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CAPIN CROUSE LLP SAVINGS AND INVESTMENT PLAN 401k Plan overview

Plan NameCAPIN CROUSE LLP SAVINGS AND INVESTMENT PLAN
Plan identification number 001

CAPIN CROUSE LLP SAVINGS AND INVESTMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CAPIN CROUSE LLP has sponsored the creation of one or more 401k plans.

Company Name:CAPIN CROUSE LLP
Employer identification number (EIN):363990892
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAPIN CROUSE LLP SAVINGS AND INVESTMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01LEANN FRITZLER
0012023-01-01
0012023-01-01LEANN FRITZLER
0012022-01-01
0012022-01-01ROSEMARY WATKINS
0012021-01-01
0012021-01-01TABORAH MILEY
0012020-01-01
0012019-01-01
0012017-01-01DAVE GUNTER
0012016-01-01TERRA AGUIRRE
0012015-01-01TERRA AGUIRRE
0012014-01-01TERRA AGUIRRE
0012013-01-01TERRA AGUIRRE
0012012-01-01TERRA AGUIRRE
0012011-01-01TERRA AGUIRRE
0012009-01-01C.E. CROUSE JR.

Plan Statistics for CAPIN CROUSE LLP SAVINGS AND INVESTMENT PLAN

401k plan membership statisitcs for CAPIN CROUSE LLP SAVINGS AND INVESTMENT PLAN

Measure Date Value
2023: CAPIN CROUSE LLP SAVINGS AND INVESTMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01256
Total number of active participants reported on line 7a of the Form 55002023-01-01191
Number of retired or separated participants receiving benefits2023-01-011
Number of other retired or separated participants entitled to future benefits2023-01-0171
Total of all active and inactive participants2023-01-01263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01263
Number of participants with account balances2023-01-01262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: CAPIN CROUSE LLP SAVINGS AND INVESTMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01237
Total number of active participants reported on line 7a of the Form 55002022-01-01182
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0164
Total of all active and inactive participants2022-01-01246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01246
Number of participants with account balances2022-01-01246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CAPIN CROUSE LLP SAVINGS AND INVESTMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01222
Total number of active participants reported on line 7a of the Form 55002021-01-01148
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0123
Total of all active and inactive participants2021-01-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01171
Number of participants with account balances2021-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CAPIN CROUSE LLP SAVINGS AND INVESTMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01216
Total number of active participants reported on line 7a of the Form 55002020-01-01151
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0165
Total of all active and inactive participants2020-01-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01216
Number of participants with account balances2020-01-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: CAPIN CROUSE LLP SAVINGS AND INVESTMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01211
Total number of active participants reported on line 7a of the Form 55002019-01-01144
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0165
Total of all active and inactive participants2019-01-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01209
Number of participants with account balances2019-01-01209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0110
2017: CAPIN CROUSE LLP SAVINGS AND INVESTMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01217
Total number of active participants reported on line 7a of the Form 55002017-01-01146
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0156
Total of all active and inactive participants2017-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01202
Number of participants with account balances2017-01-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0116
2016: CAPIN CROUSE LLP SAVINGS AND INVESTMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01214
Total number of active participants reported on line 7a of the Form 55002016-01-01144
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0154
Total of all active and inactive participants2016-01-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01198
Number of participants with account balances2016-01-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0112
2015: CAPIN CROUSE LLP SAVINGS AND INVESTMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01203
Total number of active participants reported on line 7a of the Form 55002015-01-01133
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0173
Total of all active and inactive participants2015-01-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01206
Number of participants with account balances2015-01-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0120
2014: CAPIN CROUSE LLP SAVINGS AND INVESTMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01182
Total number of active participants reported on line 7a of the Form 55002014-01-01141
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0150
Total of all active and inactive participants2014-01-01191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01191
Number of participants with account balances2014-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0116
2013: CAPIN CROUSE LLP SAVINGS AND INVESTMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01177
Total number of active participants reported on line 7a of the Form 55002013-01-01138
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0144
Total of all active and inactive participants2013-01-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01182
Number of participants with account balances2013-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017
2012: CAPIN CROUSE LLP SAVINGS AND INVESTMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01152
Total number of active participants reported on line 7a of the Form 55002012-01-01113
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0146
Total of all active and inactive participants2012-01-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01159
Number of participants with account balances2012-01-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0113
2011: CAPIN CROUSE LLP SAVINGS AND INVESTMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01141
Total number of active participants reported on line 7a of the Form 55002011-01-01119
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0133
Total of all active and inactive participants2011-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01152
Number of participants with account balances2011-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2009: CAPIN CROUSE LLP SAVINGS AND INVESTMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01130
Total number of active participants reported on line 7a of the Form 55002009-01-0190
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0133
Total of all active and inactive participants2009-01-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01123
Number of participants with account balances2009-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-017

Financial Data on CAPIN CROUSE LLP SAVINGS AND INVESTMENT PLAN

Measure Date Value
2023 : CAPIN CROUSE LLP SAVINGS AND INVESTMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$5,584,998
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$969,781
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$910,677
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$2,180,430
Value of total assets at end of year2023-12-31$21,190,942
Value of total assets at beginning of year2023-12-31$16,575,725
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$59,104
Total interest from all sources2023-12-31$11,493
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$587,781
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$587,781
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,363,541
Participant contributions at end of year2023-12-31$179,297
Participant contributions at beginning of year2023-12-31$133,857
Participant contributions at end of year2023-12-31$0
Participant contributions at beginning of year2023-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$203,761
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$4,615,217
Value of net assets at end of year (total assets less liabilities)2023-12-31$21,190,942
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$16,575,725
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$20,865,824
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$16,339,792
Interest on participant loans2023-12-31$11,335
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$158
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$145,821
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$100,279
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$2,805,294
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$613,128
Employer contributions (assets) at end of year2023-12-31$0
Employer contributions (assets) at beginning of year2023-12-31$1,797
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$910,677
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31NOVOTNY CPA GROUP, PLC
Accountancy firm EIN2023-12-31383185476
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$5,584,998
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$969,781
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$910,677
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$2,180,430
Value of total assets at end of year2023-01-01$21,190,942
Value of total assets at beginning of year2023-01-01$16,575,725
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$59,104
Total interest from all sources2023-01-01$11,493
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$587,781
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$587,781
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$500,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$1,363,541
Participant contributions at end of year2023-01-01$179,297
Participant contributions at beginning of year2023-01-01$133,857
Participant contributions at end of year2023-01-01$0
Participant contributions at beginning of year2023-01-01$0
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$203,761
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$4,615,217
Value of net assets at end of year (total assets less liabilities)2023-01-01$21,190,942
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$16,575,725
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$20,865,824
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$16,339,792
Interest on participant loans2023-01-01$11,335
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-01-01$158
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$145,821
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$100,279
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$2,805,294
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$613,128
Employer contributions (assets) at end of year2023-01-01$0
Employer contributions (assets) at beginning of year2023-01-01$1,797
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$910,677
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01NOVOTNY CPA GROUP, PLC
Accountancy firm EIN2023-01-01383185476
2022 : CAPIN CROUSE LLP SAVINGS AND INVESTMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,068,517
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,416,474
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,359,537
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,790,740
Value of total assets at end of year2022-12-31$16,575,725
Value of total assets at beginning of year2022-12-31$20,060,716
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$56,937
Total interest from all sources2022-12-31$6,938
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$736,725
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$736,725
Administrative expenses professional fees incurred2022-12-31$56,937
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,194,361
Participant contributions at end of year2022-12-31$133,857
Participant contributions at beginning of year2022-12-31$130,265
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$74,103
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,484,991
Value of net assets at end of year (total assets less liabilities)2022-12-31$16,575,725
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$20,060,716
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$16,339,792
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$19,871,216
Interest on participant loans2022-12-31$6,856
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$82
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$100,279
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$59,229
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,602,920
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$522,276
Employer contributions (assets) at end of year2022-12-31$1,797
Employer contributions (assets) at beginning of year2022-12-31$6
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,359,537
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 name2022-12-31NOVOTNY CPA GROUP, PLC
Accountancy firm EIN2022-12-31383185476
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-2,068,517
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$1,416,474
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$1,359,537
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$1,790,740
Value of total assets at end of year2022-01-01$16,575,725
Value of total assets at beginning of year2022-01-01$20,060,716
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$56,937
Total interest from all sources2022-01-01$6,938
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$736,725
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$736,725
Administrative expenses professional fees incurred2022-01-01$56,937
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$1,194,361
Participant contributions at end of year2022-01-01$133,857
Participant contributions at beginning of year2022-01-01$130,265
Participant contributions at end of year2022-01-01$0
Participant contributions at beginning of year2022-01-01$0
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$74,103
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-3,484,991
Value of net assets at end of year (total assets less liabilities)2022-01-01$16,575,725
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$20,060,716
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$16,339,792
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$19,871,216
Interest on participant loans2022-01-01$6,856
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-01-01$82
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$100,279
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$59,229
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-4,602,920
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$522,276
Employer contributions (assets) at end of year2022-01-01$1,797
Employer contributions (assets) at beginning of year2022-01-01$6
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$1,359,537
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01NOVOTNY CPA GROUP, PLC
Accountancy firm EIN2022-01-01383185476
2021 : CAPIN CROUSE LLP SAVINGS AND INVESTMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,150,352
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$696,688
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$620,602
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,450,932
Value of total assets at end of year2021-12-31$20,060,716
Value of total assets at beginning of year2021-12-31$16,607,052
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$76,086
Total interest from all sources2021-12-31$6,058
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$805,341
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$805,341
Administrative expenses professional fees incurred2021-12-31$76,086
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,023,373
Participant contributions at end of year2021-12-31$130,265
Participant contributions at beginning of year2021-12-31$126,651
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$1,296
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,453,664
Value of net assets at end of year (total assets less liabilities)2021-12-31$20,060,716
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$16,607,052
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$19,871,216
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$16,416,415
Income. Interest from loans (other than to participants)2021-12-31$5,957
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$101
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$59,229
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$62,234
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,888,021
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$427,559
Employer contributions (assets) at end of year2021-12-31$6
Employer contributions (assets) at beginning of year2021-12-31$456
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$620,602
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31NOVOTNY CPA GROUP, PLC
Accountancy firm EIN2021-12-31383185476
2020 : CAPIN CROUSE LLP SAVINGS AND INVESTMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,921,843
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$712,679
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$652,576
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,388,344
Value of total assets at end of year2020-12-31$16,607,052
Value of total assets at beginning of year2020-12-31$13,397,888
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$60,103
Total interest from all sources2020-12-31$438,278
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$60,103
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$898,509
Participant contributions at end of year2020-12-31$126,651
Participant contributions at beginning of year2020-12-31$64,937
Participant contributions at end of year2020-12-31$1,296
Participant contributions at beginning of year2020-12-31$80,758
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$83,088
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$3,209,164
Value of net assets at end of year (total assets less liabilities)2020-12-31$16,607,052
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$13,397,888
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$16,416,415
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$13,162,586
Interest on participant loans2020-12-31$4,545
Interest earned on other investments2020-12-31$433,583
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$150
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$62,234
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$43,834
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,095,221
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$406,747
Employer contributions (assets) at end of year2020-12-31$456
Employer contributions (assets) at beginning of year2020-12-31$45,773
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$652,576
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 name2020-12-31NOVOTNY CPA GROUP, PLC
Accountancy firm EIN2020-12-31383185476
2019 : CAPIN CROUSE LLP SAVINGS AND INVESTMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$4,161,387
Total income from all sources (including contributions)2019-12-31$4,161,387
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,671,527
Total of all expenses incurred2019-12-31$1,671,527
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,616,918
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,417,910
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,417,910
Value of total assets at end of year2019-12-31$13,397,888
Value of total assets at end of year2019-12-31$13,397,888
Value of total assets at beginning of year2019-12-31$10,908,028
Value of total assets at beginning of year2019-12-31$10,908,028
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$54,609
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$54,609
Total interest from all sources2019-12-31$493,827
Total interest from all sources2019-12-31$493,827
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
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
Administrative expenses professional fees incurred2019-12-31$54,609
Administrative expenses professional fees incurred2019-12-31$54,609
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$500,000
Value of fidelity bond cover2019-12-31$500,000
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$833,293
Contributions received from participants2019-12-31$833,293
Participant contributions at end of year2019-12-31$64,937
Participant contributions at end of year2019-12-31$64,937
Participant contributions at beginning of year2019-12-31$65,962
Participant contributions at beginning of year2019-12-31$65,962
Participant contributions at end of year2019-12-31$80,758
Participant contributions at end of year2019-12-31$80,758
Participant contributions at beginning of year2019-12-31$92,257
Participant contributions at beginning of year2019-12-31$92,257
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$197,927
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$197,927
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$2,489,860
Value of net income/loss2019-12-31$2,489,860
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,397,888
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,397,888
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,908,028
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,908,028
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$13,162,586
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$13,162,586
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,544,640
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,544,640
Interest on participant loans2019-12-31$3,293
Interest earned on other investments2019-12-31$490,435
Interest earned on other investments2019-12-31$490,435
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$99
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$99
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$43,834
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$177,936
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$177,936
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,249,650
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,249,650
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$386,690
Contributions received in cash from employer2019-12-31$386,690
Employer contributions (assets) at end of year2019-12-31$45,773
Employer contributions (assets) at end of year2019-12-31$45,773
Employer contributions (assets) at beginning of year2019-12-31$27,233
Employer contributions (assets) at beginning of year2019-12-31$27,233
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,616,918
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,616,918
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 name2019-12-31NOVOTNY CPA GROUP, PLC
Accountancy firm name2019-12-31NOVOTNY CPA GROUP, PLC
Accountancy firm EIN2019-12-31383185476
Accountancy firm EIN2019-12-31383185476
2018 : CAPIN CROUSE LLP SAVINGS AND INVESTMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$357,261
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,869,697
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,854,971
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,188,647
Value of total assets at end of year2018-12-31$10,908,028
Value of total assets at beginning of year2018-12-31$12,420,464
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$14,726
Total interest from all sources2018-12-31$482,928
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$14,726
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$781,703
Participant contributions at end of year2018-12-31$65,962
Participant contributions at beginning of year2018-12-31$130,982
Participant contributions at end of year2018-12-31$92,257
Participant contributions at beginning of year2018-12-31$79,567
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$38,924
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,512,436
Value of net assets at end of year (total assets less liabilities)2018-12-31$10,908,028
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$12,420,464
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$10,544,640
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$11,831,316
Interest on participant loans2018-12-31$4,128
Interest earned on other investments2018-12-31$478,800
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$177,936
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$371,581
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,314,314
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$368,020
Employer contributions (assets) at end of year2018-12-31$27,233
Employer contributions (assets) at beginning of year2018-12-31$7,018
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,854,971
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 name2018-12-31STEENSMA NOVOTNY PLC
Accountancy firm EIN2018-12-31383185476
2017 : CAPIN CROUSE LLP SAVINGS AND INVESTMENT 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$3,168,406
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,181,643
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,168,258
Value of total corrective distributions2017-12-31$12,067
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,153,856
Value of total assets at end of year2017-12-31$12,420,464
Value of total assets at beginning of year2017-12-31$10,433,701
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,318
Total interest from all sources2017-12-31$8,014
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$467,877
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$467,877
Administrative expenses professional fees incurred2017-12-31$1,318
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$716,867
Participant contributions at end of year2017-12-31$130,982
Participant contributions at beginning of year2017-12-31$226,784
Participant contributions at end of year2017-12-31$79,567
Participant contributions at beginning of year2017-12-31$91,172
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$62,533
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$1,986,763
Value of net assets at end of year (total assets less liabilities)2017-12-31$12,420,464
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,433,701
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$11,831,316
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$9,185,636
Interest on participant loans2017-12-31$7,849
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$165
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$371,581
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$872,843
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,538,659
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$374,456
Employer contributions (assets) at end of year2017-12-31$7,018
Employer contributions (assets) at beginning of year2017-12-31$57,266
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,168,258
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 name2017-12-31STEENSMA NOVOTNY PLC
Accountancy firm EIN2017-12-31383185476
2016 : CAPIN CROUSE LLP SAVINGS AND INVESTMENT 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$1,775,600
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,916,784
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,905,676
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,060,799
Value of total assets at end of year2016-12-31$10,433,701
Value of total assets at beginning of year2016-12-31$10,574,885
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$11,108
Total interest from all sources2016-12-31$331,502
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$11,108
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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$684,513
Participant contributions at end of year2016-12-31$226,784
Participant contributions at beginning of year2016-12-31$223,335
Participant contributions at end of year2016-12-31$91,172
Participant contributions at beginning of year2016-12-31$87,035
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$3,421
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-141,184
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,433,701
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,574,885
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$9,185,636
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$9,464,489
Interest on participant loans2016-12-31$8,598
Interest earned on other investments2016-12-31$322,846
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$58
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$872,843
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$735,753
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$383,299
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$372,865
Employer contributions (assets) at end of year2016-12-31$57,266
Employer contributions (assets) at beginning of year2016-12-31$64,273
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,905,676
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 name2016-12-31STEENSMA NOVOTNY PLC
Accountancy firm EIN2016-12-31383185476
2015 : CAPIN CROUSE LLP SAVINGS AND INVESTMENT 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$1,195,575
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$616,065
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$605,944
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,168,104
Value of total assets at end of year2015-12-31$10,574,885
Value of total assets at beginning of year2015-12-31$9,995,375
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$10,121
Total interest from all sources2015-12-31$481,084
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
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$10,121
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$706,567
Participant contributions at end of year2015-12-31$223,335
Participant contributions at beginning of year2015-12-31$218,861
Participant contributions at end of year2015-12-31$87,035
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$18,101
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$0
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$579,510
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,574,885
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,995,375
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$9,464,489
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$9,233,721
Interest on participant loans2015-12-31$8,991
Interest earned on other investments2015-12-31$472,051
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$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$42
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$735,753
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$541,486
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-453,613
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$443,436
Employer contributions (assets) at end of year2015-12-31$64,273
Employer contributions (assets) at beginning of year2015-12-31$1,307
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$605,944
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 name2015-12-31STEENSMA NOVOTNY PLC
Accountancy firm EIN2015-12-31383185476
2014 : CAPIN CROUSE LLP SAVINGS AND INVESTMENT 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$1,600,064
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$708,666
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$699,519
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,157,023
Value of total assets at end of year2014-12-31$9,995,375
Value of total assets at beginning of year2014-12-31$9,103,977
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$9,147
Total interest from all sources2014-12-31$9,300
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
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$9,147
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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$631,719
Participant contributions at end of year2014-12-31$218,861
Participant contributions at beginning of year2014-12-31$174,491
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$111,025
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$891,398
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,995,375
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$9,103,977
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$9,233,721
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$7,988,982
Interest on participant loans2014-12-31$9,290
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$10
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$541,486
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$938,881
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$433,741
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$414,279
Employer contributions (assets) at end of year2014-12-31$1,307
Employer contributions (assets) at beginning of year2014-12-31$1,623
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$699,519
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 name2014-12-31STEENSMA NOVOTNY PLC
Accountancy firm EIN2014-12-31383185476
2013 : CAPIN CROUSE LLP SAVINGS AND INVESTMENT 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$2,336,637
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$457,915
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$450,005
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$904,021
Value of total assets at end of year2013-12-31$9,103,977
Value of total assets at beginning of year2013-12-31$7,225,255
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,910
Total interest from all sources2013-12-31$8,139
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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$547,600
Participant contributions at end of year2013-12-31$174,491
Participant contributions at beginning of year2013-12-31$210,581
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$35,763
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,878,722
Value of net assets at end of year (total assets less liabilities)2013-12-31$9,103,977
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,225,255
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$7,988,982
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,007,574
Interest on participant loans2013-12-31$8,139
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$938,881
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,001,736
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,424,477
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$320,658
Employer contributions (assets) at end of year2013-12-31$1,623
Employer contributions (assets) at beginning of year2013-12-31$5,364
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$450,005
Contract administrator fees2013-12-31$7,910
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 name2013-12-31STEENSMA NOVOTNY PLC
Accountancy firm EIN2013-12-31383185476
2012 : CAPIN CROUSE LLP SAVINGS AND INVESTMENT 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$1,573,175
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$185,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$180,305
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$818,369
Value of total assets at end of year2012-12-31$7,225,255
Value of total assets at beginning of year2012-12-31$5,837,593
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,208
Total interest from all sources2012-12-31$10,307
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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$494,867
Participant contributions at end of year2012-12-31$210,581
Participant contributions at beginning of year2012-12-31$283,572
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$39,440
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$1,387,662
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,225,255
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,837,593
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$6,007,574
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,198,203
Interest on participant loans2012-12-31$10,307
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,755
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,755
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,001,736
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,345,209
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$744,499
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$284,062
Employer contributions (assets) at end of year2012-12-31$5,364
Employer contributions (assets) at beginning of year2012-12-31$8,854
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$180,305
Contract administrator fees2012-12-31$5,208
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 name2012-12-31STEENSMA NOVOTNY PLC
Accountancy firm EIN2012-12-31383185476
2011 : CAPIN CROUSE LLP SAVINGS AND INVESTMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$12,800
Total income from all sources (including contributions)2011-12-31$716,101
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$249,693
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$249,145
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$770,375
Value of total assets at end of year2011-12-31$5,837,593
Value of total assets at beginning of year2011-12-31$5,383,985
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$548
Total interest from all sources2011-12-31$9,406
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$90,681
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$90,681
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
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$477,425
Participant contributions at end of year2011-12-31$283,572
Participant contributions at beginning of year2011-12-31$198,276
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$12,800
Administrative expenses (other) incurred2011-12-31$4
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$466,408
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,837,593
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,371,185
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,198,203
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,174,814
Interest on participant loans2011-12-31$9,406
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,755
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,345,209
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-154,361
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$292,950
Employer contributions (assets) at end of year2011-12-31$8,854
Employer contributions (assets) at beginning of year2011-12-31$10,895
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$249,145
Contract administrator fees2011-12-31$544
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$0
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)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31STEENSMA NOVOTNY PLC
Accountancy firm EIN2011-12-31383185476
2010 : CAPIN CROUSE LLP SAVINGS AND INVESTMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$12,800
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Expenses. Interest paid2010-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,088,296
Total loss/gain on sale of assets2010-12-31$-9,575
Total of all expenses incurred2010-12-31$149,577
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$148,452
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$643,076
Value of total assets at end of year2010-12-31$5,383,985
Value of total assets at beginning of year2010-12-31$4,432,466
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,125
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$8,483
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$72,100
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$72,100
Administrative expenses professional fees incurred2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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$396,727
Participant contributions at end of year2010-12-31$198,276
Participant contributions at beginning of year2010-12-31$162,971
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$47,643
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$12,800
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$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
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$938,719
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,371,185
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,432,466
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$1,125
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$5,174,814
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,124,955
Interest on participant loans2010-12-31$8,483
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$19,987
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$19,987
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$11,024
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$374,212
Net investment gain/loss from pooled separate accounts2010-12-31$0
Net investment gain or loss from common/collective trusts2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$0
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$246,349
Employer contributions (assets) at end of year2010-12-31$10,895
Employer contributions (assets) at beginning of year2010-12-31$38,823
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$148,452
Contract administrator fees2010-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$27,063
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$48,499
Aggregate carrying amount (costs) on sale of assets2010-12-31$58,074
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 name2010-12-31STEENSMA NOVOTNY PLC
Accountancy firm EIN2010-12-31383185476
2009 : CAPIN CROUSE LLP SAVINGS AND INVESTMENT 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 CAPIN CROUSE LLP SAVINGS AND INVESTMENT PLAN

2023: CAPIN CROUSE LLP SAVINGS AND INVESTMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: CAPIN CROUSE LLP SAVINGS AND INVESTMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CAPIN CROUSE LLP SAVINGS AND INVESTMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CAPIN CROUSE LLP SAVINGS AND INVESTMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CAPIN CROUSE LLP SAVINGS AND INVESTMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2017: CAPIN CROUSE LLP SAVINGS AND INVESTMENT 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CAPIN CROUSE LLP SAVINGS AND INVESTMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CAPIN CROUSE LLP SAVINGS AND INVESTMENT 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CAPIN CROUSE LLP SAVINGS AND INVESTMENT 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CAPIN CROUSE LLP SAVINGS AND INVESTMENT 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CAPIN CROUSE LLP SAVINGS AND INVESTMENT 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CAPIN CROUSE LLP SAVINGS AND INVESTMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CAPIN CROUSE LLP SAVINGS AND INVESTMENT 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number333072-01
Policy instance 1
Insurance contract or identification number333072-01
Number of Individuals Covered12
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number333072-01
Policy instance 1
Insurance contract or identification number333072-01
Number of Individuals Covered11
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number333072-01
Policy instance 1
GREAT-WEST LIFE & ANNUITY INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number333072-01
Policy instance 1
GREAT-WEST LIFE & ANNUITY INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number333072-01
Policy instance 1
GREAT-WEST LIFE & ANNUITY INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number333072-01
Policy instance 1

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