YORK RISK SERVICES GROUP has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2019 : YORK RETIREMENT SAVINGS PLAN 2019 401k financial data |
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Unrealized appreciation/depreciation of real estate assets | 2019-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $0 |
Total transfer of assets from this plan | 2019-12-31 | $320,029,730 |
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 |
Expenses. Interest paid | 2019-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $97,566,550 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $62,499,337 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $62,170,700 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $20,463 |
Value of total corrective distributions | 2019-12-31 | $8,026 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $34,210,630 |
Value of total assets at end of year | 2019-12-31 | $0 |
Value of total assets at beginning of year | 2019-12-31 | $284,962,517 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $300,148 |
Total income from rents | 2019-12-31 | $0 |
Total interest from all sources | 2019-12-31 | $306,630 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $7,871,404 |
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 | $7,871,404 |
Assets. Real estate other than employer real property at end of year | 2019-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2019-12-31 | $0 |
Administrative expenses professional fees incurred | 2019-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2019-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2019-12-31 | $0 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $22,440,002 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $6,053,968 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
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 | $5,784,623 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2019-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2019-12-31 | $0 |
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 |
Other income not declared elsewhere | 2019-12-31 | $0 |
Administrative expenses (other) incurred | 2019-12-31 | $300,148 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $0 |
Total non interest bearing cash at end of year | 2019-12-31 | $0 |
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 |
Income. Non cash contributions | 2019-12-31 | $0 |
Value of net income/loss | 2019-12-31 | $35,067,213 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $284,962,517 |
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 |
Assets. partnership/joint venture interests at end of year | 2019-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2019-12-31 | $0 |
Investment advisory and management fees | 2019-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $260,052,128 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $0 |
Interest on participant loans | 2019-12-31 | $294,603 |
Income. Interest from loans (other than to participants) | 2019-12-31 | $0 |
Interest earned on other investments | 2019-12-31 | $0 |
Income. Interest from US Government securities | 2019-12-31 | $0 |
Income. Interest from corporate debt instruments | 2019-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2019-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $18,631,097 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $51,166 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $51,166 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $12,027 |
Assets. Value of investments in 103.12 investment entities at end of year | 2019-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2019-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $0 |
Asset value of US Government securities at end of year | 2019-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2019-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $54,623,672 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $554,214 |
Net gain/loss from 103.12 investment entities | 2019-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Assets. Invements in employer securities at end of year | 2019-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $0 |
Assets. Value of employer real property at end of year | 2019-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2019-12-31 | $0 |
Contributions received in cash from employer | 2019-12-31 | $5,986,005 |
Employer contributions (assets) at end of year | 2019-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $174,158 |
Income. Dividends from preferred stock | 2019-12-31 | $0 |
Income. Dividends from common stock | 2019-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $62,170,700 |
Asset. Corporate debt instrument preferred debt at end of year | 2019-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2019-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2019-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2019-12-31 | $0 |
Contract administrator fees | 2019-12-31 | $0 |
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 | 2019-12-31 | Yes |
Assets. Corporate common stocks other than exployer securities at end of year | 2019-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2019-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2019-12-31 | $0 |
Did the plan have assets held for investment | 2019-12-31 | No |
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 | Yes |
Aggregate proceeds on sale of assets | 2019-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2019-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2019-12-31 | $0 |
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 | CLARK SCHAEFER HACKETT |
Accountancy firm EIN | 2019-12-31 | 310800053 |
2018 : YORK RETIREMENT SAVINGS PLAN 2018 401k financial data |
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Unrealized appreciation/depreciation of real estate assets | 2018-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $83,376,338 |
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 |
Expenses. Interest paid | 2018-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $11,851,500 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $37,390,566 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $37,239,716 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $12,952 |
Value of total corrective distributions | 2018-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $29,667,771 |
Value of total assets at end of year | 2018-12-31 | $284,962,517 |
Value of total assets at beginning of year | 2018-12-31 | $227,125,245 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $137,898 |
Total income from rents | 2018-12-31 | $0 |
Total interest from all sources | 2018-12-31 | $294,048 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $8,800,449 |
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 | $8,800,449 |
Assets. Real estate other than employer real property at end of year | 2018-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2018-12-31 | $0 |
Administrative expenses professional fees incurred | 2018-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2018-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2018-12-31 | $0 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $20,759,112 |
Participant contributions at end of year | 2018-12-31 | $6,053,968 |
Participant contributions at beginning of year | 2018-12-31 | $4,792,517 |
Participant contributions at end of year | 2018-12-31 | $0 |
Participant contributions at beginning of year | 2018-12-31 | $483,178 |
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 | $3,102,684 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2018-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2018-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2018-12-31 | $0 |
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 |
Other income not declared elsewhere | 2018-12-31 | $0 |
Administrative expenses (other) incurred | 2018-12-31 | $137,898 |
Liabilities. Value of operating payables at end of year | 2018-12-31 | $0 |
Liabilities. Value of operating payables 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 | $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 | 2018-12-31 | No |
Income. Non cash contributions | 2018-12-31 | $0 |
Value of net income/loss | 2018-12-31 | $-25,539,066 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $284,962,517 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $227,125,245 |
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 |
Assets. partnership/joint venture interests at end of year | 2018-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2018-12-31 | $0 |
Investment advisory and management fees | 2018-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $260,052,128 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $213,332,389 |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $0 |
Interest on participant loans | 2018-12-31 | $291,847 |
Income. Interest from loans (other than to participants) | 2018-12-31 | $0 |
Interest earned on other investments | 2018-12-31 | $0 |
Income. Interest from US Government securities | 2018-12-31 | $0 |
Income. Interest from corporate debt instruments | 2018-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2018-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2018-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $18,631,097 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $7,566,712 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $51,166 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $2,201 |
Assets. Value of investments in 103.12 investment entities at end of year | 2018-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2018-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $0 |
Asset value of US Government securities at end of year | 2018-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2018-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-27,101,302 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $190,534 |
Net gain/loss from 103.12 investment entities | 2018-12-31 | $0 |
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 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Assets. Invements in employer securities at end of year | 2018-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2018-12-31 | $0 |
Assets. Value of employer real property at end of year | 2018-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2018-12-31 | $0 |
Contributions received in cash from employer | 2018-12-31 | $5,805,975 |
Employer contributions (assets) at end of year | 2018-12-31 | $174,158 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $950,449 |
Income. Dividends from preferred stock | 2018-12-31 | $0 |
Income. Dividends from common stock | 2018-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $37,239,716 |
Asset. Corporate debt instrument preferred debt at end of year | 2018-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2018-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2018-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2018-12-31 | $0 |
Contract administrator fees | 2018-12-31 | $0 |
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 | 2018-12-31 | Yes |
Assets. Corporate common stocks other than exployer securities at end of year | 2018-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2018-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2018-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2018-12-31 | $0 |
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 |
Aggregate proceeds on sale of assets | 2018-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2018-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2018-12-31 | $0 |
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 | CLARK SCHAEFER HACKETT |
Accountancy firm EIN | 2018-12-31 | 310800053 |
2017 : YORK RETIREMENT SAVINGS PLAN 2017 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $24,684,467 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $24,684,467 |
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 | $54,483,675 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $16,198,908 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $16,157,931 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $21,384,174 |
Value of total assets at end of year | 2017-12-31 | $227,125,245 |
Value of total assets at beginning of year | 2017-12-31 | $188,840,478 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $40,977 |
Total interest from all sources | 2017-12-31 | $326,690 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $6,204,551 |
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 | $6,204,551 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $14,941,515 |
Participant contributions at end of year | 2017-12-31 | $4,792,517 |
Participant contributions at beginning of year | 2017-12-31 | $4,716,385 |
Participant contributions at end of year | 2017-12-31 | $483,178 |
Participant contributions at beginning of year | 2017-12-31 | $52,720 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $1,973,239 |
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 | $38,284,767 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $227,125,245 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $188,840,478 |
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 |
Investment advisory and management fees | 2017-12-31 | $40,977 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $213,332,389 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $175,008,744 |
Interest on participant loans | 2017-12-31 | $190,745 |
Interest earned on other investments | 2017-12-31 | $135,945 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $7,566,712 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $7,963,169 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $1,883,793 |
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 | Yes |
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 | $4,469,420 |
Employer contributions (assets) at end of year | 2017-12-31 | $950,449 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $1,099,460 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $16,157,931 |
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 | CLARK SCHAEFER HACKETT |
Accountancy firm EIN | 2017-12-31 | 310800053 |
2016 : YORK RETIREMENT SAVINGS PLAN 2016 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $8,042,300 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $8,042,300 |
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 | $34,687,221 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $16,080,707 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $16,070,357 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $20,812,021 |
Value of total assets at end of year | 2016-12-31 | $188,840,478 |
Value of total assets at beginning of year | 2016-12-31 | $170,233,964 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $10,350 |
Total interest from all sources | 2016-12-31 | $323,543 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $4,931,726 |
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 | $4,931,726 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $14,167,578 |
Participant contributions at end of year | 2016-12-31 | $4,716,385 |
Participant contributions at beginning of year | 2016-12-31 | $4,361,610 |
Participant contributions at end of year | 2016-12-31 | $52,720 |
Participant contributions at beginning of year | 2016-12-31 | $52,056 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $2,089,237 |
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 | $18,606,514 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $188,840,478 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $170,233,964 |
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 |
Investment advisory and management fees | 2016-12-31 | $10,350 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $175,008,744 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $157,645,690 |
Interest on participant loans | 2016-12-31 | $182,500 |
Interest earned on other investments | 2016-12-31 | $141,043 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $7,963,169 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $7,037,262 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $577,631 |
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 | Yes |
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 | $4,555,206 |
Employer contributions (assets) at end of year | 2016-12-31 | $1,099,460 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $1,137,346 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $16,070,357 |
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 | CLARK, SCHAEFER, HACKETT & CO. |
Accountancy firm EIN | 2016-12-31 | 310800053 |
2015 : YORK RETIREMENT SAVINGS PLAN 2015 401k financial data |
---|
Total transfer of assets to this plan | 2015-12-31 | $24,135,505 |
Total income from all sources (including contributions) | 2015-12-31 | $20,560,494 |
Total of all expenses incurred | 2015-12-31 | $14,291,947 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $14,164,175 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $22,280,966 |
Value of total assets at end of year | 2015-12-31 | $170,233,964 |
Value of total assets at beginning of year | 2015-12-31 | $139,829,912 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $127,772 |
Total interest from all sources | 2015-12-31 | $142,045 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Funding deficiency by the employer to the plan for this plan year | 2015-12-31 | $0 |
Minimum employer required contribution for this plan year | 2015-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 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 | $13,933,709 |
Participant contributions at end of year | 2015-12-31 | $4,361,610 |
Participant contributions at beginning of year | 2015-12-31 | $2,840,431 |
Participant contributions at end of year | 2015-12-31 | $52,056 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $3,446,281 |
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 | $6,268,547 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $170,233,964 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $139,829,912 |
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 |
Investment advisory and management fees | 2015-12-31 | $127,772 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $157,645,690 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $130,904,078 |
Interest on participant loans | 2015-12-31 | $142,045 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $7,037,262 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $6,085,403 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-1,981,865 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $119,348 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | Yes |
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 | $4,900,976 |
Employer contributions (assets) at end of year | 2015-12-31 | $1,137,346 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $14,164,175 |
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 | GILBERT & CALABRESE, LLC |
Accountancy firm EIN | 2015-12-31 | 270249502 |
2014 : YORK RETIREMENT SAVINGS PLAN 2014 401k financial data |
---|
Total income from all sources (including contributions) | 2014-12-31 | $28,925,771 |
Total of all expenses incurred | 2014-12-31 | $11,397,785 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $11,392,115 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $18,667,968 |
Value of total assets at end of year | 2014-12-31 | $139,829,912 |
Value of total assets at beginning of year | 2014-12-31 | $122,301,926 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $5,670 |
Total interest from all sources | 2014-12-31 | $103,446 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 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 | $10,891,327 |
Participant contributions at end of year | 2014-12-31 | $2,840,431 |
Participant contributions at beginning of year | 2014-12-31 | $2,416,556 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $2,646,711 |
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 | $17,527,986 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $139,829,912 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $122,301,926 |
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 |
Investment advisory and management fees | 2014-12-31 | $5,670 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $130,904,078 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $114,369,149 |
Interest on participant loans | 2014-12-31 | $103,446 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $6,085,403 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $5,516,221 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $10,051,010 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $103,347 |
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 | $5,129,930 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $11,392,115 |
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 | GILBERT & CALABRESE, LLC |
Accountancy firm EIN | 2014-12-31 | 270249502 |
2013 : YORK RETIREMENT SAVINGS PLAN 2013 401k financial data |
---|
Total transfer of assets to this plan | 2013-12-31 | $28,811,839 |
Total income from all sources (including contributions) | 2013-12-31 | $36,035,152 |
Total of all expenses incurred | 2013-12-31 | $8,006,722 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $8,003,397 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $17,843,338 |
Value of total assets at end of year | 2013-12-31 | $122,301,926 |
Value of total assets at beginning of year | 2013-12-31 | $65,461,657 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $3,325 |
Total interest from all sources | 2013-12-31 | $86,924 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
Minimum employer required contribution for this plan year | 2013-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 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 | $9,778,189 |
Participant contributions at end of year | 2013-12-31 | $2,416,556 |
Participant contributions at beginning of year | 2013-12-31 | $1,332,119 |
Participant contributions at beginning of year | 2013-12-31 | $326,341 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $3,391,099 |
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 | $28,028,430 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $122,301,926 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $65,461,657 |
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 | $3,325 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $114,369,149 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $59,057,378 |
Interest on participant loans | 2013-12-31 | $86,924 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $5,516,221 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $4,564,518 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $18,020,261 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $84,629 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
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 | $4,674,050 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $181,301 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $8,003,397 |
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 | GILBERT & CALABRESE, LLC |
Accountancy firm EIN | 2013-12-31 | 270249502 |
2012 : YORK RETIREMENT SAVINGS PLAN 2012 401k financial data |
---|
Total transfer of assets to this plan | 2012-12-31 | $4,209,168 |
Total income from all sources (including contributions) | 2012-12-31 | $16,652,235 |
Total of all expenses incurred | 2012-12-31 | $3,282,151 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $3,274,310 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $10,707,509 |
Value of total assets at end of year | 2012-12-31 | $65,461,657 |
Value of total assets at beginning of year | 2012-12-31 | $47,882,405 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $7,841 |
Total interest from all sources | 2012-12-31 | $45,502 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $5,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $6,211,553 |
Participant contributions at end of year | 2012-12-31 | $1,332,119 |
Participant contributions at beginning of year | 2012-12-31 | $1,144,158 |
Participant contributions at end of year | 2012-12-31 | $326,341 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $1,295,325 |
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 | $13,370,084 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $65,461,657 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $47,882,405 |
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 |
Investment advisory and management fees | 2012-12-31 | $7,841 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $59,057,378 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $43,243,765 |
Interest on participant loans | 2012-12-31 | $45,502 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $4,564,518 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $3,494,482 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $5,807,567 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $91,657 |
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 | $3,200,631 |
Employer contributions (assets) at end of year | 2012-12-31 | $181,301 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $3,274,310 |
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 | GILBERT & CALABRESE, LLC |
Accountancy firm EIN | 2012-12-31 | 270249502 |
2011 : YORK RETIREMENT SAVINGS PLAN 2011 401k financial data |
---|
Total income from all sources (including contributions) | 2011-12-31 | $7,579,040 |
Total of all expenses incurred | 2011-12-31 | $2,678,225 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $2,673,554 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $7,810,593 |
Value of total assets at end of year | 2011-12-31 | $47,882,405 |
Value of total assets at beginning of year | 2011-12-31 | $42,981,590 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $4,671 |
Total interest from all sources | 2011-12-31 | $43,879 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $5,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $4,793,339 |
Participant contributions at end of year | 2011-12-31 | $1,144,158 |
Participant contributions at beginning of year | 2011-12-31 | $1,122,045 |
Participant contributions at beginning of year | 2011-12-31 | $211,457 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $745,428 |
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 | $4,900,815 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $47,882,405 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $42,981,590 |
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 |
Investment advisory and management fees | 2011-12-31 | $4,671 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $43,243,765 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $38,347,653 |
Interest on participant loans | 2011-12-31 | $43,879 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $3,494,482 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $3,189,042 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-370,808 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $95,376 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
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 | $2,271,826 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $111,393 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $2,673,554 |
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 | GILBERT & CALABRESE, LLC |
Accountancy firm EIN | 2011-12-31 | 270249502 |
2010 : YORK RETIREMENT SAVINGS PLAN 2010 401k financial data |
---|
Total income from all sources (including contributions) | 2010-12-31 | $11,046,768 |
Total of all expenses incurred | 2010-12-31 | $2,078,852 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $2,075,113 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $6,675,095 |
Value of total assets at end of year | 2010-12-31 | $42,981,590 |
Value of total assets at beginning of year | 2010-12-31 | $34,013,674 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $3,739 |
Total interest from all sources | 2010-12-31 | $37,170 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $5,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $4,136,219 |
Participant contributions at end of year | 2010-12-31 | $1,122,045 |
Participant contributions at beginning of year | 2010-12-31 | $846,663 |
Participant contributions at end of year | 2010-12-31 | $211,457 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $558,222 |
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 | $8,967,916 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $42,981,590 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $34,013,674 |
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 |
Investment advisory and management fees | 2010-12-31 | $3,739 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $38,347,653 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $30,565,816 |
Interest on participant loans | 2010-12-31 | $37,170 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $3,189,042 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $2,592,945 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $4,253,810 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $80,693 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
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 | $1,980,654 |
Employer contributions (assets) at end of year | 2010-12-31 | $111,393 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $8,250 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $2,075,113 |
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 | GILBERT & CALABRESE, LLC |
Accountancy firm EIN | 2010-12-31 | 270249502 |