SAUL EWING ARNSTEIN & LEHR LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE SAUL EWING ASSOCIATES RETIREMENT PLAN
Measure | Date | Value |
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2013 : THE SAUL EWING ASSOCIATES RETIREMENT PLAN 2013 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total transfer of assets from this plan | 2013-12-31 | $14,400,238 |
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 | $2,577 |
Total income from all sources (including contributions) | 2013-12-31 | $3,633,868 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $852,309 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $852,059 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,111,742 |
Value of total assets at end of year | 2013-12-31 | $0 |
Value of total assets at beginning of year | 2013-12-31 | $11,621,256 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $250 |
Total interest from all sources | 2013-12-31 | $7,908 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $161,201 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $161,201 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $981,890 |
Participant contributions at beginning of year | 2013-12-31 | $203,007 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $129,852 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $5,030 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $2,577 |
Administrative expenses (other) incurred | 2013-12-31 | $250 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $2,781,559 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $11,618,679 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $9,815,910 |
Interest on participant loans | 2013-12-31 | $7,908 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $1,597,309 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $2,329,638 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $23,379 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $852,059 |
Did the plan have assets held for investment | 2013-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | ISDANER & COMPANY, LLC |
Accountancy firm EIN | 2013-12-31 | 236410283 |
2012 : THE SAUL EWING ASSOCIATES RETIREMENT PLAN 2012 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total transfer of assets from this plan | 2012-12-31 | $415,830 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $2,577 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $63,048 |
Total income from all sources (including contributions) | 2012-12-31 | $2,469,130 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $1,464,796 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,464,346 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,119,123 |
Value of total assets at end of year | 2012-12-31 | $11,621,256 |
Value of total assets at beginning of year | 2012-12-31 | $11,093,223 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $450 |
Total interest from all sources | 2012-12-31 | $9,985 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $178,607 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $178,607 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $1,015,919 |
Participant contributions at end of year | 2012-12-31 | $203,007 |
Participant contributions at beginning of year | 2012-12-31 | $171,873 |
Participant contributions at beginning of year | 2012-12-31 | $62,170 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $103,204 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $5,030 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $6,439 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $2,577 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $63,048 |
Administrative expenses (other) incurred | 2012-12-31 | $450 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $1,004,334 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $11,618,679 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $11,030,175 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $9,815,910 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $9,181,195 |
Interest on participant loans | 2012-12-31 | $9,985 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $1,597,309 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $1,671,546 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,126,051 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $35,364 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,464,346 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | ISDANER & COMPANY, LLC |
Accountancy firm EIN | 2012-12-31 | 236410283 |
2011 : THE SAUL EWING ASSOCIATES RETIREMENT PLAN 2011 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total transfer of assets from this plan | 2011-12-31 | $690,243 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $63,048 |
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 | $1,130,544 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $1,287,456 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,287,231 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,119,863 |
Value of total assets at end of year | 2011-12-31 | $11,093,223 |
Value of total assets at beginning of year | 2011-12-31 | $11,877,330 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $225 |
Total interest from all sources | 2011-12-31 | $6,344 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $169,906 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $169,906 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $976,702 |
Participant contributions at end of year | 2011-12-31 | $171,873 |
Participant contributions at beginning of year | 2011-12-31 | $105,639 |
Participant contributions at end of year | 2011-12-31 | $62,170 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $143,161 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $6,439 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $8,117 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $63,048 |
Other income not declared elsewhere | 2011-12-31 | $112 |
Administrative expenses (other) incurred | 2011-12-31 | $225 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-156,912 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $11,030,175 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $11,877,330 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $9,181,195 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $9,890,932 |
Interest on participant loans | 2011-12-31 | $6,344 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $1,671,546 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $1,872,642 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-207,575 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $41,894 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,287,231 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | ISDANER & COMPANY, LLC |
Accountancy firm EIN | 2011-12-31 | 236410283 |
2010 : THE SAUL EWING ASSOCIATES RETIREMENT PLAN 2010 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total transfer of assets to this plan | 2010-12-31 | $584,445 |
Total transfer of assets from this plan | 2010-12-31 | $365,839 |
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 | $41,516 |
Total income from all sources (including contributions) | 2010-12-31 | $2,246,500 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $784,459 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $784,009 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,012,347 |
Value of total assets at end of year | 2010-12-31 | $11,877,330 |
Value of total assets at beginning of year | 2010-12-31 | $10,238,199 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $450 |
Total interest from all sources | 2010-12-31 | $6,918 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $151,793 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $151,793 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $991,226 |
Participant contributions at end of year | 2010-12-31 | $105,639 |
Participant contributions at beginning of year | 2010-12-31 | $115,408 |
Participant contributions at beginning of year | 2010-12-31 | $65,405 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $63,522 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $21,121 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $8,117 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $8,101 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $41,516 |
Other income not declared elsewhere | 2010-12-31 | $-43,184 |
Administrative expenses (other) incurred | 2010-12-31 | $450 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $1,462,041 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $11,877,330 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $10,196,683 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $9,890,932 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $8,193,593 |
Interest on participant loans | 2010-12-31 | $6,918 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $1,872,642 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $1,792,170 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $1,069,249 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $49,377 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $784,009 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | ISDANER & COMPANY, LLC |
Accountancy firm EIN | 2010-12-31 | 236410283 |
2009 : THE SAUL EWING ASSOCIATES RETIREMENT PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |