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MESIROW FINANCIAL SAVINGS PLAN 401k Plan overview

Plan NameMESIROW FINANCIAL SAVINGS PLAN
Plan identification number 003

MESIROW FINANCIAL SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

MESIROW FINANCIAL ADMINISTRATIVE CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:MESIROW FINANCIAL ADMINISTRATIVE CORPORATION
Employer identification number (EIN):363429602
NAIC Classification:523900

Additional information about MESIROW FINANCIAL ADMINISTRATIVE CORPORATION

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2086305

More information about MESIROW FINANCIAL ADMINISTRATIVE CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MESIROW FINANCIAL SAVINGS PLAN

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
0032017-01-01EMILY GRIFFIN
0032016-01-01EMILY GRIFFIN
0032015-01-01EMILY GRIFFIN
0032014-01-01EMILY GRIFFIN
0032013-01-01EMILY GRIFFIN
0032012-01-01EMILY GRIFFIN
0032011-01-01TERI RAIMONDI
0032010-01-01TERI RAIMONDI
0032009-01-01TERI RAIMONDI
0032009-01-01TERI RAIMONDI

Plan Statistics for MESIROW FINANCIAL SAVINGS PLAN

401k plan membership statisitcs for MESIROW FINANCIAL SAVINGS PLAN

Measure Date Value
2022: MESIROW FINANCIAL SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01834
Total number of active participants reported on line 7a of the Form 55002022-01-01493
Number of retired or separated participants receiving benefits2022-01-0112
Number of other retired or separated participants entitled to future benefits2022-01-01328
Total of all active and inactive participants2022-01-01833
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-017
Total participants2022-01-01840
Number of participants with account balances2022-01-01830
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0122
2021: MESIROW FINANCIAL SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01840
Total number of active participants reported on line 7a of the Form 55002021-01-01479
Number of retired or separated participants receiving benefits2021-01-0114
Number of other retired or separated participants entitled to future benefits2021-01-01332
Total of all active and inactive participants2021-01-01825
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-019
Total participants2021-01-01834
Number of participants with account balances2021-01-01810
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0126
2020: MESIROW FINANCIAL SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01919
Total number of active participants reported on line 7a of the Form 55002020-01-01469
Number of retired or separated participants receiving benefits2020-01-016
Number of other retired or separated participants entitled to future benefits2020-01-01356
Total of all active and inactive participants2020-01-01831
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-017
Total participants2020-01-01838
Number of participants with account balances2020-01-01825
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0110
2019: MESIROW FINANCIAL SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01932
Total number of active participants reported on line 7a of the Form 55002019-01-01499
Number of retired or separated participants receiving benefits2019-01-0117
Number of other retired or separated participants entitled to future benefits2019-01-01396
Total of all active and inactive participants2019-01-01912
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-017
Total participants2019-01-01919
Number of participants with account balances2019-01-01869
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0126
2018: MESIROW FINANCIAL SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,020
Total number of active participants reported on line 7a of the Form 55002018-01-01499
Number of retired or separated participants receiving benefits2018-01-0117
Number of other retired or separated participants entitled to future benefits2018-01-01411
Total of all active and inactive participants2018-01-01927
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-015
Total participants2018-01-01932
Number of participants with account balances2018-01-01915
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0140
2017: MESIROW FINANCIAL SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,045
Total number of active participants reported on line 7a of the Form 55002017-01-01585
Number of retired or separated participants receiving benefits2017-01-0113
Number of other retired or separated participants entitled to future benefits2017-01-01416
Total of all active and inactive participants2017-01-011,014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-015
Total participants2017-01-011,019
Number of participants with account balances2017-01-01993
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0154
2016: MESIROW FINANCIAL SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,414
Total number of active participants reported on line 7a of the Form 55002016-01-01625
Number of retired or separated participants receiving benefits2016-01-0110
Number of other retired or separated participants entitled to future benefits2016-01-01405
Total of all active and inactive participants2016-01-011,040
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-015
Total participants2016-01-011,045
Number of participants with account balances2016-01-011,019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0163
2015: MESIROW FINANCIAL SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,473
Total number of active participants reported on line 7a of the Form 55002015-01-011,048
Number of retired or separated participants receiving benefits2015-01-018
Number of other retired or separated participants entitled to future benefits2015-01-01350
Total of all active and inactive participants2015-01-011,406
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-014
Total participants2015-01-011,410
Number of participants with account balances2015-01-011,345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0194
2014: MESIROW FINANCIAL SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,425
Total number of active participants reported on line 7a of the Form 55002014-01-011,113
Number of retired or separated participants receiving benefits2014-01-019
Number of other retired or separated participants entitled to future benefits2014-01-01333
Total of all active and inactive participants2014-01-011,455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-016
Total participants2014-01-011,461
Number of participants with account balances2014-01-011,379
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0178
2013: MESIROW FINANCIAL SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,465
Total number of active participants reported on line 7a of the Form 55002013-01-011,106
Number of retired or separated participants receiving benefits2013-01-018
Number of other retired or separated participants entitled to future benefits2013-01-01303
Total of all active and inactive participants2013-01-011,417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-014
Total participants2013-01-011,421
Number of participants with account balances2013-01-011,388
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0158
2012: MESIROW FINANCIAL SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,420
Total number of active participants reported on line 7a of the Form 55002012-01-011,118
Number of retired or separated participants receiving benefits2012-01-015
Number of other retired or separated participants entitled to future benefits2012-01-01287
Total of all active and inactive participants2012-01-011,410
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-011,413
Number of participants with account balances2012-01-011,364
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0162
2011: MESIROW FINANCIAL SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,403
Total number of active participants reported on line 7a of the Form 55002011-01-011,161
Number of retired or separated participants receiving benefits2011-01-014
Number of other retired or separated participants entitled to future benefits2011-01-01251
Total of all active and inactive participants2011-01-011,416
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-011,419
Number of participants with account balances2011-01-011,297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0187
2010: MESIROW FINANCIAL SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,395
Total number of active participants reported on line 7a of the Form 55002010-01-011,168
Number of retired or separated participants receiving benefits2010-01-013
Number of other retired or separated participants entitled to future benefits2010-01-01229
Total of all active and inactive participants2010-01-011,400
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-013
Total participants2010-01-011,403
Number of participants with account balances2010-01-011,267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0145
2009: MESIROW FINANCIAL SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,326
Total number of active participants reported on line 7a of the Form 55002009-01-012,296
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01243
Total of all active and inactive participants2009-01-012,539
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-014
Total participants2009-01-012,543
Number of participants with account balances2009-01-011,194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0135

Financial Data on MESIROW FINANCIAL SAVINGS PLAN

Measure Date Value
2022 : MESIROW FINANCIAL SAVINGS PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-21,601,850
Total of all expenses incurred2022-12-31$13,936,070
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$13,777,275
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$9,904,926
Value of total assets at end of year2022-12-31$171,575,092
Value of total assets at beginning of year2022-12-31$207,113,012
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$158,795
Total interest from all sources2022-12-31$38,707
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,863,850
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$2,863,850
Administrative expenses professional fees incurred2022-12-31$19,750
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
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$7,714,622
Participant contributions at end of year2022-12-31$972,165
Participant contributions at beginning of year2022-12-31$1,047,304
Assets. Other investments not covered elsewhere at end of year2022-12-31$6,442,101
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$8,355,713
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$519,631
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$475
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$164
Other income not declared elsewhere2022-12-31$-1,448,956
Administrative expenses (other) incurred2022-12-31$91,822
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-35,537,920
Value of net assets at end of year (total assets less liabilities)2022-12-31$171,575,092
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$207,113,012
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$47,223
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$154,154,547
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$185,499,867
Interest on participant loans2022-12-31$38,558
Value of interest in common/collective trusts at end of year2022-12-31$9,966,706
Value of interest in common/collective trusts at beginning of year2022-12-31$12,133,681
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$39,098
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$76,283
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$76,283
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$149
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-33,152,003
Net investment gain or loss from common/collective trusts2022-12-31$191,626
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$1,670,673
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$13,777,275
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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 name2022-12-31MITCHELL & TITUS LLP
Accountancy firm EIN2022-12-31132781641
2021 : MESIROW FINANCIAL SAVINGS PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$39,833,206
Total of all expenses incurred2021-12-31$13,866,023
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$13,669,863
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$10,494,794
Value of total assets at end of year2021-12-31$207,113,012
Value of total assets at beginning of year2021-12-31$181,145,829
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$196,160
Total interest from all sources2021-12-31$37,928
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$4,136,761
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$4,136,761
Administrative expenses professional fees incurred2021-12-31$20,740
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
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$7,358,578
Participant contributions at end of year2021-12-31$1,047,304
Participant contributions at beginning of year2021-12-31$958,848
Assets. Other investments not covered elsewhere at end of year2021-12-31$8,355,713
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$5,846,165
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,262,520
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$164
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$805
Other income not declared elsewhere2021-12-31$1,039,763
Administrative expenses (other) incurred2021-12-31$128,472
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$25,967,183
Value of net assets at end of year (total assets less liabilities)2021-12-31$207,113,012
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$181,145,829
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$46,948
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$185,499,867
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$162,546,993
Interest on participant loans2021-12-31$37,928
Value of interest in common/collective trusts at end of year2021-12-31$12,133,681
Value of interest in common/collective trusts at beginning of year2021-12-31$11,692,924
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$76,283
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$56,742
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$56,742
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$23,919,933
Net investment gain or loss from common/collective trusts2021-12-31$204,027
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$1,873,696
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$43,352
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$13,669,863
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 name2021-12-31MITCHELL & TITUS LLP
Accountancy firm EIN2021-12-31132781641
2020 : MESIROW FINANCIAL SAVINGS PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$31,092,423
Total of all expenses incurred2020-12-31$15,414,396
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$15,255,710
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$11,077,752
Value of total assets at end of year2020-12-31$181,145,829
Value of total assets at beginning of year2020-12-31$165,467,802
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$158,686
Total interest from all sources2020-12-31$43,628
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,233,942
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,233,942
Administrative expenses professional fees incurred2020-12-31$17,850
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
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$6,697,371
Participant contributions at end of year2020-12-31$958,848
Participant contributions at beginning of year2020-12-31$1,057,771
Assets. Other investments not covered elsewhere at end of year2020-12-31$5,846,165
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$3,183,708
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$3,036,046
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$805
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$804
Other income not declared elsewhere2020-12-31$625,190
Administrative expenses (other) incurred2020-12-31$84,586
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$20,283
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$15,678,027
Value of net assets at end of year (total assets less liabilities)2020-12-31$181,145,829
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$165,467,802
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$56,250
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$162,546,993
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$148,191,055
Interest on participant loans2020-12-31$43,475
Value of interest in common/collective trusts at end of year2020-12-31$11,692,924
Value of interest in common/collective trusts at beginning of year2020-12-31$12,719,030
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$56,742
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$295,151
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$295,151
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$153
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$16,854,173
Net investment gain or loss from common/collective trusts2020-12-31$257,738
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$1,344,335
Employer contributions (assets) at end of year2020-12-31$43,352
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$15,255,710
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MITCHELL & TITUS LLP
Accountancy firm EIN2020-12-31132781641
2019 : MESIROW FINANCIAL SAVINGS PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$39,443,756
Total income from all sources (including contributions)2019-12-31$39,443,756
Total of all expenses incurred2019-12-31$19,057,526
Total of all expenses incurred2019-12-31$19,057,526
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$18,888,229
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$18,888,229
Value of total corrective distributions2019-12-31$7,415
Value of total corrective distributions2019-12-31$7,415
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$9,824,563
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$9,824,563
Value of total assets at end of year2019-12-31$165,467,802
Value of total assets at end of year2019-12-31$165,467,802
Value of total assets at beginning of year2019-12-31$145,081,572
Value of total assets at beginning of year2019-12-31$145,081,572
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$161,882
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$161,882
Total interest from all sources2019-12-31$52,479
Total interest from all sources2019-12-31$52,479
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,694,091
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,694,091
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$2,694,091
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,694,091
Administrative expenses professional fees incurred2019-12-31$34,000
Administrative expenses professional fees incurred2019-12-31$34,000
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$6,561,620
Contributions received from participants2019-12-31$6,561,620
Participant contributions at end of year2019-12-31$1,057,771
Participant contributions at end of year2019-12-31$1,057,771
Participant contributions at beginning of year2019-12-31$1,214,419
Participant contributions at beginning of year2019-12-31$1,214,419
Assets. Other investments not covered elsewhere at end of year2019-12-31$3,183,708
Assets. Other investments not covered elsewhere at end of year2019-12-31$3,183,708
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$78,036
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$78,036
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,758,130
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,758,130
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$804
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$804
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$467
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$467
Other income not declared elsewhere2019-12-31$310,121
Other income not declared elsewhere2019-12-31$310,121
Administrative expenses (other) incurred2019-12-31$94,132
Administrative expenses (other) incurred2019-12-31$94,132
Total non interest bearing cash at end of year2019-12-31$20,283
Total non interest bearing cash at end of year2019-12-31$20,283
Total non interest bearing cash at beginning of year2019-12-31$52,272
Total non interest bearing cash at beginning of year2019-12-31$52,272
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
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$20,386,230
Value of net income/loss2019-12-31$20,386,230
Value of net assets at end of year (total assets less liabilities)2019-12-31$165,467,802
Value of net assets at end of year (total assets less liabilities)2019-12-31$165,467,802
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$145,081,572
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$145,081,572
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$33,750
Investment advisory and management fees2019-12-31$33,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$148,191,055
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$148,191,055
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$127,376,484
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$127,376,484
Interest on participant loans2019-12-31$50,627
Interest on participant loans2019-12-31$50,627
Value of interest in common/collective trusts at end of year2019-12-31$12,719,030
Value of interest in common/collective trusts at end of year2019-12-31$12,719,030
Value of interest in common/collective trusts at beginning of year2019-12-31$16,047,403
Value of interest in common/collective trusts at beginning of year2019-12-31$16,047,403
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$295,151
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$295,151
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$312,491
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$312,491
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$312,491
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$312,491
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,852
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,852
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$26,214,328
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$26,214,328
Net investment gain or loss from common/collective trusts2019-12-31$348,174
Net investment gain or loss from common/collective trusts2019-12-31$348,174
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,504,813
Contributions received in cash from employer2019-12-31$1,504,813
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$18,888,229
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$18,888,229
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MITCHELL & TITUS, LLP
Accountancy firm name2019-12-31MITCHELL & TITUS, LLP
Accountancy firm EIN2019-12-31132781641
Accountancy firm EIN2019-12-31132781641
2018 : MESIROW FINANCIAL SAVINGS PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$-1,017,264
Total of all expenses incurred2018-12-31$20,428,400
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$20,271,429
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$9,070,494
Value of total assets at end of year2018-12-31$145,081,572
Value of total assets at beginning of year2018-12-31$166,527,236
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$156,971
Total interest from all sources2018-12-31$52,281
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,604,751
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$2,604,751
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
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$6,573,204
Participant contributions at end of year2018-12-31$1,214,419
Participant contributions at beginning of year2018-12-31$1,580,776
Assets. Other investments not covered elsewhere at end of year2018-12-31$78,036
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,173,710
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$467
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$257
Other income not declared elsewhere2018-12-31$-767
Administrative expenses (other) incurred2018-12-31$100,721
Total non interest bearing cash at end of year2018-12-31$52,272
Total non interest bearing cash at beginning of year2018-12-31$17,623
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-21,445,664
Value of net assets at end of year (total assets less liabilities)2018-12-31$145,081,572
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$166,527,236
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$56,250
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$127,376,484
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$149,087,652
Interest on participant loans2018-12-31$51,358
Value of interest in common/collective trusts at end of year2018-12-31$16,047,403
Value of interest in common/collective trusts at beginning of year2018-12-31$15,560,743
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$312,491
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$280,185
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$280,185
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$923
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-13,039,695
Net investment gain or loss from common/collective trusts2018-12-31$295,672
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,323,580
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$20,271,429
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31MITCHELL & TITUS, LLP
Accountancy firm EIN2018-12-31132781641
2017 : MESIROW FINANCIAL SAVINGS PLAN 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$32,626,490
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$11,060,926
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$10,806,629
Value of total corrective distributions2017-12-31$5,255
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$9,597,993
Value of total assets at end of year2017-12-31$166,527,236
Value of total assets at beginning of year2017-12-31$144,961,672
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$249,042
Total interest from all sources2017-12-31$50,096
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,512,498
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,512,498
Administrative expenses professional fees incurred2017-12-31$17,000
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$6,585,763
Participant contributions at end of year2017-12-31$1,580,776
Participant contributions at beginning of year2017-12-31$1,568,996
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,620,141
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$257
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$1,233
Administrative expenses (other) incurred2017-12-31$198,292
Total non interest bearing cash at end of year2017-12-31$17,623
Total non interest bearing cash at beginning of year2017-12-31$128,616
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$21,565,564
Value of net assets at end of year (total assets less liabilities)2017-12-31$166,527,236
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$144,961,672
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$33,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$149,087,652
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$126,779,581
Interest on participant loans2017-12-31$49,911
Value of interest in common/collective trusts at end of year2017-12-31$15,560,743
Value of interest in common/collective trusts at beginning of year2017-12-31$16,308,218
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$280,185
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$175,028
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$175,028
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$185
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$20,211,374
Net investment gain or loss from common/collective trusts2017-12-31$254,529
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$1,392,089
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$10,806,629
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31WASHINGTON, PITTMAN & MCKEEVER, LLC
Accountancy firm EIN2017-12-31364189747
2016 : MESIROW FINANCIAL SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$27,672,135
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$55,634,870
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$55,330,244
Expenses. Certain deemed distributions of participant loans2016-12-31$23,222
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$12,158,929
Value of total assets at end of year2016-12-31$144,961,672
Value of total assets at beginning of year2016-12-31$172,924,407
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$281,404
Total interest from all sources2016-12-31$70,623
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,302,391
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$2,302,391
Administrative expenses professional fees incurred2016-12-31$62,000
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$8,837,234
Participant contributions at end of year2016-12-31$1,568,996
Participant contributions at beginning of year2016-12-31$2,623,670
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,555,804
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$1,233
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$979
Administrative expenses (other) incurred2016-12-31$219,404
Total non interest bearing cash at end of year2016-12-31$128,616
Total non interest bearing cash at beginning of year2016-12-31$75,913
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-27,962,735
Value of net assets at end of year (total assets less liabilities)2016-12-31$144,961,672
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$172,924,407
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$126,779,581
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$153,762,253
Interest on participant loans2016-12-31$70,623
Value of interest in common/collective trusts at end of year2016-12-31$16,308,218
Value of interest in common/collective trusts at beginning of year2016-12-31$16,167,882
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$175,028
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$293,710
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$293,710
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$12,950,190
Net investment gain or loss from common/collective trusts2016-12-31$190,002
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$1,765,891
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$55,330,244
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 name2016-12-31WASHINGTON, PITTMAN & MCKEEVER, LLC
Accountancy firm EIN2016-12-31364189747
2015 : MESIROW FINANCIAL SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$12,098,203
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$18,051,322
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$17,759,441
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$15,943,218
Value of total assets at end of year2015-12-31$172,924,407
Value of total assets at beginning of year2015-12-31$178,877,526
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$291,881
Total interest from all sources2015-12-31$84,098
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,448,720
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,448,720
Administrative expenses professional fees incurred2015-12-31$62,000
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$10,225,812
Participant contributions at end of year2015-12-31$2,623,670
Participant contributions at beginning of year2015-12-31$2,782,436
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$3,441,840
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$979
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$1,828
Administrative expenses (other) incurred2015-12-31$229,881
Total non interest bearing cash at end of year2015-12-31$75,913
Total non interest bearing cash at beginning of year2015-12-31$225,131
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-5,953,119
Value of net assets at end of year (total assets less liabilities)2015-12-31$172,924,407
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$178,877,526
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$153,762,253
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$158,053,167
Interest on participant loans2015-12-31$84,075
Value of interest in common/collective trusts at end of year2015-12-31$16,167,882
Value of interest in common/collective trusts at beginning of year2015-12-31$17,625,755
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$293,710
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$189,209
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$189,209
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$23
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-6,567,900
Net investment gain or loss from common/collective trusts2015-12-31$190,067
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$2,275,566
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$17,759,441
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 name2015-12-31WASHINGTON, PITTMAN & MCKEEVER, LLC
Accountancy firm EIN2015-12-31364189747
2014 : MESIROW FINANCIAL SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$22,187,060
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$15,528,750
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$15,228,654
Expenses. Certain deemed distributions of participant loans2014-12-31$1,907
Value of total corrective distributions2014-12-31$8,171
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$13,892,061
Value of total assets at end of year2014-12-31$178,877,526
Value of total assets at beginning of year2014-12-31$172,219,216
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$290,018
Total interest from all sources2014-12-31$94,805
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$3,036,681
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$3,036,681
Administrative expenses professional fees incurred2014-12-31$17,000
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$10,212,128
Participant contributions at end of year2014-12-31$2,782,436
Participant contributions at beginning of year2014-12-31$2,660,936
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,356,351
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$1,828
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,805
Administrative expenses (other) incurred2014-12-31$228,018
Total non interest bearing cash at end of year2014-12-31$225,131
Total non interest bearing cash at beginning of year2014-12-31$87,700
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$6,658,310
Value of net assets at end of year (total assets less liabilities)2014-12-31$178,877,526
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$172,219,216
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$45,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$158,053,167
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$150,948,198
Interest on participant loans2014-12-31$94,791
Value of interest in common/collective trusts at end of year2014-12-31$17,625,755
Value of interest in common/collective trusts at beginning of year2014-12-31$18,396,998
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$189,209
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$123,579
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$123,579
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$14
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$5,005,510
Net investment gain or loss from common/collective trusts2014-12-31$158,003
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$2,323,582
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$15,228,654
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 name2014-12-31WASHINGTON, PITTMAN & MCKEEVER, LLC
Accountancy firm EIN2014-12-31364189747
2013 : MESIROW FINANCIAL SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$42,966,223
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$13,647,842
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$13,434,033
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$16,383,509
Value of total assets at end of year2013-12-31$172,219,216
Value of total assets at beginning of year2013-12-31$142,900,835
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$213,809
Total interest from all sources2013-12-31$81,031
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$3,353,043
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$3,353,043
Administrative expenses professional fees incurred2013-12-31$100,387
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$10,222,758
Participant contributions at end of year2013-12-31$2,660,936
Participant contributions at beginning of year2013-12-31$2,531,604
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$3,852,953
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$33
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,805
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$2,678
Administrative expenses (other) incurred2013-12-31$113,422
Total non interest bearing cash at end of year2013-12-31$87,700
Total non interest bearing cash at beginning of year2013-12-31$42,108
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$29,318,381
Value of net assets at end of year (total assets less liabilities)2013-12-31$172,219,216
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$142,900,835
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$150,948,198
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$122,028,573
Interest on participant loans2013-12-31$81,022
Value of interest in common/collective trusts at end of year2013-12-31$18,396,998
Value of interest in common/collective trusts at beginning of year2013-12-31$18,200,698
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$123,579
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$95,174
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$95,174
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$9
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$22,960,291
Net investment gain or loss from common/collective trusts2013-12-31$188,349
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$2,307,798
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$13,434,000
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 name2013-12-31WASHINGTON, PITTMAN & MCKEEVER, LLC
Accountancy firm EIN2013-12-31364189747
2012 : MESIROW FINANCIAL SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$29,311,643
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$12,008,188
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$11,886,006
Expenses. Certain deemed distributions of participant loans2012-12-31$6,587
Value of total corrective distributions2012-12-31$8,262
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$14,357,191
Value of total assets at end of year2012-12-31$142,900,835
Value of total assets at beginning of year2012-12-31$125,597,380
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$107,333
Total interest from all sources2012-12-31$79,918
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,739,806
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$2,739,806
Administrative expenses professional fees incurred2012-12-31$26,219
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$10,105,180
Participant contributions at end of year2012-12-31$2,531,604
Participant contributions at beginning of year2012-12-31$2,458,137
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,896,198
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$2,678
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$3,843
Administrative expenses (other) incurred2012-12-31$13,614
Total non interest bearing cash at end of year2012-12-31$42,108
Total non interest bearing cash at beginning of year2012-12-31$29,553
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$17,303,455
Value of net assets at end of year (total assets less liabilities)2012-12-31$142,900,835
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$125,597,380
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$67,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$122,028,573
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$104,941,865
Interest on participant loans2012-12-31$79,910
Value of interest in common/collective trusts at end of year2012-12-31$18,200,698
Value of interest in common/collective trusts at beginning of year2012-12-31$17,993,013
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$95,174
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$170,969
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$170,969
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$8
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$11,883,052
Net investment gain or loss from common/collective trusts2012-12-31$251,676
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$2,355,813
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$11,886,006
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 name2012-12-31WASHINGTON, PITTMAN & MCKEEVER, LLC
Accountancy firm EIN2012-12-31364189747
2011 : MESIROW FINANCIAL SAVINGS PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$9,864,378
Total of all expenses incurred2011-12-31$8,569,534
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$8,523,986
Expenses. Certain deemed distributions of participant loans2011-12-31$929
Value of total corrective distributions2011-12-31$5,815
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$13,089,386
Value of total assets at end of year2011-12-31$125,597,380
Value of total assets at beginning of year2011-12-31$124,302,536
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$38,804
Total interest from all sources2011-12-31$91,577
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,863,391
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,863,391
Administrative expenses professional fees incurred2011-12-31$5,130
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
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$9,629,281
Participant contributions at end of year2011-12-31$2,458,137
Participant contributions at beginning of year2011-12-31$2,654,195
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,591,049
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$3,843
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$4,496
Administrative expenses (other) incurred2011-12-31$11,174
Total non interest bearing cash at end of year2011-12-31$29,553
Total non interest bearing cash at beginning of year2011-12-31$18,246
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,294,844
Value of net assets at end of year (total assets less liabilities)2011-12-31$125,597,380
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$124,302,536
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$22,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$104,941,865
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$101,963,302
Interest on participant loans2011-12-31$91,565
Value of interest in common/collective trusts at end of year2011-12-31$17,993,013
Value of interest in common/collective trusts at beginning of year2011-12-31$19,494,756
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$170,969
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$167,541
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$167,541
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$12
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-5,492,836
Net investment gain or loss from common/collective trusts2011-12-31$312,860
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,869,056
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$8,523,986
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2011-12-31381357951
2010 : MESIROW FINANCIAL SAVINGS PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$25,926,227
Total of all expenses incurred2010-12-31$5,926,106
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$5,824,808
Expenses. Certain deemed distributions of participant loans2010-12-31$3,613
Value of total corrective distributions2010-12-31$17,621
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$12,311,164
Value of total assets at end of year2010-12-31$124,302,536
Value of total assets at beginning of year2010-12-31$104,302,415
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$80,064
Total interest from all sources2010-12-31$109,260
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,814,224
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,814,224
Administrative expenses professional fees incurred2010-12-31$22,264
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
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$9,343,394
Participant contributions at end of year2010-12-31$2,654,195
Participant contributions at beginning of year2010-12-31$2,419,063
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$204,781
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,177,210
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$4,496
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Administrative expenses (other) incurred2010-12-31$12,800
Total non interest bearing cash at end of year2010-12-31$18,246
Total non interest bearing cash 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$20,000,121
Value of net assets at end of year (total assets less liabilities)2010-12-31$124,302,536
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$104,302,415
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
Investment advisory and management fees2010-12-31$45,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$101,963,302
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$82,895,181
Interest on participant loans2010-12-31$109,242
Value of interest in common/collective trusts at end of year2010-12-31$19,494,756
Value of interest in common/collective trusts at beginning of year2010-12-31$18,583,119
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$167,541
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$200,271
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$200,271
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$18
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$11,228,832
Net investment gain or loss from common/collective trusts2010-12-31$462,747
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,790,560
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$5,824,808
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31BLACKMAN KALLICK LLP
Accountancy firm EIN2010-12-31363468829
2009 : MESIROW FINANCIAL SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MESIROW FINANCIAL SAVINGS PLAN

2022: MESIROW FINANCIAL SAVINGS PLAN 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: MESIROW FINANCIAL SAVINGS PLAN 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: MESIROW FINANCIAL SAVINGS PLAN 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: MESIROW FINANCIAL SAVINGS PLAN 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: MESIROW FINANCIAL SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MESIROW FINANCIAL SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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
2016: MESIROW FINANCIAL SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MESIROW FINANCIAL SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MESIROW FINANCIAL SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MESIROW FINANCIAL SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MESIROW FINANCIAL SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MESIROW FINANCIAL SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MESIROW FINANCIAL SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MESIROW FINANCIAL SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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