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OBERMAYER REBMANN MAXWELL & HIPPEL LLP RETIREMENT PLAN 401k Plan overview

Plan NameOBERMAYER REBMANN MAXWELL & HIPPEL LLP RETIREMENT PLAN
Plan identification number 002

OBERMAYER REBMANN MAXWELL & HIPPEL LLP RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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.
  • Life insurance

401k Sponsoring company profile

OBERMAYER REBMANN MAXWELL & HIPPEL LLP has sponsored the creation of one or more 401k plans.

Company Name:OBERMAYER REBMANN MAXWELL & HIPPEL LLP
Employer identification number (EIN):230549120
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OBERMAYER REBMANN MAXWELL & HIPPEL LLP RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01ANDREW FREY
0022016-01-01ANDREW FREY
0022016-01-01
0022015-01-01ANDREW FREY
0022014-01-01ANDREW FREY ANDREW FREY2015-10-15
0022013-01-01ROBERT WHITELAW
0022012-01-01WARREN AYRES
0022011-01-01WARREN AYRES
0022009-01-01ANDREW FREY

Plan Statistics for OBERMAYER REBMANN MAXWELL & HIPPEL LLP RETIREMENT PLAN

401k plan membership statisitcs for OBERMAYER REBMANN MAXWELL & HIPPEL LLP RETIREMENT PLAN

Measure Date Value
2023: OBERMAYER REBMANN MAXWELL & HIPPEL LLP RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01288
Total number of active participants reported on line 7a of the Form 55002023-01-01199
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0195
Total of all active and inactive participants2023-01-01294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-011
Total participants2023-01-01295
Number of participants with account balances2023-01-01284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: OBERMAYER REBMANN MAXWELL & HIPPEL LLP RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01294
Total number of active participants reported on line 7a of the Form 55002022-01-01194
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0194
Total of all active and inactive participants2022-01-01288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01288
Number of participants with account balances2022-01-01276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: OBERMAYER REBMANN MAXWELL & HIPPEL LLP RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01283
Total number of active participants reported on line 7a of the Form 55002021-01-01210
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0184
Total of all active and inactive participants2021-01-01294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01294
Number of participants with account balances2021-01-01283
2020: OBERMAYER REBMANN MAXWELL & HIPPEL LLP RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01286
Total number of active participants reported on line 7a of the Form 55002020-01-01197
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0186
Total of all active and inactive participants2020-01-01283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01283
Number of participants with account balances2020-01-01270
2019: OBERMAYER REBMANN MAXWELL & HIPPEL LLP RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01307
Total number of active participants reported on line 7a of the Form 55002019-01-01200
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0186
Total of all active and inactive participants2019-01-01286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01286
Number of participants with account balances2019-01-01256
2018: OBERMAYER REBMANN MAXWELL & HIPPEL LLP RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01275
Total number of active participants reported on line 7a of the Form 55002018-01-01200
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01107
Total of all active and inactive participants2018-01-01307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01307
Number of participants with account balances2018-01-01271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: OBERMAYER REBMANN MAXWELL & HIPPEL LLP RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01274
Total number of active participants reported on line 7a of the Form 55002017-01-01180
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0195
Total of all active and inactive participants2017-01-01275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01275
Number of participants with account balances2017-01-01252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: OBERMAYER REBMANN MAXWELL & HIPPEL LLP RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01267
Total number of active participants reported on line 7a of the Form 55002016-01-01186
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0188
Total of all active and inactive participants2016-01-01274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01274
Number of participants with account balances2016-01-01252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: OBERMAYER REBMANN MAXWELL & HIPPEL LLP RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01268
Total number of active participants reported on line 7a of the Form 55002015-01-01184
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0183
Total of all active and inactive participants2015-01-01267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01267
Number of participants with account balances2015-01-01247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: OBERMAYER REBMANN MAXWELL & HIPPEL LLP RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01264
Total number of active participants reported on line 7a of the Form 55002014-01-01188
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0180
Total of all active and inactive participants2014-01-01268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01268
Number of participants with account balances2014-01-01249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: OBERMAYER REBMANN MAXWELL & HIPPEL LLP RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01252
Total number of active participants reported on line 7a of the Form 55002013-01-01186
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0178
Total of all active and inactive participants2013-01-01264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01264
Number of participants with account balances2013-01-01240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: OBERMAYER REBMANN MAXWELL & HIPPEL LLP RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01256
Total number of active participants reported on line 7a of the Form 55002012-01-01174
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0178
Total of all active and inactive participants2012-01-01252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01252
Number of participants with account balances2012-01-01240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: OBERMAYER REBMANN MAXWELL & HIPPEL LLP RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01266
Total number of active participants reported on line 7a of the Form 55002011-01-01186
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0170
Total of all active and inactive participants2011-01-01256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01256
Number of participants with account balances2011-01-01242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: OBERMAYER REBMANN MAXWELL & HIPPEL LLP RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01269
Total number of active participants reported on line 7a of the Form 55002009-01-01212
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0159
Total of all active and inactive participants2009-01-01271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01271
Number of participants with account balances2009-01-01260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on OBERMAYER REBMANN MAXWELL & HIPPEL LLP RETIREMENT PLAN

Measure Date Value
2023 : OBERMAYER REBMANN MAXWELL & HIPPEL LLP RETIREMENT PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$91,109
Total unrealized appreciation/depreciation of assets2023-12-31$91,109
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$12,994,164
Total loss/gain on sale of assets2023-12-31$45,583
Total of all expenses incurred2023-12-31$1,846,978
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,767,710
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$3,364,840
Value of total assets at end of year2023-12-31$76,286,132
Value of total assets at beginning of year2023-12-31$65,138,946
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$79,268
Total interest from all sources2023-12-31$58,679
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$2,033,213
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$2,017,439
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,915,082
Participant contributions at end of year2023-12-31$219,087
Participant contributions at beginning of year2023-12-31$361,206
Participant contributions at end of year2023-12-31$426,529
Participant contributions at beginning of year2023-12-31$473,741
Assets. Other investments not covered elsewhere at end of year2023-12-31$3,558,472
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$2,624,658
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$523
Administrative expenses (other) incurred2023-12-31$5,686
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$11,147,186
Value of net assets at end of year (total assets less liabilities)2023-12-31$76,286,132
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$65,138,946
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$31,777
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$61,509,604
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$50,828,533
Interest on participant loans2023-12-31$12,009
Income. Interest from US Government securities2023-12-31$22,651
Value of interest in common/collective trusts at end of year2023-12-31$3,175,163
Value of interest in common/collective trusts at beginning of year2023-12-31$3,166,494
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$1,566,380
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$1,728,848
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$1,728,848
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$24,019
Asset value of US Government securities at end of year2023-12-31$1,054,364
Asset value of US Government securities at beginning of year2023-12-31$984,534
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$7,318,093
Net investment gain or loss from common/collective trusts2023-12-31$82,647
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$1,449,235
Employer contributions (assets) at end of year2023-12-31$1,557,800
Employer contributions (assets) at beginning of year2023-12-31$1,459,461
Income. Dividends from common stock2023-12-31$15,774
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,767,710
Contract administrator fees2023-12-31$6,231
Assets. Corporate common stocks other than exployer securities at end of year2023-12-31$3,218,733
Assets. Corporate common stocks other than exployer securities at beginning of year2023-12-31$3,511,471
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$2,173,099
Aggregate carrying amount (costs) on sale of assets2023-12-31$2,127,516
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31TAIT WELLER BAKER LLP
Accountancy firm EIN2023-12-31231144520
2022 : OBERMAYER REBMANN MAXWELL & HIPPEL LLP RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-7,817,353
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,431,556
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,350,782
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,484,982
Value of total assets at end of year2022-12-31$65,138,946
Value of total assets at beginning of year2022-12-31$76,387,855
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$80,774
Total interest from all sources2022-12-31$2,156,268
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,930,971
Participant contributions at end of year2022-12-31$361,206
Participant contributions at beginning of year2022-12-31$357,219
Participant contributions at end of year2022-12-31$473,741
Participant contributions at beginning of year2022-12-31$510,865
Assets. Other investments not covered elsewhere at end of year2022-12-31$2,624,658
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$2,045,152
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$220,432
Administrative expenses (other) incurred2022-12-31$80,774
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-11,248,909
Value of net assets at end of year (total assets less liabilities)2022-12-31$65,138,946
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$76,387,855
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$50,828,533
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$60,471,648
Interest on participant loans2022-12-31$14,522
Interest earned on other investments2022-12-31$2,141,746
Value of interest in common/collective trusts at end of year2022-12-31$3,166,494
Value of interest in common/collective trusts at beginning of year2022-12-31$3,186,620
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,728,848
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$3,332,232
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$3,332,232
Asset value of US Government securities at end of year2022-12-31$984,534
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-13,458,603
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,333,579
Employer contributions (assets) at end of year2022-12-31$1,459,461
Employer contributions (assets) at beginning of year2022-12-31$1,419,641
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,350,782
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$3,511,471
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$5,064,478
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31TAIT WELLER BAKER LLP
Accountancy firm EIN2022-12-31231144520
2021 : OBERMAYER REBMANN MAXWELL & HIPPEL LLP RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$12,411,126
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$8,319,130
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$8,224,936
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,453,067
Value of total assets at end of year2021-12-31$76,387,855
Value of total assets at beginning of year2021-12-31$72,295,859
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$94,194
Total interest from all sources2021-12-31$1,917,548
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$10,784
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,870,797
Participant contributions at end of year2021-12-31$357,219
Participant contributions at beginning of year2021-12-31$351,409
Participant contributions at end of year2021-12-31$510,865
Participant contributions at beginning of year2021-12-31$480,127
Assets. Other investments not covered elsewhere at end of year2021-12-31$2,045,152
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$1,678,405
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,301,558
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$7,391
Administrative expenses (other) incurred2021-12-31$94,194
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$4,091,996
Value of net assets at end of year (total assets less liabilities)2021-12-31$76,387,855
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$72,295,859
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$60,471,648
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$55,062,148
Interest earned on other investments2021-12-31$1,917,548
Value of interest in common/collective trusts at end of year2021-12-31$3,186,620
Value of interest in common/collective trusts at beginning of year2021-12-31$3,684,343
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$3,332,232
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$3,673,882
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$3,673,882
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$224,856
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$6,040,511
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,280,712
Employer contributions (assets) at end of year2021-12-31$1,419,641
Employer contributions (assets) at beginning of year2021-12-31$1,335,319
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$8,224,936
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$2,399,281
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$5,064,478
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$3,387,914
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Qualified
Accountancy firm name2021-12-31TAIT WELLER BAKER LLP
Accountancy firm EIN2021-12-31231144520
2020 : OBERMAYER REBMANN MAXWELL & HIPPEL LLP RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$11,190,284
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,795,198
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,649,900
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,285,958
Value of total assets at end of year2020-12-31$72,295,859
Value of total assets at beginning of year2020-12-31$63,900,773
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$145,298
Total interest from all sources2020-12-31$1,934,869
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$10,784
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$112,904
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,665,846
Participant contributions at end of year2020-12-31$351,409
Participant contributions at beginning of year2020-12-31$217,686
Participant contributions at end of year2020-12-31$480,127
Participant contributions at beginning of year2020-12-31$456,002
Assets. Other investments not covered elsewhere at end of year2020-12-31$1,678,405
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$1,432,363
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$444,699
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$7,391
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$7,389
Administrative expenses (other) incurred2020-12-31$145,298
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$8,395,086
Value of net assets at end of year (total assets less liabilities)2020-12-31$72,295,859
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$63,900,773
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$0
Assets. partnership/joint venture interests at beginning of year2020-12-31$32,080
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$55,062,148
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$47,716,389
Interest earned on other investments2020-12-31$1,934,869
Value of interest in common/collective trusts at end of year2020-12-31$3,684,343
Value of interest in common/collective trusts at beginning of year2020-12-31$3,606,734
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$3,673,882
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$3,650,605
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$3,650,605
Asset value of US Government securities at end of year2020-12-31$224,856
Asset value of US Government securities at beginning of year2020-12-31$219,292
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,969,457
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,175,413
Employer contributions (assets) at end of year2020-12-31$1,335,319
Employer contributions (assets) at beginning of year2020-12-31$1,168,008
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,649,900
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$2,399,281
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$2,351,953
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$3,387,914
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$2,929,368
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31TAIT WELLER BAKER LLP
Accountancy firm EIN2020-12-31231144520
2019 : OBERMAYER REBMANN MAXWELL & HIPPEL LLP RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$13,467,545
Total income from all sources (including contributions)2019-12-31$13,467,545
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,590,315
Total of all expenses incurred2019-12-31$4,590,315
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,494,462
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,494,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,188,035
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,188,035
Value of total assets at end of year2019-12-31$63,900,773
Value of total assets at end of year2019-12-31$63,900,773
Value of total assets at beginning of year2019-12-31$55,023,543
Value of total assets at beginning of year2019-12-31$55,023,543
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$95,853
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$95,853
Total interest from all sources2019-12-31$1,664,910
Total interest from all sources2019-12-31$1,664,910
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$112,904
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$112,904
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$10,080
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$10,080
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,635,151
Contributions received from participants2019-12-31$1,635,151
Participant contributions at end of year2019-12-31$217,686
Participant contributions at beginning of year2019-12-31$251,683
Participant contributions at beginning of year2019-12-31$251,683
Participant contributions at end of year2019-12-31$456,002
Participant contributions at end of year2019-12-31$456,002
Participant contributions at beginning of year2019-12-31$394,798
Participant contributions at beginning of year2019-12-31$394,798
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,432,363
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,432,363
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,063,976
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$572,910
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$572,910
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$7,389
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$7,353
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$7,353
Administrative expenses (other) incurred2019-12-31$95,853
Administrative expenses (other) incurred2019-12-31$95,853
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$8,877,230
Value of net income/loss2019-12-31$8,877,230
Value of net assets at end of year (total assets less liabilities)2019-12-31$63,900,773
Value of net assets at end of year (total assets less liabilities)2019-12-31$63,900,773
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$55,023,543
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$55,023,543
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$32,080
Assets. partnership/joint venture interests at beginning of year2019-12-31$70,017
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$47,716,389
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$47,716,389
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$41,341,294
Interest earned on other investments2019-12-31$1,664,910
Interest earned on other investments2019-12-31$1,664,910
Value of interest in common/collective trusts at end of year2019-12-31$3,606,734
Value of interest in common/collective trusts at end of year2019-12-31$3,606,734
Value of interest in common/collective trusts at beginning of year2019-12-31$3,448,817
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$3,650,605
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$3,042,693
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$3,042,693
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$3,042,693
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$3,042,693
Asset value of US Government securities at end of year2019-12-31$219,292
Asset value of US Government securities at end of year2019-12-31$219,292
Asset value of US Government securities at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$8,614,600
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$8,614,600
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$979,974
Contributions received in cash from employer2019-12-31$979,974
Employer contributions (assets) at end of year2019-12-31$1,168,008
Employer contributions (assets) at beginning of year2019-12-31$1,122,085
Employer contributions (assets) at beginning of year2019-12-31$1,122,085
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,494,462
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,494,462
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$2,351,953
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$2,351,953
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$2,112,362
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$2,112,362
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$2,929,368
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$2,158,385
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$2,158,385
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31TAIT WELLER BAKER LLP
Accountancy firm name2019-12-31TAIT WELLER BAKER LLP
Accountancy firm EIN2019-12-31231144520
Accountancy firm EIN2019-12-31231144520
2018 : OBERMAYER REBMANN MAXWELL & HIPPEL LLP RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$33,828
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,390,818
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,318,088
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,458,871
Value of total assets at end of year2018-12-31$55,023,543
Value of total assets at beginning of year2018-12-31$59,380,533
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$72,730
Total interest from all sources2018-12-31$1,873,201
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$10,080
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$10,436
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,386,059
Participant contributions at end of year2018-12-31$251,683
Participant contributions at beginning of year2018-12-31$288,370
Participant contributions at end of year2018-12-31$394,798
Participant contributions at beginning of year2018-12-31$443,775
Assets. Other investments not covered elsewhere at end of year2018-12-31$1,063,976
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$1,237,460
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$126,420
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$7,353
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$7,134
Administrative expenses (other) incurred2018-12-31$72,730
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,356,990
Value of net assets at end of year (total assets less liabilities)2018-12-31$55,023,543
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$59,380,533
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$70,017
Assets. partnership/joint venture interests at beginning of year2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$41,341,294
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$44,182,695
Interest earned on other investments2018-12-31$1,873,201
Value of interest in common/collective trusts at end of year2018-12-31$3,448,817
Value of interest in common/collective trusts at beginning of year2018-12-31$5,382,983
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$3,042,693
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$2,655,454
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$2,655,454
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,298,244
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$946,392
Employer contributions (assets) at end of year2018-12-31$1,122,085
Employer contributions (assets) at beginning of year2018-12-31$1,069,926
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,318,088
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$2,112,362
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$2,127,424
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$2,158,385
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$1,974,876
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31TAIT WELLER BAKER LLP
Accountancy firm EIN2018-12-31231144520
2017 : OBERMAYER REBMANN MAXWELL & HIPPEL LLP RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$9,461,718
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$5,057,619
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,983,229
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,319,415
Value of total assets at end of year2017-12-31$59,380,533
Value of total assets at beginning of year2017-12-31$54,976,434
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$74,390
Total interest from all sources2017-12-31$1,421,990
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$10,436
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$10,049
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,404,286
Participant contributions at end of year2017-12-31$288,370
Participant contributions at beginning of year2017-12-31$368,271
Participant contributions at end of year2017-12-31$443,775
Participant contributions at beginning of year2017-12-31$442,646
Assets. Other investments not covered elsewhere at end of year2017-12-31$1,237,460
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$1,018,634
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$12,744
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$7,134
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$6,822
Administrative expenses (other) incurred2017-12-31$74,390
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$4,404,099
Value of net assets at end of year (total assets less liabilities)2017-12-31$59,380,533
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$54,976,434
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$44,182,695
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$39,645,332
Interest earned on other investments2017-12-31$1,421,990
Value of interest in common/collective trusts at end of year2017-12-31$5,382,983
Value of interest in common/collective trusts at beginning of year2017-12-31$5,534,974
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$2,655,454
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$2,671,531
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$2,671,531
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$5,720,313
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$902,385
Employer contributions (assets) at end of year2017-12-31$1,069,926
Employer contributions (assets) at beginning of year2017-12-31$1,133,658
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,983,229
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$2,127,424
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$1,973,219
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$1,974,876
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$2,171,298
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31TAIT WELLER BAKER LLP
Accountancy firm EIN2017-12-31231144520
2016 : OBERMAYER REBMANN MAXWELL & HIPPEL LLP RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$5,915,682
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$5,456,645
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,400,231
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,361,814
Value of total assets at end of year2016-12-31$54,976,434
Value of total assets at beginning of year2016-12-31$54,517,397
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$56,414
Total interest from all sources2016-12-31$1,028,254
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$10,049
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,067,612
Participant contributions at end of year2016-12-31$368,271
Participant contributions at beginning of year2016-12-31$434,349
Participant contributions at end of year2016-12-31$442,646
Participant contributions at beginning of year2016-12-31$643,606
Assets. Other investments not covered elsewhere at end of year2016-12-31$1,018,634
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$358,592
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$160,544
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$6,822
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$670
Administrative expenses (other) incurred2016-12-31$56,414
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$459,037
Value of net assets at end of year (total assets less liabilities)2016-12-31$54,976,434
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$54,517,397
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$39,645,332
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$44,109,141
Interest earned on other investments2016-12-31$1,028,254
Value of interest in common/collective trusts at end of year2016-12-31$5,534,974
Value of interest in common/collective trusts at beginning of year2016-12-31$4,922,020
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$2,671,531
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$697,697
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$697,697
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,525,614
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,133,658
Employer contributions (assets) at end of year2016-12-31$1,133,658
Employer contributions (assets) at beginning of year2016-12-31$1,167,594
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,400,231
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$1,973,219
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$631,536
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$2,171,298
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$1,552,192
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31TAIT WELLER BAKER LLP
Accountancy firm EIN2016-12-31231144520
2015 : OBERMAYER REBMANN MAXWELL & HIPPEL LLP RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$2,902
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-654,915
Total unrealized appreciation/depreciation of assets2015-12-31$-652,013
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$3,114,614
Total loss/gain on sale of assets2015-12-31$-23,300
Total of all expenses incurred2015-12-31$7,317,403
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$7,259,259
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,475,160
Value of total assets at end of year2015-12-31$54,517,397
Value of total assets at beginning of year2015-12-31$58,720,186
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$58,144
Total interest from all sources2015-12-31$55,754
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,958,113
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,955,111
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$10,128
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,559,391
Participant contributions at end of year2015-12-31$434,349
Participant contributions at beginning of year2015-12-31$357,316
Participant contributions at end of year2015-12-31$643,606
Participant contributions at beginning of year2015-12-31$389,272
Assets. Other investments not covered elsewhere at end of year2015-12-31$358,592
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$154,581
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$748,175
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$670
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$10,650
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-4,202,789
Value of net assets at end of year (total assets less liabilities)2015-12-31$54,517,397
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$58,720,186
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$36,837
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$44,109,141
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$48,450,496
Interest on participant loans2015-12-31$11,291
Value of interest in common/collective trusts at end of year2015-12-31$4,922,020
Value of interest in common/collective trusts at beginning of year2015-12-31$2,774,453
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$697,697
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$2,174,257
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$2,174,257
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$44,463
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,742,661
Net investment gain or loss from common/collective trusts2015-12-31$43,561
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,167,594
Employer contributions (assets) at end of year2015-12-31$1,167,594
Employer contributions (assets) at beginning of year2015-12-31$1,141,591
Income. Dividends from common stock2015-12-31$3,002
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$7,259,259
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$631,536
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$631,694
Contract administrator fees2015-12-31$21,307
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$1,552,192
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$2,625,748
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$178,923
Aggregate carrying amount (costs) on sale of assets2015-12-31$202,223
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31TAIT WELLER BAKER LLP
Accountancy firm EIN2015-12-31231144520
2014 : OBERMAYER REBMANN MAXWELL & HIPPEL LLP RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$224,607
Total unrealized appreciation/depreciation of assets2014-12-31$224,607
Total transfer of assets to this plan2014-12-31$29,675,841
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$6,100,585
Total loss/gain on sale of assets2014-12-31$-12,857
Total of all expenses incurred2014-12-31$2,946,098
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,869,950
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,453,479
Value of total assets at end of year2014-12-31$58,720,186
Value of total assets at beginning of year2014-12-31$25,889,858
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$76,148
Total interest from all sources2014-12-31$27,015
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,334,329
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,331,555
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$10,128
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,207,755
Participant contributions at end of year2014-12-31$357,316
Participant contributions at beginning of year2014-12-31$0
Participant contributions at end of year2014-12-31$389,272
Participant contributions at beginning of year2014-12-31$507,074
Assets. Other investments not covered elsewhere at end of year2014-12-31$154,581
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$104,133
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$10,650
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$41,129
Other income not declared elsewhere2014-12-31$52,410
Administrative expenses (other) incurred2014-12-31$53,081
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$3,154,487
Value of net assets at end of year (total assets less liabilities)2014-12-31$58,720,186
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$25,889,858
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$17,065
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$48,450,496
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,913,814
Interest on participant loans2014-12-31$3,500
Value of interest in common/collective trusts at end of year2014-12-31$2,774,453
Value of interest in common/collective trusts at beginning of year2014-12-31$21,174,897
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$2,174,257
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$23,515
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$86,369
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$12,951
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,004,042
Net investment gain or loss from common/collective trusts2014-12-31$17,560
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,141,591
Employer contributions (assets) at end of year2014-12-31$1,141,591
Employer contributions (assets) at beginning of year2014-12-31$166,575
Income. Dividends from common stock2014-12-31$2,774
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,856,999
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$631,694
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$0
Contract administrator fees2014-12-31$6,002
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$2,625,748
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$379,051
Aggregate carrying amount (costs) on sale of assets2014-12-31$391,908
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31TAIT WELLER BAKER LLP
Accountancy firm EIN2014-12-31231144520
2013 : OBERMAYER REBMANN MAXWELL & HIPPEL LLP RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$5,915,168
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,616,285
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,550,524
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,948,304
Value of total assets at end of year2013-12-31$25,889,858
Value of total assets at beginning of year2013-12-31$22,590,975
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$65,761
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$28,849
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$28,849
Administrative expenses professional fees incurred2013-12-31$65,761
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,230,849
Participant contributions at end of year2013-12-31$507,074
Participant contributions at beginning of year2013-12-31$418,091
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$550,880
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$41,129
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$41,129
Other income not declared elsewhere2013-12-31$7,480
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,298,883
Value of net assets at end of year (total assets less liabilities)2013-12-31$25,889,858
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$22,590,975
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,913,814
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,031,283
Value of interest in common/collective trusts at end of year2013-12-31$21,174,897
Value of interest in common/collective trusts at beginning of year2013-12-31$18,843,125
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$86,369
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$78,888
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$480,690
Net investment gain or loss from common/collective trusts2013-12-31$3,449,845
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$166,575
Employer contributions (assets) at end of year2013-12-31$166,575
Employer contributions (assets) at beginning of year2013-12-31$178,459
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,550,524
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31TAIT WELLER BAKER LLP
Accountancy firm EIN2013-12-31231144520
2012 : OBERMAYER REBMANN MAXWELL & HIPPEL LLP RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$3,624,173
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,894,141
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,831,924
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,345,012
Value of total assets at end of year2012-12-31$22,590,975
Value of total assets at beginning of year2012-12-31$20,860,943
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$62,217
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$24,151
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$24,151
Administrative expenses professional fees incurred2012-12-31$62,217
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,150,385
Participant contributions at end of year2012-12-31$418,091
Participant contributions at beginning of year2012-12-31$461,707
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$16,168
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$41,129
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$41,129
Other income not declared elsewhere2012-12-31$12,231
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,730,032
Value of net assets at end of year (total assets less liabilities)2012-12-31$22,590,975
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$20,860,943
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,031,283
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,318,435
Value of interest in common/collective trusts at end of year2012-12-31$18,843,125
Value of interest in common/collective trusts at beginning of year2012-12-31$17,801,431
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$78,888
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$66,658
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$181,859
Net investment gain or loss from common/collective trusts2012-12-31$2,060,920
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$178,459
Employer contributions (assets) at end of year2012-12-31$178,459
Employer contributions (assets) at beginning of year2012-12-31$171,583
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,831,924
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31TAIT WELLER BAKER LLP
Accountancy firm EIN2012-12-31231144520
2011 : OBERMAYER REBMANN MAXWELL & HIPPEL LLP RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,369,383
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,183,080
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,120,466
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,418,156
Value of total assets at end of year2011-12-31$20,860,943
Value of total assets at beginning of year2011-12-31$20,674,640
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$62,614
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$19,846
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$19,846
Administrative expenses professional fees incurred2011-12-31$62,614
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,241,993
Participant contributions at end of year2011-12-31$461,707
Participant contributions at beginning of year2011-12-31$514,951
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$4,580
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$41,129
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$41,129
Other income not declared elsewhere2011-12-31$-1,572
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$186,303
Value of net assets at end of year (total assets less liabilities)2011-12-31$20,860,943
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$20,674,640
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,318,435
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,111,910
Value of interest in common/collective trusts at end of year2011-12-31$17,801,431
Value of interest in common/collective trusts at beginning of year2011-12-31$17,744,684
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$66,658
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$68,229
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$3,434
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-10,470
Net investment gain or loss from common/collective trusts2011-12-31$-56,577
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$171,583
Employer contributions (assets) at end of year2011-12-31$171,583
Employer contributions (assets) at beginning of year2011-12-31$193,737
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,117,032
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31TAIT WELLER BAKER LLP
Accountancy firm EIN2011-12-31231144520
2010 : OBERMAYER REBMANN MAXWELL & HIPPEL LLP RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$3,831,278
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,196,835
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,141,974
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,764,096
Value of total assets at end of year2010-12-31$20,674,640
Value of total assets at beginning of year2010-12-31$18,040,197
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$54,861
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$17,039
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$17,039
Administrative expenses professional fees incurred2010-12-31$54,861
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,336,593
Participant contributions at end of year2010-12-31$514,951
Participant contributions at beginning of year2010-12-31$579,128
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$233,766
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$41,129
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$41,129
Other income not declared elsewhere2010-12-31$11,104
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,634,443
Value of net assets at end of year (total assets less liabilities)2010-12-31$20,674,640
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$18,040,197
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,111,910
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,808,654
Value of interest in common/collective trusts at end of year2010-12-31$17,744,684
Value of interest in common/collective trusts at beginning of year2010-12-31$15,342,963
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$68,229
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$57,126
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$3,434
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$152,736
Net investment gain or loss from common/collective trusts2010-12-31$1,886,303
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$193,737
Employer contributions (assets) at end of year2010-12-31$193,737
Employer contributions (assets) at beginning of year2010-12-31$211,197
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,138,540
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31TAIT WELLER BAKER LLP
Accountancy firm EIN2010-12-31231144520

Form 5500 Responses for OBERMAYER REBMANN MAXWELL & HIPPEL LLP RETIREMENT PLAN

2023: OBERMAYER REBMANN MAXWELL & HIPPEL LLP RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: OBERMAYER REBMANN MAXWELL & HIPPEL LLP RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: OBERMAYER REBMANN MAXWELL & HIPPEL LLP RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: OBERMAYER REBMANN MAXWELL & HIPPEL LLP RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: OBERMAYER REBMANN MAXWELL & HIPPEL LLP RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: OBERMAYER REBMANN MAXWELL & HIPPEL LLP RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: OBERMAYER REBMANN MAXWELL & HIPPEL LLP RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: OBERMAYER REBMANN MAXWELL & HIPPEL LLP RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: OBERMAYER REBMANN MAXWELL & HIPPEL LLP RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: OBERMAYER REBMANN MAXWELL & HIPPEL LLP RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: OBERMAYER REBMANN MAXWELL & HIPPEL LLP RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: OBERMAYER REBMANN MAXWELL & HIPPEL LLP RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: OBERMAYER REBMANN MAXWELL & HIPPEL LLP RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: OBERMAYER REBMANN MAXWELL & HIPPEL LLP RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number33315
Policy instance 2
Insurance contract or identification number33315
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $4,366
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number39156
Policy instance 1
Insurance contract or identification number39156
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $3,325
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number33315
Policy instance 2
Insurance contract or identification number33315
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $3,325
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number39156
Policy instance 1
Insurance contract or identification number39156
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $13,137
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number39156
Policy instance 1
Insurance contract or identification number39156
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $3,325
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number33315
Policy instance 2
Insurance contract or identification number33315
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $9,318
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number33315
Policy instance 2
Insurance contract or identification number33315
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $13,602
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number39156
Policy instance 1
Insurance contract or identification number39156
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $3,325
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number33315
Policy instance 2
Insurance contract or identification number33315
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number39156
Policy instance 1
Insurance contract or identification number39156
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number39156
Policy instance 1
Insurance contract or identification number39156
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $3,325
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number33315
Policy instance 2
Insurance contract or identification number33315
Number of Individuals Covered5
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $13,403
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number33315
Policy instance 2
Insurance contract or identification number33315
Number of Individuals Covered4
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $14,177
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number39156
Policy instance 1
Insurance contract or identification number39156
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $3,325
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number33315
Policy instance 2
Insurance contract or identification number33315
Number of Individuals Covered4
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $12,576
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number39156
Policy instance 1
Insurance contract or identification number39156
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $3,434
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number39156
Policy instance 1
Insurance contract or identification number39156
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $11,219
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number33315
Policy instance 2
Insurance contract or identification number33315
Number of Individuals Covered4
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $12,807
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number39156
Policy instance 1
Insurance contract or identification number39156
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $0
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameJOHN WHITE
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number39156
Policy instance 1
Insurance contract or identification number39156
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $0
Insurance broker organization code?3
Insurance broker nameJOHN WHITE
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number39156
Policy instance 1
Insurance contract or identification number39156
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $3,434
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number93673242
Policy instance 2
Insurance contract or identification number93673242
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number39156
Policy instance 1
Insurance contract or identification number39156
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $3,434
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes

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