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PLUNKETT COONEY, P.C. EMPLOYEES' PROFIT SHARING PLAN 401k Plan overview

Plan NamePLUNKETT COONEY, P.C. EMPLOYEES' PROFIT SHARING PLAN
Plan identification number 001

PLUNKETT COONEY, P.C. EMPLOYEES' PROFIT SHARING PLAN 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PLUNKETT COONEY, P.C. has sponsored the creation of one or more 401k plans.

Company Name:PLUNKETT COONEY, P.C.
Employer identification number (EIN):381896842
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PLUNKETT COONEY, P.C. EMPLOYEES' PROFIT SHARING PLAN

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
0012017-01-01DEREK REDMAN
0012016-01-01PAUL BRAKORA
0012015-01-01PAUL BRAKORA
0012014-01-01PAUL BRAKORA
0012013-01-01PAUL BRAKORA
0012012-01-01PAUL BRAKORA PAUL BRAKORA2013-10-07
0012011-01-01PAUL BRAKORA PAUL BRAKORA2012-10-08
0012009-01-01PAUL BRAKORA PAUL BRAKORA2010-10-13

Plan Statistics for PLUNKETT COONEY, P.C. EMPLOYEES' PROFIT SHARING PLAN

401k plan membership statisitcs for PLUNKETT COONEY, P.C. EMPLOYEES' PROFIT SHARING PLAN

Measure Date Value
2022: PLUNKETT COONEY, P.C. EMPLOYEES' PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01277
Total number of active participants reported on line 7a of the Form 55002022-01-01215
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0153
Total of all active and inactive participants2022-01-01268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-01271
Number of participants with account balances2022-01-01266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-018
2021: PLUNKETT COONEY, P.C. EMPLOYEES' PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01250
Total number of active participants reported on line 7a of the Form 55002021-01-01221
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0153
Total of all active and inactive participants2021-01-01274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-01277
Number of participants with account balances2021-01-01269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014
2020: PLUNKETT COONEY, P.C. EMPLOYEES' PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01245
Total number of active participants reported on line 7a of the Form 55002020-01-01203
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0145
Total of all active and inactive participants2020-01-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01250
Number of participants with account balances2020-01-01246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-016
2019: PLUNKETT COONEY, P.C. EMPLOYEES' PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01249
Total number of active participants reported on line 7a of the Form 55002019-01-01202
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0141
Total of all active and inactive participants2019-01-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01245
Number of participants with account balances2019-01-01244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-016
2018: PLUNKETT COONEY, P.C. EMPLOYEES' PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01248
Total number of active participants reported on line 7a of the Form 55002018-01-01206
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0140
Total of all active and inactive participants2018-01-01246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-01249
Number of participants with account balances2018-01-01247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: PLUNKETT COONEY, P.C. EMPLOYEES' PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01252
Total number of active participants reported on line 7a of the Form 55002017-01-01194
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0152
Total of all active and inactive participants2017-01-01246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01248
Number of participants with account balances2017-01-01244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: PLUNKETT COONEY, P.C. EMPLOYEES' PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01260
Total number of active participants reported on line 7a of the Form 55002016-01-01197
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0153
Total of all active and inactive participants2016-01-01250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01252
Number of participants with account balances2016-01-01249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: PLUNKETT COONEY, P.C. EMPLOYEES' PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01275
Total number of active participants reported on line 7a of the Form 55002015-01-01202
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0156
Total of all active and inactive participants2015-01-01258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01260
Number of participants with account balances2015-01-01258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: PLUNKETT COONEY, P.C. EMPLOYEES' PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01292
Total number of active participants reported on line 7a of the Form 55002014-01-01216
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0157
Total of all active and inactive participants2014-01-01273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01275
Number of participants with account balances2014-01-01268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: PLUNKETT COONEY, P.C. EMPLOYEES' PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01306
Total number of active participants reported on line 7a of the Form 55002013-01-01230
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0159
Total of all active and inactive participants2013-01-01289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-01292
Number of participants with account balances2013-01-01283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017
2012: PLUNKETT COONEY, P.C. EMPLOYEES' PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01307
Total number of active participants reported on line 7a of the Form 55002012-01-01252
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0152
Total of all active and inactive participants2012-01-01304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01306
Number of participants with account balances2012-01-01303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: PLUNKETT COONEY, P.C. EMPLOYEES' PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01298
Total number of active participants reported on line 7a of the Form 55002011-01-01257
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0147
Total of all active and inactive participants2011-01-01304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-01307
Number of participants with account balances2011-01-01301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2009: PLUNKETT COONEY, P.C. EMPLOYEES' PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01287
Total number of active participants reported on line 7a of the Form 55002009-01-01232
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0160
Total of all active and inactive participants2009-01-01292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01292
Number of participants with account balances2009-01-01290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on PLUNKETT COONEY, P.C. EMPLOYEES' PROFIT SHARING PLAN

Measure Date Value
2022 : PLUNKETT COONEY, P.C. EMPLOYEES' PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$147,321
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$0
Total income from all sources (including contributions)2022-12-31$-8,218,502
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$5,723,494
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,543,391
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,184,455
Value of total assets at end of year2022-12-31$71,628,513
Value of total assets at beginning of year2022-12-31$85,423,188
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$180,103
Total interest from all sources2022-12-31$40,159
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,429,574
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,429,574
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,681,780
Participant contributions at end of year2022-12-31$352,395
Participant contributions at beginning of year2022-12-31$434,712
Participant contributions at end of year2022-12-31$61,554
Participant contributions at beginning of year2022-12-31$56,225
Assets. Other investments not covered elsewhere at end of year2022-12-31$13,224,834
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$15,988,670
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$18,700
Other income not declared elsewhere2022-12-31$-2,313,589
Administrative expenses (other) incurred2022-12-31$127,353
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-13,941,996
Value of net assets at end of year (total assets less liabilities)2022-12-31$71,628,513
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$85,423,188
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
Assets. partnership/joint venture interests at end of year2022-12-31$105,050
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$52,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$53,714,924
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$63,999,944
Interest on participant loans2022-12-31$18,161
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$3,685,064
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$3,126,184
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$3,126,184
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$21,998
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-10,559,101
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$483,975
Employer contributions (assets) at end of year2022-12-31$484,692
Employer contributions (assets) at beginning of year2022-12-31$1,817,453
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,543,391
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 name2022-12-31PLANTE & MORAN LLP
Accountancy firm EIN2022-12-31381357951
2021 : PLUNKETT COONEY, P.C. EMPLOYEES' PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$204,781
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$14,811,277
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,736,407
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,562,595
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,453,640
Value of total assets at end of year2021-12-31$85,423,188
Value of total assets at beginning of year2021-12-31$74,143,537
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$173,812
Total interest from all sources2021-12-31$21,413
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,253,979
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,253,979
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
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$2,534,568
Participant contributions at end of year2021-12-31$434,712
Participant contributions at beginning of year2021-12-31$415,362
Participant contributions at end of year2021-12-31$56,225
Participant contributions at beginning of year2021-12-31$101,112
Assets. Other investments not covered elsewhere at end of year2021-12-31$15,988,670
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$13,004,822
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$101,619
Other income not declared elsewhere2021-12-31$2,570,427
Administrative expenses (other) incurred2021-12-31$129,047
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$11,074,870
Value of net assets at end of year (total assets less liabilities)2021-12-31$85,423,188
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$74,143,537
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$44,765
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$63,999,944
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$55,999,058
Interest on participant loans2021-12-31$18,735
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$3,126,184
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$2,848,907
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$2,848,907
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$2,678
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$6,511,818
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$1,817,453
Employer contributions (assets) at end of year2021-12-31$1,817,453
Employer contributions (assets) at beginning of year2021-12-31$1,774,276
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,562,595
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 name2021-12-31PLANTE & MORAN LLP
Accountancy firm EIN2021-12-31381357951
2020 : PLUNKETT COONEY, P.C. EMPLOYEES' PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$435,754
Total transfer of assets from this plan2020-12-31$1,840
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$11,115,295
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$8,505,313
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$8,352,735
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,188,987
Value of total assets at end of year2020-12-31$74,143,537
Value of total assets at beginning of year2020-12-31$71,099,641
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$152,578
Total interest from all sources2020-12-31$30,659
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,094,823
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$1,094,823
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
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$2,323,155
Participant contributions at end of year2020-12-31$415,362
Participant contributions at beginning of year2020-12-31$382,614
Participant contributions at end of year2020-12-31$101,112
Participant contributions at beginning of year2020-12-31$92,202
Assets. Other investments not covered elsewhere at end of year2020-12-31$13,004,822
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$15,088,814
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$91,556
Other income not declared elsewhere2020-12-31$1,496,269
Administrative expenses (other) incurred2020-12-31$116,697
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$2,609,982
Value of net assets at end of year (total assets less liabilities)2020-12-31$74,143,537
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$71,099,641
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$35,881
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$55,999,058
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$53,097,549
Interest on participant loans2020-12-31$19,792
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$2,848,907
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,593,385
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,593,385
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$10,867
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,304,557
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$1,774,276
Employer contributions (assets) at end of year2020-12-31$1,774,276
Employer contributions (assets) at beginning of year2020-12-31$845,077
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$8,352,735
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PLANTE & MORAN LLP
Accountancy firm EIN2020-12-31381357951
2019 : PLUNKETT COONEY, P.C. EMPLOYEES' PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$195,288
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$16,000,021
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$5,679,462
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,527,698
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,469,005
Value of total assets at end of year2019-12-31$71,099,641
Value of total assets at beginning of year2019-12-31$60,583,794
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$151,764
Total interest from all sources2019-12-31$45,164
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,269,497
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$1,269,497
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
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$2,223,475
Participant contributions at end of year2019-12-31$382,614
Participant contributions at beginning of year2019-12-31$484,409
Participant contributions at end of year2019-12-31$92,202
Participant contributions at beginning of year2019-12-31$132,276
Assets. Other investments not covered elsewhere at end of year2019-12-31$15,088,814
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$10,840,327
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,400,453
Other income not declared elsewhere2019-12-31$2,237,531
Administrative expenses (other) incurred2019-12-31$117,217
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$10,320,559
Value of net assets at end of year (total assets less liabilities)2019-12-31$71,099,641
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$60,583,794
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
Investment advisory and management fees2019-12-31$34,547
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$53,097,549
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$45,559,255
Interest on participant loans2019-12-31$21,890
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,593,385
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,895,854
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,895,854
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$23,274
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,978,824
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$845,077
Employer contributions (assets) at end of year2019-12-31$845,077
Employer contributions (assets) at beginning of year2019-12-31$1,671,673
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,527,698
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 name2019-12-31PLANTE & MORAN LLP
Accountancy firm EIN2019-12-31381357951
2018 : PLUNKETT COONEY, P.C. EMPLOYEES' PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$49,608
Total transfer of assets from this plan2018-12-31$1,147
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$808,080
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$6,353,507
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$6,201,430
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,102,384
Value of total assets at end of year2018-12-31$60,583,794
Value of total assets at beginning of year2018-12-31$66,080,760
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$152,077
Total interest from all sources2018-12-31$38,083
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,129,348
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$1,129,348
Administrative expenses professional fees incurred2018-12-31$9,500
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
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$2,075,226
Participant contributions at end of year2018-12-31$484,409
Participant contributions at beginning of year2018-12-31$358,247
Participant contributions at end of year2018-12-31$132,276
Participant contributions at beginning of year2018-12-31$219,342
Assets. Other investments not covered elsewhere at end of year2018-12-31$10,840,327
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$16,538,987
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$355,485
Other income not declared elsewhere2018-12-31$-687,069
Administrative expenses (other) incurred2018-12-31$116,376
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-5,545,427
Value of net assets at end of year (total assets less liabilities)2018-12-31$60,583,794
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$66,080,760
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$26,201
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$45,559,255
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$45,506,764
Interest on participant loans2018-12-31$21,771
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,895,854
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,915,493
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,915,493
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$16,312
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,774,666
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,671,673
Employer contributions (assets) at end of year2018-12-31$1,671,673
Employer contributions (assets) at beginning of year2018-12-31$1,541,927
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$6,201,430
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 name2018-12-31PLANTE & MORAN LLP
Accountancy firm EIN2018-12-31381357951
2017 : PLUNKETT COONEY, P.C. EMPLOYEES' PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$10,110
Total transfer of assets from this plan2017-12-31$195,488
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$13,941,663
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$6,092,587
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,932,104
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,949,226
Value of total assets at end of year2017-12-31$66,080,760
Value of total assets at beginning of year2017-12-31$58,417,062
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$160,483
Total interest from all sources2017-12-31$27,848
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$979,730
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$979,730
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,891,735
Participant contributions at end of year2017-12-31$358,247
Participant contributions at beginning of year2017-12-31$416,700
Participant contributions at end of year2017-12-31$219,342
Participant contributions at beginning of year2017-12-31$210,596
Assets. Other investments not covered elsewhere at end of year2017-12-31$16,538,987
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$13,735,103
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$3,506,780
Other income not declared elsewhere2017-12-31$1,772,382
Administrative expenses (other) incurred2017-12-31$114,397
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$6,448
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$7,849,076
Value of net assets at end of year (total assets less liabilities)2017-12-31$66,080,760
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$58,417,062
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$46,086
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$45,506,764
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$40,621,667
Interest on participant loans2017-12-31$17,080
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,915,493
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$2,400,498
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$2,400,498
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$10,768
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,212,477
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,550,711
Employer contributions (assets) at end of year2017-12-31$1,541,927
Employer contributions (assets) at beginning of year2017-12-31$1,026,050
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,932,104
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 name2017-12-31PLANTE & MORAN LLP
Accountancy firm EIN2017-12-31381357951
2016 : PLUNKETT COONEY, P.C. EMPLOYEES' PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$349,437
Total transfer of assets from this plan2016-12-31$233,211
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$10,001,412
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$9,366,952
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$9,191,985
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,432,462
Value of total assets at end of year2016-12-31$58,417,062
Value of total assets at beginning of year2016-12-31$57,666,376
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$174,967
Total interest from all sources2016-12-31$19,153
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$876,956
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$876,956
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,802,327
Participant contributions at end of year2016-12-31$416,700
Participant contributions at beginning of year2016-12-31$516,810
Participant contributions at end of year2016-12-31$210,596
Participant contributions at beginning of year2016-12-31$85,822
Assets. Other investments not covered elsewhere at end of year2016-12-31$13,735,103
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$14,497,311
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,604,085
Other income not declared elsewhere2016-12-31$1,029,650
Administrative expenses (other) incurred2016-12-31$77,448
Total non interest bearing cash at end of year2016-12-31$6,448
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$634,460
Value of net assets at end of year (total assets less liabilities)2016-12-31$58,417,062
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$57,666,376
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
Investment advisory and management fees2016-12-31$97,519
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$40,621,667
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$32,312,178
Interest on participant loans2016-12-31$18,916
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$9,238,844
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$2,400,498
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$237
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,179,353
Net investment gain or loss from common/collective trusts2016-12-31$463,838
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,026,050
Employer contributions (assets) at end of year2016-12-31$1,026,050
Employer contributions (assets) at beginning of year2016-12-31$1,015,411
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$9,191,985
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 name2016-12-31PLANTE & MORAN LLP
Accountancy firm EIN2016-12-31381357951
2015 : PLUNKETT COONEY, P.C. EMPLOYEES' PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$149,713
Total transfer of assets from this plan2015-12-31$1,423,275
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$2,150,883
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$4,788,428
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,663,452
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,727,040
Value of total assets at end of year2015-12-31$57,666,376
Value of total assets at beginning of year2015-12-31$61,577,483
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$124,976
Total interest from all sources2015-12-31$24,400
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,813,961
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,813,961
Administrative expenses professional fees incurred2015-12-31$4,810
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,707,676
Participant contributions at end of year2015-12-31$516,810
Participant contributions at beginning of year2015-12-31$627,715
Participant contributions at end of year2015-12-31$85,822
Participant contributions at beginning of year2015-12-31$103,331
Assets. Other investments not covered elsewhere at end of year2015-12-31$14,497,311
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$16,118,766
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$3,953
Other income not declared elsewhere2015-12-31$-440,938
Administrative expenses (other) incurred2015-12-31$76,048
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,637,545
Value of net assets at end of year (total assets less liabilities)2015-12-31$57,666,376
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$61,577,483
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
Investment advisory and management fees2015-12-31$44,118
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$32,312,178
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$34,616,182
Interest on participant loans2015-12-31$24,400
Value of interest in common/collective trusts at end of year2015-12-31$9,238,844
Value of interest in common/collective trusts at beginning of year2015-12-31$9,541,489
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,005,101
Net investment gain or loss from common/collective trusts2015-12-31$31,521
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$1,015,411
Employer contributions (assets) at end of year2015-12-31$1,015,411
Employer contributions (assets) at beginning of year2015-12-31$570,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,663,452
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 name2015-12-31PLANTE & MORAN LLP
Accountancy firm EIN2015-12-31381357951
2014 : PLUNKETT COONEY, P.C. EMPLOYEES' PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$185,542
Total transfer of assets from this plan2014-12-31$2,078
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$6,402,117
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$7,725,913
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$7,547,043
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,098,000
Value of total assets at end of year2014-12-31$61,577,483
Value of total assets at beginning of year2014-12-31$62,717,815
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$178,870
Total interest from all sources2014-12-31$25,795
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,276,116
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$2,276,116
Administrative expenses professional fees incurred2014-12-31$15,553
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,723,623
Participant contributions at end of year2014-12-31$627,715
Participant contributions at beginning of year2014-12-31$500,676
Participant contributions at end of year2014-12-31$103,331
Participant contributions at beginning of year2014-12-31$81,327
Assets. Other investments not covered elsewhere at end of year2014-12-31$16,118,766
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$17,017,154
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$804,377
Other income not declared elsewhere2014-12-31$666,136
Administrative expenses (other) incurred2014-12-31$75,244
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-1,323,796
Value of net assets at end of year (total assets less liabilities)2014-12-31$61,577,483
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$62,717,815
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$88,073
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$34,616,182
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$34,036,577
Interest on participant loans2014-12-31$25,795
Value of interest in common/collective trusts at end of year2014-12-31$9,541,489
Value of interest in common/collective trusts at beginning of year2014-12-31$10,243,117
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-98,864
Net investment gain or loss from common/collective trusts2014-12-31$434,934
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$570,000
Employer contributions (assets) at end of year2014-12-31$570,000
Employer contributions (assets) at beginning of year2014-12-31$838,964
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$7,547,043
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 name2014-12-31PLANTE & MORAN LLP
Accountancy firm EIN2014-12-31381357951
2013 : PLUNKETT COONEY, P.C. EMPLOYEES' PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets from this plan2013-12-31$1,600,507
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$11,916,949
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$7,219,571
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$7,043,227
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,652,615
Value of total assets at end of year2013-12-31$62,717,815
Value of total assets at beginning of year2013-12-31$59,620,944
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$176,344
Total interest from all sources2013-12-31$24,458
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,546,843
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$1,546,843
Administrative expenses professional fees incurred2013-12-31$9,515
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,813,057
Participant contributions at end of year2013-12-31$500,676
Participant contributions at beginning of year2013-12-31$677,527
Participant contributions at end of year2013-12-31$81,327
Participant contributions at beginning of year2013-12-31$57,231
Assets. Other investments not covered elsewhere at end of year2013-12-31$17,017,154
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$17,730,004
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,001,432
Other income not declared elsewhere2013-12-31$1,817,598
Administrative expenses (other) incurred2013-12-31$80,448
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$4,697,378
Value of net assets at end of year (total assets less liabilities)2013-12-31$62,717,815
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$59,620,944
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
Assets. partnership/joint venture interests at end of year2013-12-31$0
Assets. partnership/joint venture interests at beginning of year2013-12-31$23,472
Investment advisory and management fees2013-12-31$86,381
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$34,036,577
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$31,563,542
Interest on participant loans2013-12-31$24,458
Value of interest in common/collective trusts at end of year2013-12-31$10,243,117
Value of interest in common/collective trusts at beginning of year2013-12-31$8,096,357
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,027,074
Net investment gain or loss from common/collective trusts2013-12-31$848,361
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$838,126
Employer contributions (assets) at end of year2013-12-31$838,964
Employer contributions (assets) at beginning of year2013-12-31$1,472,811
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$7,043,227
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 name2013-12-31PLANTE & MORAN LLP
Accountancy firm EIN2013-12-31381357951
2012 : PLUNKETT COONEY, P.C. EMPLOYEES' PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$124,109
Total transfer of assets from this plan2012-12-31$155,399
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$9,854,016
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,707,151
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,596,960
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,005,526
Value of total assets at end of year2012-12-31$59,620,944
Value of total assets at beginning of year2012-12-31$52,505,369
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$110,191
Total interest from all sources2012-12-31$28,067
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,032,077
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$1,032,077
Administrative expenses professional fees incurred2012-12-31$38,282
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,778,679
Participant contributions at end of year2012-12-31$677,527
Participant contributions at beginning of year2012-12-31$615,986
Participant contributions at end of year2012-12-31$57,231
Participant contributions at beginning of year2012-12-31$126,392
Assets. Other investments not covered elsewhere at end of year2012-12-31$17,730,004
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$14,493,880
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$754,036
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$20,759
Other income not declared elsewhere2012-12-31$1,264,892
Administrative expenses (other) incurred2012-12-31$59,040
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$7,146,865
Value of net assets at end of year (total assets less liabilities)2012-12-31$59,620,944
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$52,505,369
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
Assets. partnership/joint venture interests at end of year2012-12-31$23,472
Assets. partnership/joint venture interests at beginning of year2012-12-31$108,952
Investment advisory and management fees2012-12-31$12,869
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$31,563,542
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$33,184,141
Interest on participant loans2012-12-31$28,067
Value of interest in common/collective trusts at end of year2012-12-31$8,096,357
Value of interest in common/collective trusts at beginning of year2012-12-31$2,564,147
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,040,356
Net investment gain or loss from common/collective trusts2012-12-31$483,098
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$1,472,811
Employer contributions (assets) at end of year2012-12-31$1,472,811
Employer contributions (assets) at beginning of year2012-12-31$1,391,112
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,596,960
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 name2012-12-31PLANTE & MORAN LLP
Accountancy firm EIN2012-12-31381357951
2011 : PLUNKETT COONEY, P.C. EMPLOYEES' PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$15,472
Total transfer of assets from this plan2011-12-31$342,642
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$2,526,741
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,745,007
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,704,359
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,204,210
Value of total assets at end of year2011-12-31$52,505,369
Value of total assets at beginning of year2011-12-31$53,050,805
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$40,648
Total interest from all sources2011-12-31$25,366
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$766,890
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$766,890
Administrative expenses professional fees incurred2011-12-31$-188
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,724,325
Participant contributions at end of year2011-12-31$615,986
Participant contributions at beginning of year2011-12-31$551,937
Participant contributions at end of year2011-12-31$126,392
Participant contributions at beginning of year2011-12-31$167,977
Assets. Other investments not covered elsewhere at end of year2011-12-31$14,493,880
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$15,300,166
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$88,773
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$20,759
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$23,369
Other income not declared elsewhere2011-12-31$-315,429
Administrative expenses (other) incurred2011-12-31$2,593
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-218,266
Value of net assets at end of year (total assets less liabilities)2011-12-31$52,505,369
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$53,050,805
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
Assets. partnership/joint venture interests at end of year2011-12-31$108,952
Assets. partnership/joint venture interests at beginning of year2011-12-31$132,241
Investment advisory and management fees2011-12-31$38,243
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$33,184,141
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$31,845,938
Interest on participant loans2011-12-31$25,366
Value of interest in common/collective trusts at end of year2011-12-31$2,564,147
Value of interest in common/collective trusts at beginning of year2011-12-31$3,239,231
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,188,826
Net investment gain or loss from common/collective trusts2011-12-31$34,530
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$1,391,112
Employer contributions (assets) at end of year2011-12-31$1,391,112
Employer contributions (assets) at beginning of year2011-12-31$1,789,946
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,704,359
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PLANTE & MORAN LLP
Accountancy firm EIN2011-12-31381357951
2010 : PLUNKETT COONEY, P.C. EMPLOYEES' PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$125,585
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$9,605,833
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$3,342,377
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,265,521
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,678,610
Value of total assets at end of year2010-12-31$53,050,805
Value of total assets at beginning of year2010-12-31$46,661,764
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$76,856
Total interest from all sources2010-12-31$18,344
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$679,291
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$679,291
Administrative expenses professional fees incurred2010-12-31$9,120
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,664,316
Participant contributions at end of year2010-12-31$551,937
Participant contributions at beginning of year2010-12-31$212,101
Participant contributions at end of year2010-12-31$167,977
Participant contributions at beginning of year2010-12-31$148,183
Assets. Other investments not covered elsewhere at end of year2010-12-31$15,300,166
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$14,110,806
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$224,348
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$23,369
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$22,551
Other income not declared elsewhere2010-12-31$1,743,484
Administrative expenses (other) incurred2010-12-31$19,251
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$6,263,456
Value of net assets at end of year (total assets less liabilities)2010-12-31$53,050,805
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$46,661,764
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
Assets. partnership/joint venture interests at end of year2010-12-31$132,241
Assets. partnership/joint venture interests at beginning of year2010-12-31$125,064
Investment advisory and management fees2010-12-31$48,485
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$31,845,938
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$27,144,826
Interest on participant loans2010-12-31$18,344
Value of interest in common/collective trusts at end of year2010-12-31$3,239,231
Value of interest in common/collective trusts at beginning of year2010-12-31$3,108,797
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,353,011
Net investment gain or loss from common/collective trusts2010-12-31$133,093
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$1,789,946
Employer contributions (assets) at end of year2010-12-31$1,789,946
Employer contributions (assets) at beginning of year2010-12-31$1,789,436
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,265,521
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PLANTE & MORAN LLP
Accountancy firm EIN2010-12-31381357951
2009 : PLUNKETT COONEY, P.C. EMPLOYEES' PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for PLUNKETT COONEY, P.C. EMPLOYEES' PROFIT SHARING PLAN

2022: PLUNKETT COONEY, P.C. EMPLOYEES' PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PLUNKETT COONEY, P.C. EMPLOYEES' PROFIT SHARING PLAN 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PLUNKETT COONEY, P.C. EMPLOYEES' PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PLUNKETT COONEY, P.C. EMPLOYEES' PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PLUNKETT COONEY, P.C. EMPLOYEES' PROFIT SHARING PLAN 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PLUNKETT COONEY, P.C. EMPLOYEES' PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PLUNKETT COONEY, P.C. EMPLOYEES' PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PLUNKETT COONEY, P.C. EMPLOYEES' PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PLUNKETT COONEY, P.C. EMPLOYEES' PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PLUNKETT COONEY, P.C. EMPLOYEES' PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PLUNKETT COONEY, P.C. EMPLOYEES' PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PLUNKETT COONEY, P.C. EMPLOYEES' PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PLUNKETT COONEY, P.C. EMPLOYEES' PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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