Logo

TAFT STETTINIUS & HOLLISTER LLP RETIREMENT PLAN FOR PARTNERS 401k Plan overview

Plan NameTAFT STETTINIUS & HOLLISTER LLP RETIREMENT PLAN FOR PARTNERS
Plan identification number 012

TAFT STETTINIUS & HOLLISTER LLP RETIREMENT PLAN FOR PARTNERS Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

TAFT STETTINIUS & HOLLISTER LLP has sponsored the creation of one or more 401k plans.

Company Name:TAFT STETTINIUS & HOLLISTER LLP
Employer identification number (EIN):310541755
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAFT STETTINIUS & HOLLISTER LLP RETIREMENT PLAN FOR PARTNERS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0122023-01-01CHRISTINE BIRCH2024-09-27
0122022-01-01CHRISTINE BIRCH2023-10-02
0122021-01-01CHRISTINE BIRCH2022-10-04
0122020-01-01CHRISTINE BIRCH2021-10-05
0122019-01-01
0122017-01-01CHRISTINE BIRCH

Plan Statistics for TAFT STETTINIUS & HOLLISTER LLP RETIREMENT PLAN FOR PARTNERS

401k plan membership statisitcs for TAFT STETTINIUS & HOLLISTER LLP RETIREMENT PLAN FOR PARTNERS

Measure Date Value
2023: TAFT STETTINIUS & HOLLISTER LLP RETIREMENT PLAN FOR PARTNERS 2023 401k membership
Total participants, beginning-of-year2023-01-01348
Total number of active participants reported on line 7a of the Form 55002023-01-01363
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-016
Total of all active and inactive participants2023-01-01369
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: TAFT STETTINIUS & HOLLISTER LLP RETIREMENT PLAN FOR PARTNERS 2022 401k membership
Market value of plan assets2022-12-3111,991,465
Acturial value of plan assets2022-12-3111,991,465
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-314
Fundng target for terminated vested participants2022-12-3137,798
Active participant vested funding target2022-12-3110,273,122
Number of active participants2022-12-31196
Total funding liabilities for active participants2022-12-3110,273,122
Total participant count2022-12-31200
Total funding target for all participants2022-12-3110,310,920
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-312,016,723
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-312,121,391
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-312,539,680
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-312,462,560
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-312,581,570
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-31901,025
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-31901,025
Contributions allocatedtoward minimum required contributions for current year2022-12-312,462,560
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01200
Total number of active participants reported on line 7a of the Form 55002022-01-01194
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-014
Total of all active and inactive participants2022-01-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01198
2021: TAFT STETTINIUS & HOLLISTER LLP RETIREMENT PLAN FOR PARTNERS 2021 401k membership
Market value of plan assets2021-12-3115,281,939
Acturial value of plan assets2021-12-3115,281,939
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-316
Fundng target for terminated vested participants2021-12-31153,717
Active participant vested funding target2021-12-3113,646,263
Number of active participants2021-12-31123
Total funding liabilities for active participants2021-12-3113,646,263
Total participant count2021-12-31129
Total funding target for all participants2021-12-3113,799,980
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-311,979,255
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-312,072,874
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-312,450,631
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-312,367,262
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-311,832,498
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-31350,539
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-31350,539
Contributions allocatedtoward minimum required contributions for current year2021-12-312,367,262
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01129
Total number of active participants reported on line 7a of the Form 55002021-01-01115
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-014
Total of all active and inactive participants2021-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: TAFT STETTINIUS & HOLLISTER LLP RETIREMENT PLAN FOR PARTNERS 2020 401k membership
Market value of plan assets2020-12-3114,461,709
Acturial value of plan assets2020-12-3114,461,709
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-313
Fundng target for terminated vested participants2020-12-3125,848
Active participant vested funding target2020-12-3113,165,550
Number of active participants2020-12-31129
Total funding liabilities for active participants2020-12-3113,165,550
Total participant count2020-12-31132
Total funding target for all participants2020-12-3113,191,398
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-311,013,830
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-311,063,508
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-312,046,257
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-311,979,255
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31598,748
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-311,979,255
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01132
Total number of active participants reported on line 7a of the Form 55002020-01-01123
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-016
Total of all active and inactive participants2020-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01129
2019: TAFT STETTINIUS & HOLLISTER LLP RETIREMENT PLAN FOR PARTNERS 2019 401k membership
Market value of plan assets2019-12-3112,851,157
Acturial value of plan assets2019-12-3112,851,157
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-313
Fundng target for terminated vested participants2019-12-31339,677
Active participant vested funding target2019-12-3111,845,690
Number of active participants2019-12-31132
Total funding liabilities for active participants2019-12-3111,845,690
Total participant count2019-12-31135
Total funding target for all participants2019-12-3112,185,367
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-31926,681
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31974,127
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-312,527,458
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-312,459,520
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-312,111,480
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-311,445,690
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-311,445,690
Contributions allocatedtoward minimum required contributions for current year2019-12-312,459,520
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01135
Total number of active participants reported on line 7a of the Form 55002019-01-01129
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-013
Total of all active and inactive participants2019-01-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: TAFT STETTINIUS & HOLLISTER LLP RETIREMENT PLAN FOR PARTNERS 2018 401k membership
Market value of plan assets2018-12-3112,338,236
Acturial value of plan assets2018-12-3112,338,236
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-312
Fundng target for terminated vested participants2018-12-31402,058
Active participant vested funding target2018-12-3111,031,222
Number of active participants2018-12-31132
Total funding liabilities for active participants2018-12-3111,031,222
Total participant count2018-12-31134
Total funding target for all participants2018-12-3111,433,280
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-31900,639
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31949,183
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-315,422,812
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-315,201,305
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-315,179,580
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-314,274,624
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-314,274,624
Contributions allocatedtoward minimum required contributions for current year2018-12-315,201,305
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: TAFT STETTINIUS & HOLLISTER LLP RETIREMENT PLAN FOR PARTNERS 2017 401k membership
Market value of plan assets2017-12-310
Acturial value of plan assets2017-12-310
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-310
Fundng target for terminated vested participants2017-12-310
Active participant vested funding target2017-12-310
Number of active participants2017-12-31132
Total funding liabilities for active participants2017-12-310
Total participant count2017-12-31132
Total funding target for all participants2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-3112,340,550
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3111,712,119
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3110,811,480
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3110,811,480
Additional cash requirement2017-12-3110,811,480
Contributions allocatedtoward minimum required contributions for current year2017-12-3111,712,119
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01132
Total number of active participants reported on line 7a of the Form 55002017-01-01132
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010

Financial Data on TAFT STETTINIUS & HOLLISTER LLP RETIREMENT PLAN FOR PARTNERS

Measure Date Value
2023 : TAFT STETTINIUS & HOLLISTER LLP RETIREMENT PLAN FOR PARTNERS 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$12,979,047
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$1,829,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,828,026
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$11,603,750
Value of total assets at end of year2023-12-31$32,427,029
Value of total assets at beginning of year2023-12-31$21,277,217
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$1,209
Total interest from all sources2023-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$1,314,399
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$1,314,399
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Total non interest bearing cash at end of year2023-12-31$1,001,011
Total non interest bearing cash at beginning of year2023-12-31$508,585
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$11,149,812
Value of net assets at end of year (total assets less liabilities)2023-12-31$32,427,029
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$21,277,217
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$22,689,682
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$10,281,271
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$7,691,485
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$2,646,148
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$2,646,148
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$1,044,851
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$7,841,213
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$60,898
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31Yes
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$11,603,750
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,828,026
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31KATZ, SAPPER & MILLER LLP
Accountancy firm EIN2023-12-31351090346
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$12,979,047
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$1,829,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$1,828,026
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$11,603,750
Value of total assets at end of year2023-01-01$32,427,029
Value of total assets at beginning of year2023-01-01$21,277,217
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$1,209
Total interest from all sources2023-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$1,314,399
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$1,314,399
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$5,000,000
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Total non interest bearing cash at end of year2023-01-01$1,001,011
Total non interest bearing cash at beginning of year2023-01-01$508,585
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$11,149,812
Value of net assets at end of year (total assets less liabilities)2023-01-01$32,427,029
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$21,277,217
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$22,689,682
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$10,281,271
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-01-01$7,691,485
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$1,044,851
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$7,841,213
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$60,898
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01Yes
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$11,603,750
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$1,828,026
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01KATZ, SAPPER & MILLER LLP
Accountancy firm EIN2023-01-01351090346
2022 : TAFT STETTINIUS & HOLLISTER LLP RETIREMENT PLAN FOR PARTNERS 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$99,047
Total unrealized appreciation/depreciation of assets2022-12-31$99,047
Total transfer of assets to this plan2022-12-31$8,907,618
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$2,628,767
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,253,751
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,253,265
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,539,680
Value of total assets at end of year2022-12-31$21,277,217
Value of total assets at beginning of year2022-12-31$11,994,583
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$486
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$49,390
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$49,390
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Administrative expenses (other) incurred2022-12-31$486
Total non interest bearing cash at end of year2022-12-31$508,585
Total non interest bearing cash at beginning of year2022-12-31$518,757
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$375,016
Value of net assets at end of year (total assets less liabilities)2022-12-31$21,277,217
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$11,994,583
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$10,281,271
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$5,571,963
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$2,646,148
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,086,350
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,086,350
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$7,841,213
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$4,310,447
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-59,350
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
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$2,539,680
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$507,066
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,253,265
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 name2022-12-31KATZ, SAPPER & MILLER LLP
Accountancy firm EIN2022-12-31351090346
Unrealized appreciation/depreciation of other (non real estate) assets2022-01-01$99,047
Total unrealized appreciation/depreciation of assets2022-01-01$99,047
Total transfer of assets to this plan2022-01-01$8,907,618
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$2,628,767
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$2,253,751
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$2,253,265
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$2,539,680
Value of total assets at end of year2022-01-01$21,277,217
Value of total assets at beginning of year2022-01-01$11,994,583
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$486
Total interest from all sources2022-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$49,390
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$49,390
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Administrative expenses (other) incurred2022-01-01$486
Total non interest bearing cash at end of year2022-01-01$508,585
Total non interest bearing cash at beginning of year2022-01-01$518,757
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$375,016
Value of net assets at end of year (total assets less liabilities)2022-01-01$21,277,217
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$11,994,583
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$10,281,271
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$5,571,963
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-01-01$2,646,148
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$7,841,213
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$4,310,447
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-59,350
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01Yes
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$2,539,680
Employer contributions (assets) at end of year2022-01-01$0
Employer contributions (assets) at beginning of year2022-01-01$507,066
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$2,253,265
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01KATZ, SAPPER & MILLER LLP
Accountancy firm EIN2022-01-01351090346
2021 : TAFT STETTINIUS & HOLLISTER LLP RETIREMENT PLAN FOR PARTNERS 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$59,697
Total unrealized appreciation/depreciation of assets2021-12-31$59,697
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$2,481,492
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,769,479
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,769,105
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,450,631
Value of total assets at end of year2021-12-31$11,994,583
Value of total assets at beginning of year2021-12-31$15,282,570
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$374
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$97,855
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$97,855
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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
Administrative expenses (other) incurred2021-12-31$374
Total non interest bearing cash at end of year2021-12-31$518,757
Total non interest bearing cash at beginning of year2021-12-31$509,425
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-3,287,987
Value of net assets at end of year (total assets less liabilities)2021-12-31$11,994,583
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$15,282,570
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$5,571,963
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,582,695
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,086,350
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$10,012,235
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$10,012,235
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$4,310,447
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-126,691
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
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$2,450,631
Employer contributions (assets) at end of year2021-12-31$507,066
Employer contributions (assets) at beginning of year2021-12-31$178,215
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,769,105
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 name2021-12-31KATZ, SAPPER & MILLER LLP
Accountancy firm EIN2021-12-31351090346
2020 : TAFT STETTINIUS & HOLLISTER LLP RETIREMENT PLAN FOR PARTNERS 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$1,349,662
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$529,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$529,219
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,046,257
Value of total assets at end of year2020-12-31$15,282,570
Value of total assets at beginning of year2020-12-31$14,462,374
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$247
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$51,192
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$51,192
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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
Administrative expenses (other) incurred2020-12-31$247
Total non interest bearing cash at end of year2020-12-31$509,425
Total non interest bearing cash at beginning of year2020-12-31$198,058
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$820,196
Value of net assets at end of year (total assets less liabilities)2020-12-31$15,282,570
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$14,462,374
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$4,582,695
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$14,094,458
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$10,012,235
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$-747,787
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
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$2,046,257
Employer contributions (assets) at end of year2020-12-31$178,215
Employer contributions (assets) at beginning of year2020-12-31$169,858
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$529,219
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 name2020-12-31KATZ, SAPPER & MILLER LLP
Accountancy firm EIN2020-12-31351090346
2019 : TAFT STETTINIUS & HOLLISTER LLP RETIREMENT PLAN FOR PARTNERS 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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$3,805,296
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,194,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,193,624
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,527,458
Value of total assets at end of year2019-12-31$14,462,374
Value of total assets at beginning of year2019-12-31$12,851,157
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$455
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$307,453
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$307,453
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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
Administrative expenses (other) incurred2019-12-31$455
Total non interest bearing cash at end of year2019-12-31$198,058
Total non interest bearing cash at beginning of year2019-12-31$1,307,789
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$1,611,217
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,462,374
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,851,157
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$14,094,458
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$11,543,368
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$970,385
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$2,527,458
Employer contributions (assets) at end of year2019-12-31$169,858
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,193,624
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 name2019-12-31KATZ, SAPPER & MILLER LLP
Accountancy firm EIN2019-12-31351090346
2018 : TAFT STETTINIUS & HOLLISTER LLP RETIREMENT PLAN FOR PARTNERS 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$5,272,585
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,761,978
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,761,850
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,422,812
Value of total assets at end of year2018-12-31$12,851,157
Value of total assets at beginning of year2018-12-31$12,340,550
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$128
Total interest from all sources2018-12-31$7,901
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$169,602
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$169,602
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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
Administrative expenses (other) incurred2018-12-31$128
Total non interest bearing cash at end of year2018-12-31$1,307,789
Total non interest bearing cash at beginning of year2018-12-31$11,973,634
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$510,607
Value of net assets at end of year (total assets less liabilities)2018-12-31$12,851,157
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$12,340,550
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$11,543,368
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$7,901
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-327,730
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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$5,422,812
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$366,916
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,761,850
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 name2018-12-31KATZ, SAPPER & MILLER LLP
Accountancy firm EIN2018-12-31351090346
2017 : TAFT STETTINIUS & HOLLISTER LLP RETIREMENT PLAN FOR PARTNERS 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$12,340,550
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$12,340,550
Value of total assets at end of year2017-12-31$12,340,550
Value of total assets at beginning of year2017-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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
Total non interest bearing cash at end of year2017-12-31$11,973,634
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$12,340,550
Value of net assets at end of year (total assets less liabilities)2017-12-31$12,340,550
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$0
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
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$12,340,550
Employer contributions (assets) at end of year2017-12-31$366,916
Employer contributions (assets) at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31KATZ, SAPPER & MILLER LLP
Accountancy firm EIN2017-12-31351090346

Form 5500 Responses for TAFT STETTINIUS & HOLLISTER LLP RETIREMENT PLAN FOR PARTNERS

2023: TAFT STETTINIUS & HOLLISTER LLP RETIREMENT PLAN FOR PARTNERS 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: TAFT STETTINIUS & HOLLISTER LLP RETIREMENT PLAN FOR PARTNERS 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TAFT STETTINIUS & HOLLISTER LLP RETIREMENT PLAN FOR PARTNERS 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TAFT STETTINIUS & HOLLISTER LLP RETIREMENT PLAN FOR PARTNERS 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: TAFT STETTINIUS & HOLLISTER LLP RETIREMENT PLAN FOR PARTNERS 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
2017: TAFT STETTINIUS & HOLLISTER LLP RETIREMENT PLAN FOR PARTNERS 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01First time form 5500 has been submittedYes
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number814882
Policy instance 1
Insurance contract or identification number814882
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number814882
Policy instance 1
Insurance contract or identification number814882
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number814882
Policy instance 1

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
US 401k Lookup     VAT Lookup