Logo

K&L GATES 401(K) PLAN BETA 401k Plan overview

Plan NameK&L GATES 401(K) PLAN BETA
Plan identification number 003

K&L GATES 401(K) PLAN BETA Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan covering Self-Employed individuals.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

K&L GATES LLP has sponsored the creation of one or more 401k plans.

Company Name:K&L GATES LLP
Employer identification number (EIN):250921018
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan K&L GATES 401(K) PLAN BETA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01J. RICHARD LAUVER CHARLES R. SMITH2018-10-11
0032016-01-01J. RICHARD LAUVER CHARLES R. SMITH2017-11-21
0032016-01-01 CHARLES R. SMITH2017-10-13
0032016-01-01 CHARLES R. SMITH2017-10-12
0032015-01-01J. RICHARD LAUVER CHARLES R. SMITH2016-10-13
0032014-01-01J. RICHARD LAUVER CHARLES R. SMITH2015-07-31
0032013-01-01J. RICHARD LAUVER CHARLES R. SMITH2014-07-31
0032012-01-01J. RICHARD LAUVER CHARLES R. SMITH2013-07-31
0032011-01-01J. RICHARD LAUVER CHARLES SMITH2012-08-06
0032009-01-01J. RICHARD LAUVER CHARLES SMITH2010-10-15

Plan Statistics for K&L GATES 401(K) PLAN BETA

401k plan membership statisitcs for K&L GATES 401(K) PLAN BETA

Measure Date Value
2022: K&L GATES 401(K) PLAN BETA 2022 401k membership
Total participants, beginning-of-year2022-01-011,987
Total number of active participants reported on line 7a of the Form 55002022-01-011,394
Number of retired or separated participants receiving benefits2022-01-0111
Number of other retired or separated participants entitled to future benefits2022-01-01630
Total of all active and inactive participants2022-01-012,035
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-012,037
Number of participants with account balances2022-01-011,907
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: K&L GATES 401(K) PLAN BETA 2021 401k membership
Total participants, beginning-of-year2021-01-011,870
Total number of active participants reported on line 7a of the Form 55002021-01-011,355
Number of retired or separated participants receiving benefits2021-01-016
Number of other retired or separated participants entitled to future benefits2021-01-01623
Total of all active and inactive participants2021-01-011,984
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-011,987
Number of participants with account balances2021-01-011,856
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: K&L GATES 401(K) PLAN BETA 2020 401k membership
Total participants, beginning-of-year2020-01-011,917
Total number of active participants reported on line 7a of the Form 55002020-01-011,264
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01604
Total of all active and inactive participants2020-01-011,868
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-011,870
Number of participants with account balances2020-01-011,769
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: K&L GATES 401(K) PLAN BETA 2019 401k membership
Total participants, beginning-of-year2019-01-011,922
Total number of active participants reported on line 7a of the Form 55002019-01-011,261
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-01650
Total of all active and inactive participants2019-01-011,915
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-011,917
Number of participants with account balances2019-01-011,822
2018: K&L GATES 401(K) PLAN BETA 2018 401k membership
Total participants, beginning-of-year2018-01-011,917
Total number of active participants reported on line 7a of the Form 55002018-01-011,294
Number of retired or separated participants receiving benefits2018-01-017
Number of other retired or separated participants entitled to future benefits2018-01-01619
Total of all active and inactive participants2018-01-011,920
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-011,922
Number of participants with account balances2018-01-011,835
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: K&L GATES 401(K) PLAN BETA 2017 401k membership
Total participants, beginning-of-year2017-01-012,006
Total number of active participants reported on line 7a of the Form 55002017-01-011,302
Number of retired or separated participants receiving benefits2017-01-014
Number of other retired or separated participants entitled to future benefits2017-01-01608
Total of all active and inactive participants2017-01-011,914
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-011,917
Number of participants with account balances2017-01-011,835
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: K&L GATES 401(K) PLAN BETA 2016 401k membership
Total participants, beginning-of-year2016-01-012,098
Total number of active participants reported on line 7a of the Form 55002016-01-011,403
Number of retired or separated participants receiving benefits2016-01-014
Number of other retired or separated participants entitled to future benefits2016-01-01596
Total of all active and inactive participants2016-01-012,003
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-012,006
Number of participants with account balances2016-01-011,904
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: K&L GATES 401(K) PLAN BETA 2015 401k membership
Total participants, beginning-of-year2015-01-012,157
Total number of active participants reported on line 7a of the Form 55002015-01-011,428
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-01665
Total of all active and inactive participants2015-01-012,095
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-012,098
Number of participants with account balances2015-01-011,974
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: K&L GATES 401(K) PLAN BETA 2014 401k membership
Total participants, beginning-of-year2014-01-011,772
Total number of active participants reported on line 7a of the Form 55002014-01-011,571
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-01584
Total of all active and inactive participants2014-01-012,157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012,157
Number of participants with account balances2014-01-012,043
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: K&L GATES 401(K) PLAN BETA 2013 401k membership
Total participants, beginning-of-year2013-01-011,788
Total number of active participants reported on line 7a of the Form 55002013-01-011,363
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01407
Total of all active and inactive participants2013-01-011,770
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-011,772
Number of participants with account balances2013-01-011,651
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: K&L GATES 401(K) PLAN BETA 2012 401k membership
Total participants, beginning-of-year2012-01-011,355
Total number of active participants reported on line 7a of the Form 55002012-01-011,468
Number of retired or separated participants receiving benefits2012-01-016
Number of other retired or separated participants entitled to future benefits2012-01-01314
Total of all active and inactive participants2012-01-011,788
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,788
Number of participants with account balances2012-01-011,690
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: K&L GATES 401(K) PLAN BETA 2011 401k membership
Total participants, beginning-of-year2011-01-011,338
Total number of active participants reported on line 7a of the Form 55002011-01-011,046
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01305
Total of all active and inactive participants2011-01-011,351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-014
Total participants2011-01-011,355
Number of participants with account balances2011-01-011,288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: K&L GATES 401(K) PLAN BETA 2009 401k membership
Total participants, beginning-of-year2009-01-011,058
Total number of active participants reported on line 7a of the Form 55002009-01-011,058
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01229
Total of all active and inactive participants2009-01-011,287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-014
Total participants2009-01-011,291
Number of participants with account balances2009-01-011,205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on K&L GATES 401(K) PLAN BETA

Measure Date Value
2022 : K&L GATES 401(K) PLAN BETA 2022 401k financial data
Total transfer of assets to this plan2022-12-31$3,768,718
Total transfer of assets from this plan2022-12-31$1,773,679
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$19,479
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$18,837
Total income from all sources (including contributions)2022-12-31$-62,163,959
Total of all expenses incurred2022-12-31$36,750,870
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$36,529,018
Value of total corrective distributions2022-12-31$4,718
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$22,310,895
Value of total assets at end of year2022-12-31$381,940,406
Value of total assets at beginning of year2022-12-31$478,859,554
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$217,134
Total interest from all sources2022-12-31$119,645
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$30,000,000
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$12,173,624
Participant contributions at end of year2022-12-31$2,132,575
Participant contributions at beginning of year2022-12-31$1,984,675
Participant contributions at end of year2022-12-31$162,000
Participant contributions at beginning of year2022-12-31$22,500
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,562,482
Liabilities. Value of operating payables at end of year2022-12-31$19,479
Liabilities. Value of operating payables at beginning of year2022-12-31$18,837
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-98,914,829
Value of net assets at end of year (total assets less liabilities)2022-12-31$381,920,927
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$478,840,717
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
Investment advisory and management fees2022-12-31$217,134
Interest on participant loans2022-12-31$119,645
Value of interest in master investment trust accounts at end of year2022-12-31$372,071,465
Value of interest in master investment trust accounts at beginning of year2022-12-31$469,763,910
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$7,574,789
Employer contributions (assets) at end of year2022-12-31$7,574,366
Employer contributions (assets) at beginning of year2022-12-31$7,088,469
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$36,529,018
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 name2022-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2022-12-31251408703
2021 : K&L GATES 401(K) PLAN BETA 2021 401k financial data
Total transfer of assets to this plan2021-12-31$3,460,741
Total transfer of assets from this plan2021-12-31$2,115,034
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$18,837
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$14,958
Total income from all sources (including contributions)2021-12-31$87,419,889
Total of all expenses incurred2021-12-31$35,532,544
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$35,314,044
Expenses. Certain deemed distributions of participant loans2021-12-31$14,530
Value of total corrective distributions2021-12-31$10,815
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$20,308,318
Value of total assets at end of year2021-12-31$478,859,554
Value of total assets at beginning of year2021-12-31$425,622,623
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$193,155
Total interest from all sources2021-12-31$151,585
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$30,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$10,961,446
Participant contributions at end of year2021-12-31$1,984,675
Participant contributions at beginning of year2021-12-31$2,179,846
Participant contributions at end of year2021-12-31$22,500
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,258,390
Liabilities. Value of operating payables at end of year2021-12-31$18,837
Liabilities. Value of operating payables at beginning of year2021-12-31$14,958
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$51,887,345
Value of net assets at end of year (total assets less liabilities)2021-12-31$478,840,717
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$425,607,665
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
Investment advisory and management fees2021-12-31$193,155
Interest on participant loans2021-12-31$151,585
Value of interest in master investment trust accounts at end of year2021-12-31$469,763,910
Value of interest in master investment trust accounts at beginning of year2021-12-31$416,763,924
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$7,088,482
Employer contributions (assets) at end of year2021-12-31$7,088,469
Employer contributions (assets) at beginning of year2021-12-31$6,678,853
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$35,314,044
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 name2021-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2021-12-31251408703
2020 : K&L GATES 401(K) PLAN BETA 2020 401k financial data
Total transfer of assets to this plan2020-12-31$10,377,211
Total transfer of assets from this plan2020-12-31$955,778
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$14,958
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$16,298
Total income from all sources (including contributions)2020-12-31$78,607,647
Total of all expenses incurred2020-12-31$39,986,808
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$39,830,786
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$17,459,828
Value of total assets at end of year2020-12-31$425,622,623
Value of total assets at beginning of year2020-12-31$377,581,691
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$156,022
Total interest from all sources2020-12-31$139,365
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$40,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$9,415,694
Participant contributions at end of year2020-12-31$2,179,846
Participant contributions at beginning of year2020-12-31$2,372,150
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$50,000
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,365,281
Liabilities. Value of operating payables at end of year2020-12-31$14,958
Liabilities. Value of operating payables at beginning of year2020-12-31$16,298
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$38,620,839
Value of net assets at end of year (total assets less liabilities)2020-12-31$425,607,665
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$377,565,393
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
Investment advisory and management fees2020-12-31$156,022
Interest on participant loans2020-12-31$139,365
Value of interest in master investment trust accounts at end of year2020-12-31$416,763,924
Value of interest in master investment trust accounts at beginning of year2020-12-31$368,603,260
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$6,678,853
Employer contributions (assets) at end of year2020-12-31$6,678,853
Employer contributions (assets) at beginning of year2020-12-31$6,556,281
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$39,830,786
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2020-12-31251408703
2019 : K&L GATES 401(K) PLAN BETA 2019 401k financial data
Total transfer of assets to this plan2019-12-31$7,574,908
Total transfer of assets from this plan2019-12-31$319,717
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$16,298
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$43,652
Total income from all sources (including contributions)2019-12-31$87,653,943
Total of all expenses incurred2019-12-31$27,615,682
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$27,316,560
Expenses. Certain deemed distributions of participant loans2019-12-31$216,353
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$17,737,331
Value of total assets at end of year2019-12-31$377,581,691
Value of total assets at beginning of year2019-12-31$310,315,593
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$82,769
Total interest from all sources2019-12-31$161,187
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$40,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$9,664,515
Participant contributions at end of year2019-12-31$2,372,150
Participant contributions at beginning of year2019-12-31$2,506,985
Participant contributions at end of year2019-12-31$50,000
Participant contributions at beginning of year2019-12-31$122,500
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,487,551
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$61,523
Liabilities. Value of operating payables at end of year2019-12-31$16,298
Liabilities. Value of operating payables at beginning of year2019-12-31$43,652
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$60,038,261
Value of net assets at end of year (total assets less liabilities)2019-12-31$377,565,393
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$310,271,941
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$82,769
Interest on participant loans2019-12-31$161,187
Value of interest in master investment trust accounts at end of year2019-12-31$368,603,260
Value of interest in master investment trust accounts at beginning of year2019-12-31$300,621,903
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$6,585,265
Employer contributions (assets) at end of year2019-12-31$6,556,281
Employer contributions (assets) at beginning of year2019-12-31$7,002,682
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$27,316,560
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
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 name2019-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2019-12-31251408703
2018 : K&L GATES 401(K) PLAN BETA 2018 401k financial data
Total transfer of assets to this plan2018-12-31$16,353,559
Total transfer of assets from this plan2018-12-31$1,431,712
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$43,652
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$52,815
Total income from all sources (including contributions)2018-12-31$2,209,974
Total of all expenses incurred2018-12-31$30,016,133
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$29,811,630
Expenses. Certain deemed distributions of participant loans2018-12-31$204,503
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$17,261,885
Value of total assets at end of year2018-12-31$310,315,593
Value of total assets at beginning of year2018-12-31$323,209,068
Total interest from all sources2018-12-31$157,834
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$35,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$9,424,325
Participant contributions at end of year2018-12-31$2,506,985
Participant contributions at beginning of year2018-12-31$2,988,258
Participant contributions at end of year2018-12-31$122,500
Participant contributions at beginning of year2018-12-31$138,000
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$868,696
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$61,523
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Liabilities. Value of operating payables at end of year2018-12-31$43,652
Liabilities. Value of operating payables at beginning of year2018-12-31$52,815
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-27,806,159
Value of net assets at end of year (total assets less liabilities)2018-12-31$310,271,941
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$323,156,253
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
Interest on participant loans2018-12-31$157,834
Value of interest in master investment trust accounts at end of year2018-12-31$300,621,903
Value of interest in master investment trust accounts at beginning of year2018-12-31$312,961,409
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$6,968,864
Employer contributions (assets) at end of year2018-12-31$7,002,682
Employer contributions (assets) at beginning of year2018-12-31$7,121,401
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$29,811,630
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2018-12-31251408703
2017 : K&L GATES 401(K) PLAN BETA 2017 401k financial data
Total transfer of assets to this plan2017-12-31$8,543,030
Total transfer of assets from this plan2017-12-31$565,993
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$52,815
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$90,854
Total income from all sources (including contributions)2017-12-31$65,112,345
Total of all expenses incurred2017-12-31$26,281,036
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$26,215,781
Expenses. Certain deemed distributions of participant loans2017-12-31$37,160
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$17,749,744
Value of total assets at end of year2017-12-31$323,209,068
Value of total assets at beginning of year2017-12-31$276,438,761
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$28,095
Total interest from all sources2017-12-31$161,604
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$35,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$9,243,672
Participant contributions at end of year2017-12-31$2,988,258
Participant contributions at beginning of year2017-12-31$2,875,490
Participant contributions at end of year2017-12-31$138,000
Participant contributions at beginning of year2017-12-31$144,000
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,427,307
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$37,338
Administrative expenses (other) incurred2017-12-31$28,095
Liabilities. Value of operating payables at end of year2017-12-31$52,815
Liabilities. Value of operating payables at beginning of year2017-12-31$53,516
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$38,831,309
Value of net assets at end of year (total assets less liabilities)2017-12-31$323,156,253
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$276,347,907
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
Interest on participant loans2017-12-31$161,604
Value of interest in master investment trust accounts at end of year2017-12-31$312,961,409
Value of interest in master investment trust accounts at beginning of year2017-12-31$265,973,445
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$7,078,765
Employer contributions (assets) at end of year2017-12-31$7,121,401
Employer contributions (assets) at beginning of year2017-12-31$7,445,826
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$26,215,781
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2017-12-31251408703
2016 : K&L GATES 401(K) PLAN BETA 2016 401k financial data
Total transfer of assets to this plan2016-12-31$117,637
Total transfer of assets from this plan2016-12-31$2,849,278
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$90,854
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$181,107
Total income from all sources (including contributions)2016-12-31$39,558,911
Total of all expenses incurred2016-12-31$24,662,377
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$24,431,573
Expenses. Certain deemed distributions of participant loans2016-12-31$291,556
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$17,591,392
Value of total assets at end of year2016-12-31$276,438,761
Value of total assets at beginning of year2016-12-31$264,364,121
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$230,804
Total interest from all sources2016-12-31$151,229
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$118,833
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$35,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$9,332,807
Participant contributions at end of year2016-12-31$2,875,490
Participant contributions at beginning of year2016-12-31$3,020,374
Participant contributions at end of year2016-12-31$144,000
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$802,005
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$37,338
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$127,422
Liabilities. Value of operating payables at end of year2016-12-31$53,516
Liabilities. Value of operating payables at beginning of year2016-12-31$53,685
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$14,896,534
Value of net assets at end of year (total assets less liabilities)2016-12-31$276,347,907
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$264,183,014
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$111,971
Interest on participant loans2016-12-31$151,229
Value of interest in master investment trust accounts at end of year2016-12-31$265,973,445
Value of interest in master investment trust accounts at beginning of year2016-12-31$253,845,645
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$7,456,580
Employer contributions (assets) at end of year2016-12-31$7,445,826
Employer contributions (assets) at beginning of year2016-12-31$7,498,102
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$24,431,573
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2016-12-31251408703
2015 : K&L GATES 401(K) PLAN BETA 2015 401k financial data
Total transfer of assets to this plan2015-12-31$13,752,032
Total transfer of assets from this plan2015-12-31$7,789,303
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$181,107
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$309,168
Total income from all sources (including contributions)2015-12-31$14,097,001
Total of all expenses incurred2015-12-31$27,605,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$27,297,301
Value of total corrective distributions2015-12-31$3,978
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$18,231,161
Value of total assets at end of year2015-12-31$264,364,121
Value of total assets at beginning of year2015-12-31$272,037,690
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$303,959
Total interest from all sources2015-12-31$176,552
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$232,462
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$35,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$9,452,977
Participant contributions at end of year2015-12-31$3,020,374
Participant contributions at beginning of year2015-12-31$3,585,726
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$73,924
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,266,550
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$127,422
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$212,914
Liabilities. Value of operating payables at end of year2015-12-31$53,685
Liabilities. Value of operating payables at beginning of year2015-12-31$96,254
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-13,508,237
Value of net assets at end of year (total assets less liabilities)2015-12-31$264,183,014
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$271,728,522
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$71,497
Interest on participant loans2015-12-31$176,552
Value of interest in master investment trust accounts at end of year2015-12-31$253,845,645
Value of interest in master investment trust accounts at beginning of year2015-12-31$260,116,609
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$7,511,634
Employer contributions (assets) at end of year2015-12-31$7,498,102
Employer contributions (assets) at beginning of year2015-12-31$8,261,431
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$27,297,301
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
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 name2015-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2015-12-31251408703
2014 : K&L GATES 401(K) PLAN BETA 2014 401k financial data
Total transfer of assets to this plan2014-12-31$46,456,565
Total transfer of assets from this plan2014-12-31$25,340
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$309,168
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$254,970
Total income from all sources (including contributions)2014-12-31$32,810,785
Total of all expenses incurred2014-12-31$19,825,896
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$19,567,606
Value of total corrective distributions2014-12-31$2,058
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$17,949,237
Value of total assets at end of year2014-12-31$272,037,690
Value of total assets at beginning of year2014-12-31$212,567,378
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$256,232
Total interest from all sources2014-12-31$178,573
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$138,714
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$35,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$7,591,924
Participant contributions at end of year2014-12-31$3,585,726
Participant contributions at beginning of year2014-12-31$3,231,197
Participant contributions at end of year2014-12-31$73,924
Participant contributions at beginning of year2014-12-31$182,500
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,083,709
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$212,914
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$167,115
Liabilities. Value of operating payables at end of year2014-12-31$96,254
Liabilities. Value of operating payables at beginning of year2014-12-31$87,855
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$12,984,889
Value of net assets at end of year (total assets less liabilities)2014-12-31$271,728,522
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$212,312,408
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$117,518
Interest on participant loans2014-12-31$178,573
Value of interest in master investment trust accounts at end of year2014-12-31$260,116,609
Value of interest in master investment trust accounts at beginning of year2014-12-31$199,841,644
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$8,273,604
Employer contributions (assets) at end of year2014-12-31$8,261,431
Employer contributions (assets) at beginning of year2014-12-31$9,312,037
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$19,567,606
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
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 name2014-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2014-12-31251408703
2013 : K&L GATES 401(K) PLAN BETA 2013 401k financial data
Total transfer of assets to this plan2013-12-31$3,076,266
Total transfer of assets from this plan2013-12-31$353,368
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$254,970
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$317,799
Total income from all sources (including contributions)2013-12-31$46,514,726
Total of all expenses incurred2013-12-31$21,245,096
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$20,616,513
Expenses. Certain deemed distributions of participant loans2013-12-31$339,418
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$16,025,912
Value of total assets at end of year2013-12-31$212,567,378
Value of total assets at beginning of year2013-12-31$184,637,679
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$289,165
Total interest from all sources2013-12-31$168,504
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$78,987
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$25,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$5,864,375
Participant contributions at end of year2013-12-31$3,231,197
Participant contributions at beginning of year2013-12-31$3,030,619
Participant contributions at end of year2013-12-31$182,500
Participant contributions at beginning of year2013-12-31$51,375
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$851,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$167,115
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$236,116
Liabilities. Value of operating payables at end of year2013-12-31$87,855
Liabilities. Value of operating payables at beginning of year2013-12-31$81,683
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$25,269,630
Value of net assets at end of year (total assets less liabilities)2013-12-31$212,312,408
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$184,319,880
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$210,178
Interest on participant loans2013-12-31$168,504
Value of interest in master investment trust accounts at end of year2013-12-31$199,841,644
Value of interest in master investment trust accounts at beginning of year2013-12-31$172,042,654
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$9,310,537
Employer contributions (assets) at end of year2013-12-31$9,312,037
Employer contributions (assets) at beginning of year2013-12-31$9,513,031
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$20,616,513
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2013-12-31251408703
2012 : K&L GATES 401(K) PLAN BETA 2012 401k financial data
Total transfer of assets to this plan2012-12-31$11,702,071
Total transfer of assets from this plan2012-12-31$32,824
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$317,799
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$361,249
Total income from all sources (including contributions)2012-12-31$36,325,656
Total of all expenses incurred2012-12-31$14,330,483
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$14,001,753
Expenses. Certain deemed distributions of participant loans2012-12-31$20,066
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$17,446,311
Value of total assets at end of year2012-12-31$184,637,679
Value of total assets at beginning of year2012-12-31$151,016,709
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$308,664
Total interest from all sources2012-12-31$169,807
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$121,919
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$25,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$6,063,855
Participant contributions at end of year2012-12-31$3,030,619
Participant contributions at beginning of year2012-12-31$2,991,745
Participant contributions at end of year2012-12-31$51,375
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,867,377
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$236,116
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$305,719
Liabilities. Value of operating payables at end of year2012-12-31$81,683
Liabilities. Value of operating payables at beginning of year2012-12-31$55,530
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$21,995,173
Value of net assets at end of year (total assets less liabilities)2012-12-31$184,319,880
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$150,655,460
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
Investment advisory and management fees2012-12-31$186,745
Interest on participant loans2012-12-31$169,807
Value of interest in master investment trust accounts at end of year2012-12-31$172,042,654
Value of interest in master investment trust accounts at beginning of year2012-12-31$138,062,426
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$9,515,079
Employer contributions (assets) at end of year2012-12-31$9,513,031
Employer contributions (assets) at beginning of year2012-12-31$9,962,538
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$14,001,753
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2012-12-31251408703
2011 : K&L GATES 401(K) PLAN BETA 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$3,022,681
Total transfer of assets from this plan2011-12-31$681,982
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$361,249
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$256,307
Total income from all sources (including contributions)2011-12-31$13,968,980
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$11,178,372
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$10,809,701
Expenses. Certain deemed distributions of participant loans2011-12-31$1,250
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$17,369,816
Value of total assets at end of year2011-12-31$151,016,709
Value of total assets at beginning of year2011-12-31$145,780,460
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$367,421
Total interest from all sources2011-12-31$165,563
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$22,348
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$25,000,000
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$7,407,278
Participant contributions at end of year2011-12-31$2,991,745
Participant contributions at beginning of year2011-12-31$3,017,572
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$22,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$305,719
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$180,131
Administrative expenses (other) incurred2011-12-31$31,528
Liabilities. Value of operating payables at end of year2011-12-31$55,530
Liabilities. Value of operating payables at beginning of year2011-12-31$76,176
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$2,790,608
Value of net assets at end of year (total assets less liabilities)2011-12-31$150,655,460
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$145,524,153
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$151,235
Interest on participant loans2011-12-31$165,563
Value of interest in master investment trust accounts at end of year2011-12-31$138,062,426
Value of interest in master investment trust accounts at beginning of year2011-12-31$132,308,020
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$9,962,538
Employer contributions (assets) at end of year2011-12-31$9,962,538
Employer contributions (assets) at beginning of year2011-12-31$10,432,868
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$10,809,701
Contract administrator fees2011-12-31$162,310
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2011-12-31134008324
2010 : K&L GATES 401(K) PLAN BETA 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$25,032,857
Total transfer of assets from this plan2010-12-31$1,998,429
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$256,307
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$93,888
Total income from all sources (including contributions)2010-12-31$30,936,194
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$12,368,745
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$11,988,297
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$17,013,881
Value of total assets at end of year2010-12-31$145,780,460
Value of total assets at beginning of year2010-12-31$104,016,164
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$380,448
Total interest from all sources2010-12-31$169,646
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$184,475
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$15,000,000
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$6,439,145
Participant contributions at end of year2010-12-31$3,017,572
Participant contributions at beginning of year2010-12-31$2,231,200
Participant contributions at end of year2010-12-31$22,000
Participant contributions at beginning of year2010-12-31$22,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$180,131
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$93,888
Liabilities. Value of operating payables at end of year2010-12-31$76,176
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$18,567,449
Value of net assets at end of year (total assets less liabilities)2010-12-31$145,524,153
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$103,922,276
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
Interest on participant loans2010-12-31$169,646
Value of interest in master investment trust accounts at end of year2010-12-31$132,308,020
Value of interest in master investment trust accounts at beginning of year2010-12-31$92,562,299
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$10,574,736
Employer contributions (assets) at end of year2010-12-31$10,432,868
Employer contributions (assets) at beginning of year2010-12-31$9,200,665
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$11,988,297
Contract administrator fees2010-12-31$195,973
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2010-12-31134008324
2009 : K&L GATES 401(K) PLAN BETA 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 K&L GATES 401(K) PLAN BETA

2022: K&L GATES 401(K) PLAN BETA 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: K&L GATES 401(K) PLAN BETA 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: K&L GATES 401(K) PLAN BETA 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: K&L GATES 401(K) PLAN BETA 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: K&L GATES 401(K) PLAN BETA 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: K&L GATES 401(K) PLAN BETA 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: K&L GATES 401(K) PLAN BETA 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: K&L GATES 401(K) PLAN BETA 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: K&L GATES 401(K) PLAN BETA 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: K&L GATES 401(K) PLAN BETA 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: K&L GATES 401(K) PLAN BETA 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: K&L GATES 401(K) PLAN BETA 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: K&L GATES 401(K) PLAN BETA 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

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1