Logo

BATES CAREY LLP PROFIT SHARING PLAN AND TRUST WITH CASH OR DEFERRED 401(K) FEATURES 401k Plan overview

Plan NameBATES CAREY LLP PROFIT SHARING PLAN AND TRUST WITH CASH OR DEFERRED 401(K) FEATURES
Plan identification number 001

BATES CAREY LLP PROFIT SHARING PLAN AND TRUST WITH CASH OR DEFERRED 401(K) FEATURES Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.

401k Sponsoring company profile

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

Company Name:BATESCAREY LLP
Employer identification number (EIN):364321906
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BATES CAREY LLP PROFIT SHARING PLAN AND TRUST WITH CASH OR DEFERRED 401(K) FEATURES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ROBERT J BATES JR
0012016-01-01ROBERT J BATES JR
0012015-01-01ROBERT J BATES JR
0012014-01-01ROBERT J BATES JR
0012013-01-01ROBERT J BATES JR
0012012-01-01ROBERT J BATES JR
0012011-01-01ROBERT J BATES JR
0012010-01-01ROBERT J BATES JR
0012009-01-01ROBERT J BATES JR

Plan Statistics for BATES CAREY LLP PROFIT SHARING PLAN AND TRUST WITH CASH OR DEFERRED 401(K) FEATURES

401k plan membership statisitcs for BATES CAREY LLP PROFIT SHARING PLAN AND TRUST WITH CASH OR DEFERRED 401(K) FEATURES

Measure Date Value
2022: BATES CAREY LLP PROFIT SHARING PLAN AND TRUST WITH CASH OR DEFERRED 401(K) FEATURES 2022 401k membership
Total participants, beginning-of-year2022-01-01131
Total number of active participants reported on line 7a of the Form 55002022-01-0186
Number of retired or separated participants receiving benefits2022-01-015
Number of other retired or separated participants entitled to future benefits2022-01-0141
Total of all active and inactive participants2022-01-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01132
Number of participants with account balances2022-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: BATES CAREY LLP PROFIT SHARING PLAN AND TRUST WITH CASH OR DEFERRED 401(K) FEATURES 2021 401k membership
Total participants, beginning-of-year2021-01-01129
Total number of active participants reported on line 7a of the Form 55002021-01-0197
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0136
Total of all active and inactive participants2021-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01134
Number of participants with account balances2021-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: BATES CAREY LLP PROFIT SHARING PLAN AND TRUST WITH CASH OR DEFERRED 401(K) FEATURES 2020 401k membership
Total participants, beginning-of-year2020-01-01115
Total number of active participants reported on line 7a of the Form 55002020-01-0196
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0130
Total of all active and inactive participants2020-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01127
Number of participants with account balances2020-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BATES CAREY LLP PROFIT SHARING PLAN AND TRUST WITH CASH OR DEFERRED 401(K) FEATURES 2019 401k membership
Total participants, beginning-of-year2019-01-01112
Total number of active participants reported on line 7a of the Form 55002019-01-0178
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0134
Total of all active and inactive participants2019-01-01112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01113
Number of participants with account balances2019-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2018: BATES CAREY LLP PROFIT SHARING PLAN AND TRUST WITH CASH OR DEFERRED 401(K) FEATURES 2018 401k membership
Total participants, beginning-of-year2018-01-01105
Total number of active participants reported on line 7a of the Form 55002018-01-0179
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0132
Total of all active and inactive participants2018-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01112
Number of participants with account balances2018-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BATES CAREY LLP PROFIT SHARING PLAN AND TRUST WITH CASH OR DEFERRED 401(K) FEATURES 2017 401k membership
Total participants, beginning-of-year2017-01-0199
Total number of active participants reported on line 7a of the Form 55002017-01-0175
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0129
Total of all active and inactive participants2017-01-01104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01105
Number of participants with account balances2017-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: BATES CAREY LLP PROFIT SHARING PLAN AND TRUST WITH CASH OR DEFERRED 401(K) FEATURES 2016 401k membership
Total participants, beginning-of-year2016-01-01104
Total number of active participants reported on line 7a of the Form 55002016-01-0168
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0131
Total of all active and inactive participants2016-01-0199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0199
Number of participants with account balances2016-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: BATES CAREY LLP PROFIT SHARING PLAN AND TRUST WITH CASH OR DEFERRED 401(K) FEATURES 2015 401k membership
Total participants, beginning-of-year2015-01-01106
Total number of active participants reported on line 7a of the Form 55002015-01-0167
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0135
Total of all active and inactive participants2015-01-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01103
Number of participants with account balances2015-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: BATES CAREY LLP PROFIT SHARING PLAN AND TRUST WITH CASH OR DEFERRED 401(K) FEATURES 2014 401k membership
Total participants, beginning-of-year2014-01-01140
Total number of active participants reported on line 7a of the Form 55002014-01-0166
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0139
Total of all active and inactive participants2014-01-01105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01105
Number of participants with account balances2014-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BATES CAREY LLP PROFIT SHARING PLAN AND TRUST WITH CASH OR DEFERRED 401(K) FEATURES 2013 401k membership
Total participants, beginning-of-year2013-01-01139
Total number of active participants reported on line 7a of the Form 55002013-01-0172
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0168
Total of all active and inactive participants2013-01-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01140
Number of participants with account balances2013-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: BATES CAREY LLP PROFIT SHARING PLAN AND TRUST WITH CASH OR DEFERRED 401(K) FEATURES 2012 401k membership
Total participants, beginning-of-year2012-01-01128
Total number of active participants reported on line 7a of the Form 55002012-01-01115
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0124
Total of all active and inactive participants2012-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01139
Number of participants with account balances2012-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: BATES CAREY LLP PROFIT SHARING PLAN AND TRUST WITH CASH OR DEFERRED 401(K) FEATURES 2011 401k membership
Total participants, beginning-of-year2011-01-01127
Total number of active participants reported on line 7a of the Form 55002011-01-01102
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0124
Total of all active and inactive participants2011-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01126
Number of participants with account balances2011-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: BATES CAREY LLP PROFIT SHARING PLAN AND TRUST WITH CASH OR DEFERRED 401(K) FEATURES 2010 401k membership
Total participants, beginning-of-year2010-01-01121
Total number of active participants reported on line 7a of the Form 55002010-01-0197
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0130
Total of all active and inactive participants2010-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01127
Number of participants with account balances2010-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: BATES CAREY LLP PROFIT SHARING PLAN AND TRUST WITH CASH OR DEFERRED 401(K) FEATURES 2009 401k membership
Total participants, beginning-of-year2009-01-01115
Total number of active participants reported on line 7a of the Form 55002009-01-0198
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0123
Total of all active and inactive participants2009-01-01121
Total participants2009-01-01121
Number of participants with account balances2009-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on BATES CAREY LLP PROFIT SHARING PLAN AND TRUST WITH CASH OR DEFERRED 401(K) FEATURES

Measure Date Value
2022 : BATES CAREY LLP PROFIT SHARING PLAN AND TRUST WITH CASH OR DEFERRED 401(K) FEATURES 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$0
Total income from all sources (including contributions)2022-12-31$-4,851,168
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$848,327
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$732,179
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,481,457
Value of total assets at end of year2022-12-31$47,293,458
Value of total assets at beginning of year2022-12-31$52,992,953
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$116,148
Total interest from all sources2022-12-31$9,725
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$116,148
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$1,181,183
Participant contributions at end of year2022-12-31$277,136
Participant contributions at beginning of year2022-12-31$312,860
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$88,788
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,699,495
Value of net assets at end of year (total assets less liabilities)2022-12-31$47,293,458
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$52,992,953
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$28,487,796
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$33,959,519
Interest on participant loans2022-12-31$9,440
Value of interest in common/collective trusts at end of year2022-12-31$10,812,213
Value of interest in common/collective trusts at beginning of year2022-12-31$12,065,200
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$285
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$6,884,047
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$6,655,374
Net investment gain/loss from pooled separate accounts2022-12-31$-8,342,350
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$2,211,486
Employer contributions (assets) at end of year2022-12-31$832,266
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$732,179
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 name2022-12-31PORTE BROWN, LLC
Accountancy firm EIN2022-12-31362663358
2021 : BATES CAREY LLP PROFIT SHARING PLAN AND TRUST WITH CASH OR DEFERRED 401(K) FEATURES 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$9,948,011
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$858,407
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$696,587
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,902,772
Value of total assets at end of year2021-12-31$52,992,953
Value of total assets at beginning of year2021-12-31$43,903,349
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$161,820
Total interest from all sources2021-12-31$248,244
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$161,820
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$1,238,537
Participant contributions at end of year2021-12-31$312,860
Participant contributions at beginning of year2021-12-31$284,831
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$419,307
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$9,089,604
Value of net assets at end of year (total assets less liabilities)2021-12-31$52,992,953
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$43,903,349
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$33,959,519
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$36,358,587
Interest on participant loans2021-12-31$11,982
Value of interest in common/collective trusts at end of year2021-12-31$12,065,200
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$236,262
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$6,655,374
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$7,259,931
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,931,382
Net investment gain or loss from common/collective trusts2021-12-31$2,865,613
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,244,928
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$696,587
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : BATES CAREY LLP PROFIT SHARING PLAN AND TRUST WITH CASH OR DEFERRED 401(K) FEATURES 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$8,831,594
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,340,522
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,191,211
Expenses. Certain deemed distributions of participant loans2020-12-31$12,405
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,139,337
Value of total assets at end of year2020-12-31$43,903,349
Value of total assets at beginning of year2020-12-31$36,412,277
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$136,906
Total interest from all sources2020-12-31$13,746
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$839,207
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$839,207
Administrative expenses professional fees incurred2020-12-31$136,906
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$953,532
Participant contributions at end of year2020-12-31$284,831
Participant contributions at beginning of year2020-12-31$384,729
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$110,150
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$7,491,072
Value of net assets at end of year (total assets less liabilities)2020-12-31$43,903,349
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$36,412,277
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$36,358,587
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$29,785,712
Interest on participant loans2020-12-31$13,746
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$7,259,931
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$6,241,836
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,839,304
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,075,655
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,191,211
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BKD, LLP
Accountancy firm EIN2020-12-31440160260
2019 : BATES CAREY LLP PROFIT SHARING PLAN AND TRUST WITH CASH OR DEFERRED 401(K) FEATURES 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$8,332,612
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,725,542
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,596,718
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,939,795
Value of total assets at end of year2019-12-31$36,412,277
Value of total assets at beginning of year2019-12-31$29,805,207
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$128,824
Total interest from all sources2019-12-31$19,042
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$827,647
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$827,647
Administrative expenses professional fees incurred2019-12-31$128,824
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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
Contributions received from participants2019-12-31$824,045
Participant contributions at end of year2019-12-31$384,729
Participant contributions at beginning of year2019-12-31$470,233
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$102,308
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$6,607,070
Value of net assets at end of year (total assets less liabilities)2019-12-31$36,412,277
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$29,805,207
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$29,785,712
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$23,652,878
Interest on participant loans2019-12-31$19,042
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$6,241,836
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$5,682,096
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,546,128
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,013,442
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,596,718
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BKD, LLP
Accountancy firm EIN2019-12-31440160260
2018 : BATES CAREY LLP PROFIT SHARING PLAN AND TRUST WITH CASH OR DEFERRED 401(K) FEATURES 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$555,168
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,599,958
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,454,309
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,859,434
Value of total assets at end of year2018-12-31$29,805,207
Value of total assets at beginning of year2018-12-31$31,849,997
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$145,649
Total interest from all sources2018-12-31$197,404
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,648,629
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,648,629
Administrative expenses professional fees incurred2018-12-31$145,649
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$819,882
Participant contributions at end of year2018-12-31$470,233
Participant contributions at beginning of year2018-12-31$284,693
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$19,121
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,044,790
Value of net assets at end of year (total assets less liabilities)2018-12-31$29,805,207
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$31,849,997
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$23,652,878
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$27,105,099
Interest on participant loans2018-12-31$14,593
Interest earned on other investments2018-12-31$182,811
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$5,682,096
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$4,460,205
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,150,299
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,020,431
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,454,309
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 name2018-12-31BKD, LLP
Accountancy firm EIN2018-12-31440160260
2017 : BATES CAREY LLP PROFIT SHARING PLAN AND TRUST WITH CASH OR DEFERRED 401(K) FEATURES 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$6,854,022
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,093,101
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,064,622
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,002,855
Value of total assets at end of year2017-12-31$31,849,997
Value of total assets at beginning of year2017-12-31$27,089,076
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$28,479
Total interest from all sources2017-12-31$149,800
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,227,043
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$1,227,043
Administrative expenses professional fees incurred2017-12-31$28,479
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$694,076
Participant contributions at end of year2017-12-31$284,693
Participant contributions at beginning of year2017-12-31$322,417
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$342,920
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$4,760,921
Value of net assets at end of year (total assets less liabilities)2017-12-31$31,849,997
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$27,089,076
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$27,105,099
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$23,257,396
Interest on participant loans2017-12-31$10,379
Interest earned on other investments2017-12-31$139,421
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$4,460,205
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$3,509,263
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,474,324
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$965,859
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,064,622
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 name2017-12-31BKD, LLP
Accountancy firm EIN2017-12-31440160260
2016 : BATES CAREY LLP PROFIT SHARING PLAN AND TRUST WITH CASH OR DEFERRED 401(K) FEATURES 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$3,962,734
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$773,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$772,629
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,064,948
Value of total assets at end of year2016-12-31$27,089,076
Value of total assets at beginning of year2016-12-31$23,899,926
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$955
Total interest from all sources2016-12-31$126,246
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,108,597
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,108,597
Administrative expenses professional fees incurred2016-12-31$955
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$662,300
Participant contributions at end of year2016-12-31$322,417
Participant contributions at beginning of year2016-12-31$401,853
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$484,157
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$3,189,150
Value of net assets at end of year (total assets less liabilities)2016-12-31$27,089,076
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$23,899,926
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$23,257,396
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$19,796,221
Interest on participant loans2016-12-31$11,666
Interest earned on other investments2016-12-31$114,580
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$3,509,263
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$3,701,852
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$662,943
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$918,491
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$772,629
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 name2016-12-31BKD, LLP
Accountancy firm EIN2016-12-31440160260
2015 : BATES CAREY LLP PROFIT SHARING PLAN AND TRUST WITH CASH OR DEFERRED 401(K) FEATURES 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$1,844,700
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,854,172
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,852,232
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,802,179
Value of total assets at end of year2015-12-31$23,899,926
Value of total assets at beginning of year2015-12-31$23,909,398
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,940
Total interest from all sources2015-12-31$128,280
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,074,362
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
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$737,504
Participant contributions at end of year2015-12-31$401,853
Participant contributions at beginning of year2015-12-31$279,020
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$208,623
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-9,472
Value of net assets at end of year (total assets less liabilities)2015-12-31$23,899,926
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$23,909,398
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$19,796,221
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$19,452,186
Interest on participant loans2015-12-31$12,303
Interest earned on other investments2015-12-31$115,977
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$3,701,852
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$4,178,192
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,160,121
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$856,052
Income. Dividends from common stock2015-12-31$1,074,362
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,852,232
Contract administrator fees2015-12-31$1,940
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 name2015-12-31BKD, LLP
Accountancy firm EIN2015-12-31440160260
2014 : BATES CAREY LLP PROFIT SHARING PLAN AND TRUST WITH CASH OR DEFERRED 401(K) FEATURES 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$3,525,030
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$8,660,634
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$8,657,989
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,996,270
Value of total assets at end of year2014-12-31$23,909,398
Value of total assets at beginning of year2014-12-31$29,045,002
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,645
Total interest from all sources2014-12-31$103,210
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,123,637
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,123,637
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$665,209
Participant contributions at end of year2014-12-31$279,020
Participant contributions at beginning of year2014-12-31$245,338
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$36,354
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-5,135,604
Value of net assets at end of year (total assets less liabilities)2014-12-31$23,909,398
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$29,045,002
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$19,452,186
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$24,820,033
Interest on participant loans2014-12-31$7,881
Interest earned on other investments2014-12-31$95,329
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$4,178,192
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$3,979,631
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$301,913
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$1,294,707
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$8,657,989
Contract administrator fees2014-12-31$2,645
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 name2014-12-31BKD, LLP
Accountancy firm EIN2014-12-31440160260
2013 : BATES CAREY LLP PROFIT SHARING PLAN AND TRUST WITH CASH OR DEFERRED 401(K) FEATURES 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$7,186,279
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,058,810
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,056,880
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,827,544
Value of total assets at end of year2013-12-31$29,045,002
Value of total assets at beginning of year2013-12-31$22,917,533
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,930
Total interest from all sources2013-12-31$106,602
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$923,949
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$923,949
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$1,122,403
Participant contributions at end of year2013-12-31$245,338
Participant contributions at beginning of year2013-12-31$410,435
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$272,715
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$6,127,469
Value of net assets at end of year (total assets less liabilities)2013-12-31$29,045,002
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$22,917,533
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$24,820,033
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$18,882,803
Interest on participant loans2013-12-31$12,062
Interest earned on other investments2013-12-31$94,540
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$3,979,631
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$3,624,295
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,328,184
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$1,432,426
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,056,880
Contract administrator fees2013-12-31$1,930
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 name2013-12-31WOLF AND COMPANY, LLP
Accountancy firm EIN2013-12-31362985665
2012 : BATES CAREY LLP PROFIT SHARING PLAN AND TRUST WITH CASH OR DEFERRED 401(K) FEATURES 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$4,744,412
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,114,955
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,113,205
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,378,398
Value of total assets at end of year2012-12-31$22,917,533
Value of total assets at beginning of year2012-12-31$19,288,076
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,750
Total interest from all sources2012-12-31$112,940
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$543,947
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$543,947
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$1,022,914
Participant contributions at end of year2012-12-31$410,435
Participant contributions at beginning of year2012-12-31$416,388
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$58,996
Other income not declared elsewhere2012-12-31$924
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$3,629,457
Value of net assets at end of year (total assets less liabilities)2012-12-31$22,917,533
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$19,288,076
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$18,882,803
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$15,163,233
Value of interest in pooled separate accounts at end of year2012-12-31$0
Value of interest in pooled separate accounts at beginning of year2012-12-31$0
Interest on participant loans2012-12-31$14,062
Interest earned on other investments2012-12-31$98,878
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$3,624,295
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$3,708,455
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,708,203
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$1,296,488
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,113,205
Contract administrator fees2012-12-31$1,750
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 name2012-12-31WOLF AND COMPANY, LLP
Accountancy firm EIN2012-12-31362985665
2011 : BATES CAREY LLP PROFIT SHARING PLAN AND TRUST WITH CASH OR DEFERRED 401(K) FEATURES 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$0
Total income from all sources (including contributions)2011-12-31$1,707,244
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$320,551
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$318,164
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,278,198
Value of total assets at end of year2011-12-31$19,288,076
Value of total assets at beginning of year2011-12-31$17,901,383
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,387
Total interest from all sources2011-12-31$117,425
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$402,594
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$402,594
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 period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$927,360
Participant contributions at end of year2011-12-31$416,388
Participant contributions at beginning of year2011-12-31$332,928
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$100,334
Other income not declared elsewhere2011-12-31$7,816
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,386,693
Value of net assets at end of year (total assets less liabilities)2011-12-31$19,288,076
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$17,901,383
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$15,163,233
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$14,688,361
Value of interest in pooled separate accounts at end of year2011-12-31$0
Value of interest in pooled separate accounts at beginning of year2011-12-31$0
Interest on participant loans2011-12-31$15,219
Interest earned on other investments2011-12-31$102,206
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$3,708,455
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,880,094
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,098,789
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,250,504
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$318,164
Contract administrator fees2011-12-31$2,387
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WOLF AND COMPANY, LLP
Accountancy firm EIN2011-12-31362985665
2010 : BATES CAREY LLP PROFIT SHARING PLAN AND TRUST WITH CASH OR DEFERRED 401(K) FEATURES 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$4,172,634
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$236,220
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$233,810
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,194,204
Value of total assets at end of year2010-12-31$17,901,383
Value of total assets at beginning of year2010-12-31$13,964,969
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,410
Total interest from all sources2010-12-31$97,063
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$173,869
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$173,869
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 period2010-12-31Yes
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$911,659
Participant contributions at end of year2010-12-31$332,928
Participant contributions at beginning of year2010-12-31$351,779
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$78,556
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$3,936,414
Value of net assets at end of year (total assets less liabilities)2010-12-31$17,901,383
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$13,964,969
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$14,688,361
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$0
Value of interest in pooled separate accounts at end of year2010-12-31$0
Value of interest in pooled separate accounts at beginning of year2010-12-31$11,541,298
Interest on participant loans2010-12-31$16,984
Interest earned on other investments2010-12-31$80,079
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,880,094
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$2,071,892
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,707,498
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,203,989
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$233,810
Contract administrator fees2010-12-31$2,410
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WOLF AND COMPANY, LLP
Accountancy firm EIN2010-12-31362985665
2009 : BATES CAREY LLP PROFIT SHARING PLAN AND TRUST WITH CASH OR DEFERRED 401(K) FEATURES 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 BATES CAREY LLP PROFIT SHARING PLAN AND TRUST WITH CASH OR DEFERRED 401(K) FEATURES

2022: BATES CAREY LLP PROFIT SHARING PLAN AND TRUST WITH CASH OR DEFERRED 401(K) FEATURES 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: BATES CAREY LLP PROFIT SHARING PLAN AND TRUST WITH CASH OR DEFERRED 401(K) FEATURES 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BATES CAREY LLP PROFIT SHARING PLAN AND TRUST WITH CASH OR DEFERRED 401(K) FEATURES 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: BATES CAREY LLP PROFIT SHARING PLAN AND TRUST WITH CASH OR DEFERRED 401(K) FEATURES 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
2018: BATES CAREY LLP PROFIT SHARING PLAN AND TRUST WITH CASH OR DEFERRED 401(K) FEATURES 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BATES CAREY LLP PROFIT SHARING PLAN AND TRUST WITH CASH OR DEFERRED 401(K) FEATURES 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: BATES CAREY LLP PROFIT SHARING PLAN AND TRUST WITH CASH OR DEFERRED 401(K) FEATURES 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BATES CAREY LLP PROFIT SHARING PLAN AND TRUST WITH CASH OR DEFERRED 401(K) FEATURES 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: BATES CAREY LLP PROFIT SHARING PLAN AND TRUST WITH CASH OR DEFERRED 401(K) FEATURES 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: BATES CAREY LLP PROFIT SHARING PLAN AND TRUST WITH CASH OR DEFERRED 401(K) FEATURES 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: BATES CAREY LLP PROFIT SHARING PLAN AND TRUST WITH CASH OR DEFERRED 401(K) FEATURES 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: BATES CAREY LLP PROFIT SHARING PLAN AND TRUST WITH CASH OR DEFERRED 401(K) FEATURES 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
2010: BATES CAREY LLP PROFIT SHARING PLAN AND TRUST WITH CASH OR DEFERRED 401(K) FEATURES 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BATES CAREY LLP PROFIT SHARING PLAN AND TRUST WITH CASH OR DEFERRED 401(K) FEATURES 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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number780549-01
Policy instance 2
Insurance contract or identification number780549-01
Number of Individuals Covered60
Insurance policy start date2022-10-29
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60580-1
Policy instance 1
Insurance contract or identification numberMR 60580-1
Number of Individuals Covered95
Insurance policy start date2022-01-01
Insurance policy end date2022-10-28
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60580-1
Policy instance 1
Insurance contract or identification numberMR 60580-1
Number of Individuals Covered133
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60580-1
Policy instance 1
Insurance contract or identification numberMR 60580-1
Number of Individuals Covered127
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60580-1
Policy instance 1
Insurance contract or identification numberMR 60580-1
Number of Individuals Covered113
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60580-1
Policy instance 1
Insurance contract or identification numberMR 60580-1
Number of Individuals Covered112
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60580-1
Policy instance 1
Insurance contract or identification numberMR 60580-1
Number of Individuals Covered104
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60580-1
Policy instance 1
Insurance contract or identification numberMR 60580-1
Number of Individuals Covered102
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $8,595
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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
Commission paid to Insurance BrokerUSD $8,595
Insurance broker organization code?1
Insurance broker nameFIRST HEARTLAND CAPITAL INC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60580-1
Policy instance 1
Insurance contract or identification numberMR 60580-1
Number of Individuals Covered105
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $9,952
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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
Commission paid to Insurance BrokerUSD $9,952
Insurance broker organization code?1
Insurance broker nameFIRST HEARTLAND CAPITAL INC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60580-1
Policy instance 1
Insurance contract or identification numberMR 60580-1
Number of Individuals Covered140
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $9,018
Total amount of fees paid to insurance companyUSD $136
Are there contracts with allocated funds for individual policies?No
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
Commission paid to Insurance BrokerUSD $9,018
Insurance broker organization code?1
Amount paid for insurance broker fees136
Additional information about fees paid to insurance brokerNON-MONETARY:MEALS, ENTERTAINMENT, PRIZES, AWARDS, GIFTS
Insurance broker nameTHOMAS PARKER
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60580-1
Policy instance 1
Insurance contract or identification numberMR 60580-1
Number of Individuals Covered139
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60580-1
Policy instance 1
Insurance contract or identification numberMR 60580-1
Number of Individuals Covered124
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?No
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60580-1
Policy instance 2
Insurance contract or identification numberMR 60580-1
Number of Individuals Covered115
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with allocated funds for individual policies?No
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHS954
Policy instance 1
Insurance contract or identification numberPHS954
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $27,329
Total amount of fees paid to insurance companyUSD $5,376
Are there contracts with allocated funds for individual policies?No
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
Commission paid to Insurance BrokerUSD $27,329
Amount paid for insurance broker fees102
Additional information about fees paid to insurance brokerSUPPLEMENTAL CASH PAYMENT ON PRO-RATA BASIS OF COMMISSIONS TO GO TOWARDS EXPENSES
Insurance broker organization code?3
Insurance broker nameBENEFIT SERVICES GROUP INC

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

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

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

See full terms and conditions

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