SOUND FERRY & COMPANIES 401(K) / PS 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: CROSS SOUND FERRY & COMPANIES 401(K) / PS 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

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number350600100
Policy instance 1
Insurance contract or identification number350600100
Number of Individuals Covered2
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number352754100
Policy instance 2
Insurance contract or identification number352754100
Number of Individuals Covered2
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number352754100
Policy instance 2
Insurance contract or identification number352754100
Number of Individuals Covered3
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number350600100
Policy instance 1
Insurance contract or identification number350600100
Number of Individuals Covered42
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number350600100
Policy instance 1
Insurance contract or identification number350600100
Number of Individuals Covered42
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number352754100
Policy instance 2
Insurance contract or identification number352754100
Number of Individuals Covered3
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number350600100
Policy instance 1
Insurance contract or identification number350600100
Number of Individuals Covered46
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number352754100
Policy instance 2
Insurance contract or identification number352754100
Number of Individuals Covered3
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number350600100
Policy instance 1
Insurance contract or identification number350600100
Number of Individuals Covered46
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number352754100
Policy instance 2
Insurance contract or identification number352754100
Number of Individuals Covered4
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number350600100
Policy instance 1
Insurance contract or identification number350600100
Number of Individuals Covered48
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number352754100
Policy instance 2
Insurance contract or identification number352754100
Number of Individuals Covered4
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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