Plan Name | BOYCE THOMPSON INSTITUTE 403(B) RETIREMENT PLAN |
Plan identification number | 003 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | BOYCE THOMPSON INSTITUTE FOR PLANT RESEARCH, INC. |
Employer identification number (EIN): | 131739923 |
NAIC Classification: | 541700 |
Additional information about BOYCE THOMPSON INSTITUTE FOR PLANT RESEARCH, INC.
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 1924-10-28 |
Company Identification Number: | 19465 |
Legal Registered Office Address: |
FOR PLANT RESEARCH, INC. TOWER ROAD ITHACA United States of America (USA) 148531801 |
More information about BOYCE THOMPSON INSTITUTE FOR PLANT RESEARCH, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
003 | 2022-01-01 | ||||
003 | 2021-01-01 | ||||
003 | 2020-01-01 | ||||
003 | 2019-01-01 | ||||
003 | 2018-01-01 | SOPHIA A. DARLING | |||
003 | 2017-01-01 | SOPHIA A. DARLING | |||
003 | 2016-01-01 | SOPHIA A. DARLING | |||
003 | 2015-01-01 | MEREDITH DESSOYE | |||
003 | 2014-01-01 | MEREDITH DESSOYE | |||
003 | 2013-01-01 | SOPHIA A. DARLING | |||
003 | 2012-01-01 | JANE CALDER | |||
003 | 2011-01-01 | JANE CALDER | |||
003 | 2009-01-01 | JANE CALDER | SOPHIA DARLING | 2010-10-15 |
Measure | Date | Value |
---|---|---|
2022: BOYCE THOMPSON INSTITUTE 403(B) RETIREMENT PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 315 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 122 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 112 |
Total of all active and inactive participants | 2022-01-01 | 234 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 234 |
Number of participants with account balances | 2022-01-01 | 226 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: BOYCE THOMPSON INSTITUTE 403(B) RETIREMENT PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 202 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 113 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 111 |
Total of all active and inactive participants | 2021-01-01 | 224 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 224 |
Number of participants with account balances | 2021-01-01 | 215 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 1 |
2020: BOYCE THOMPSON INSTITUTE 403(B) RETIREMENT PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 319 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 114 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 104 |
Total of all active and inactive participants | 2020-01-01 | 218 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 218 |
Number of participants with account balances | 2020-01-01 | 202 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: BOYCE THOMPSON INSTITUTE 403(B) RETIREMENT PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 279 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 173 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 123 |
Total of all active and inactive participants | 2019-01-01 | 296 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 296 |
Number of participants with account balances | 2019-01-01 | 235 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 8 |
2018: BOYCE THOMPSON INSTITUTE 403(B) RETIREMENT PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 252 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 171 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 108 |
Total of all active and inactive participants | 2018-01-01 | 279 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 279 |
Number of participants with account balances | 2018-01-01 | 216 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 1 |
2017: BOYCE THOMPSON INSTITUTE 403(B) RETIREMENT PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 279 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 184 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 68 |
Total of all active and inactive participants | 2017-01-01 | 252 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 252 |
Number of participants with account balances | 2017-01-01 | 198 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 17 |
2016: BOYCE THOMPSON INSTITUTE 403(B) RETIREMENT PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 277 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 181 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 98 |
Total of all active and inactive participants | 2016-01-01 | 279 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 279 |
Number of participants with account balances | 2016-01-01 | 207 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 9 |
2015: BOYCE THOMPSON INSTITUTE 403(B) RETIREMENT PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 248 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 184 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 93 |
Total of all active and inactive participants | 2015-01-01 | 277 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 277 |
Number of participants with account balances | 2015-01-01 | 201 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 5 |
2014: BOYCE THOMPSON INSTITUTE 403(B) RETIREMENT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 225 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 167 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 82 |
Total of all active and inactive participants | 2014-01-01 | 249 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 249 |
Number of participants with account balances | 2014-01-01 | 191 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 4 |
2013: BOYCE THOMPSON INSTITUTE 403(B) RETIREMENT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 217 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 149 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 80 |
Total of all active and inactive participants | 2013-01-01 | 229 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 229 |
Number of participants with account balances | 2013-01-01 | 186 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 3 |
2012: BOYCE THOMPSON INSTITUTE 403(B) RETIREMENT PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 219 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 148 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 73 |
Total of all active and inactive participants | 2012-01-01 | 221 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 221 |
Number of participants with account balances | 2012-01-01 | 180 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 5 |
2011: BOYCE THOMPSON INSTITUTE 403(B) RETIREMENT PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 211 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 171 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 57 |
Total of all active and inactive participants | 2011-01-01 | 228 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 228 |
Number of participants with account balances | 2011-01-01 | 175 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 6 |
2009: BOYCE THOMPSON INSTITUTE 403(B) RETIREMENT PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 200 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 171 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 46 |
Total of all active and inactive participants | 2009-01-01 | 217 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 217 |
Number of participants with account balances | 2009-01-01 | 179 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 6 |
Measure | Date | Value |
---|---|---|
2022 : BOYCE THOMPSON INSTITUTE 403(B) RETIREMENT PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-2,224,414 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $2,141,933 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $2,127,927 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,426,005 |
Value of total assets at end of year | 2022-12-31 | $19,502,834 |
Value of total assets at beginning of year | 2022-12-31 | $23,869,181 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $14,006 |
Total interest from all sources | 2022-12-31 | $1,048 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $555,831 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $555,831 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $688,987 |
Participant contributions at end of year | 2022-12-31 | $94,179 |
Participant contributions at beginning of year | 2022-12-31 | $0 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $26,908 |
Administrative expenses (other) incurred | 2022-12-31 | $7,770 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-4,366,347 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $19,502,834 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $23,869,181 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $18,539,365 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $22,865,568 |
Interest on participant loans | 2022-12-31 | $1,048 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $869,290 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $967,268 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $967,268 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-4,207,298 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $737,018 |
Employer contributions (assets) at end of year | 2022-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $9,437 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $2,127,927 |
Contract administrator fees | 2022-12-31 | $6,236 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | BOWERS & COMPANY CPAS PLLC |
Accountancy firm EIN | 2022-12-31 | 201317788 |
2021 : BOYCE THOMPSON INSTITUTE 403(B) RETIREMENT PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $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 | $5,170,690 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $720,494 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $714,575 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,667,068 |
Value of total assets at end of year | 2021-12-31 | $23,869,181 |
Value of total assets at beginning of year | 2021-12-31 | $19,418,985 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $5,919 |
Total interest from all sources | 2021-12-31 | $-1 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $661,468 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $661,468 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $684,121 |
Participant contributions at end of year | 2021-12-31 | $26,908 |
Participant contributions at beginning of year | 2021-12-31 | $13,948 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $72,157 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $4,450,196 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $23,869,181 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $19,418,985 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $22,865,568 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $18,499,256 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $967,268 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $898,590 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $898,590 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $-1 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $2,842,155 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $910,790 |
Employer contributions (assets) at end of year | 2021-12-31 | $9,437 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $7,191 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $714,575 |
Contract administrator fees | 2021-12-31 | $5,919 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | INSERO & CO CPAS LLP |
Accountancy firm EIN | 2021-12-31 | 475324570 |
2020 : BOYCE THOMPSON INSTITUTE 403(B) RETIREMENT PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $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 | $3,693,559 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $466,345 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $429,942 |
Value of total corrective distributions | 2020-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,459,313 |
Value of total assets at end of year | 2020-12-31 | $19,418,985 |
Value of total assets at beginning of year | 2020-12-31 | $16,191,771 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $36,403 |
Total interest from all sources | 2020-12-31 | $6,128 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $440,590 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $440,590 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $583,946 |
Participant contributions at end of year | 2020-12-31 | $13,948 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $33,423 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $0 |
Total non interest bearing cash at end of year | 2020-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $507 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $3,227,214 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $19,418,985 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $16,191,771 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $18,499,256 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $15,606,328 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $898,590 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $584,936 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $584,936 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $6,128 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,787,528 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $841,944 |
Employer contributions (assets) at end of year | 2020-12-31 | $7,191 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $429,942 |
Contract administrator fees | 2020-12-31 | $36,403 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | Yes |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | INSERO & CO CPAS LLP |
Accountancy firm EIN | 2020-12-31 | 475324570 |
2019 : BOYCE THOMPSON INSTITUTE 403(B) RETIREMENT PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 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 income from all sources (including contributions) | 2019-12-31 | $4,434,292 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $292,728 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $272,655 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,526,762 |
Value of total assets at end of year | 2019-12-31 | $16,191,771 |
Value of total assets at beginning of year | 2019-12-31 | $12,050,207 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $20,073 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $411,280 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $411,280 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $536,367 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $138,965 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $0 |
Total non interest bearing cash at end of year | 2019-12-31 | $507 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $4,141,564 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $16,191,771 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $12,050,207 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $15,606,328 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $11,614,004 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $584,936 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $436,203 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $436,203 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $2,496,250 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $851,430 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $272,655 |
Contract administrator fees | 2019-12-31 | $20,073 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | BONADIO & CO., LLP |
Accountancy firm EIN | 2019-12-31 | 161131146 |
2018 : BOYCE THOMPSON INSTITUTE 403(B) RETIREMENT PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $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 | $385,687 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $152,979 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $129,479 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,363,249 |
Value of total assets at end of year | 2018-12-31 | $12,050,207 |
Value of total assets at beginning of year | 2018-12-31 | $11,817,499 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $23,500 |
Total interest from all sources | 2018-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $451,148 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $451,148 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $521,232 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $2,319 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $0 |
Total non interest bearing cash at end of year | 2018-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $60 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $232,708 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $12,050,207 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $11,817,499 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $11,614,004 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $11,358,297 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $436,203 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $459,142 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $459,142 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-1,428,710 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $839,698 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $129,479 |
Contract administrator fees | 2018-12-31 | $23,500 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | BONADIO & CO., LLP |
Accountancy firm EIN | 2018-12-31 | 161131146 |
2017 : BOYCE THOMPSON INSTITUTE 403(B) RETIREMENT PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $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 | $3,163,784 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $512,199 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $473,123 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,519,846 |
Value of total assets at end of year | 2017-12-31 | $11,817,500 |
Value of total assets at beginning of year | 2017-12-31 | $9,165,915 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $39,076 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $374,674 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $374,674 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $524,603 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $174,533 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $0 |
Total non interest bearing cash at end of year | 2017-12-31 | $60 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $7,305 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $2,651,585 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $11,817,500 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $9,165,915 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $11,358,298 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $8,884,895 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $459,142 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $273,715 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $273,715 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $1,269,264 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $820,710 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $473,123 |
Contract administrator fees | 2017-12-31 | $39,076 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | BONADIO & CO., LLP |
Accountancy firm EIN | 2017-12-31 | 161131146 |
2016 : BOYCE THOMPSON INSTITUTE 403(B) RETIREMENT PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $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 | $1,751 |
Total income from all sources (including contributions) | 2016-12-31 | $2,290,103 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $408,189 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $392,543 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,355,407 |
Value of total assets at end of year | 2016-12-31 | $9,165,915 |
Value of total assets at beginning of year | 2016-12-31 | $7,285,752 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $15,646 |
Total interest from all sources | 2016-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $274,205 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $274,205 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $510,771 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $83,637 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $1,751 |
Total non interest bearing cash at end of year | 2016-12-31 | $7,305 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $1,786 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $1,881,914 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $9,165,915 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $7,284,001 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $8,884,895 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $7,048,373 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $273,715 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $235,593 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $235,593 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $660,491 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $760,999 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $392,543 |
Contract administrator fees | 2016-12-31 | $15,646 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | BONADIO & CO., LLP |
Accountancy firm EIN | 2016-12-31 | 161131146 |
2015 : BOYCE THOMPSON INSTITUTE 403(B) RETIREMENT PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $1,751 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $1,532 |
Total income from all sources (including contributions) | 2015-12-31 | $1,049,044 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $679,918 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $666,651 |
Value of total corrective distributions | 2015-12-31 | $656 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,176,545 |
Value of total assets at end of year | 2015-12-31 | $7,285,752 |
Value of total assets at beginning of year | 2015-12-31 | $6,916,407 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $12,611 |
Total interest from all sources | 2015-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $282,832 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $282,832 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $463,564 |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $4,360 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $1,751 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $1,532 |
Total non interest bearing cash at end of year | 2015-12-31 | $1,786 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $1,537 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $369,126 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $7,284,001 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $6,914,875 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $7,048,373 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $6,537,972 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $235,593 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $376,898 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $376,898 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-410,333 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $708,621 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $666,651 |
Contract administrator fees | 2015-12-31 | $12,611 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | LOEB AND TROPER LLP |
Accountancy firm EIN | 2015-12-31 | 131517563 |
2014 : BOYCE THOMPSON INSTITUTE 403(B) RETIREMENT PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $1,532 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $29,266 |
Total income from all sources (including contributions) | 2014-12-31 | $1,514,578 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $526,170 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $505,262 |
Value of total corrective distributions | 2014-12-31 | $1,103 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,093,922 |
Value of total assets at end of year | 2014-12-31 | $6,916,407 |
Value of total assets at beginning of year | 2014-12-31 | $5,955,733 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $19,805 |
Total interest from all sources | 2014-12-31 | $35 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $176,715 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $176,715 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $418,151 |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $5,995 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $14,849 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $1,532 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $29,266 |
Total non interest bearing cash at end of year | 2014-12-31 | $1,537 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $24,401 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $988,408 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $6,914,875 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $5,926,467 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $6,537,972 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $5,544,862 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $376,898 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $380,475 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $380,475 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $35 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $243,906 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $660,922 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $505,262 |
Contract administrator fees | 2014-12-31 | $19,805 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | LOEB AND TROPER LLP |
Accountancy firm EIN | 2014-12-31 | 131517563 |
2013 : BOYCE THOMPSON INSTITUTE 403(B) RETIREMENT PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $29,266 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $1,038 |
Total income from all sources (including contributions) | 2013-12-31 | $2,214,565 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $502,826 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $494,682 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,176,385 |
Value of total assets at end of year | 2013-12-31 | $5,955,733 |
Value of total assets at beginning of year | 2013-12-31 | $4,215,766 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $8,144 |
Total interest from all sources | 2013-12-31 | $39 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $127,968 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $127,968 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $410,180 |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $5,995 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $148,678 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $29,266 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $1,038 |
Total non interest bearing cash at end of year | 2013-12-31 | $24,401 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $1,045 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $1,711,739 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $5,926,467 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $4,214,728 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $8,144 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $5,544,862 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $3,882,827 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $380,475 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $331,894 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $331,894 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $39 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $910,173 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $617,527 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $494,682 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | LOEB AND TROPER LLP |
Accountancy firm EIN | 2013-12-31 | 131517563 |
2012 : BOYCE THOMPSON INSTITUTE 403(B) RETIREMENT PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $1,038 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $1,029 |
Total income from all sources (including contributions) | 2012-12-31 | $1,302,346 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $259,902 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $253,841 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $834,612 |
Value of total assets at end of year | 2012-12-31 | $4,215,766 |
Value of total assets at beginning of year | 2012-12-31 | $3,173,313 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $6,061 |
Total interest from all sources | 2012-12-31 | $33 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $113,489 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $113,489 |
Administrative expenses professional fees incurred | 2012-12-31 | $6,061 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $383,686 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $36,405 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $1,038 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $1,029 |
Total non interest bearing cash at end of year | 2012-12-31 | $1,045 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $1,033 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $1,042,444 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $4,214,728 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,172,284 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $3,882,827 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $2,884,876 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $331,894 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $287,404 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $287,404 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $33 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $354,212 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $414,521 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $253,841 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | LOEB AND TROPER LLP |
Accountancy firm EIN | 2012-12-31 | 131517563 |
2011 : BOYCE THOMPSON INSTITUTE 403(B) RETIREMENT PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $1,029 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $33,935 |
Total income from all sources (including contributions) | 2011-12-31 | $720,879 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $248,131 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $238,286 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $766,002 |
Value of total assets at end of year | 2011-12-31 | $3,173,313 |
Value of total assets at beginning of year | 2011-12-31 | $2,733,471 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $9,845 |
Total interest from all sources | 2011-12-31 | $27 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $71,087 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $71,087 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $369,654 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $13,107 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $1,029 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $33,935 |
Total non interest bearing cash at end of year | 2011-12-31 | $1,033 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $498 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $472,748 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $3,172,284 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,699,536 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $2,884,876 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $2,490,884 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $287,404 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $242,089 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $242,089 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $27 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-116,237 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $383,241 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $238,286 |
Contract administrator fees | 2011-12-31 | $9,845 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | LOEB AND TROPER LLP |
Accountancy firm EIN | 2011-12-31 | 131517563 |
2010 : BOYCE THOMPSON INSTITUTE 403(B) RETIREMENT PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $33,935 |
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 | $1,117,992 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $262,438 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $259,150 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $779,387 |
Value of total assets at end of year | 2010-12-31 | $2,733,471 |
Value of total assets at beginning of year | 2010-12-31 | $1,843,982 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $3,288 |
Total interest from all sources | 2010-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $44,470 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $44,470 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $329,806 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $62,095 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $33,935 |
Total non interest bearing cash at end of year | 2010-12-31 | $498 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $855,554 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $2,699,536 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,843,982 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $2,490,884 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $1,683,004 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $242,089 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $160,978 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $160,978 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $294,135 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $387,486 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $259,150 |
Contract administrator fees | 2010-12-31 | $3,288 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | LOEB AND TROPER LLP |
Accountancy firm EIN | 2010-12-31 | 131517563 |
2009 : BOYCE THOMPSON INSTITUTE 403(B) RETIREMENT PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: BOYCE THOMPSON INSTITUTE 403(B) RETIREMENT PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: BOYCE THOMPSON INSTITUTE 403(B) RETIREMENT PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: BOYCE THOMPSON INSTITUTE 403(B) RETIREMENT PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: BOYCE THOMPSON INSTITUTE 403(B) RETIREMENT PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: BOYCE THOMPSON INSTITUTE 403(B) RETIREMENT PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: BOYCE THOMPSON INSTITUTE 403(B) RETIREMENT PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: BOYCE THOMPSON INSTITUTE 403(B) RETIREMENT PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: BOYCE THOMPSON INSTITUTE 403(B) RETIREMENT PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: BOYCE THOMPSON INSTITUTE 403(B) RETIREMENT PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: BOYCE THOMPSON INSTITUTE 403(B) RETIREMENT PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: BOYCE THOMPSON INSTITUTE 403(B) RETIREMENT PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: BOYCE THOMPSON INSTITUTE 403(B) RETIREMENT PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: BOYCE THOMPSON INSTITUTE 403(B) RETIREMENT PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |