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FOLEY & LARDNER LLP PENSION PLAN 401k Plan overview

Plan NameFOLEY & LARDNER LLP PENSION PLAN
Plan identification number 003

FOLEY & LARDNER LLP PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan covering Self-Employed individuals.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

FOLEY & LARDNER LLP has sponsored the creation of one or more 401k plans.

Company Name:FOLEY & LARDNER LLP
Employer identification number (EIN):390473800
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about FOLEY & LARDNER LLP

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 2007-04-30
Company Identification Number: 1696196
Legal Registered Office Address: 36 E 7TH ST
-
CINCINNATI
United States of America (USA)
45202

More information about FOLEY & LARDNER LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FOLEY & LARDNER LLP PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-02-01
0032021-02-01
0032020-02-01
0032019-02-01
0032018-02-01DAN JAMBURA2019-11-13
0032017-02-01
0032016-02-01
0032016-02-01DAN JAMBURA2017-11-07
0032015-02-01
0032014-02-01DAN JAMBURA DAN JAMBURA2015-11-13
0032013-02-01DAN JAMBURA DAN JAMBURA2014-11-13
0032012-02-01DAN JAMBURA DAN JAMBURA2013-11-14
0032011-02-01DAN JAMBURA DAN JAMBURA2012-11-09
0032010-02-01DAN JAMBURA DAN JAMBURA2011-11-11
0032009-02-01DAN JAMBURA DAN JAMBURA2010-11-15
0032009-02-01DAN JAMBURA DAN JAMBURA2010-11-12

Plan Statistics for FOLEY & LARDNER LLP PENSION PLAN

401k plan membership statisitcs for FOLEY & LARDNER LLP PENSION PLAN

Measure Date Value
2023: FOLEY & LARDNER LLP PENSION PLAN 2023 401k membership
Market value of plan assets2023-01-3151,908,902
Acturial value of plan assets2023-01-3148,660,766
Funding target for retired participants and beneficiaries receiving payment2023-01-3136,216,249
Number of terminated vested participants2023-01-3151
Fundng target for terminated vested participants2023-01-312,402,757
Active participant vested funding target2023-01-3110,239,945
Number of active participants2023-01-3189
Total funding liabilities for active participants2023-01-3110,239,945
Total participant count2023-01-31356
Total funding target for all participants2023-01-3148,858,951
Balance at beginning of prior year after applicable adjustments2023-01-310
Prefunding balance at beginning of prior year after applicable adjustments2023-01-310
Carryover balanced portion elected for use to offset prior years funding requirement2023-01-310
Prefunding balanced used to offset prior years funding requirement2023-01-310
Amount remaining of carryover balance2023-01-310
Amount remaining of prefunding balance2023-01-310
Present value of excess contributions2023-01-31818,320
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2023-01-31862,755
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2023-01-310
Reductions in caryover balances due to elections or deemed elections2023-01-310
Reductions in prefunding balances due to elections or deemed elections2023-01-310
Balance of carryovers at beginning of current year2023-01-310
Balance of prefunding at beginning of current year2023-01-310
Total employer contributions2023-01-313,439,000
Contributions allocated toward unpaid minimum require contributions from prior years2023-01-310
Contributions made to avoid restrictions adjusted to valuation date2023-01-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2023-01-313,259,931
Liquidity shortfalls end of Q12023-01-310
Liquidity shortfalls end of Q22023-01-310
Liquidity shortfalls end of Q32023-01-310
Liquidity shortfalls end of Q42023-01-310
Unpaid minimum required contributions for all prior years2023-01-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2023-01-310
Remaining amount of unpaid minimum required contributions2023-01-310
Minimum required contributions for current year target normal cost2023-01-31120,000
Net shortfall amortization installment of oustanding balance2023-01-31198,185
Waiver amortization installment2023-01-310
Total funding amount beforereflecting carryover/prefunding balances2023-01-31158,989
Carryover balance elected to use to offset funding requirement2023-01-310
Prefunding balance elected to use to offset funding requirement2023-01-310
Additional cash requirement2023-01-31158,989
Contributions allocatedtoward minimum required contributions for current year2023-01-313,259,931
Unpaid minimum required contributions for current year2023-01-310
Unpaid minimum required contributions for all years2023-01-310
2022: FOLEY & LARDNER LLP PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-02-01354
Total number of active participants reported on line 7a of the Form 55002022-02-0173
Number of retired or separated participants receiving benefits2022-02-01210
Number of other retired or separated participants entitled to future benefits2022-02-0149
Total of all active and inactive participants2022-02-01332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-02-0118
Total participants2022-02-01350
Number of participants with account balances2022-02-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-02-010
Market value of plan assets2022-01-3149,835,701
Acturial value of plan assets2022-01-3144,852,131
Funding target for retired participants and beneficiaries receiving payment2022-01-3133,907,821
Number of terminated vested participants2022-01-3169
Fundng target for terminated vested participants2022-01-314,502,913
Active participant vested funding target2022-01-3111,307,232
Number of active participants2022-01-31108
Total funding liabilities for active participants2022-01-3111,307,232
Total participant count2022-01-31367
Total funding target for all participants2022-01-3149,717,966
Balance at beginning of prior year after applicable adjustments2022-01-310
Prefunding balance at beginning of prior year after applicable adjustments2022-01-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-01-310
Prefunding balanced used to offset prior years funding requirement2022-01-310
Amount remaining of carryover balance2022-01-310
Amount remaining of prefunding balance2022-01-310
Present value of excess contributions2022-01-31529,505
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-01-31556,986
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-01-310
Reductions in caryover balances due to elections or deemed elections2022-01-310
Reductions in prefunding balances due to elections or deemed elections2022-01-310
Balance of carryovers at beginning of current year2022-01-310
Balance of prefunding at beginning of current year2022-01-310
Total employer contributions2022-01-311,480,000
Total employee contributions2022-01-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-01-310
Contributions made to avoid restrictions adjusted to valuation date2022-01-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-01-311,430,018
Liquidity shortfalls end of Q12022-01-310
Liquidity shortfalls end of Q22022-01-310
Liquidity shortfalls end of Q32022-01-310
Liquidity shortfalls end of Q42022-01-310
Unpaid minimum required contributions for all prior years2022-01-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-01-310
Remaining amount of unpaid minimum required contributions2022-01-310
Minimum required contributions for current year target normal cost2022-01-31158,000
Net shortfall amortization installment of oustanding balance2022-01-314,865,835
Waiver amortization installment2022-01-310
Total funding amount beforereflecting carryover/prefunding balances2022-01-31611,698
Carryover balance elected to use to offset funding requirement2022-01-310
Prefunding balance elected to use to offset funding requirement2022-01-310
Additional cash requirement2022-01-31611,698
Contributions allocatedtoward minimum required contributions for current year2022-01-311,430,018
Unpaid minimum required contributions for current year2022-01-310
Unpaid minimum required contributions for all years2022-01-310
2021: FOLEY & LARDNER LLP PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-02-01362
Total number of active participants reported on line 7a of the Form 55002021-02-0189
Number of retired or separated participants receiving benefits2021-02-01198
Number of other retired or separated participants entitled to future benefits2021-02-0152
Total of all active and inactive participants2021-02-01339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-02-0113
Total participants2021-02-01352
Number of participants with account balances2021-02-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-02-010
Market value of plan assets2021-01-3157,921,183
Acturial value of plan assets2021-01-3157,479,760
Funding target for retired participants and beneficiaries receiving payment2021-01-3144,701,525
Number of terminated vested participants2021-01-31122
Fundng target for terminated vested participants2021-01-315,996,327
Active participant vested funding target2021-01-3110,048,401
Number of active participants2021-01-31118
Total funding liabilities for active participants2021-01-3110,048,401
Total participant count2021-01-31743
Total funding target for all participants2021-01-3160,746,253
Balance at beginning of prior year after applicable adjustments2021-01-310
Prefunding balance at beginning of prior year after applicable adjustments2021-01-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-01-310
Prefunding balanced used to offset prior years funding requirement2021-01-310
Amount remaining of carryover balance2021-01-310
Amount remaining of prefunding balance2021-01-310
Present value of excess contributions2021-01-311,390
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-01-311,464
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-01-310
Reductions in caryover balances due to elections or deemed elections2021-01-310
Reductions in prefunding balances due to elections or deemed elections2021-01-310
Balance of carryovers at beginning of current year2021-01-310
Balance of prefunding at beginning of current year2021-01-310
Total employer contributions2021-01-311,864,000
Total employee contributions2021-01-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-01-310
Contributions made to avoid restrictions adjusted to valuation date2021-01-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-01-311,782,375
Liquidity shortfalls end of Q12021-01-310
Liquidity shortfalls end of Q22021-01-310
Liquidity shortfalls end of Q32021-01-310
Liquidity shortfalls end of Q42021-01-310
Unpaid minimum required contributions for all prior years2021-01-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-01-310
Remaining amount of unpaid minimum required contributions2021-01-310
Minimum required contributions for current year target normal cost2021-01-31138,000
Net shortfall amortization installment of oustanding balance2021-01-313,266,493
Waiver amortization installment2021-01-310
Total funding amount beforereflecting carryover/prefunding balances2021-01-311,252,870
Carryover balance elected to use to offset funding requirement2021-01-310
Prefunding balance elected to use to offset funding requirement2021-01-310
Additional cash requirement2021-01-311,252,870
Contributions allocatedtoward minimum required contributions for current year2021-01-311,782,375
Unpaid minimum required contributions for current year2021-01-310
Unpaid minimum required contributions for all years2021-01-310
2020: FOLEY & LARDNER LLP PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-02-01436
Total number of active participants reported on line 7a of the Form 55002020-02-01104
Number of retired or separated participants receiving benefits2020-02-01177
Number of other retired or separated participants entitled to future benefits2020-02-0172
Total of all active and inactive participants2020-02-01353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-02-0112
Total participants2020-02-01365
Number of participants with account balances2020-02-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-02-010
Market value of plan assets2020-01-3154,004,417
Acturial value of plan assets2020-01-3156,533,685
Funding target for retired participants and beneficiaries receiving payment2020-01-3144,206,001
Number of terminated vested participants2020-01-31138
Fundng target for terminated vested participants2020-01-317,062,078
Active participant vested funding target2020-01-3111,757,156
Number of active participants2020-01-31135
Total funding liabilities for active participants2020-01-3111,757,156
Total participant count2020-01-31756
Total funding target for all participants2020-01-3163,025,235
Balance at beginning of prior year after applicable adjustments2020-01-310
Prefunding balance at beginning of prior year after applicable adjustments2020-01-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-01-310
Prefunding balanced used to offset prior years funding requirement2020-01-310
Amount remaining of carryover balance2020-01-310
Amount remaining of prefunding balance2020-01-310
Present value of excess contributions2020-01-311,065
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-01-311,124
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-01-310
Reductions in caryover balances due to elections or deemed elections2020-01-310
Reductions in prefunding balances due to elections or deemed elections2020-01-310
Balance of carryovers at beginning of current year2020-01-310
Balance of prefunding at beginning of current year2020-01-310
Total employer contributions2020-01-311,513,000
Total employee contributions2020-01-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-01-310
Contributions made to avoid restrictions adjusted to valuation date2020-01-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-01-311,441,891
Liquidity shortfalls end of Q12020-01-310
Liquidity shortfalls end of Q22020-01-310
Liquidity shortfalls end of Q32020-01-310
Liquidity shortfalls end of Q42020-01-310
Unpaid minimum required contributions for all prior years2020-01-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-01-310
Remaining amount of unpaid minimum required contributions2020-01-310
Minimum required contributions for current year target normal cost2020-01-310
Net shortfall amortization installment of oustanding balance2020-01-316,491,550
Waiver amortization installment2020-01-310
Total funding amount beforereflecting carryover/prefunding balances2020-01-311,440,375
Carryover balance elected to use to offset funding requirement2020-01-310
Prefunding balance elected to use to offset funding requirement2020-01-310
Additional cash requirement2020-01-311,440,375
Contributions allocatedtoward minimum required contributions for current year2020-01-311,441,891
Unpaid minimum required contributions for current year2020-01-310
Unpaid minimum required contributions for all years2020-01-310
2019: FOLEY & LARDNER LLP PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-02-01756
Total number of active participants reported on line 7a of the Form 55002019-02-01118
Number of retired or separated participants receiving benefits2019-02-01450
Number of other retired or separated participants entitled to future benefits2019-02-01123
Total of all active and inactive participants2019-02-01691
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-02-0153
Total participants2019-02-01744
Number of participants with account balances2019-02-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-02-010
Market value of plan assets2019-01-3160,365,328
Acturial value of plan assets2019-01-3155,524,483
Funding target for retired participants and beneficiaries receiving payment2019-01-3142,056,437
Number of terminated vested participants2019-01-31151
Fundng target for terminated vested participants2019-01-317,294,085
Active participant vested funding target2019-01-3111,512,677
Number of active participants2019-01-31145
Total funding liabilities for active participants2019-01-3111,512,677
Total participant count2019-01-31766
Total funding target for all participants2019-01-3160,863,199
Balance at beginning of prior year after applicable adjustments2019-01-310
Prefunding balance at beginning of prior year after applicable adjustments2019-01-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-01-310
Prefunding balanced used to offset prior years funding requirement2019-01-310
Amount remaining of prefunding balance2019-01-310
Present value of excess contributions2019-01-31434
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-01-31459
Reductions in caryover balances due to elections or deemed elections2019-01-310
Reductions in prefunding balances due to elections or deemed elections2019-01-310
Balance of carryovers at beginning of current year2019-01-310
Balance of prefunding at beginning of current year2019-01-310
Total employer contributions2019-01-311,154,000
Contributions allocated toward unpaid minimum require contributions from prior years2019-01-310
Contributions made to avoid restrictions adjusted to valuation date2019-01-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-01-311,106,119
Liquidity shortfalls end of Q12019-01-310
Liquidity shortfalls end of Q22019-01-310
Liquidity shortfalls end of Q32019-01-310
Liquidity shortfalls end of Q42019-01-310
Unpaid minimum required contributions for all prior years2019-01-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-01-310
Remaining amount of unpaid minimum required contributions2019-01-310
Minimum required contributions for current year target normal cost2019-01-310
Net shortfall amortization installment of oustanding balance2019-01-315,338,716
Waiver amortization installment2019-01-310
Total funding amount beforereflecting carryover/prefunding balances2019-01-311,105,054
Carryover balance elected to use to offset funding requirement2019-01-310
Prefunding balance elected to use to offset funding requirement2019-01-310
Additional cash requirement2019-01-311,105,054
Contributions allocatedtoward minimum required contributions for current year2019-01-311,106,119
Unpaid minimum required contributions for current year2019-01-310
Unpaid minimum required contributions for all years2019-01-310
2018: FOLEY & LARDNER LLP PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-02-01766
Total number of active participants reported on line 7a of the Form 55002018-02-01135
Number of retired or separated participants receiving benefits2018-02-01446
Number of other retired or separated participants entitled to future benefits2018-02-01136
Total of all active and inactive participants2018-02-01717
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-02-0139
Total participants2018-02-01756
Market value of plan assets2018-01-3154,561,383
Acturial value of plan assets2018-01-3154,913,255
Funding target for retired participants and beneficiaries receiving payment2018-01-3139,071,120
Number of terminated vested participants2018-01-31177
Fundng target for terminated vested participants2018-01-319,762,432
Active participant vested funding target2018-01-3111,980,424
Number of active participants2018-01-31154
Total funding liabilities for active participants2018-01-3111,980,424
Total participant count2018-01-31771
Total funding target for all participants2018-01-3160,813,976
Balance at beginning of prior year after applicable adjustments2018-01-310
Prefunding balance at beginning of prior year after applicable adjustments2018-01-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-01-310
Prefunding balanced used to offset prior years funding requirement2018-01-310
Amount remaining of carryover balance2018-01-310
Amount remaining of prefunding balance2018-01-310
Present value of excess contributions2018-01-31258
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-01-31273
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-01-310
Reductions in caryover balances due to elections or deemed elections2018-01-310
Reductions in prefunding balances due to elections or deemed elections2018-01-310
Balance of carryovers at beginning of current year2018-01-310
Balance of prefunding at beginning of current year2018-01-310
Total employer contributions2018-01-311,125,000
Total employee contributions2018-01-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-01-310
Contributions made to avoid restrictions adjusted to valuation date2018-01-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-01-311,070,243
Liquidity shortfalls end of Q12018-01-310
Liquidity shortfalls end of Q22018-01-310
Liquidity shortfalls end of Q32018-01-310
Liquidity shortfalls end of Q42018-01-310
Unpaid minimum required contributions for all prior years2018-01-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-01-310
Remaining amount of unpaid minimum required contributions2018-01-310
Minimum required contributions for current year target normal cost2018-01-310
Net shortfall amortization installment of oustanding balance2018-01-315,900,721
Waiver amortization installment2018-01-310
Total funding amount beforereflecting carryover/prefunding balances2018-01-311,069,809
Carryover balance elected to use to offset funding requirement2018-01-310
Prefunding balance elected to use to offset funding requirement2018-01-310
Additional cash requirement2018-01-311,069,809
Contributions allocatedtoward minimum required contributions for current year2018-01-311,070,243
Unpaid minimum required contributions for current year2018-01-310
Unpaid minimum required contributions for all years2018-01-310
2017: FOLEY & LARDNER LLP PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-02-01772
Total number of active participants reported on line 7a of the Form 55002017-02-01154
Number of retired or separated participants receiving benefits2017-02-01401
Number of other retired or separated participants entitled to future benefits2017-02-01173
Total of all active and inactive participants2017-02-01728
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-02-0143
Total participants2017-02-01771
Market value of plan assets2017-01-3150,003,711
Acturial value of plan assets2017-01-3155,004,082
Funding target for retired participants and beneficiaries receiving payment2017-01-3134,464,532
Number of terminated vested participants2017-01-31203
Fundng target for terminated vested participants2017-01-3112,539,600
Active participant vested funding target2017-01-3113,189,141
Number of active participants2017-01-31169
Total funding liabilities for active participants2017-01-3113,189,141
Total participant count2017-01-31796
Total funding target for all participants2017-01-3160,193,273
Balance at beginning of prior year after applicable adjustments2017-01-310
Prefunding balance at beginning of prior year after applicable adjustments2017-01-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-01-310
Prefunding balanced used to offset prior years funding requirement2017-01-310
Present value of excess contributions2017-01-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-01-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-01-310
Reductions in caryover balances due to elections or deemed elections2017-01-310
Reductions in prefunding balances due to elections or deemed elections2017-01-310
Balance of carryovers at beginning of current year2017-01-310
Balance of prefunding at beginning of current year2017-01-310
Total employer contributions2017-01-31916,000
Contributions allocated toward unpaid minimum require contributions from prior years2017-01-310
Contributions made to avoid restrictions adjusted to valuation date2017-01-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-01-31857,634
Remaining amount of unpaid minimum required contributions2017-01-310
Net shortfall amortization installment of oustanding balance2017-01-315,189,191
Waiver amortization installment2017-01-310
Total funding amount beforereflecting carryover/prefunding balances2017-01-31857,376
Carryover balance elected to use to offset funding requirement2017-01-310
Prefunding balance elected to use to offset funding requirement2017-01-310
Additional cash requirement2017-01-31857,376
Contributions allocatedtoward minimum required contributions for current year2017-01-31857,634
Unpaid minimum required contributions for current year2017-01-310
Unpaid minimum required contributions for all years2017-01-310
2016: FOLEY & LARDNER LLP PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-02-01796
Total number of active participants reported on line 7a of the Form 55002016-02-01153
Number of retired or separated participants receiving benefits2016-02-01410
Number of other retired or separated participants entitled to future benefits2016-02-01175
Total of all active and inactive participants2016-02-01738
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-02-0134
Total participants2016-02-01772
2015: FOLEY & LARDNER LLP PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-02-01800
Total number of active participants reported on line 7a of the Form 55002015-02-01169
Number of retired or separated participants receiving benefits2015-02-01400
Number of other retired or separated participants entitled to future benefits2015-02-01200
Total of all active and inactive participants2015-02-01769
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-02-0127
Total participants2015-02-01796
2014: FOLEY & LARDNER LLP PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-02-01816
Total number of active participants reported on line 7a of the Form 55002014-02-01189
Number of retired or separated participants receiving benefits2014-02-01374
Number of other retired or separated participants entitled to future benefits2014-02-01218
Total of all active and inactive participants2014-02-01781
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-02-0119
Total participants2014-02-01800
2013: FOLEY & LARDNER LLP PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-02-01821
Total number of active participants reported on line 7a of the Form 55002013-02-01211
Number of retired or separated participants receiving benefits2013-02-01343
Number of other retired or separated participants entitled to future benefits2013-02-01228
Total of all active and inactive participants2013-02-01782
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-02-0134
Total participants2013-02-01816
2012: FOLEY & LARDNER LLP PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-02-01827
Total number of active participants reported on line 7a of the Form 55002012-02-01225
Number of retired or separated participants receiving benefits2012-02-01311
Number of other retired or separated participants entitled to future benefits2012-02-01260
Total of all active and inactive participants2012-02-01796
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-02-0125
Total participants2012-02-01821
2011: FOLEY & LARDNER LLP PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-02-01835
Total number of active participants reported on line 7a of the Form 55002011-02-01262
Number of retired or separated participants receiving benefits2011-02-01283
Number of other retired or separated participants entitled to future benefits2011-02-01259
Total of all active and inactive participants2011-02-01804
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-02-0123
Total participants2011-02-01827
2010: FOLEY & LARDNER LLP PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-02-01845
Total number of active participants reported on line 7a of the Form 55002010-02-01281
Number of retired or separated participants receiving benefits2010-02-01259
Number of other retired or separated participants entitled to future benefits2010-02-01276
Total of all active and inactive participants2010-02-01816
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-02-0119
Total participants2010-02-01835
2009: FOLEY & LARDNER LLP PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-02-01845
Total number of active participants reported on line 7a of the Form 55002009-02-01303
Number of retired or separated participants receiving benefits2009-02-01238
Number of other retired or separated participants entitled to future benefits2009-02-01284
Total of all active and inactive participants2009-02-01825
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-02-0120
Total participants2009-02-01845

Financial Data on FOLEY & LARDNER LLP PENSION PLAN

Measure Date Value
2023 : FOLEY & LARDNER LLP PENSION PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-31$0
Total income from all sources (including contributions)2023-01-31$-1,162,566
Total loss/gain on sale of assets2023-01-31$0
Total of all expenses incurred2023-01-31$3,837,972
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-31$3,702,192
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-31$3,439,000
Value of total assets at end of year2023-01-31$46,908,834
Value of total assets at beginning of year2023-01-31$51,909,372
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-31$135,780
Total interest from all sources2023-01-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-01-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-31No
Was this plan covered by a fidelity bond2023-01-31Yes
Value of fidelity bond cover2023-01-31$10,000,000
If this is an individual account plan, was there a blackout period2023-01-31No
Were there any nonexempt tranactions with any party-in-interest2023-01-31No
Other income not declared elsewhere2023-01-31$1,961
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-31No
Value of net income/loss2023-01-31$-5,000,538
Value of net assets at end of year (total assets less liabilities)2023-01-31$46,908,834
Value of net assets at beginning of year (total assets less liabilities)2023-01-31$51,909,372
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-31No
Were any leases to which the plan was party in default or uncollectible2023-01-31No
Investment advisory and management fees2023-01-31$22,357
Value of interest in pooled separate accounts at end of year2023-01-31$45,008,834
Value of interest in pooled separate accounts at beginning of year2023-01-31$51,548,372
Net investment gain/loss from pooled separate accounts2023-01-31$-4,603,527
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-31Yes
Was there a failure to transmit to the plan any participant contributions2023-01-31No
Has the plan failed to provide any benefit when due under the plan2023-01-31No
Contributions received in cash from employer2023-01-31$3,439,000
Employer contributions (assets) at end of year2023-01-31$1,900,000
Employer contributions (assets) at beginning of year2023-01-31$361,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-31$3,702,192
Contract administrator fees2023-01-31$113,423
Did the plan have assets held for investment2023-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-31No
Opinion of an independent qualified public accountant for this plan2023-01-31Unqualified
Accountancy firm name2023-01-31BAKER TILLY US. LLP
Accountancy firm EIN2023-01-31390859910
2022 : FOLEY & LARDNER LLP PENSION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-31$0
Total income from all sources (including contributions)2022-01-31$6,139,398
Total loss/gain on sale of assets2022-01-31$0
Total of all expenses incurred2022-01-31$4,080,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-31$3,960,534
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-31$1,480,000
Value of total assets at end of year2022-01-31$51,909,372
Value of total assets at beginning of year2022-01-31$49,850,732
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-31$120,224
Total interest from all sources2022-01-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-01-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-31No
Was this plan covered by a fidelity bond2022-01-31Yes
Value of fidelity bond cover2022-01-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-01-31$0
Were there any nonexempt tranactions with any party-in-interest2022-01-31No
Other income not declared elsewhere2022-01-31$76,368
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-31No
Value of net income/loss2022-01-31$2,058,640
Value of net assets at end of year (total assets less liabilities)2022-01-31$51,909,372
Value of net assets at beginning of year (total assets less liabilities)2022-01-31$49,850,732
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-31No
Were any leases to which the plan was party in default or uncollectible2022-01-31No
Investment advisory and management fees2022-01-31$23,549
Value of interest in pooled separate accounts at end of year2022-01-31$51,548,372
Value of interest in pooled separate accounts at beginning of year2022-01-31$49,069,732
Net investment gain/loss from pooled separate accounts2022-01-31$4,583,030
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-31Yes
Was there a failure to transmit to the plan any participant contributions2022-01-31No
Has the plan failed to provide any benefit when due under the plan2022-01-31No
Contributions received in cash from employer2022-01-31$1,480,000
Employer contributions (assets) at end of year2022-01-31$361,000
Employer contributions (assets) at beginning of year2022-01-31$781,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-31$3,960,534
Contract administrator fees2022-01-31$96,675
Did the plan have assets held for investment2022-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-31No
Opinion of an independent qualified public accountant for this plan2022-01-31Unqualified
Accountancy firm name2022-01-31BAKER TILLY US. LLP
Accountancy firm EIN2022-01-31390859910
2021 : FOLEY & LARDNER LLP PENSION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-01-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-01-31$0
Total unrealized appreciation/depreciation of assets2021-01-31$0
Total transfer of assets to this plan2021-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-01-31$0
Expenses. Interest paid2021-01-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-01-31$0
Total income from all sources (including contributions)2021-01-31$-1,926,409
Total loss/gain on sale of assets2021-01-31$0
Total of all expenses incurred2021-01-31$6,159,026
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-01-31$6,001,505
Value of total corrective distributions2021-01-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-01-31$1,864,000
Value of total assets at end of year2021-01-31$49,850,732
Value of total assets at beginning of year2021-01-31$57,936,167
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-01-31$157,521
Total income from rents2021-01-31$0
Total interest from all sources2021-01-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-01-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-01-31$0
Administrative expenses professional fees incurred2021-01-31$0
Was this plan covered by a fidelity bond2021-01-31Yes
Value of fidelity bond cover2021-01-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-01-31$0
Were there any nonexempt tranactions with any party-in-interest2021-01-31No
Amount of non-exempt transactions with any party-in-interest2021-01-31$0
Contributions received from participants2021-01-31$0
Participant contributions at end of year2021-01-31$0
Participant contributions at beginning of year2021-01-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-01-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-01-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-01-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-01-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-01-31$0
Other income not declared elsewhere2021-01-31$-12,574,322
Administrative expenses (other) incurred2021-01-31$0
Liabilities. Value of operating payables at beginning of year2021-01-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-01-31No
Income. Non cash contributions2021-01-31$0
Value of net income/loss2021-01-31$-8,085,435
Value of net assets at end of year (total assets less liabilities)2021-01-31$49,850,732
Value of net assets at beginning of year (total assets less liabilities)2021-01-31$57,936,167
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-01-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2021-01-31$0
Were any leases to which the plan was party in default or uncollectible2021-01-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2021-01-31$0
Investment advisory and management fees2021-01-31$0
Value of interest in pooled separate accounts at end of year2021-01-31$49,069,732
Value of interest in pooled separate accounts at beginning of year2021-01-31$57,178,597
Income. Interest from loans (other than to participants)2021-01-31$0
Interest earned on other investments2021-01-31$0
Income. Interest from US Government securities2021-01-31$0
Income. Interest from corporate debt instruments2021-01-31$0
Value of interest in master investment trust accounts at end of year2021-01-31$0
Value of interest in master investment trust accounts at beginning of year2021-01-31$75,570
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-01-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2021-01-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-01-31$0
Net investment gain/loss from pooled separate accounts2021-01-31$8,784,450
Net investment gain or loss from common/collective trusts2021-01-31$0
Net gain/loss from 103.12 investment entities2021-01-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-01-31Yes
Was there a failure to transmit to the plan any participant contributions2021-01-31No
Has the plan failed to provide any benefit when due under the plan2021-01-31No
Contributions received in cash from employer2021-01-31$1,864,000
Employer contributions (assets) at end of year2021-01-31$781,000
Employer contributions (assets) at beginning of year2021-01-31$682,000
Income. Dividends from preferred stock2021-01-31$0
Income. Dividends from common stock2021-01-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-01-31$6,001,505
Contract administrator fees2021-01-31$157,521
Liabilities. Value of benefit claims payable at beginning of year2021-01-31$0
Did the plan have assets held for investment2021-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-01-31No
Aggregate proceeds on sale of assets2021-01-31$0
Aggregate carrying amount (costs) on sale of assets2021-01-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-01-31$0
Opinion of an independent qualified public accountant for this plan2021-01-31Unqualified
Accountancy firm name2021-01-31BAKER TILLY US, LLP
Accountancy firm EIN2021-01-31390859910
2020 : FOLEY & LARDNER LLP PENSION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-01-31$0
Unrealized appreciation/depreciation of real estate assets2020-01-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-01-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-01-31$0
Total unrealized appreciation/depreciation of assets2020-01-31$0
Total unrealized appreciation/depreciation of assets2020-01-31$0
Total transfer of assets to this plan2020-01-31$0
Total transfer of assets to this plan2020-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-01-31$0
Expenses. Interest paid2020-01-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-01-31$0
Expenses. Interest paid2020-01-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-01-31$0
Total income from all sources (including contributions)2020-01-31$8,541,705
Total income from all sources (including contributions)2020-01-31$8,541,705
Total loss/gain on sale of assets2020-01-31$0
Total loss/gain on sale of assets2020-01-31$0
Total of all expenses incurred2020-01-31$4,616,174
Total of all expenses incurred2020-01-31$4,616,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-01-31$4,598,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-01-31$4,598,935
Value of total corrective distributions2020-01-31$0
Value of total corrective distributions2020-01-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-01-31$1,513,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-01-31$1,513,000
Value of total assets at end of year2020-01-31$57,936,167
Value of total assets at end of year2020-01-31$57,936,167
Value of total assets at beginning of year2020-01-31$54,010,636
Value of total assets at beginning of year2020-01-31$54,010,636
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-01-31$17,239
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-01-31$17,239
Total income from rents2020-01-31$0
Total income from rents2020-01-31$0
Total interest from all sources2020-01-31$0
Total interest from all sources2020-01-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-01-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-01-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-01-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-01-31$0
Total dividends received from registered investment company shares (eg mutual funds)2020-01-31$0
Administrative expenses professional fees incurred2020-01-31$0
Administrative expenses professional fees incurred2020-01-31$0
Was this plan covered by a fidelity bond2020-01-31Yes
Was this plan covered by a fidelity bond2020-01-31Yes
Value of fidelity bond cover2020-01-31$10,000,000
Value of fidelity bond cover2020-01-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-01-31$0
Were there any nonexempt tranactions with any party-in-interest2020-01-31No
Were there any nonexempt tranactions with any party-in-interest2020-01-31No
Amount of non-exempt transactions with any party-in-interest2020-01-31$0
Contributions received from participants2020-01-31$0
Contributions received from participants2020-01-31$0
Participant contributions at end of year2020-01-31$0
Participant contributions at end of year2020-01-31$0
Participant contributions at beginning of year2020-01-31$0
Participant contributions at beginning of year2020-01-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-01-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-01-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-01-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-01-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-01-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-01-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-01-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-01-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-01-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-01-31$0
Other income not declared elsewhere2020-01-31$4,761
Other income not declared elsewhere2020-01-31$4,761
Administrative expenses (other) incurred2020-01-31$0
Administrative expenses (other) incurred2020-01-31$0
Liabilities. Value of operating payables at beginning of year2020-01-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-31No
Income. Non cash contributions2020-01-31$0
Income. Non cash contributions2020-01-31$0
Value of net income/loss2020-01-31$3,925,531
Value of net income/loss2020-01-31$3,925,531
Value of net assets at end of year (total assets less liabilities)2020-01-31$57,936,167
Value of net assets at end of year (total assets less liabilities)2020-01-31$57,936,167
Value of net assets at beginning of year (total assets less liabilities)2020-01-31$54,010,636
Value of net assets at beginning of year (total assets less liabilities)2020-01-31$54,010,636
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-01-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-01-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-01-31$0
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-01-31$0
Were any leases to which the plan was party in default or uncollectible2020-01-31No
Were any leases to which the plan was party in default or uncollectible2020-01-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-01-31$0
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-01-31$0
Investment advisory and management fees2020-01-31$0
Investment advisory and management fees2020-01-31$0
Value of interest in pooled separate accounts at end of year2020-01-31$57,178,597
Value of interest in pooled separate accounts at end of year2020-01-31$57,178,597
Value of interest in pooled separate accounts at beginning of year2020-01-31$0
Value of interest in pooled separate accounts at beginning of year2020-01-31$0
Income. Interest from loans (other than to participants)2020-01-31$0
Income. Interest from loans (other than to participants)2020-01-31$0
Interest earned on other investments2020-01-31$0
Interest earned on other investments2020-01-31$0
Income. Interest from US Government securities2020-01-31$0
Income. Interest from US Government securities2020-01-31$0
Income. Interest from corporate debt instruments2020-01-31$0
Income. Interest from corporate debt instruments2020-01-31$0
Value of interest in master investment trust accounts at end of year2020-01-31$75,570
Value of interest in master investment trust accounts at end of year2020-01-31$75,570
Value of interest in master investment trust accounts at beginning of year2020-01-31$53,603,636
Value of interest in master investment trust accounts at beginning of year2020-01-31$53,603,636
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-01-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-01-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-01-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-01-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-01-31$-131,065
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-01-31$-131,065
Net investment gain/loss from pooled separate accounts2020-01-31$1,594
Net investment gain/loss from pooled separate accounts2020-01-31$1,594
Net investment gain or loss from common/collective trusts2020-01-31$0
Net investment gain or loss from common/collective trusts2020-01-31$0
Net gain/loss from 103.12 investment entities2020-01-31$0
Net gain/loss from 103.12 investment entities2020-01-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-01-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-01-31Yes
Was there a failure to transmit to the plan any participant contributions2020-01-31No
Was there a failure to transmit to the plan any participant contributions2020-01-31No
Has the plan failed to provide any benefit when due under the plan2020-01-31No
Has the plan failed to provide any benefit when due under the plan2020-01-31No
Contributions received in cash from employer2020-01-31$1,513,000
Contributions received in cash from employer2020-01-31$1,513,000
Employer contributions (assets) at end of year2020-01-31$682,000
Employer contributions (assets) at end of year2020-01-31$682,000
Employer contributions (assets) at beginning of year2020-01-31$407,000
Employer contributions (assets) at beginning of year2020-01-31$407,000
Income. Dividends from preferred stock2020-01-31$0
Income. Dividends from preferred stock2020-01-31$0
Income. Dividends from common stock2020-01-31$0
Income. Dividends from common stock2020-01-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-01-31$4,598,935
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-01-31$4,598,935
Contract administrator fees2020-01-31$17,239
Contract administrator fees2020-01-31$17,239
Liabilities. Value of benefit claims payable at beginning of year2020-01-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-01-31$0
Did the plan have assets held for investment2020-01-31Yes
Did the plan have assets held for investment2020-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-01-31No
Aggregate proceeds on sale of assets2020-01-31$0
Aggregate proceeds on sale of assets2020-01-31$0
Aggregate carrying amount (costs) on sale of assets2020-01-31$0
Aggregate carrying amount (costs) on sale of assets2020-01-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-01-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-01-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-01-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-01-31Yes
Opinion of an independent qualified public accountant for this plan2020-01-31Disclaimer
Opinion of an independent qualified public accountant for this plan2020-01-31Disclaimer
Accountancy firm name2020-01-31BAKER TILLY US, LLP
Accountancy firm name2020-01-31BAKER TILLY US, LLP
Accountancy firm EIN2020-01-31390859910
Accountancy firm EIN2020-01-31390859910
2019 : FOLEY & LARDNER LLP PENSION PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-01-31$-1,570,917
Total of all expenses incurred2019-01-31$4,794,241
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-01-31$4,794,241
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-01-31$1,154,000
Value of total assets at end of year2019-01-31$54,010,636
Value of total assets at beginning of year2019-01-31$60,375,794
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-01-31No
Was this plan covered by a fidelity bond2019-01-31Yes
Value of fidelity bond cover2019-01-31$10,000,000
If this is an individual account plan, was there a blackout period2019-01-31No
Were there any nonexempt tranactions with any party-in-interest2019-01-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-01-31No
Value of net income/loss2019-01-31$-6,365,158
Value of net assets at end of year (total assets less liabilities)2019-01-31$54,010,636
Value of net assets at beginning of year (total assets less liabilities)2019-01-31$60,375,794
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-01-31No
Were any leases to which the plan was party in default or uncollectible2019-01-31No
Value of interest in master investment trust accounts at end of year2019-01-31$53,603,636
Value of interest in master investment trust accounts at beginning of year2019-01-31$59,895,794
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-01-31No
Was there a failure to transmit to the plan any participant contributions2019-01-31No
Has the plan failed to provide any benefit when due under the plan2019-01-31No
Contributions received in cash from employer2019-01-31$1,154,000
Employer contributions (assets) at end of year2019-01-31$407,000
Employer contributions (assets) at beginning of year2019-01-31$480,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-01-31$4,794,241
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-01-31No
Did the plan have assets held for investment2019-01-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-01-31Yes
Opinion of an independent qualified public accountant for this plan2019-01-31Disclaimer
Accountancy firm name2019-01-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2019-01-31390859910
2018 : FOLEY & LARDNER LLP PENSION PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-01-31$9,737,400
Total of all expenses incurred2018-01-31$3,939,229
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-01-31$3,939,229
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-01-31$1,125,000
Value of total assets at end of year2018-01-31$60,375,794
Value of total assets at beginning of year2018-01-31$54,577,623
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-01-31No
Was this plan covered by a fidelity bond2018-01-31Yes
Value of fidelity bond cover2018-01-31$5,000,000
If this is an individual account plan, was there a blackout period2018-01-31No
Were there any nonexempt tranactions with any party-in-interest2018-01-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-01-31No
Value of net income/loss2018-01-31$5,798,171
Value of net assets at end of year (total assets less liabilities)2018-01-31$60,375,794
Value of net assets at beginning of year (total assets less liabilities)2018-01-31$54,577,623
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-01-31No
Were any leases to which the plan was party in default or uncollectible2018-01-31No
Value of interest in master investment trust accounts at end of year2018-01-31$59,895,794
Value of interest in master investment trust accounts at beginning of year2018-01-31$54,161,623
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-01-31No
Was there a failure to transmit to the plan any participant contributions2018-01-31No
Has the plan failed to provide any benefit when due under the plan2018-01-31No
Contributions received in cash from employer2018-01-31$1,125,000
Employer contributions (assets) at end of year2018-01-31$480,000
Employer contributions (assets) at beginning of year2018-01-31$416,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-01-31$3,939,229
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-01-31No
Did the plan have assets held for investment2018-01-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-01-31Yes
Opinion of an independent qualified public accountant for this plan2018-01-31Disclaimer
Accountancy firm name2018-01-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2018-01-31390859910
2017 : FOLEY & LARDNER LLP PENSION PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-01-31$8,253,929
Total of all expenses incurred2017-01-31$3,680,017
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-01-31$3,680,017
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-01-31$916,000
Value of total assets at end of year2017-01-31$54,577,623
Value of total assets at beginning of year2017-01-31$50,003,711
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-01-31No
Was this plan covered by a fidelity bond2017-01-31Yes
Value of fidelity bond cover2017-01-31$5,000,000
If this is an individual account plan, was there a blackout period2017-01-31No
Were there any nonexempt tranactions with any party-in-interest2017-01-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-01-31No
Value of net income/loss2017-01-31$4,573,912
Value of net assets at end of year (total assets less liabilities)2017-01-31$54,577,623
Value of net assets at beginning of year (total assets less liabilities)2017-01-31$50,003,711
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-01-31No
Were any leases to which the plan was party in default or uncollectible2017-01-31No
Value of interest in master investment trust accounts at end of year2017-01-31$54,161,623
Value of interest in master investment trust accounts at beginning of year2017-01-31$50,003,711
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-01-31No
Was there a failure to transmit to the plan any participant contributions2017-01-31No
Has the plan failed to provide any benefit when due under the plan2017-01-31No
Contributions received in cash from employer2017-01-31$916,000
Employer contributions (assets) at end of year2017-01-31$416,000
Employer contributions (assets) at beginning of year2017-01-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-01-31$3,680,017
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-01-31No
Did the plan have assets held for investment2017-01-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-01-31Yes
Opinion of an independent qualified public accountant for this plan2017-01-31Disclaimer
Accountancy firm name2017-01-31REILLY, PENNER & BENTON LLP
Accountancy firm EIN2017-01-31390747409
2016 : FOLEY & LARDNER LLP PENSION PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-01-31$-5,435,862
Total of all expenses incurred2016-01-31$3,391,506
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-01-31$3,391,506
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-01-31$0
Value of total assets at end of year2016-01-31$50,003,711
Value of total assets at beginning of year2016-01-31$58,831,079
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-01-31No
Was this plan covered by a fidelity bond2016-01-31Yes
Value of fidelity bond cover2016-01-31$5,000,000
If this is an individual account plan, was there a blackout period2016-01-31No
Were there any nonexempt tranactions with any party-in-interest2016-01-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-01-31No
Value of net income/loss2016-01-31$-8,827,368
Value of net assets at end of year (total assets less liabilities)2016-01-31$50,003,711
Value of net assets at beginning of year (total assets less liabilities)2016-01-31$58,831,079
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-01-31No
Were any leases to which the plan was party in default or uncollectible2016-01-31No
Value of interest in master investment trust accounts at end of year2016-01-31$50,003,711
Value of interest in master investment trust accounts at beginning of year2016-01-31$57,447,079
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-01-31No
Was there a failure to transmit to the plan any participant contributions2016-01-31No
Has the plan failed to provide any benefit when due under the plan2016-01-31No
Contributions received in cash from employer2016-01-31$0
Employer contributions (assets) at end of year2016-01-31$0
Employer contributions (assets) at beginning of year2016-01-31$1,384,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-01-31$3,391,506
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-01-31No
Did the plan have assets held for investment2016-01-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-01-31Yes
Opinion of an independent qualified public accountant for this plan2016-01-31Disclaimer
Accountancy firm name2016-01-31REILLY, PENNER & BENTON LLP
Accountancy firm EIN2016-01-31390747409
2015 : FOLEY & LARDNER LLP PENSION PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-01-31$6,145,412
Total of all expenses incurred2015-01-31$3,084,340
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-01-31$3,084,340
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-01-31$2,645,352
Value of total assets at end of year2015-01-31$58,831,079
Value of total assets at beginning of year2015-01-31$55,770,007
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-01-31No
Was this plan covered by a fidelity bond2015-01-31Yes
Value of fidelity bond cover2015-01-31$5,000,000
If this is an individual account plan, was there a blackout period2015-01-31No
Were there any nonexempt tranactions with any party-in-interest2015-01-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-01-31No
Value of net income/loss2015-01-31$3,061,072
Value of net assets at end of year (total assets less liabilities)2015-01-31$58,831,079
Value of net assets at beginning of year (total assets less liabilities)2015-01-31$55,770,007
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-01-31No
Were any leases to which the plan was party in default or uncollectible2015-01-31No
Value of interest in master investment trust accounts at end of year2015-01-31$57,447,079
Value of interest in master investment trust accounts at beginning of year2015-01-31$55,307,474
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-01-31No
Was there a failure to transmit to the plan any participant contributions2015-01-31No
Has the plan failed to provide any benefit when due under the plan2015-01-31No
Contributions received in cash from employer2015-01-31$2,645,352
Employer contributions (assets) at end of year2015-01-31$1,384,000
Employer contributions (assets) at beginning of year2015-01-31$462,533
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-01-31$3,084,340
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-01-31No
Did the plan have assets held for investment2015-01-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-01-31Yes
Opinion of an independent qualified public accountant for this plan2015-01-31Disclaimer
Accountancy firm name2015-01-31REILLY, PENNER & BENTON LLP
Accountancy firm EIN2015-01-31390747409
2014 : FOLEY & LARDNER LLP PENSION PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-01-31$3,607,840
Total of all expenses incurred2014-01-31$2,698,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-01-31$2,698,914
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-01-31$1,751,132
Value of total assets at end of year2014-01-31$55,770,007
Value of total assets at beginning of year2014-01-31$54,861,081
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-01-31No
Was this plan covered by a fidelity bond2014-01-31Yes
Value of fidelity bond cover2014-01-31$5,000,000
If this is an individual account plan, was there a blackout period2014-01-31No
Were there any nonexempt tranactions with any party-in-interest2014-01-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-01-31No
Value of net income/loss2014-01-31$908,926
Value of net assets at end of year (total assets less liabilities)2014-01-31$55,770,007
Value of net assets at beginning of year (total assets less liabilities)2014-01-31$54,861,081
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-01-31No
Were any leases to which the plan was party in default or uncollectible2014-01-31No
Value of interest in master investment trust accounts at end of year2014-01-31$55,307,474
Value of interest in master investment trust accounts at beginning of year2014-01-31$54,491,059
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-01-31No
Was there a failure to transmit to the plan any participant contributions2014-01-31No
Has the plan failed to provide any benefit when due under the plan2014-01-31No
Contributions received in cash from employer2014-01-31$1,751,132
Employer contributions (assets) at end of year2014-01-31$462,533
Employer contributions (assets) at beginning of year2014-01-31$370,022
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-01-31$2,698,914
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-01-31No
Did the plan have assets held for investment2014-01-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-01-31Yes
Opinion of an independent qualified public accountant for this plan2014-01-31Disclaimer
Accountancy firm name2014-01-31REILLY, PENNER & BENTON LLP
Accountancy firm EIN2014-01-31390747409
2013 : FOLEY & LARDNER LLP PENSION PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-01-31$7,536,963
Total of all expenses incurred2013-01-31$2,322,118
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-01-31$2,322,118
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-01-31$1,791,570
Value of total assets at end of year2013-01-31$54,861,081
Value of total assets at beginning of year2013-01-31$49,646,236
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-01-31No
Was this plan covered by a fidelity bond2013-01-31Yes
Value of fidelity bond cover2013-01-31$5,000,000
If this is an individual account plan, was there a blackout period2013-01-31No
Were there any nonexempt tranactions with any party-in-interest2013-01-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-01-31No
Value of net income/loss2013-01-31$5,214,845
Value of net assets at end of year (total assets less liabilities)2013-01-31$54,861,081
Value of net assets at beginning of year (total assets less liabilities)2013-01-31$49,646,236
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-01-31No
Were any leases to which the plan was party in default or uncollectible2013-01-31No
Value of interest in master investment trust accounts at end of year2013-01-31$54,491,059
Value of interest in master investment trust accounts at beginning of year2013-01-31$48,535,132
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-01-31No
Was there a failure to transmit to the plan any participant contributions2013-01-31No
Has the plan failed to provide any benefit when due under the plan2013-01-31No
Contributions received in cash from employer2013-01-31$1,791,570
Employer contributions (assets) at end of year2013-01-31$370,022
Employer contributions (assets) at beginning of year2013-01-31$1,111,104
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-01-31$2,322,118
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-01-31No
Did the plan have assets held for investment2013-01-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-01-31Yes
Opinion of an independent qualified public accountant for this plan2013-01-31Disclaimer
Accountancy firm name2013-01-31REILLY, PENNER & BENTON LLP
Accountancy firm EIN2013-01-31390747409
2012 : FOLEY & LARDNER LLP PENSION PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-01-31$2,592,885
Total of all expenses incurred2012-01-31$1,973,133
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-01-31$1,973,133
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-01-31$2,985,929
Value of total assets at end of year2012-01-31$49,646,236
Value of total assets at beginning of year2012-01-31$49,026,484
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-01-31No
Was this plan covered by a fidelity bond2012-01-31Yes
Value of fidelity bond cover2012-01-31$5,000,000
If this is an individual account plan, was there a blackout period2012-01-31No
Were there any nonexempt tranactions with any party-in-interest2012-01-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-01-31No
Value of net income/loss2012-01-31$619,752
Value of net assets at end of year (total assets less liabilities)2012-01-31$49,646,236
Value of net assets at beginning of year (total assets less liabilities)2012-01-31$49,026,484
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-01-31No
Were any leases to which the plan was party in default or uncollectible2012-01-31No
Value of interest in master investment trust accounts at end of year2012-01-31$48,535,132
Value of interest in master investment trust accounts at beginning of year2012-01-31$47,945,689
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-01-31No
Was there a failure to transmit to the plan any participant contributions2012-01-31No
Has the plan failed to provide any benefit when due under the plan2012-01-31No
Contributions received in cash from employer2012-01-31$2,985,929
Employer contributions (assets) at end of year2012-01-31$1,111,104
Employer contributions (assets) at beginning of year2012-01-31$1,080,795
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-01-31$1,973,133
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-01-31No
Did the plan have assets held for investment2012-01-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-01-31Yes
Opinion of an independent qualified public accountant for this plan2012-01-31Disclaimer
Accountancy firm name2012-01-31REILLY, PENNER & BENTON LLP
Accountancy firm EIN2012-01-31390747409
2011 : FOLEY & LARDNER LLP PENSION PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-01-31$11,002,310
Total of all expenses incurred2011-01-31$1,797,260
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-01-31$1,797,260
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-01-31$2,643,210
Value of total assets at end of year2011-01-31$49,026,484
Value of total assets at beginning of year2011-01-31$39,821,434
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-01-31No
Was this plan covered by a fidelity bond2011-01-31Yes
Value of fidelity bond cover2011-01-31$5,000,000
If this is an individual account plan, was there a blackout period2011-01-31No
Were there any nonexempt tranactions with any party-in-interest2011-01-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-01-31No
Value of net income/loss2011-01-31$9,205,050
Value of net assets at end of year (total assets less liabilities)2011-01-31$49,026,484
Value of net assets at beginning of year (total assets less liabilities)2011-01-31$39,821,434
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-01-31No
Were any leases to which the plan was party in default or uncollectible2011-01-31No
Value of interest in master investment trust accounts at end of year2011-01-31$47,945,689
Value of interest in master investment trust accounts at beginning of year2011-01-31$38,634,587
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-01-31No
Was there a failure to transmit to the plan any participant contributions2011-01-31No
Has the plan failed to provide any benefit when due under the plan2011-01-31No
Contributions received in cash from employer2011-01-31$2,643,210
Employer contributions (assets) at end of year2011-01-31$1,080,795
Employer contributions (assets) at beginning of year2011-01-31$1,186,847
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-01-31$1,797,260
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-01-31No
Did the plan have assets held for investment2011-01-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-01-31Yes
Opinion of an independent qualified public accountant for this plan2011-01-31Disclaimer
Accountancy firm name2011-01-31REILLY, PENNER & BENTON LLP
Accountancy firm EIN2011-01-31390747409

Form 5500 Responses for FOLEY & LARDNER LLP PENSION PLAN

2022: FOLEY & LARDNER LLP PENSION PLAN 2022 form 5500 responses
2022-02-01Type of plan entitySingle employer plan
2022-02-01This submission is the final filingNo
2022-02-01This return/report is a short plan year return/report (less than 12 months)No
2022-02-01Plan is a collectively bargained planNo
2022-02-01Plan funding arrangement – InsuranceYes
2022-02-01Plan funding arrangement – TrustYes
2022-02-01Plan benefit arrangement – InsuranceYes
2022-02-01Plan benefit arrangement - TrustYes
2021: FOLEY & LARDNER LLP PENSION PLAN 2021 form 5500 responses
2021-02-01Type of plan entitySingle employer plan
2021-02-01This submission is the final filingNo
2021-02-01This return/report is a short plan year return/report (less than 12 months)No
2021-02-01Plan is a collectively bargained planNo
2021-02-01Plan funding arrangement – InsuranceYes
2021-02-01Plan funding arrangement – TrustYes
2021-02-01Plan benefit arrangement – InsuranceYes
2021-02-01Plan benefit arrangement - TrustYes
2020: FOLEY & LARDNER LLP PENSION PLAN 2020 form 5500 responses
2020-02-01Type of plan entitySingle employer plan
2020-02-01This submission is the final filingNo
2020-02-01This return/report is a short plan year return/report (less than 12 months)No
2020-02-01Plan is a collectively bargained planNo
2020-02-01Plan funding arrangement – InsuranceYes
2020-02-01Plan funding arrangement – TrustYes
2020-02-01Plan benefit arrangement – InsuranceYes
2020-02-01Plan benefit arrangement - TrustYes
2019: FOLEY & LARDNER LLP PENSION PLAN 2019 form 5500 responses
2019-02-01Type of plan entitySingle employer plan
2019-02-01This submission is the final filingNo
2019-02-01This return/report is a short plan year return/report (less than 12 months)No
2019-02-01Plan is a collectively bargained planNo
2019-02-01Plan funding arrangement – InsuranceYes
2019-02-01Plan funding arrangement – TrustYes
2019-02-01Plan benefit arrangement – InsuranceYes
2019-02-01Plan benefit arrangement - TrustYes
2018: FOLEY & LARDNER LLP PENSION PLAN 2018 form 5500 responses
2018-02-01Type of plan entitySingle employer plan
2018-02-01Plan funding arrangement – TrustYes
2018-02-01Plan benefit arrangement - TrustYes
2017: FOLEY & LARDNER LLP PENSION PLAN 2017 form 5500 responses
2017-02-01Type of plan entitySingle employer plan
2017-02-01Plan funding arrangement – TrustYes
2017-02-01Plan benefit arrangement - TrustYes
2016: FOLEY & LARDNER LLP PENSION PLAN 2016 form 5500 responses
2016-02-01Type of plan entitySingle employer plan
2016-02-01Plan funding arrangement – TrustYes
2016-02-01Plan benefit arrangement - TrustYes
2015: FOLEY & LARDNER LLP PENSION PLAN 2015 form 5500 responses
2015-02-01Type of plan entitySingle employer plan
2015-02-01Plan funding arrangement – TrustYes
2015-02-01Plan benefit arrangement - TrustYes
2014: FOLEY & LARDNER LLP PENSION PLAN 2014 form 5500 responses
2014-02-01Type of plan entitySingle employer plan
2014-02-01Plan funding arrangement – TrustYes
2014-02-01Plan benefit arrangement - TrustYes
2013: FOLEY & LARDNER LLP PENSION PLAN 2013 form 5500 responses
2013-02-01Type of plan entitySingle employer plan
2013-02-01Plan funding arrangement – TrustYes
2013-02-01Plan benefit arrangement - TrustYes
2012: FOLEY & LARDNER LLP PENSION PLAN 2012 form 5500 responses
2012-02-01Type of plan entitySingle employer plan
2012-02-01Plan funding arrangement – TrustYes
2012-02-01Plan benefit arrangement - TrustYes
2011: FOLEY & LARDNER LLP PENSION PLAN 2011 form 5500 responses
2011-02-01Type of plan entitySingle employer plan
2011-02-01Plan funding arrangement – TrustYes
2011-02-01Plan benefit arrangement - TrustYes
2010: FOLEY & LARDNER LLP PENSION PLAN 2010 form 5500 responses
2010-02-01Type of plan entitySingle employer plan
2010-02-01Plan funding arrangement – TrustYes
2010-02-01Plan benefit arrangement - TrustYes
2009: FOLEY & LARDNER LLP PENSION PLAN 2009 form 5500 responses
2009-02-01Type of plan entitySingle employer plan
2009-02-01Submission has been amendedYes
2009-02-01This submission is the final filingNo
2009-02-01Plan funding arrangement – TrustYes
2009-02-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number469621
Policy instance 1
Insurance contract or identification number469621
Number of Individuals Covered352
Insurance policy start date2022-02-01
Insurance policy end date2023-01-31
Total amount of commissions paid to insurance brokerUSD $9,384
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,384
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number469621
Policy instance 1
Insurance contract or identification number469621
Number of Individuals Covered352
Insurance policy start date2021-02-01
Insurance policy end date2022-01-31
Total amount of commissions paid to insurance brokerUSD $10,280
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,280
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number469621
Policy instance 1
Insurance contract or identification number469621
Number of Individuals Covered365
Insurance policy start date2020-02-01
Insurance policy end date2021-01-31
Total amount of commissions paid to insurance brokerUSD $9,398
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,398
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number469621
Policy instance 1
Insurance contract or identification number469621
Number of Individuals Covered744
Insurance policy start date2020-01-01
Insurance policy end date2020-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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