FOX ROTHSCHILD LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan FOX ROTHSCHILD LLP RETIREMENT SAVINGS PLAN
Measure | Date | Value |
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2023 : FOX ROTHSCHILD LLP RETIREMENT SAVINGS PLAN 2023 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2023-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-03-31 | $0 |
Total income from all sources (including contributions) | 2023-03-31 | $5,706,857 |
Total loss/gain on sale of assets | 2023-03-31 | $0 |
Total of all expenses incurred | 2023-03-31 | $43,187,453 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-03-31 | $43,018,052 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-03-31 | $46,562,844 |
Value of total assets at end of year | 2023-03-31 | $636,173,677 |
Value of total assets at beginning of year | 2023-03-31 | $673,654,273 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-03-31 | $169,401 |
Total interest from all sources | 2023-03-31 | $7,162 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-03-31 | $24,444,329 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2023-03-31 | $24,444,329 |
Was this plan covered by a fidelity bond | 2023-03-31 | Yes |
Value of fidelity bond cover | 2023-03-31 | $2,500,000 |
If this is an individual account plan, was there a blackout period | 2023-03-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2023-03-31 | No |
Contributions received from participants | 2023-03-31 | $21,801,957 |
Participant contributions at end of year | 2023-03-31 | $89,803 |
Participant contributions at beginning of year | 2023-03-31 | $175,824 |
Participant contributions at end of year | 2023-03-31 | $8,571,412 |
Participant contributions at beginning of year | 2023-03-31 | $8,061,612 |
Income. Received or receivable in cash from other sources (including rollovers) | 2023-03-31 | $6,548,721 |
Other income not declared elsewhere | 2023-03-31 | $19,681 |
Administrative expenses (other) incurred | 2023-03-31 | $169,401 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-03-31 | No |
Value of net income/loss | 2023-03-31 | $-37,480,596 |
Value of net assets at end of year (total assets less liabilities) | 2023-03-31 | $636,173,677 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-03-31 | $673,654,273 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-03-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-03-31 | $561,849,136 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-03-31 | $614,957,482 |
Interest on participant loans | 2023-03-31 | $7,162 |
Value of interest in common/collective trusts at end of year | 2023-03-31 | $47,451,160 |
Value of interest in common/collective trusts at beginning of year | 2023-03-31 | $33,754,768 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-03-31 | $-66,174,243 |
Net investment gain or loss from common/collective trusts | 2023-03-31 | $847,084 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2023-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-03-31 | No |
Contributions received in cash from employer | 2023-03-31 | $18,212,166 |
Employer contributions (assets) at end of year | 2023-03-31 | $18,212,166 |
Employer contributions (assets) at beginning of year | 2023-03-31 | $16,704,587 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-03-31 | $43,018,052 |
Did the plan have assets held for investment | 2023-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-03-31 | No |
Opinion of an independent qualified public accountant for this plan | 2023-03-31 | Unqualified |
Accountancy firm name | 2023-03-31 | EISNERAMPER LLP |
Accountancy firm EIN | 2023-03-31 | 871363769 |
2022 : FOX ROTHSCHILD LLP RETIREMENT SAVINGS PLAN 2022 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2022-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-03-31 | $0 |
Total income from all sources (including contributions) | 2022-03-31 | $74,849,102 |
Total loss/gain on sale of assets | 2022-03-31 | $0 |
Total of all expenses incurred | 2022-03-31 | $34,181,987 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-03-31 | $34,011,648 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-03-31 | $52,473,886 |
Value of total assets at end of year | 2022-03-31 | $673,654,273 |
Value of total assets at beginning of year | 2022-03-31 | $632,987,158 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-03-31 | $170,339 |
Total interest from all sources | 2022-03-31 | $12,845 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-03-31 | $34,274,286 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-03-31 | $34,274,286 |
Was this plan covered by a fidelity bond | 2022-03-31 | Yes |
Value of fidelity bond cover | 2022-03-31 | $2,500,000 |
If this is an individual account plan, was there a blackout period | 2022-03-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-03-31 | No |
Contributions received from participants | 2022-03-31 | $19,703,014 |
Participant contributions at end of year | 2022-03-31 | $175,824 |
Participant contributions at beginning of year | 2022-03-31 | $171,210 |
Participant contributions at end of year | 2022-03-31 | $8,061,612 |
Participant contributions at beginning of year | 2022-03-31 | $7,662,247 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-03-31 | $16,066,285 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-03-31 | $5,001 |
Other income not declared elsewhere | 2022-03-31 | $8,679 |
Administrative expenses (other) incurred | 2022-03-31 | $170,339 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-03-31 | No |
Value of net income/loss | 2022-03-31 | $40,667,115 |
Value of net assets at end of year (total assets less liabilities) | 2022-03-31 | $673,654,273 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-03-31 | $632,987,158 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-03-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-03-31 | $614,957,482 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-03-31 | $577,410,780 |
Interest on participant loans | 2022-03-31 | $12,845 |
Value of interest in common/collective trusts at end of year | 2022-03-31 | $33,754,768 |
Value of interest in common/collective trusts at beginning of year | 2022-03-31 | $32,023,714 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-03-31 | $-12,366,100 |
Net investment gain or loss from common/collective trusts | 2022-03-31 | $445,506 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-03-31 | No |
Contributions received in cash from employer | 2022-03-31 | $16,704,587 |
Employer contributions (assets) at end of year | 2022-03-31 | $16,704,587 |
Employer contributions (assets) at beginning of year | 2022-03-31 | $15,719,207 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-03-31 | $34,006,647 |
Did the plan have assets held for investment | 2022-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-03-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-03-31 | Unqualified |
Accountancy firm name | 2022-03-31 | EISNERAMPER LLP |
Accountancy firm EIN | 2022-03-31 | 871363769 |
2021 : FOX ROTHSCHILD LLP RETIREMENT SAVINGS PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-03-31 | $0 |
Total income from all sources (including contributions) | 2021-03-31 | $216,732,028 |
Total loss/gain on sale of assets | 2021-03-31 | $0 |
Total of all expenses incurred | 2021-03-31 | $32,062,503 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-03-31 | $31,906,776 |
Value of total corrective distributions | 2021-03-31 | $8,782 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-03-31 | $37,906,298 |
Value of total assets at end of year | 2021-03-31 | $632,987,158 |
Value of total assets at beginning of year | 2021-03-31 | $448,317,633 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-03-31 | $146,945 |
Total interest from all sources | 2021-03-31 | $11,785 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-03-31 | $19,789,001 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-03-31 | $19,789,001 |
Was this plan covered by a fidelity bond | 2021-03-31 | Yes |
Value of fidelity bond cover | 2021-03-31 | $2,500,000 |
If this is an individual account plan, was there a blackout period | 2021-03-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-03-31 | No |
Contributions received from participants | 2021-03-31 | $18,213,476 |
Participant contributions at end of year | 2021-03-31 | $171,210 |
Participant contributions at beginning of year | 2021-03-31 | $336,091 |
Participant contributions at end of year | 2021-03-31 | $7,662,247 |
Participant contributions at beginning of year | 2021-03-31 | $6,620,123 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-03-31 | $3,975,563 |
Other income not declared elsewhere | 2021-03-31 | $23,696 |
Administrative expenses (other) incurred | 2021-03-31 | $146,945 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-03-31 | No |
Value of net income/loss | 2021-03-31 | $184,669,525 |
Value of net assets at end of year (total assets less liabilities) | 2021-03-31 | $632,987,158 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-03-31 | $448,317,633 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-03-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-03-31 | $577,410,780 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-03-31 | $393,334,611 |
Interest on participant loans | 2021-03-31 | $11,785 |
Value of interest in common/collective trusts at end of year | 2021-03-31 | $32,023,714 |
Value of interest in common/collective trusts at beginning of year | 2021-03-31 | $32,572,610 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-03-31 | $158,310,536 |
Net investment gain or loss from common/collective trusts | 2021-03-31 | $690,712 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-03-31 | No |
Contributions received in cash from employer | 2021-03-31 | $15,717,259 |
Employer contributions (assets) at end of year | 2021-03-31 | $15,719,207 |
Employer contributions (assets) at beginning of year | 2021-03-31 | $15,454,198 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-03-31 | $31,906,776 |
Did the plan have assets held for investment | 2021-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-03-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-03-31 | Disclaimer |
Accountancy firm name | 2021-03-31 | EISNERAMPER LLP |
Accountancy firm EIN | 2021-03-31 | 131639826 |
2020 : FOX ROTHSCHILD LLP RETIREMENT SAVINGS PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-03-31 | $0 |
Total income from all sources (including contributions) | 2020-03-31 | $40,740,553 |
Total loss/gain on sale of assets | 2020-03-31 | $0 |
Total of all expenses incurred | 2020-03-31 | $21,036,555 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-03-31 | $20,837,965 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-03-31 | $66,616,144 |
Value of total assets at end of year | 2020-03-31 | $448,317,633 |
Value of total assets at beginning of year | 2020-03-31 | $428,613,635 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-03-31 | $198,590 |
Total interest from all sources | 2020-03-31 | $19,164 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-03-31 | $16,577,682 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-03-31 | $16,577,682 |
Was this plan covered by a fidelity bond | 2020-03-31 | Yes |
Value of fidelity bond cover | 2020-03-31 | $2,500,000 |
If this is an individual account plan, was there a blackout period | 2020-03-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-03-31 | No |
Contributions received from participants | 2020-03-31 | $16,946,354 |
Participant contributions at end of year | 2020-03-31 | $336,091 |
Participant contributions at beginning of year | 2020-03-31 | $68,709 |
Participant contributions at end of year | 2020-03-31 | $6,620,123 |
Participant contributions at beginning of year | 2020-03-31 | $6,468,920 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-03-31 | $34,215,592 |
Other income not declared elsewhere | 2020-03-31 | $343 |
Administrative expenses (other) incurred | 2020-03-31 | $198,590 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-03-31 | No |
Value of net income/loss | 2020-03-31 | $19,703,998 |
Value of net assets at end of year (total assets less liabilities) | 2020-03-31 | $448,317,633 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-03-31 | $428,613,635 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-03-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-03-31 | $393,334,611 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-03-31 | $383,697,934 |
Interest on participant loans | 2020-03-31 | $19,164 |
Value of interest in common/collective trusts at end of year | 2020-03-31 | $32,572,610 |
Value of interest in common/collective trusts at beginning of year | 2020-03-31 | $24,942,678 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-03-31 | $-43,138,000 |
Net investment gain or loss from common/collective trusts | 2020-03-31 | $665,220 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-03-31 | No |
Contributions received in cash from employer | 2020-03-31 | $15,454,198 |
Employer contributions (assets) at end of year | 2020-03-31 | $15,454,198 |
Employer contributions (assets) at beginning of year | 2020-03-31 | $13,435,394 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-03-31 | $20,837,965 |
Did the plan have assets held for investment | 2020-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-03-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2020-03-31 | Disclaimer |
Accountancy firm name | 2020-03-31 | EISNERAMPER LLP |
Accountancy firm EIN | 2020-03-31 | 131639826 |
2019 : FOX ROTHSCHILD LLP RETIREMENT SAVINGS PLAN 2019 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2019-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-03-31 | $0 |
Total income from all sources (including contributions) | 2019-03-31 | $60,857,889 |
Total loss/gain on sale of assets | 2019-03-31 | $0 |
Total of all expenses incurred | 2019-03-31 | $12,547,734 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-03-31 | $12,373,815 |
Value of total corrective distributions | 2019-03-31 | $1,236 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-03-31 | $40,974,865 |
Value of total assets at end of year | 2019-03-31 | $428,613,635 |
Value of total assets at beginning of year | 2019-03-31 | $380,303,480 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-03-31 | $172,683 |
Total interest from all sources | 2019-03-31 | $3,313 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-03-31 | $16,132,894 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-03-31 | $16,132,894 |
Was this plan covered by a fidelity bond | 2019-03-31 | Yes |
Value of fidelity bond cover | 2019-03-31 | $2,500,000 |
If this is an individual account plan, was there a blackout period | 2019-03-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-03-31 | No |
Contributions received from participants | 2019-03-31 | $15,658,451 |
Participant contributions at end of year | 2019-03-31 | $68,709 |
Participant contributions at beginning of year | 2019-03-31 | $59,894 |
Participant contributions at end of year | 2019-03-31 | $6,468,920 |
Participant contributions at beginning of year | 2019-03-31 | $5,129,477 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-03-31 | $11,882,833 |
Administrative expenses (other) incurred | 2019-03-31 | $172,683 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-03-31 | No |
Value of net income/loss | 2019-03-31 | $48,310,155 |
Value of net assets at end of year (total assets less liabilities) | 2019-03-31 | $428,613,635 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-03-31 | $380,303,480 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-03-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-03-31 | $383,697,934 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-03-31 | $340,976,528 |
Interest on participant loans | 2019-03-31 | $3,313 |
Value of interest in common/collective trusts at end of year | 2019-03-31 | $24,942,678 |
Value of interest in common/collective trusts at beginning of year | 2019-03-31 | $22,195,568 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-03-31 | $3,200,781 |
Net investment gain or loss from common/collective trusts | 2019-03-31 | $546,036 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-03-31 | No |
Contributions received in cash from employer | 2019-03-31 | $13,433,581 |
Employer contributions (assets) at end of year | 2019-03-31 | $13,435,394 |
Employer contributions (assets) at beginning of year | 2019-03-31 | $11,942,013 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-03-31 | $12,373,815 |
Did the plan have assets held for investment | 2019-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-03-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-03-31 | Disclaimer |
Accountancy firm name | 2019-03-31 | EISNERAMPER LLP |
Accountancy firm EIN | 2019-03-31 | 131639826 |
2018 : FOX ROTHSCHILD LLP RETIREMENT SAVINGS PLAN 2018 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2018-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-03-31 | $0 |
Total income from all sources (including contributions) | 2018-03-31 | $73,600,752 |
Total loss/gain on sale of assets | 2018-03-31 | $0 |
Total of all expenses incurred | 2018-03-31 | $21,583,620 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-03-31 | $21,422,485 |
Value of total corrective distributions | 2018-03-31 | $639 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-03-31 | $33,255,820 |
Value of total assets at end of year | 2018-03-31 | $380,303,480 |
Value of total assets at beginning of year | 2018-03-31 | $328,286,348 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-03-31 | $160,496 |
Total interest from all sources | 2018-03-31 | $3,084 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-03-31 | $11,544,703 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-03-31 | $11,544,703 |
Was this plan covered by a fidelity bond | 2018-03-31 | Yes |
Value of fidelity bond cover | 2018-03-31 | $2,500,000 |
If this is an individual account plan, was there a blackout period | 2018-03-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-03-31 | No |
Contributions received from participants | 2018-03-31 | $13,292,445 |
Participant contributions at end of year | 2018-03-31 | $59,894 |
Participant contributions at beginning of year | 2018-03-31 | $146,817 |
Participant contributions at end of year | 2018-03-31 | $5,129,477 |
Participant contributions at beginning of year | 2018-03-31 | $4,839,166 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-03-31 | $8,021,362 |
Other income not declared elsewhere | 2018-03-31 | $1,795 |
Administrative expenses (other) incurred | 2018-03-31 | $160,496 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-03-31 | No |
Value of net income/loss | 2018-03-31 | $52,017,132 |
Value of net assets at end of year (total assets less liabilities) | 2018-03-31 | $380,303,480 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-03-31 | $328,286,348 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-03-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-03-31 | $340,976,528 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-03-31 | $291,750,546 |
Interest on participant loans | 2018-03-31 | $3,084 |
Value of interest in common/collective trusts at end of year | 2018-03-31 | $22,195,568 |
Value of interest in common/collective trusts at beginning of year | 2018-03-31 | $20,540,488 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-03-31 | $28,376,905 |
Net investment gain or loss from common/collective trusts | 2018-03-31 | $418,445 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-03-31 | No |
Contributions received in cash from employer | 2018-03-31 | $11,942,013 |
Employer contributions (assets) at end of year | 2018-03-31 | $11,942,013 |
Employer contributions (assets) at beginning of year | 2018-03-31 | $11,009,331 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-03-31 | $21,422,485 |
Did the plan have assets held for investment | 2018-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-03-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-03-31 | Disclaimer |
Accountancy firm name | 2018-03-31 | EISNERAMPER LLP |
Accountancy firm EIN | 2018-03-31 | 131639826 |
2017 : FOX ROTHSCHILD LLP RETIREMENT SAVINGS PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-03-31 | $0 |
Total income from all sources (including contributions) | 2017-03-31 | $92,437,535 |
Total loss/gain on sale of assets | 2017-03-31 | $0 |
Total of all expenses incurred | 2017-03-31 | $15,536,418 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-03-31 | $15,505,509 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-03-31 | $55,486,460 |
Value of total assets at end of year | 2017-03-31 | $328,286,348 |
Value of total assets at beginning of year | 2017-03-31 | $251,385,231 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-03-31 | $30,909 |
Total interest from all sources | 2017-03-31 | $6,536 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-03-31 | $9,369,768 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-03-31 | $9,369,768 |
Was this plan covered by a fidelity bond | 2017-03-31 | Yes |
Value of fidelity bond cover | 2017-03-31 | $2,500,000 |
If this is an individual account plan, was there a blackout period | 2017-03-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-03-31 | No |
Contributions received from participants | 2017-03-31 | $11,980,690 |
Participant contributions at end of year | 2017-03-31 | $146,817 |
Participant contributions at beginning of year | 2017-03-31 | $3,098 |
Participant contributions at end of year | 2017-03-31 | $4,839,166 |
Participant contributions at beginning of year | 2017-03-31 | $4,727,900 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-03-31 | $32,496,439 |
Administrative expenses (other) incurred | 2017-03-31 | $30,909 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-03-31 | No |
Value of net income/loss | 2017-03-31 | $76,901,117 |
Value of net assets at end of year (total assets less liabilities) | 2017-03-31 | $328,286,348 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-03-31 | $251,385,231 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-03-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-03-31 | $291,750,546 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-03-31 | $218,933,882 |
Interest on participant loans | 2017-03-31 | $6,536 |
Value of interest in common/collective trusts at end of year | 2017-03-31 | $20,540,488 |
Value of interest in common/collective trusts at beginning of year | 2017-03-31 | $18,503,223 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-03-31 | $27,173,396 |
Net investment gain or loss from common/collective trusts | 2017-03-31 | $401,375 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-03-31 | No |
Contributions received in cash from employer | 2017-03-31 | $11,009,331 |
Employer contributions (assets) at end of year | 2017-03-31 | $11,009,331 |
Employer contributions (assets) at beginning of year | 2017-03-31 | $9,217,128 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-03-31 | $15,505,509 |
Did the plan have assets held for investment | 2017-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-03-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-03-31 | Disclaimer |
Accountancy firm name | 2017-03-31 | EISNERAMPER LLP |
Accountancy firm EIN | 2017-03-31 | 131639826 |
2016 : FOX ROTHSCHILD LLP RETIREMENT SAVINGS PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-03-31 | $0 |
Total income from all sources (including contributions) | 2016-03-31 | $19,900,115 |
Total loss/gain on sale of assets | 2016-03-31 | $0 |
Total of all expenses incurred | 2016-03-31 | $15,255,246 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-03-31 | $15,224,046 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-03-31 | $23,642,869 |
Value of total assets at end of year | 2016-03-31 | $251,385,231 |
Value of total assets at beginning of year | 2016-03-31 | $246,740,362 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-03-31 | $31,200 |
Total interest from all sources | 2016-03-31 | $359 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-03-31 | $9,602,025 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-03-31 | $9,602,025 |
Was this plan covered by a fidelity bond | 2016-03-31 | Yes |
Value of fidelity bond cover | 2016-03-31 | $2,500,000 |
If this is an individual account plan, was there a blackout period | 2016-03-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-03-31 | No |
Contributions received from participants | 2016-03-31 | $9,217,128 |
Participant contributions at end of year | 2016-03-31 | $3,098 |
Participant contributions at beginning of year | 2016-03-31 | $3,545 |
Participant contributions at end of year | 2016-03-31 | $4,727,900 |
Participant contributions at beginning of year | 2016-03-31 | $4,102,836 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-03-31 | $3,497,733 |
Administrative expenses (other) incurred | 2016-03-31 | $31,200 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-03-31 | No |
Value of net income/loss | 2016-03-31 | $4,644,869 |
Value of net assets at end of year (total assets less liabilities) | 2016-03-31 | $251,385,231 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-03-31 | $246,740,362 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-03-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-03-31 | $218,933,882 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-03-31 | $217,047,313 |
Interest on participant loans | 2016-03-31 | $359 |
Value of interest in common/collective trusts at end of year | 2016-03-31 | $18,503,223 |
Value of interest in common/collective trusts at beginning of year | 2016-03-31 | $16,914,393 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-03-31 | $-13,713,891 |
Net investment gain or loss from common/collective trusts | 2016-03-31 | $368,753 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-03-31 | No |
Contributions received in cash from employer | 2016-03-31 | $10,928,008 |
Employer contributions (assets) at end of year | 2016-03-31 | $9,217,128 |
Employer contributions (assets) at beginning of year | 2016-03-31 | $8,672,275 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-03-31 | $15,224,046 |
Did the plan have assets held for investment | 2016-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-03-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-03-31 | Disclaimer |
Accountancy firm name | 2016-03-31 | EISNERAMPER LLP |
Accountancy firm EIN | 2016-03-31 | 131639826 |
2015 : FOX ROTHSCHILD LLP RETIREMENT SAVINGS PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-03-31 | $0 |
Total income from all sources (including contributions) | 2015-03-31 | $39,477,756 |
Total loss/gain on sale of assets | 2015-03-31 | $0 |
Total of all expenses incurred | 2015-03-31 | $13,465,079 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-03-31 | $13,434,138 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-03-31 | $20,500,387 |
Value of total assets at end of year | 2015-03-31 | $246,740,362 |
Value of total assets at beginning of year | 2015-03-31 | $220,727,685 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-03-31 | $30,941 |
Total interest from all sources | 2015-03-31 | $405 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-03-31 | $8,765,380 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-03-31 | $8,765,380 |
Was this plan covered by a fidelity bond | 2015-03-31 | Yes |
Value of fidelity bond cover | 2015-03-31 | $2,500,000 |
If this is an individual account plan, was there a blackout period | 2015-03-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-03-31 | No |
Contributions received from participants | 2015-03-31 | $9,253,049 |
Participant contributions at end of year | 2015-03-31 | $3,545 |
Participant contributions at beginning of year | 2015-03-31 | $3,947 |
Participant contributions at end of year | 2015-03-31 | $4,102,836 |
Participant contributions at beginning of year | 2015-03-31 | $3,827,441 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-03-31 | $2,575,063 |
Other income not declared elsewhere | 2015-03-31 | $500 |
Administrative expenses (other) incurred | 2015-03-31 | $30,941 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-03-31 | No |
Value of net income/loss | 2015-03-31 | $26,012,677 |
Value of net assets at end of year (total assets less liabilities) | 2015-03-31 | $246,740,362 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-03-31 | $220,727,685 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-03-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-03-31 | $217,047,313 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-03-31 | $190,226,510 |
Interest on participant loans | 2015-03-31 | $405 |
Value of interest in common/collective trusts at end of year | 2015-03-31 | $16,914,393 |
Value of interest in common/collective trusts at beginning of year | 2015-03-31 | $18,678,420 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-03-31 | $9,853,064 |
Net investment gain or loss from common/collective trusts | 2015-03-31 | $358,020 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-03-31 | No |
Contributions received in cash from employer | 2015-03-31 | $8,672,275 |
Employer contributions (assets) at end of year | 2015-03-31 | $8,672,275 |
Employer contributions (assets) at beginning of year | 2015-03-31 | $7,991,367 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-03-31 | $13,434,138 |
Did the plan have assets held for investment | 2015-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-03-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-03-31 | Disclaimer |
Accountancy firm name | 2015-03-31 | EISNERAMPER LLP |
Accountancy firm EIN | 2015-03-31 | 131639826 |
2014 : FOX ROTHSCHILD LLP RETIREMENT SAVINGS PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-03-31 | $0 |
Total income from all sources (including contributions) | 2014-03-31 | $46,747,954 |
Total loss/gain on sale of assets | 2014-03-31 | $0 |
Total of all expenses incurred | 2014-03-31 | $8,626,245 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-03-31 | $8,587,394 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-03-31 | $18,674,531 |
Value of total assets at end of year | 2014-03-31 | $220,727,685 |
Value of total assets at beginning of year | 2014-03-31 | $182,605,976 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-03-31 | $38,851 |
Total interest from all sources | 2014-03-31 | $495 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-03-31 | $6,163,691 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-03-31 | $6,163,691 |
Was this plan covered by a fidelity bond | 2014-03-31 | Yes |
Value of fidelity bond cover | 2014-03-31 | $2,500,000 |
If this is an individual account plan, was there a blackout period | 2014-03-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-03-31 | No |
Contributions received from participants | 2014-03-31 | $8,426,479 |
Participant contributions at end of year | 2014-03-31 | $3,947 |
Participant contributions at beginning of year | 2014-03-31 | $8,883 |
Participant contributions at end of year | 2014-03-31 | $3,827,441 |
Participant contributions at beginning of year | 2014-03-31 | $3,377,158 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-03-31 | $2,256,685 |
Administrative expenses (other) incurred | 2014-03-31 | $38,851 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-03-31 | No |
Value of net income/loss | 2014-03-31 | $38,121,709 |
Value of net assets at end of year (total assets less liabilities) | 2014-03-31 | $220,727,685 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-03-31 | $182,605,976 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-03-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-03-31 | $190,226,510 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-03-31 | $154,717,757 |
Interest on participant loans | 2014-03-31 | $495 |
Value of interest in common/collective trusts at end of year | 2014-03-31 | $18,678,420 |
Value of interest in common/collective trusts at beginning of year | 2014-03-31 | $17,244,300 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-03-31 | $21,583,897 |
Net investment gain or loss from common/collective trusts | 2014-03-31 | $325,340 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-03-31 | No |
Contributions received in cash from employer | 2014-03-31 | $7,991,367 |
Employer contributions (assets) at end of year | 2014-03-31 | $7,991,367 |
Employer contributions (assets) at beginning of year | 2014-03-31 | $7,257,878 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-03-31 | $8,587,394 |
Did the plan have assets held for investment | 2014-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-03-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-03-31 | Disclaimer |
Accountancy firm name | 2014-03-31 | EISNERAMPER LLP |
Accountancy firm EIN | 2014-03-31 | 131639826 |
2013 : FOX ROTHSCHILD LLP RETIREMENT SAVINGS PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-03-31 | $0 |
Total income from all sources (including contributions) | 2013-03-31 | $32,367,798 |
Total loss/gain on sale of assets | 2013-03-31 | $0 |
Total of all expenses incurred | 2013-03-31 | $6,304,655 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-03-31 | $6,268,401 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-03-31 | $15,889,773 |
Value of total assets at end of year | 2013-03-31 | $182,605,976 |
Value of total assets at beginning of year | 2013-03-31 | $156,542,833 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-03-31 | $36,254 |
Total interest from all sources | 2013-03-31 | $852 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-03-31 | $3,660,344 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-03-31 | $3,660,344 |
Was this plan covered by a fidelity bond | 2013-03-31 | Yes |
Value of fidelity bond cover | 2013-03-31 | $2,500,000 |
If this is an individual account plan, was there a blackout period | 2013-03-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-03-31 | No |
Contributions received from participants | 2013-03-31 | $7,690,390 |
Participant contributions at end of year | 2013-03-31 | $8,883 |
Participant contributions at beginning of year | 2013-03-31 | $10,934 |
Participant contributions at end of year | 2013-03-31 | $3,377,158 |
Participant contributions at beginning of year | 2013-03-31 | $3,080,194 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-03-31 | $941,505 |
Other income not declared elsewhere | 2013-03-31 | $3,155 |
Administrative expenses (other) incurred | 2013-03-31 | $36,254 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-03-31 | No |
Value of net income/loss | 2013-03-31 | $26,063,143 |
Value of net assets at end of year (total assets less liabilities) | 2013-03-31 | $182,605,976 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-03-31 | $156,542,833 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-03-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-03-31 | $154,717,757 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-03-31 | $130,685,012 |
Interest on participant loans | 2013-03-31 | $852 |
Value of interest in common/collective trusts at end of year | 2013-03-31 | $17,244,300 |
Value of interest in common/collective trusts at beginning of year | 2013-03-31 | $15,959,505 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-03-31 | $12,448,657 |
Net investment gain or loss from common/collective trusts | 2013-03-31 | $365,017 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-03-31 | No |
Contributions received in cash from employer | 2013-03-31 | $7,257,878 |
Employer contributions (assets) at end of year | 2013-03-31 | $7,257,878 |
Employer contributions (assets) at beginning of year | 2013-03-31 | $6,807,188 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-03-31 | $6,268,401 |
Did the plan have assets held for investment | 2013-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-03-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-03-31 | Disclaimer |
Accountancy firm name | 2013-03-31 | EISNERAMPER LLP |
Accountancy firm EIN | 2013-03-31 | 131639826 |
2012 : FOX ROTHSCHILD LLP RETIREMENT SAVINGS PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-03-31 | $0 |
Total income from all sources (including contributions) | 2012-03-31 | $19,874,557 |
Total loss/gain on sale of assets | 2012-03-31 | $0 |
Total of all expenses incurred | 2012-03-31 | $7,182,809 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-03-31 | $7,152,517 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-03-31 | $14,411,828 |
Value of total assets at end of year | 2012-03-31 | $156,542,833 |
Value of total assets at beginning of year | 2012-03-31 | $143,851,085 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-03-31 | $30,292 |
Total interest from all sources | 2012-03-31 | $1,050 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-03-31 | $3,370,029 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-03-31 | $3,370,029 |
Was this plan covered by a fidelity bond | 2012-03-31 | Yes |
Value of fidelity bond cover | 2012-03-31 | $2,500,000 |
If this is an individual account plan, was there a blackout period | 2012-03-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-03-31 | No |
Contributions received from participants | 2012-03-31 | $7,082,935 |
Participant contributions at end of year | 2012-03-31 | $10,934 |
Participant contributions at beginning of year | 2012-03-31 | $49,759 |
Participant contributions at end of year | 2012-03-31 | $3,080,194 |
Participant contributions at beginning of year | 2012-03-31 | $2,998,129 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-03-31 | $521,705 |
Administrative expenses (other) incurred | 2012-03-31 | $30,292 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-03-31 | No |
Value of net income/loss | 2012-03-31 | $12,691,748 |
Value of net assets at end of year (total assets less liabilities) | 2012-03-31 | $156,542,833 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-03-31 | $143,851,085 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-03-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-03-31 | $130,685,012 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-03-31 | $120,155,029 |
Interest on participant loans | 2012-03-31 | $1,050 |
Value of interest in common/collective trusts at end of year | 2012-03-31 | $15,959,505 |
Value of interest in common/collective trusts at beginning of year | 2012-03-31 | $14,367,491 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-03-31 | $1,648,179 |
Net investment gain or loss from common/collective trusts | 2012-03-31 | $443,471 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-03-31 | No |
Contributions received in cash from employer | 2012-03-31 | $6,807,188 |
Employer contributions (assets) at end of year | 2012-03-31 | $6,807,188 |
Employer contributions (assets) at beginning of year | 2012-03-31 | $6,280,677 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-03-31 | $7,152,517 |
Did the plan have assets held for investment | 2012-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-03-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-03-31 | Disclaimer |
Accountancy firm name | 2012-03-31 | EISNERAMPER LLP |
Accountancy firm EIN | 2012-03-31 | 131639826 |
2011 : FOX ROTHSCHILD LLP RETIREMENT SAVINGS PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-03-31 | $0 |
Total income from all sources (including contributions) | 2011-03-31 | $28,958,879 |
Total loss/gain on sale of assets | 2011-03-31 | $0 |
Total of all expenses incurred | 2011-03-31 | $3,619,046 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-03-31 | $3,608,875 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-03-31 | $13,784,261 |
Value of total assets at end of year | 2011-03-31 | $143,851,085 |
Value of total assets at beginning of year | 2011-03-31 | $118,511,252 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-03-31 | $10,171 |
Total interest from all sources | 2011-03-31 | $1,245 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-03-31 | $2,338,931 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-03-31 | $2,338,931 |
Was this plan covered by a fidelity bond | 2011-03-31 | Yes |
Value of fidelity bond cover | 2011-03-31 | $2,500,000 |
If this is an individual account plan, was there a blackout period | 2011-03-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-03-31 | No |
Contributions received from participants | 2011-03-31 | $6,693,020 |
Participant contributions at end of year | 2011-03-31 | $49,759 |
Participant contributions at beginning of year | 2011-03-31 | $52,762 |
Participant contributions at end of year | 2011-03-31 | $2,998,129 |
Participant contributions at beginning of year | 2011-03-31 | $2,772,015 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-03-31 | $810,564 |
Other income not declared elsewhere | 2011-03-31 | $1,744 |
Administrative expenses (other) incurred | 2011-03-31 | $10,171 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-03-31 | No |
Value of net income/loss | 2011-03-31 | $25,339,833 |
Value of net assets at end of year (total assets less liabilities) | 2011-03-31 | $143,851,085 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-03-31 | $118,511,252 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-03-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-03-31 | $120,155,029 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-03-31 | $96,896,578 |
Interest on participant loans | 2011-03-31 | $1,245 |
Value of interest in common/collective trusts at end of year | 2011-03-31 | $14,367,491 |
Value of interest in common/collective trusts at beginning of year | 2011-03-31 | $13,138,315 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-03-31 | $12,412,236 |
Net investment gain or loss from common/collective trusts | 2011-03-31 | $420,462 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-03-31 | No |
Contributions received in cash from employer | 2011-03-31 | $6,280,677 |
Employer contributions (assets) at end of year | 2011-03-31 | $6,280,677 |
Employer contributions (assets) at beginning of year | 2011-03-31 | $5,651,582 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-03-31 | $3,608,875 |
Did the plan have assets held for investment | 2011-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-03-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-03-31 | Disclaimer |
Accountancy firm name | 2011-03-31 | EISNERAMPER LLP |
Accountancy firm EIN | 2011-03-31 | 131639826 |