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THE BARLOW PARTNERS GROUP TRUST 401k Plan overview

Plan NameTHE BARLOW PARTNERS GROUP TRUST
Plan identification number 001

THE BARLOW PARTNERS GROUP TRUST Benefits

No plan benefit data available

401k Sponsoring company profile

THE BARLOW PARTNERS GROUP TRUST has sponsored the creation of one or more 401k plans.

Company Name:THE BARLOW PARTNERS GROUP TRUST
Employer identification number (EIN):363653202
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE BARLOW PARTNERS GROUP TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01ELIZABETH R. HILPMAN
0012014-01-01GEORGE A HAMBRECHT
0012013-01-01GEORGE A HAMBRECHT
0012012-01-01GEORGE A HAMBRECHT
0012011-01-01GEORGE A HAMBRECHT
0012009-01-01GEORGE HAMBRECHT2010-10-13 GEORGE HAMBRECHT2010-10-13

Plan Statistics for THE BARLOW PARTNERS GROUP TRUST

401k plan membership statisitcs for THE BARLOW PARTNERS GROUP TRUST

Measure Date Value
2015: THE BARLOW PARTNERS GROUP TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-010
Total of all active and inactive participants2015-01-010
Total participants2015-01-010
2014: THE BARLOW PARTNERS GROUP TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-010
Total of all active and inactive participants2014-01-010
Total participants2014-01-010
2013: THE BARLOW PARTNERS GROUP TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-010
Total of all active and inactive participants2013-01-010
Total participants2013-01-010
2012: THE BARLOW PARTNERS GROUP TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-010
Total of all active and inactive participants2012-01-010
Total participants2012-01-010
2011: THE BARLOW PARTNERS GROUP TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-010
Total of all active and inactive participants2011-01-010
Total participants2011-01-010

Financial Data on THE BARLOW PARTNERS GROUP TRUST

Measure Date Value
2015 : THE BARLOW PARTNERS GROUP TRUST 2015 401k financial data
Total transfer of assets to this plan2015-12-31$2,406,860
Total transfer of assets from this plan2015-12-31$11,632,710
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$109,255,338
Total income from all sources (including contributions)2015-12-31$-507,626
Total of all expenses incurred2015-12-31$88,516
Value of total assets at end of year2015-12-31$0
Value of total assets at beginning of year2015-12-31$119,077,330
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$88,516
Total interest from all sources2015-12-31$128
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$27,433
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$80,235,591
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$109,255,338
Other income not declared elsewhere2015-12-31$2,485
Value of net income/loss2015-12-31$-596,142
Value of net assets at end of year (total assets less liabilities)2015-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,821,992
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
Assets. partnership/joint venture interests at end of year2015-12-31$0
Assets. partnership/joint venture interests at beginning of year2015-12-31$13,226,100
Investment advisory and management fees2015-12-31$52,102
Interest earned on other investments2015-12-31$128
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$25,615,639
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$25,615,639
Net gain/loss from 103.12 investment entities2015-12-31$-510,239
Contract administrator fees2015-12-31$8,981
Did the plan have assets held for investment2015-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31KPMG LLP
Accountancy firm EIN2015-12-31135565207
2014 : THE BARLOW PARTNERS GROUP TRUST 2014 401k financial data
Total transfer of assets to this plan2014-12-31$5,282,500
Total transfer of assets from this plan2014-12-31$109,136,823
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$109,255,338
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$195,943,148
Total income from all sources (including contributions)2014-12-31$3,142,968
Total of all expenses incurred2014-12-31$1,282,575
Value of total assets at end of year2014-12-31$119,077,330
Value of total assets at beginning of year2014-12-31$307,759,070
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,282,575
Total interest from all sources2014-12-31$26
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$105,126
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$80,235,591
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$183,642,125
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$109,255,338
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$195,943,148
Value of net income/loss2014-12-31$1,860,393
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,821,992
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$111,815,922
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
Assets. partnership/joint venture interests at end of year2014-12-31$13,226,100
Assets. partnership/joint venture interests at beginning of year2014-12-31$111,569,000
Investment advisory and management fees2014-12-31$1,107,339
Interest earned on other investments2014-12-31$26
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$25,615,639
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$12,547,945
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$12,547,945
Net gain/loss from 103.12 investment entities2014-12-31$3,142,942
Contract administrator fees2014-12-31$70,110
Did the plan have assets held for investment2014-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31KPMG LLP
Accountancy firm EIN2014-12-31135565207
2013 : THE BARLOW PARTNERS GROUP TRUST 2013 401k financial data
Total transfer of assets to this plan2013-12-31$7,259,265
Total transfer of assets from this plan2013-12-31$195,375,459
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$195,943,148
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$15,731,482
Total income from all sources (including contributions)2013-12-31$37,294,296
Total of all expenses incurred2013-12-31$3,180,407
Value of total assets at end of year2013-12-31$307,759,070
Value of total assets at beginning of year2013-12-31$281,549,709
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,180,407
Total interest from all sources2013-12-31$2,760
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$149,564
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$183,642,125
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$53,452,629
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$195,943,148
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$15,731,482
Value of net income/loss2013-12-31$34,113,889
Value of net assets at end of year (total assets less liabilities)2013-12-31$111,815,922
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$265,818,227
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
Assets. partnership/joint venture interests at end of year2013-12-31$111,569,000
Assets. partnership/joint venture interests at beginning of year2013-12-31$227,263,113
Investment advisory and management fees2013-12-31$2,897,557
Interest earned on other investments2013-12-31$2,760
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$12,547,945
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$833,967
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$833,967
Net gain/loss from 103.12 investment entities2013-12-31$37,291,536
Contract administrator fees2013-12-31$133,286
Did the plan have assets held for investment2013-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31ROTHSTEIN KASS
Accountancy firm EIN2013-12-31222131009
2012 : THE BARLOW PARTNERS GROUP TRUST 2012 401k financial data
Total transfer of assets to this plan2012-12-31$6,995,417
Total transfer of assets from this plan2012-12-31$15,353,762
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$15,731,482
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$16,395,692
Total income from all sources (including contributions)2012-12-31$14,444,658
Total of all expenses incurred2012-12-31$3,011,537
Value of total assets at end of year2012-12-31$281,549,709
Value of total assets at beginning of year2012-12-31$279,139,143
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,011,537
Total interest from all sources2012-12-31$5,491
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$101,194
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$53,452,629
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$32,191,941
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$15,731,482
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$16,395,692
Value of net income/loss2012-12-31$11,433,121
Value of net assets at end of year (total assets less liabilities)2012-12-31$265,818,227
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$262,743,451
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
Assets. partnership/joint venture interests at end of year2012-12-31$227,263,113
Assets. partnership/joint venture interests at beginning of year2012-12-31$246,264,166
Investment advisory and management fees2012-12-31$2,780,866
Interest earned on other investments2012-12-31$5,491
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$833,967
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$683,036
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$683,036
Net gain/loss from 103.12 investment entities2012-12-31$14,439,167
Contract administrator fees2012-12-31$129,477
Did the plan have assets held for investment2012-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31ROTHSTEIN KASS
Accountancy firm EIN2012-12-31222131009
2011 : THE BARLOW PARTNERS GROUP TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-15,268,584
Total unrealized appreciation/depreciation of assets2011-12-31$-15,268,584
Total transfer of assets to this plan2011-12-31$30,057,217
Total transfer of assets from this plan2011-12-31$21,180,494
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$16,395,692
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$5,383,329
Total income from all sources (including contributions)2011-12-31$-5,414,698
Total of all expenses incurred2011-12-31$2,972,649
Value of total assets at end of year2011-12-31$279,139,143
Value of total assets at beginning of year2011-12-31$267,637,404
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,972,649
Administrative expenses professional fees incurred2011-12-31$141,168
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$32,191,941
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$40,770,636
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$16,395,692
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$5,383,329
Other income not declared elsewhere2011-12-31$9,853,886
Value of net income/loss2011-12-31$-8,387,347
Value of net assets at end of year (total assets less liabilities)2011-12-31$262,743,451
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$262,254,075
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
Assets. partnership/joint venture interests at end of year2011-12-31$246,264,166
Assets. partnership/joint venture interests at beginning of year2011-12-31$225,709,722
Investment advisory and management fees2011-12-31$2,728,787
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$683,036
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,157,046
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,157,046
Net gain/loss from 103.12 investment entities2011-12-31$-5,414,698
Contract administrator fees2011-12-31$102,694
Did the plan have assets held for investment2011-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31ROTHSTEIN KASS
Accountancy firm EIN2011-12-31222131009
2010 : THE BARLOW PARTNERS GROUP TRUST 2010 401k financial data
Total transfer of assets to this plan2010-12-31$17,919,389
Total transfer of assets from this plan2010-12-31$5,100,024
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$5,383,329
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$73,876,401
Total income from all sources (including contributions)2010-12-31$16,039,353
Total of all expenses incurred2010-12-31$2,540,811
Value of total assets at end of year2010-12-31$267,637,404
Value of total assets at beginning of year2010-12-31$309,812,569
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,540,811
Total interest from all sources2010-12-31$427
Administrative expenses professional fees incurred2010-12-31$76,154
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at end of year2010-12-31$40,770,636
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$40,288,777
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$4,655,621
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$73,042,191
Liabilities. Value of operating payables at end of year2010-12-31$727,708
Liabilities. Value of operating payables at beginning of year2010-12-31$834,210
Value of net income/loss2010-12-31$13,498,542
Value of net assets at end of year (total assets less liabilities)2010-12-31$262,254,075
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$235,936,168
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
Assets. partnership/joint venture interests at end of year2010-12-31$225,709,722
Assets. partnership/joint venture interests at beginning of year2010-12-31$225,291,941
Investment advisory and management fees2010-12-31$2,464,657
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,157,046
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$44,231,851
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$44,231,851
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$427
Net gain/loss from 103.12 investment entities2010-12-31$16,038,926
Did the plan have assets held for investment2010-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31ROTHSTEIN, KASS & COMPANY, P.C.
Accountancy firm EIN2010-12-31222131009

Form 5500 Responses for THE BARLOW PARTNERS GROUP TRUST

2015: THE BARLOW PARTNERS GROUP TRUST 2015 form 5500 responses
2015-01-01Type of plan entityDFE (Diect Filing Entity)
2015-01-01This submission is the final filingYes
2014: THE BARLOW PARTNERS GROUP TRUST 2014 form 5500 responses
2014-01-01Type of plan entityDFE (Diect Filing Entity)
2013: THE BARLOW PARTNERS GROUP TRUST 2013 form 5500 responses
2013-01-01Type of plan entityDFE (Diect Filing Entity)
2012: THE BARLOW PARTNERS GROUP TRUST 2012 form 5500 responses
2012-01-01Type of plan entityDFE (Diect Filing Entity)
2011: THE BARLOW PARTNERS GROUP TRUST 2011 form 5500 responses
2011-01-01Type of plan entityDFE (Diect Filing Entity)
2011-01-01Submission has been amendedYes
2009: THE BARLOW PARTNERS GROUP TRUST 2009 form 5500 responses
2009-01-01Type of plan entityDFE (Diect Filing Entity)
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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