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RAWLE & HENDERSON RETIREMENT PLAN 401k Plan overview

Plan NameRAWLE & HENDERSON RETIREMENT PLAN
Plan identification number 001

RAWLE & HENDERSON 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 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.

401k Sponsoring company profile

RAWLE & HENDERSON, LLP has sponsored the creation of one or more 401k plans.

Company Name:RAWLE & HENDERSON, LLP
Employer identification number (EIN):231525820
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RAWLE & HENDERSON RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JAMES J. CARDELL
0012016-01-01JAMES J. CARDELL
0012015-01-01JAMES J. CARDELL
0012014-01-01JAMES CARDELL JAMES CARDELL2015-09-14
0012013-01-01JAMES CARDELL
0012012-01-01THEODORE O. SMITH
0012011-01-01THEODORE O. SMITH THEODORE O SMITH2012-09-06
0012009-01-01THEODORE O. SMITH THEODORE O. SMITH2010-09-16

Plan Statistics for RAWLE & HENDERSON RETIREMENT PLAN

401k plan membership statisitcs for RAWLE & HENDERSON RETIREMENT PLAN

Measure Date Value
2022: RAWLE & HENDERSON RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01299
Total number of active participants reported on line 7a of the Form 55002022-01-01170
Number of retired or separated participants receiving benefits2022-01-019
Number of other retired or separated participants entitled to future benefits2022-01-01104
Total of all active and inactive participants2022-01-01283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01283
Number of participants with account balances2022-01-01251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: RAWLE & HENDERSON RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01313
Total number of active participants reported on line 7a of the Form 55002021-01-01172
Number of retired or separated participants receiving benefits2021-01-0113
Number of other retired or separated participants entitled to future benefits2021-01-01113
Total of all active and inactive participants2021-01-01298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01298
Number of participants with account balances2021-01-01269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: RAWLE & HENDERSON RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01292
Total number of active participants reported on line 7a of the Form 55002020-01-01196
Number of retired or separated participants receiving benefits2020-01-019
Number of other retired or separated participants entitled to future benefits2020-01-01104
Total of all active and inactive participants2020-01-01309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01309
Number of participants with account balances2020-01-01281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: RAWLE & HENDERSON RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01307
Total number of active participants reported on line 7a of the Form 55002019-01-01201
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-0187
Total of all active and inactive participants2019-01-01291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01291
Number of participants with account balances2019-01-01291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: RAWLE & HENDERSON RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01317
Total number of active participants reported on line 7a of the Form 55002018-01-01214
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-0191
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 balances2018-01-01279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: RAWLE & HENDERSON RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01324
Total number of active participants reported on line 7a of the Form 55002017-01-01211
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-01104
Total of all active and inactive participants2017-01-01317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01317
Number of participants with account balances2017-01-01281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: RAWLE & HENDERSON RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01320
Total number of active participants reported on line 7a of the Form 55002016-01-01225
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-0197
Total of all active and inactive participants2016-01-01324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01324
Number of participants with account balances2016-01-01296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: RAWLE & HENDERSON RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01324
Total number of active participants reported on line 7a of the Form 55002015-01-01223
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0194
Total of all active and inactive participants2015-01-01319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01320
Number of participants with account balances2015-01-01284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: RAWLE & HENDERSON RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01310
Total number of active participants reported on line 7a of the Form 55002014-01-01228
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0195
Total of all active and inactive participants2014-01-01324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01324
Number of participants with account balances2014-01-01274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: RAWLE & HENDERSON RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01328
Total number of active participants reported on line 7a of the Form 55002013-01-01226
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0181
Total of all active and inactive participants2013-01-01308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01308
Number of participants with account balances2013-01-01267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: RAWLE & HENDERSON RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01359
Total number of active participants reported on line 7a of the Form 55002012-01-01241
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0186
Total of all active and inactive participants2012-01-01328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01328
Number of participants with account balances2012-01-01282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: RAWLE & HENDERSON RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01289
Total number of active participants reported on line 7a of the Form 55002011-01-01245
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01113
Total of all active and inactive participants2011-01-01358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01359
Number of participants with account balances2011-01-01323
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: RAWLE & HENDERSON RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01269
Total number of active participants reported on line 7a of the Form 55002009-01-01232
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0148
Total of all active and inactive participants2009-01-01280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01280
Number of participants with account balances2009-01-01233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on RAWLE & HENDERSON RETIREMENT PLAN

Measure Date Value
2022 : RAWLE & HENDERSON 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$0
Total income from all sources (including contributions)2022-12-31$-7,291,527
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,887,972
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,852,309
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,030,587
Value of total assets at end of year2022-12-31$43,370,648
Value of total assets at beginning of year2022-12-31$54,550,147
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$35,663
Total interest from all sources2022-12-31$18,234
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,271,078
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,271,078
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$1,305,160
Participant contributions at end of year2022-12-31$288,765
Participant contributions at beginning of year2022-12-31$356,474
Participant contributions at end of year2022-12-31$236,170
Participant contributions at beginning of year2022-12-31$270,688
Assets. Other investments not covered elsewhere at end of year2022-12-31$4,379,197
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$58,421
Other income not declared elsewhere2022-12-31$-230,606
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$-11,179,499
Value of net assets at end of year (total assets less liabilities)2022-12-31$43,370,648
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$54,550,147
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$30,552,249
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$46,827,012
Interest on participant loans2022-12-31$18,234
Value of interest in common/collective trusts at end of year2022-12-31$7,247,261
Value of interest in common/collective trusts at beginning of year2022-12-31$6,258,126
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-10,427,153
Net investment gain or loss from common/collective trusts2022-12-31$46,333
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$667,006
Employer contributions (assets) at end of year2022-12-31$667,006
Employer contributions (assets) at beginning of year2022-12-31$837,847
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,852,309
Contract administrator fees2022-12-31$35,663
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 name2022-12-31KREISCHER MILLER
Accountancy firm EIN2022-12-31231980475
2021 : RAWLE & HENDERSON 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$9,119,097
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,172,534
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,139,539
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,184,354
Value of total assets at end of year2021-12-31$54,550,147
Value of total assets at beginning of year2021-12-31$48,603,584
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$32,995
Total interest from all sources2021-12-31$19,557
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$4,327,923
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$4,327,923
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$1,236,359
Participant contributions at end of year2021-12-31$356,474
Participant contributions at beginning of year2021-12-31$449,817
Participant contributions at end of year2021-12-31$270,688
Participant contributions at beginning of year2021-12-31$280,361
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$110,148
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$5,946,563
Value of net assets at end of year (total assets less liabilities)2021-12-31$54,550,147
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$48,603,584
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$46,827,012
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$38,536,985
Interest on participant loans2021-12-31$19,557
Value of interest in common/collective trusts at end of year2021-12-31$6,258,126
Value of interest in common/collective trusts at beginning of year2021-12-31$5,952,516
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$265,905
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$265,905
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,547,425
Net investment gain or loss from common/collective trusts2021-12-31$39,838
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$837,847
Employer contributions (assets) at end of year2021-12-31$837,847
Employer contributions (assets) at beginning of year2021-12-31$852,782
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,139,539
Contract administrator fees2021-12-31$32,995
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$2,265,218
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 plan2021-12-31Unqualified
Accountancy firm name2021-12-31KREISCHER MILLER
Accountancy firm EIN2021-12-31231980475
2020 : RAWLE & HENDERSON 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$9,271,585
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,560,784
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,527,920
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,235,337
Value of total assets at end of year2020-12-31$48,603,584
Value of total assets at beginning of year2020-12-31$40,892,783
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$32,864
Total interest from all sources2020-12-31$21,464
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,001,341
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,001,341
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$1,222,656
Participant contributions at end of year2020-12-31$449,817
Participant contributions at beginning of year2020-12-31$512,859
Participant contributions at end of year2020-12-31$280,361
Participant contributions at beginning of year2020-12-31$253,085
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$210,184
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$7,710,801
Value of net assets at end of year (total assets less liabilities)2020-12-31$48,603,584
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$40,892,783
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$38,536,985
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$31,804,169
Interest on participant loans2020-12-31$21,464
Value of interest in common/collective trusts at end of year2020-12-31$5,952,516
Value of interest in common/collective trusts at beginning of year2020-12-31$5,216,791
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$265,905
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$282,998
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$282,998
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,953,993
Net investment gain or loss from common/collective trusts2020-12-31$59,450
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$802,497
Employer contributions (assets) at end of year2020-12-31$852,782
Employer contributions (assets) at beginning of year2020-12-31$918,819
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,527,920
Contract administrator fees2020-12-31$32,864
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$2,265,218
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$1,904,062
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31KREISCHER MILLER
Accountancy firm EIN2020-12-31231980475
2019 : RAWLE & HENDERSON RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$-313
Total unrealized appreciation/depreciation of assets2019-12-31$-313
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 income from all sources (including contributions)2019-12-31$9,794,585
Total loss/gain on sale of assets2019-12-31$534,246
Total of all expenses incurred2019-12-31$1,996,379
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,964,606
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,456,073
Value of total assets at end of year2019-12-31$40,892,783
Value of total assets at beginning of year2019-12-31$33,094,577
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$31,773
Total interest from all sources2019-12-31$29,060
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,550,749
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,550,749
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
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
Contributions received from participants2019-12-31$1,288,370
Participant contributions at end of year2019-12-31$512,859
Participant contributions at beginning of year2019-12-31$422,525
Participant contributions at end of year2019-12-31$253,085
Participant contributions at beginning of year2019-12-31$257,500
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$248,683
Other income not declared elsewhere2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$7,798,206
Value of net assets at end of year (total assets less liabilities)2019-12-31$40,892,783
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$33,094,577
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 leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$4,329
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$31,804,169
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$25,542,551
Interest on participant loans2019-12-31$29,060
Value of interest in common/collective trusts at end of year2019-12-31$5,216,791
Value of interest in common/collective trusts at beginning of year2019-12-31$4,238,492
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$282,998
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$101,154
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$101,154
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at beginning of year2019-12-31$4,992
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,157,207
Net investment gain or loss from common/collective trusts2019-12-31$67,563
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 contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$919,020
Employer contributions (assets) at end of year2019-12-31$918,819
Employer contributions (assets) at beginning of year2019-12-31$905,581
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,964,606
Contract administrator fees2019-12-31$27,444
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$1,904,062
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$1,621,782
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$8,439,934
Aggregate carrying amount (costs) on sale of assets2019-12-31$7,905,688
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31KREISCHER MILLER
Accountancy firm EIN2019-12-31231980475
2018 : RAWLE & HENDERSON RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-81,987
Total unrealized appreciation/depreciation of assets2018-12-31$-81,987
Total income from all sources (including contributions)2018-12-31$1,106,087
Total loss/gain on sale of assets2018-12-31$83,556
Total of all expenses incurred2018-12-31$2,841,917
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,811,188
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,534,753
Value of total assets at end of year2018-12-31$33,094,577
Value of total assets at beginning of year2018-12-31$34,830,407
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$30,729
Total interest from all sources2018-12-31$18,020
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,086,203
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$2,086,203
Administrative expenses professional fees incurred2018-12-31$29,671
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$1,248,840
Participant contributions at end of year2018-12-31$422,525
Participant contributions at beginning of year2018-12-31$399,855
Participant contributions at end of year2018-12-31$257,500
Participant contributions at beginning of year2018-12-31$294,571
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$327,629
Total non interest bearing cash at beginning of year2018-12-31$117,427
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,735,830
Value of net assets at end of year (total assets less liabilities)2018-12-31$33,094,577
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$34,830,407
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
Investment advisory and management fees2018-12-31$1,058
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$25,542,551
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$27,117,444
Interest on participant loans2018-12-31$18,020
Value of interest in common/collective trusts at end of year2018-12-31$4,238,492
Value of interest in common/collective trusts at beginning of year2018-12-31$4,315,469
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$101,154
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$31,944
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$31,944
Asset value of US Government securities at end of year2018-12-31$4,992
Asset value of US Government securities at beginning of year2018-12-31$4,973
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,581,976
Net investment gain or loss from common/collective trusts2018-12-31$47,518
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 contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$958,284
Employer contributions (assets) at end of year2018-12-31$905,581
Employer contributions (assets) at beginning of year2018-12-31$899,161
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,811,188
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$1,621,782
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$1,649,563
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
Aggregate proceeds on sale of assets2018-12-31$8,145,557
Aggregate carrying amount (costs) on sale of assets2018-12-31$8,062,001
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 name2018-12-31KREISCHER MILLER
Accountancy firm EIN2018-12-31231980475
2017 : RAWLE & HENDERSON RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$229,577
Total unrealized appreciation/depreciation of assets2017-12-31$229,577
Total income from all sources (including contributions)2017-12-31$7,052,757
Total loss/gain on sale of assets2017-12-31$230,420
Total of all expenses incurred2017-12-31$1,694,623
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,663,279
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,450,331
Value of total assets at end of year2017-12-31$34,830,407
Value of total assets at beginning of year2017-12-31$29,472,273
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$31,344
Total interest from all sources2017-12-31$18,047
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,591,409
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,590,245
Administrative expenses professional fees incurred2017-12-31$30,328
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$1,238,253
Participant contributions at end of year2017-12-31$399,855
Participant contributions at beginning of year2017-12-31$457,183
Participant contributions at end of year2017-12-31$294,571
Participant contributions at beginning of year2017-12-31$289,771
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$262,245
Other income not declared elsewhere2017-12-31$12,236
Administrative expenses (other) incurred2017-12-31$94
Total non interest bearing cash at end of year2017-12-31$117,427
Total non interest bearing cash at beginning of year2017-12-31$211,766
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$5,358,134
Value of net assets at end of year (total assets less liabilities)2017-12-31$34,830,407
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$29,472,273
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
Investment advisory and management fees2017-12-31$922
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$27,117,444
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$22,301,955
Interest on participant loans2017-12-31$18,047
Value of interest in common/collective trusts at end of year2017-12-31$4,315,469
Value of interest in common/collective trusts at beginning of year2017-12-31$4,056,698
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$31,944
Asset value of US Government securities at end of year2017-12-31$4,973
Asset value of US Government securities at beginning of year2017-12-31$5,014
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,489,497
Net investment gain or loss from common/collective trusts2017-12-31$31,240
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 contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$949,833
Employer contributions (assets) at end of year2017-12-31$899,161
Employer contributions (assets) at beginning of year2017-12-31$857,003
Income. Dividends from common stock2017-12-31$1,164
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,663,279
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$1,649,563
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$1,292,883
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
Aggregate proceeds on sale of assets2017-12-31$6,435,058
Aggregate carrying amount (costs) on sale of assets2017-12-31$6,204,638
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31KREISCHER MILLER
Accountancy firm EIN2017-12-31231980475
2016 : RAWLE & HENDERSON RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$131,949
Total unrealized appreciation/depreciation of assets2016-12-31$131,949
Total income from all sources (including contributions)2016-12-31$3,603,481
Total loss/gain on sale of assets2016-12-31$-26,087
Total of all expenses incurred2016-12-31$1,373,560
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,339,719
Value of total corrective distributions2016-12-31$290
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,089,692
Value of total assets at end of year2016-12-31$29,472,273
Value of total assets at beginning of year2016-12-31$27,242,352
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$33,551
Total interest from all sources2016-12-31$17,144
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$760,020
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$759,773
Administrative expenses professional fees incurred2016-12-31$29,037
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$1,168,857
Participant contributions at end of year2016-12-31$457,183
Participant contributions at beginning of year2016-12-31$431,793
Participant contributions at end of year2016-12-31$289,771
Participant contributions at beginning of year2016-12-31$243,830
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$12,670
Total non interest bearing cash at end of year2016-12-31$211,766
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$2,229,921
Value of net assets at end of year (total assets less liabilities)2016-12-31$29,472,273
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$27,242,352
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
Investment advisory and management fees2016-12-31$4,514
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$22,301,955
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$20,547,679
Interest on participant loans2016-12-31$17,144
Value of interest in common/collective trusts at end of year2016-12-31$4,056,698
Value of interest in common/collective trusts at beginning of year2016-12-31$3,866,910
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$168,901
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$168,901
Asset value of US Government securities at end of year2016-12-31$5,014
Asset value of US Government securities at beginning of year2016-12-31$4,997
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$604,280
Net investment gain or loss from common/collective trusts2016-12-31$26,483
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$908,165
Employer contributions (assets) at end of year2016-12-31$857,003
Employer contributions (assets) at beginning of year2016-12-31$805,176
Income. Dividends from common stock2016-12-31$247
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,339,719
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$1,292,883
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$1,173,066
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
Aggregate proceeds on sale of assets2016-12-31$4,581,569
Aggregate carrying amount (costs) on sale of assets2016-12-31$4,607,656
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31KREISCHER MILLER
Accountancy firm EIN2016-12-31231980475
2015 : RAWLE & HENDERSON RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$11,570
Total unrealized appreciation/depreciation of assets2015-12-31$11,570
Total income from all sources (including contributions)2015-12-31$2,521,861
Total loss/gain on sale of assets2015-12-31$74,146
Total of all expenses incurred2015-12-31$2,900,195
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,846,977
Value of total corrective distributions2015-12-31$7,345
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,347,980
Value of total assets at end of year2015-12-31$27,242,352
Value of total assets at beginning of year2015-12-31$27,620,686
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$45,873
Total interest from all sources2015-12-31$16,740
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,299,590
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$1,299,590
Administrative expenses professional fees incurred2015-12-31$39,951
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$1,096,122
Participant contributions at end of year2015-12-31$431,793
Participant contributions at beginning of year2015-12-31$416,949
Participant contributions at end of year2015-12-31$243,830
Participant contributions at beginning of year2015-12-31$269,930
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$397,955
Administrative expenses (other) incurred2015-12-31$4,620
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-378,334
Value of net assets at end of year (total assets less liabilities)2015-12-31$27,242,352
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$27,620,686
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$1,302
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$20,547,679
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$21,003,048
Interest on participant loans2015-12-31$16,740
Value of interest in common/collective trusts at end of year2015-12-31$3,866,910
Value of interest in common/collective trusts at beginning of year2015-12-31$3,619,874
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$168,901
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$158,527
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$158,527
Asset value of US Government securities at end of year2015-12-31$4,997
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,255,877
Net investment gain or loss from common/collective trusts2015-12-31$27,712
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$853,903
Employer contributions (assets) at end of year2015-12-31$805,176
Employer contributions (assets) at beginning of year2015-12-31$883,480
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,846,977
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$4,973
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$1,173,066
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$1,263,905
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$3,367,736
Aggregate carrying amount (costs) on sale of assets2015-12-31$3,293,590
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31KREISCHER MILLER
Accountancy firm EIN2015-12-31231980475
2014 : RAWLE & HENDERSON RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$1,175,604
Total unrealized appreciation/depreciation of assets2014-12-31$1,175,604
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$4,049,139
Total loss/gain on sale of assets2014-12-31$92,445
Total of all expenses incurred2014-12-31$6,944,974
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$6,924,628
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,051,719
Value of total assets at end of year2014-12-31$27,620,686
Value of total assets at beginning of year2014-12-31$30,516,521
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$20,346
Total interest from all sources2014-12-31$15,880
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,786,732
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$1,786,732
Administrative expenses professional fees incurred2014-12-31$12,194
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$1,056,905
Participant contributions at end of year2014-12-31$416,949
Participant contributions at beginning of year2014-12-31$469,472
Participant contributions at end of year2014-12-31$269,930
Participant contributions at beginning of year2014-12-31$252,500
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$111,334
Other income not declared elsewhere2014-12-31$-545,093
Administrative expenses (other) incurred2014-12-31$7,454
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-2,895,835
Value of net assets at end of year (total assets less liabilities)2014-12-31$27,620,686
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$30,516,521
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$698
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$21,003,048
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$20,993,852
Interest on participant loans2014-12-31$15,880
Value of interest in common/collective trusts at end of year2014-12-31$3,619,874
Value of interest in common/collective trusts at beginning of year2014-12-31$3,179,278
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$158,527
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$618,138
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$618,138
Asset value of US Government securities at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-535,845
Net investment gain or loss from common/collective trusts2014-12-31$7,697
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$883,480
Employer contributions (assets) at end of year2014-12-31$883,480
Employer contributions (assets) at beginning of year2014-12-31$787,169
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$6,924,628
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$4,973
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$48,147
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$1,263,905
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$4,167,965
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$25,896,159
Aggregate carrying amount (costs) on sale of assets2014-12-31$25,803,714
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31KREISCHER MILLER
Accountancy firm EIN2014-12-31231980475
2013 : RAWLE & HENDERSON RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$1,674,741
Total unrealized appreciation/depreciation of assets2013-12-31$1,674,741
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$7,160,949
Total loss/gain on sale of assets2013-12-31$204,189
Total of all expenses incurred2013-12-31$769,128
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$709,185
Value of total corrective distributions2013-12-31$565
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,894,045
Value of total assets at end of year2013-12-31$30,516,521
Value of total assets at beginning of year2013-12-31$24,124,700
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$59,378
Total interest from all sources2013-12-31$18,516
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,007,793
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$1,007,793
Administrative expenses professional fees incurred2013-12-31$24,248
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$1,055,095
Participant contributions at end of year2013-12-31$469,472
Participant contributions at beginning of year2013-12-31$475,568
Participant contributions at end of year2013-12-31$252,500
Participant contributions at beginning of year2013-12-31$245,840
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$51,780
Other income not declared elsewhere2013-12-31$-22,653
Administrative expenses (other) incurred2013-12-31$11,027
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$6,391,821
Value of net assets at end of year (total assets less liabilities)2013-12-31$30,516,521
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$24,124,700
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
Investment advisory and management fees2013-12-31$24,103
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$20,993,852
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$15,695,575
Interest on participant loans2013-12-31$18,516
Value of interest in common/collective trusts at end of year2013-12-31$3,179,278
Value of interest in common/collective trusts at beginning of year2013-12-31$3,238,707
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$618,138
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,007,794
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,007,794
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Asset value of US Government securities at end of year2013-12-31$0
Asset value of US Government securities at beginning of year2013-12-31$5,124
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,359,399
Net investment gain or loss from common/collective trusts2013-12-31$24,919
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 contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$787,170
Employer contributions (assets) at end of year2013-12-31$787,169
Employer contributions (assets) at beginning of year2013-12-31$836,501
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$709,185
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$48,147
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$42,000
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$4,167,965
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$2,577,591
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
Aggregate proceeds on sale of assets2013-12-31$7,229,566
Aggregate carrying amount (costs) on sale of assets2013-12-31$7,025,377
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31KREISCHER MILLER
Accountancy firm EIN2013-12-31231980475
2012 : RAWLE & HENDERSON RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$1,348,801
Total unrealized appreciation/depreciation of assets2012-12-31$1,348,801
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$4,433,707
Total loss/gain on sale of assets2012-12-31$-456,809
Total of all expenses incurred2012-12-31$1,267,003
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,211,590
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,031,495
Value of total assets at end of year2012-12-31$24,124,700
Value of total assets at beginning of year2012-12-31$20,957,996
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$55,413
Total interest from all sources2012-12-31$18,203
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$365,835
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$365,835
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,031,148
Participant contributions at end of year2012-12-31$475,568
Participant contributions at beginning of year2012-12-31$472,607
Participant contributions at end of year2012-12-31$245,840
Participant contributions at beginning of year2012-12-31$234,063
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$163,846
Administrative expenses (other) incurred2012-12-31$55,413
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$3,166,704
Value of net assets at end of year (total assets less liabilities)2012-12-31$24,124,700
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$20,957,996
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$15,695,575
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$13,157,747
Interest on participant loans2012-12-31$18,203
Value of interest in common/collective trusts at end of year2012-12-31$3,238,707
Value of interest in common/collective trusts at beginning of year2012-12-31$3,053,572
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,007,794
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,208,798
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,208,798
Asset value of US Government securities at end of year2012-12-31$5,124
Asset value of US Government securities at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,094,228
Net investment gain or loss from common/collective trusts2012-12-31$31,954
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$836,501
Employer contributions (assets) at end of year2012-12-31$836,501
Employer contributions (assets) at beginning of year2012-12-31$1,180,944
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,211,590
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$42,000
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$2,577,591
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$1,650,265
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
Aggregate proceeds on sale of assets2012-12-31$8,886,084
Aggregate carrying amount (costs) on sale of assets2012-12-31$9,342,893
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KREISCHER MILLER
Accountancy firm EIN2012-12-31231980475
2011 : RAWLE & HENDERSON RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$336,003
Total unrealized appreciation/depreciation of assets2011-12-31$336,003
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$2,355,570
Total loss/gain on sale of assets2011-12-31$-490,122
Total of all expenses incurred2011-12-31$913,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$868,619
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,055,582
Value of total assets at end of year2011-12-31$20,957,996
Value of total assets at beginning of year2011-12-31$19,515,872
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$44,827
Total interest from all sources2011-12-31$19,084
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$235,441
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$235,441
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$951,356
Participant contributions at end of year2011-12-31$472,607
Participant contributions at beginning of year2011-12-31$383,542
Participant contributions at end of year2011-12-31$234,063
Participant contributions at beginning of year2011-12-31$243,000
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$922,945
Other income not declared elsewhere2011-12-31$4,685
Administrative expenses (other) incurred2011-12-31$44,788
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$1,442,124
Value of net assets at end of year (total assets less liabilities)2011-12-31$20,957,996
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$19,515,872
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
Investment advisory and management fees2011-12-31$39
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$13,157,747
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$12,974,079
Interest on participant loans2011-12-31$19,084
Value of interest in common/collective trusts at end of year2011-12-31$3,053,572
Value of interest in common/collective trusts at beginning of year2011-12-31$2,224,278
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,208,798
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,242,212
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,242,212
Asset value of US Government securities at beginning of year2011-12-31$16,965
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-841,594
Net investment gain or loss from common/collective trusts2011-12-31$36,491
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$1,181,281
Employer contributions (assets) at end of year2011-12-31$1,180,944
Employer contributions (assets) at beginning of year2011-12-31$1,034,659
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$868,619
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$1,650,265
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$1,397,137
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
Aggregate proceeds on sale of assets2011-12-31$8,334,004
Aggregate carrying amount (costs) on sale of assets2011-12-31$8,824,126
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31KREISCHER MILLER
Accountancy firm EIN2011-12-31231980475
2010 : RAWLE & HENDERSON RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$688,569
Total unrealized appreciation/depreciation of assets2010-12-31$688,569
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$3,844,956
Total loss/gain on sale of assets2010-12-31$-287,686
Total of all expenses incurred2010-12-31$744,379
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$708,840
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,066,432
Value of total assets at end of year2010-12-31$19,515,872
Value of total assets at beginning of year2010-12-31$16,415,295
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$35,539
Total interest from all sources2010-12-31$13,518
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$78,604
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$78,604
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$950,645
Participant contributions at end of year2010-12-31$383,542
Participant contributions at beginning of year2010-12-31$273,987
Participant contributions at end of year2010-12-31$243,000
Participant contributions at beginning of year2010-12-31$211,422
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$35,651
Other income not declared elsewhere2010-12-31$26,095
Administrative expenses (other) incurred2010-12-31$35,539
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$3,100,577
Value of net assets at end of year (total assets less liabilities)2010-12-31$19,515,872
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$16,415,295
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$12,974,079
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$10,790,358
Interest on participant loans2010-12-31$13,518
Value of interest in common/collective trusts at end of year2010-12-31$2,224,278
Value of interest in common/collective trusts at beginning of year2010-12-31$1,773,490
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,242,212
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,240,920
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,240,920
Asset value of US Government securities at end of year2010-12-31$16,965
Asset value of US Government securities at beginning of year2010-12-31$16,747
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,234,894
Net investment gain or loss from common/collective trusts2010-12-31$24,530
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$1,080,136
Employer contributions (assets) at end of year2010-12-31$1,034,659
Employer contributions (assets) at beginning of year2010-12-31$1,036,856
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$708,840
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$1,397,137
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$1,071,515
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
Aggregate proceeds on sale of assets2010-12-31$7,841,694
Aggregate carrying amount (costs) on sale of assets2010-12-31$8,129,380
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31KREISCHER MILLER
Accountancy firm EIN2010-12-31231980475
2009 : RAWLE & HENDERSON RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for RAWLE & HENDERSON RETIREMENT PLAN

2022: RAWLE & HENDERSON 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: RAWLE & HENDERSON 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: RAWLE & HENDERSON 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RAWLE & HENDERSON 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RAWLE & HENDERSON RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RAWLE & HENDERSON RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RAWLE & HENDERSON RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RAWLE & HENDERSON RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RAWLE & HENDERSON 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RAWLE & HENDERSON 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RAWLE & HENDERSON 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RAWLE & HENDERSON 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: RAWLE & HENDERSON 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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