401k Plan data: CARTER LEDYARD & MILBURN LLP 401(K) SAVINGS PLAN plan

CARTER LEDYARD & MILBURN LLP 401(K) SAVINGS PLAN 401k Plan overview

Plan Name	CARTER LEDYARD & MILBURN LLP 401(K) SAVINGS PLAN
Plan identification number	008

CARTER LEDYARD & MILBURN LLP 401(K) SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CARTER LEDYARD & MILBURN LLP has sponsored the creation of one or more 401k plans.

Company Name: CARTER LEDYARD & MILBURN LLP

Employer identification number (EIN): 134986540

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARTER LEDYARD & MILBURN LLP 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
008 2022-01-01
008 2021-01-01
008 2020-01-01
008 2019-01-01
008 2018-01-01
008 2017-01-01 JEROME CAULFIELD
008 2016-01-01 JEROME CAULFIELD
008 2015-01-01 JEROME CAULFIELD
008 2014-01-01 JEROME CAULFIELD
008 2013-01-01 JEROME CAULFIELD
008 2012-01-01 JEROME CAULFIELD JEROME CAULFIELD 2013-08-14
008 2011-01-01 JEROME CAULFIELD
008 2010-01-01 JEROME CAULFIELD
008 2009-01-01 JEROME CAULFIELD

Plan Statistics for CARTER LEDYARD & MILBURN LLP 401(K) SAVINGS PLAN

401k plan membership statisitcs for CARTER LEDYARD & MILBURN LLP 401(K) SAVINGS PLAN

Measure Date Value
2022: CARTER LEDYARD & MILBURN LLP 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 56
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 22
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 34
Total of all active and inactive participants 2022-01-01 57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 57
Number of participants with account balances 2022-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: CARTER LEDYARD & MILBURN LLP 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 60
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 21
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 35
Total of all active and inactive participants 2021-01-01 56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 56
Number of participants with account balances 2021-01-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: CARTER LEDYARD & MILBURN LLP 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 63
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 27
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 33
Total of all active and inactive participants 2020-01-01 60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 60
Number of participants with account balances 2020-01-01 55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: CARTER LEDYARD & MILBURN LLP 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 64
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 31
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 32
Total of all active and inactive participants 2019-01-01 63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 63
Number of participants with account balances 2019-01-01 53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: CARTER LEDYARD & MILBURN LLP 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 66
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 31
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 33
Total of all active and inactive participants 2018-01-01 64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 64
Number of participants with account balances 2018-01-01 56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: CARTER LEDYARD & MILBURN LLP 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 69
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 34
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 32
Total of all active and inactive participants 2017-01-01 66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 66
Number of participants with account balances 2017-01-01 56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: CARTER LEDYARD & MILBURN LLP 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 71
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 33
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 36
Total of all active and inactive participants 2016-01-01 69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 69
Number of participants with account balances 2016-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: CARTER LEDYARD & MILBURN LLP 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 75
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 36
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 35
Total of all active and inactive participants 2015-01-01 71
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 71
Number of participants with account balances 2015-01-01 59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: CARTER LEDYARD & MILBURN LLP 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 78
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 40
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 35
Total of all active and inactive participants 2014-01-01 75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 75
Number of participants with account balances 2014-01-01 60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: CARTER LEDYARD & MILBURN LLP 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 86
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 42
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 36
Total of all active and inactive participants 2013-01-01 78
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 78
Number of participants with account balances 2013-01-01 64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: CARTER LEDYARD & MILBURN LLP 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 89
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 47
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 39
Total of all active and inactive participants 2012-01-01 86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 86
Number of participants with account balances 2012-01-01 71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: CARTER LEDYARD & MILBURN LLP 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 90
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 53
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 36
Total of all active and inactive participants 2011-01-01 89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 89
Number of participants with account balances 2011-01-01 75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: CARTER LEDYARD & MILBURN LLP 401(K) SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 89
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 53
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 37
Total of all active and inactive participants 2010-01-01 90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 90
Number of participants with account balances 2010-01-01 75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: CARTER LEDYARD & MILBURN LLP 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 100
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 54
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 35
Total of all active and inactive participants 2009-01-01 89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 89
Number of participants with account balances 2009-01-01 71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: CARTER LEDYARD & MILBURN LLP 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	56
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	22
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	34
Total of all active and inactive participants	2022-01-01	57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	57
Number of participants with account balances	2022-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: CARTER LEDYARD & MILBURN LLP 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	60
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	21
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	35
Total of all active and inactive participants	2021-01-01	56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	56
Number of participants with account balances	2021-01-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: CARTER LEDYARD & MILBURN LLP 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	63
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	27
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	33
Total of all active and inactive participants	2020-01-01	60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	60
Number of participants with account balances	2020-01-01	55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: CARTER LEDYARD & MILBURN LLP 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	64
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	31
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	32
Total of all active and inactive participants	2019-01-01	63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	63
Number of participants with account balances	2019-01-01	53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: CARTER LEDYARD & MILBURN LLP 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	66
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	31
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	33
Total of all active and inactive participants	2018-01-01	64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	64
Number of participants with account balances	2018-01-01	56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: CARTER LEDYARD & MILBURN LLP 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	69
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	34
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	32
Total of all active and inactive participants	2017-01-01	66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	66
Number of participants with account balances	2017-01-01	56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: CARTER LEDYARD & MILBURN LLP 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	71
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	33
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	36
Total of all active and inactive participants	2016-01-01	69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	69
Number of participants with account balances	2016-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: CARTER LEDYARD & MILBURN LLP 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	75
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	36
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	35
Total of all active and inactive participants	2015-01-01	71
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	71
Number of participants with account balances	2015-01-01	59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: CARTER LEDYARD & MILBURN LLP 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	78
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	40
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	35
Total of all active and inactive participants	2014-01-01	75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	75
Number of participants with account balances	2014-01-01	60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: CARTER LEDYARD & MILBURN LLP 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	86
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	42
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	36
Total of all active and inactive participants	2013-01-01	78
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	78
Number of participants with account balances	2013-01-01	64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: CARTER LEDYARD & MILBURN LLP 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	89
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	47
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	39
Total of all active and inactive participants	2012-01-01	86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	86
Number of participants with account balances	2012-01-01	71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: CARTER LEDYARD & MILBURN LLP 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	90
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	53
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	36
Total of all active and inactive participants	2011-01-01	89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	89
Number of participants with account balances	2011-01-01	75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: CARTER LEDYARD & MILBURN LLP 401(K) SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	89
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	53
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	37
Total of all active and inactive participants	2010-01-01	90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	90
Number of participants with account balances	2010-01-01	75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: CARTER LEDYARD & MILBURN LLP 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	100
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	54
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	35
Total of all active and inactive participants	2009-01-01	89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	89
Number of participants with account balances	2009-01-01	71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on CARTER LEDYARD & MILBURN LLP 401(K) SAVINGS PLAN

Measure	Date	Value
2022 : CARTER LEDYARD & MILBURN LLP 401(K) SAVINGS PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$-724,397
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-2,585,452
Expenses. Total of all expenses incurred	2022-12-31	$269,222
Benefits paid (including direct rollovers)	2022-12-31	$275,894
Total plan assets at end of year	2022-12-31	$8,963,843
Total plan assets at beginning of year	2022-12-31	$12,542,914
Value of fidelity bond covering the plan	2022-12-31	$1,000,000
Total contributions received or receivable from participants	2022-12-31	$285,423
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-2,870,875
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-2,854,674
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$8,963,843
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$12,542,914
Assets. Value of participant loans	2022-12-31	$7,886
Total contributions received or receivable from employer(s)	2022-12-31	$0
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$-6,672
2021 : CARTER LEDYARD & MILBURN LLP 401(K) SAVINGS PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$-236,391
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$2,451,719
Expenses. Total of all expenses incurred	2021-12-31	$780,405
Benefits paid (including direct rollovers)	2021-12-31	$786,190
Total plan assets at end of year	2021-12-31	$12,542,914
Total plan assets at beginning of year	2021-12-31	$11,107,991
Value of fidelity bond covering the plan	2021-12-31	$1,000,000
Total contributions received or receivable from participants	2021-12-31	$356,615
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$2,095,104
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$1,671,314
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$12,542,914
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$11,107,991
Assets. Value of participant loans	2021-12-31	$69,996
Total contributions received or receivable from employer(s)	2021-12-31	$0
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$-5,785
2020 : CARTER LEDYARD & MILBURN LLP 401(K) SAVINGS PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$-136,948
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$2,169,684
Expenses. Total of all expenses incurred	2020-12-31	$124,125
Benefits paid (including direct rollovers)	2020-12-31	$130,000
Total plan assets at end of year	2020-12-31	$11,107,991
Total plan assets at beginning of year	2020-12-31	$9,199,380
Value of fidelity bond covering the plan	2020-12-31	$1,000,000
Total contributions received or receivable from participants	2020-12-31	$365,757
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$1,803,927
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$2,045,559
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$11,107,991
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$9,199,380
Assets. Value of participant loans	2020-12-31	$88,879
Total contributions received or receivable from employer(s)	2020-12-31	$0
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$-5,875
2019 : CARTER LEDYARD & MILBURN LLP 401(K) SAVINGS PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$-22,027
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$2,380,602
Expenses. Total of all expenses incurred	2019-12-31	$155,659
Benefits paid (including direct rollovers)	2019-12-31	$161,204
Total plan assets at end of year	2019-12-31	$9,199,380
Total plan assets at beginning of year	2019-12-31	$6,996,464
Value of fidelity bond covering the plan	2019-12-31	$1,000,000
Total contributions received or receivable from participants	2019-12-31	$334,084
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$116,849
Other income received	2019-12-31	$1,929,669
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$2,224,943
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$9,199,380
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$6,996,464
Assets. Value of participant loans	2019-12-31	$68,718
Total contributions received or receivable from employer(s)	2019-12-31	$0
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$-5,545
2018 : CARTER LEDYARD & MILBURN LLP 401(K) SAVINGS PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$949
Expenses. Total of all expenses incurred	2018-12-31	$357,683
Benefits paid (including direct rollovers)	2018-12-31	$363,036
Total plan assets at end of year	2018-12-31	$6,996,464
Total plan assets at beginning of year	2018-12-31	$7,353,198
Value of fidelity bond covering the plan	2018-12-31	$1,000,000
Total contributions received or receivable from participants	2018-12-31	$337,337
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$31,163
Other income received	2018-12-31	$-367,551
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-356,734
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$6,996,464
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$7,353,198
Assets. Value of participant loans	2018-12-31	$52,822
Total contributions received or receivable from employer(s)	2018-12-31	$0
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$-5,353
2017 : CARTER LEDYARD & MILBURN LLP 401(K) SAVINGS PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$1,730,061
Expenses. Total of all expenses incurred	2017-12-31	$835,382
Benefits paid (including direct rollovers)	2017-12-31	$836,561
Total plan assets at end of year	2017-12-31	$7,353,198
Total plan assets at beginning of year	2017-12-31	$6,458,519
Value of fidelity bond covering the plan	2017-12-31	$1,000,000
Total contributions received or receivable from participants	2017-12-31	$333,960
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$7,519
Other income received	2017-12-31	$1,388,582
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$894,679
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$7,353,198
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$6,458,519
Assets. Value of participant loans	2017-12-31	$35,557
Total contributions received or receivable from employer(s)	2017-12-31	$0
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$-1,179
2016 : CARTER LEDYARD & MILBURN LLP 401(K) SAVINGS PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$-435,873
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$569,222
Expenses. Total of all expenses incurred	2016-12-31	$137,387
Benefits paid (including direct rollovers)	2016-12-31	$137,307
Total plan assets at end of year	2016-12-31	$6,458,519
Total plan assets at beginning of year	2016-12-31	$6,462,557
Value of fidelity bond covering the plan	2016-12-31	$1,000,000
Total contributions received or receivable from participants	2016-12-31	$301,968
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$12,603
Other income received	2016-12-31	$254,651
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$431,835
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$6,458,519
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$6,462,557
Assets. Value of participant loans	2016-12-31	$26,123
Total contributions received or receivable from employer(s)	2016-12-31	$0
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$80
2015 : CARTER LEDYARD & MILBURN LLP 401(K) SAVINGS PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$-943,067
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$550,848
Expenses. Total of all expenses incurred	2015-12-31	$675,993
Benefits paid (including direct rollovers)	2015-12-31	$675,855
Total plan assets at end of year	2015-12-31	$6,462,557
Total plan assets at beginning of year	2015-12-31	$7,530,769
Value of fidelity bond covering the plan	2015-12-31	$1,000,000
Total contributions received or receivable from participants	2015-12-31	$381,275
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$169,573
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-125,145
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$6,462,557
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$7,530,769
Assets. Value of participant loans	2015-12-31	$34,368
Total contributions received or receivable from employer(s)	2015-12-31	$0
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$138
2014 : CARTER LEDYARD & MILBURN LLP 401(K) SAVINGS PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$934,258
Expenses. Total of all expenses incurred	2014-12-31	$575,924
Benefits paid (including direct rollovers)	2014-12-31	$575,824
Total plan assets at end of year	2014-12-31	$7,530,769
Total plan assets at beginning of year	2014-12-31	$7,172,435
Value of fidelity bond covering the plan	2014-12-31	$1,000,000
Total contributions received or receivable from participants	2014-12-31	$388,914
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$545,344
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$358,334
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$7,530,769
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$7,172,435
Assets. Value of participant loans	2014-12-31	$43,546
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$100
2013 : CARTER LEDYARD & MILBURN LLP 401(K) SAVINGS PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$-324,402
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$1,994,908
Expenses. Total of all expenses incurred	2013-12-31	$1,596,356
Benefits paid (including direct rollovers)	2013-12-31	$1,596,043
Total plan assets at end of year	2013-12-31	$7,172,435
Total plan assets at beginning of year	2013-12-31	$7,098,285
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Total contributions received or receivable from participants	2013-12-31	$432,165
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$1,562,743
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$398,552
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$7,172,435
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$7,098,285
Assets. Value of participant loans	2013-12-31	$74,088
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$313
2012 : CARTER LEDYARD & MILBURN LLP 401(K) SAVINGS PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$-105,184
Total income from all sources	2012-12-31	$1,330,440
Expenses. Total of all expenses incurred	2012-12-31	$371,366
Benefits paid (including direct rollovers)	2012-12-31	$371,209
Total plan assets at end of year	2012-12-31	$7,098,285
Total plan assets at beginning of year	2012-12-31	$6,244,395
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Total contributions received or receivable from participants	2012-12-31	$489,672
Contributions received from other sources (not participants or employers)	2012-12-31	$10,880
Other income received	2012-12-31	$829,888
Net income (gross income less expenses)	2012-12-31	$959,074
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$7,098,285
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$6,244,395
Assets. Value of participant loans	2012-12-31	$119,742
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$157
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : CARTER LEDYARD & MILBURN LLP 401(K) SAVINGS PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$333,727
Expenses. Total of all expenses incurred	2011-12-31	$790,584
Benefits paid (including direct rollovers)	2011-12-31	$790,416
Total plan assets at end of year	2011-12-31	$6,244,395
Total plan assets at beginning of year	2011-12-31	$6,701,252
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Total contributions received or receivable from participants	2011-12-31	$587,339
Other income received	2011-12-31	$-253,612
Net income (gross income less expenses)	2011-12-31	$-456,857
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$6,244,395
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$6,701,252
Assets. Value of participant loans	2011-12-31	$63,175
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$168
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : CARTER LEDYARD & MILBURN LLP 401(K) SAVINGS PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$396,857
Total income from all sources	2010-12-31	$2,050,663
Expenses. Total of all expenses incurred	2010-12-31	$116,303
Benefits paid (including direct rollovers)	2010-12-31	$116,267
Total plan assets at end of year	2010-12-31	$6,701,252
Total plan assets at beginning of year	2010-12-31	$4,370,035
Value of fidelity bond covering the plan	2010-12-31	$1,000,000
Total contributions received or receivable from participants	2010-12-31	$579,012
Contributions received from other sources (not participants or employers)	2010-12-31	$671,832
Other income received	2010-12-31	$799,819
Net income (gross income less expenses)	2010-12-31	$1,934,360
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$6,701,252
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$4,370,035
Assets. Value of participant loans	2010-12-31	$42,417
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$36
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : CARTER LEDYARD & MILBURN LLP 401(K) SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for CARTER LEDYARD & MILBURN LLP 401(K) SAVINGS PLAN

2022: CARTER LEDYARD & MILBURN LLP 401(K) SAVINGS PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	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: CARTER LEDYARD & MILBURN LLP 401(K) SAVINGS PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
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: CARTER LEDYARD & MILBURN LLP 401(K) SAVINGS 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: CARTER LEDYARD & MILBURN LLP 401(K) SAVINGS 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: CARTER LEDYARD & MILBURN LLP 401(K) SAVINGS 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: CARTER LEDYARD & MILBURN LLP 401(K) SAVINGS 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: CARTER LEDYARD & MILBURN LLP 401(K) SAVINGS 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: CARTER LEDYARD & MILBURN LLP 401(K) SAVINGS 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: CARTER LEDYARD & MILBURN LLP 401(K) SAVINGS 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: CARTER LEDYARD & MILBURN LLP 401(K) SAVINGS 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: CARTER LEDYARD & MILBURN LLP 401(K) SAVINGS 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 funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CARTER LEDYARD & MILBURN LLP 401(K) SAVINGS 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
2010: CARTER LEDYARD & MILBURN LLP 401(K) SAVINGS PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: CARTER LEDYARD & MILBURN LLP 401(K) SAVINGS 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

Potentially related plans

CARTER LEDYARD & MILBURN LLP MASTER TRUST [EIN = 043393540]

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Company Name:	CARTER LEDYARD & MILBURN LLP
Employer identification number (EIN):	134986540
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers