FOLEY & LARDNER LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan FOLEY & LARDNER LLP PENSION PLAN
Measure | Date | Value |
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2023: FOLEY & LARDNER LLP PENSION PLAN 2023 401k membership |
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Market value of plan assets | 2023-01-31 | 51,908,902 |
Acturial value of plan assets | 2023-01-31 | 48,660,766 |
Funding target for retired participants and beneficiaries receiving payment | 2023-01-31 | 36,216,249 |
Number of terminated vested participants | 2023-01-31 | 51 |
Fundng target for terminated vested participants | 2023-01-31 | 2,402,757 |
Active participant vested funding target | 2023-01-31 | 10,239,945 |
Number of active participants | 2023-01-31 | 89 |
Total funding liabilities for active participants | 2023-01-31 | 10,239,945 |
Total participant count | 2023-01-31 | 356 |
Total funding target for all participants | 2023-01-31 | 48,858,951 |
Balance at beginning of prior year after applicable adjustments | 2023-01-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2023-01-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2023-01-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2023-01-31 | 0 |
Amount remaining of carryover balance | 2023-01-31 | 0 |
Amount remaining of prefunding balance | 2023-01-31 | 0 |
Present value of excess contributions | 2023-01-31 | 818,320 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2023-01-31 | 862,755 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2023-01-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2023-01-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2023-01-31 | 0 |
Balance of carryovers at beginning of current year | 2023-01-31 | 0 |
Balance of prefunding at beginning of current year | 2023-01-31 | 0 |
Total employer contributions | 2023-01-31 | 3,439,000 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2023-01-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2023-01-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2023-01-31 | 3,259,931 |
Liquidity shortfalls end of Q1 | 2023-01-31 | 0 |
Liquidity shortfalls end of Q2 | 2023-01-31 | 0 |
Liquidity shortfalls end of Q3 | 2023-01-31 | 0 |
Liquidity shortfalls end of Q4 | 2023-01-31 | 0 |
Unpaid minimum required contributions for all prior years | 2023-01-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2023-01-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2023-01-31 | 0 |
Minimum required contributions for current year target normal cost | 2023-01-31 | 120,000 |
Net shortfall amortization installment of oustanding balance | 2023-01-31 | 198,185 |
Waiver amortization installment | 2023-01-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2023-01-31 | 158,989 |
Carryover balance elected to use to offset funding requirement | 2023-01-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2023-01-31 | 0 |
Additional cash requirement | 2023-01-31 | 158,989 |
Contributions allocatedtoward minimum required contributions for current year | 2023-01-31 | 3,259,931 |
Unpaid minimum required contributions for current year | 2023-01-31 | 0 |
Unpaid minimum required contributions for all years | 2023-01-31 | 0 |
2022: FOLEY & LARDNER LLP PENSION PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-02-01 | 354 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-02-01 | 73 |
Number of retired or separated participants receiving benefits | 2022-02-01 | 210 |
Number of other retired or separated participants entitled to future benefits | 2022-02-01 | 49 |
Total of all active and inactive participants | 2022-02-01 | 332 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-02-01 | 18 |
Total participants | 2022-02-01 | 350 |
Number of participants with account balances | 2022-02-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-02-01 | 0 |
Market value of plan assets | 2022-01-31 | 49,835,701 |
Acturial value of plan assets | 2022-01-31 | 44,852,131 |
Funding target for retired participants and beneficiaries receiving payment | 2022-01-31 | 33,907,821 |
Number of terminated vested participants | 2022-01-31 | 69 |
Fundng target for terminated vested participants | 2022-01-31 | 4,502,913 |
Active participant vested funding target | 2022-01-31 | 11,307,232 |
Number of active participants | 2022-01-31 | 108 |
Total funding liabilities for active participants | 2022-01-31 | 11,307,232 |
Total participant count | 2022-01-31 | 367 |
Total funding target for all participants | 2022-01-31 | 49,717,966 |
Balance at beginning of prior year after applicable adjustments | 2022-01-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-01-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-01-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-01-31 | 0 |
Amount remaining of carryover balance | 2022-01-31 | 0 |
Amount remaining of prefunding balance | 2022-01-31 | 0 |
Present value of excess contributions | 2022-01-31 | 529,505 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-01-31 | 556,986 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-01-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-01-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-01-31 | 0 |
Balance of carryovers at beginning of current year | 2022-01-31 | 0 |
Balance of prefunding at beginning of current year | 2022-01-31 | 0 |
Total employer contributions | 2022-01-31 | 1,480,000 |
Total employee contributions | 2022-01-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-01-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-01-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-01-31 | 1,430,018 |
Liquidity shortfalls end of Q1 | 2022-01-31 | 0 |
Liquidity shortfalls end of Q2 | 2022-01-31 | 0 |
Liquidity shortfalls end of Q3 | 2022-01-31 | 0 |
Liquidity shortfalls end of Q4 | 2022-01-31 | 0 |
Unpaid minimum required contributions for all prior years | 2022-01-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-01-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-01-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-01-31 | 158,000 |
Net shortfall amortization installment of oustanding balance | 2022-01-31 | 4,865,835 |
Waiver amortization installment | 2022-01-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-01-31 | 611,698 |
Carryover balance elected to use to offset funding requirement | 2022-01-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-01-31 | 0 |
Additional cash requirement | 2022-01-31 | 611,698 |
Contributions allocatedtoward minimum required contributions for current year | 2022-01-31 | 1,430,018 |
Unpaid minimum required contributions for current year | 2022-01-31 | 0 |
Unpaid minimum required contributions for all years | 2022-01-31 | 0 |
2021: FOLEY & LARDNER LLP PENSION PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-02-01 | 362 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-02-01 | 89 |
Number of retired or separated participants receiving benefits | 2021-02-01 | 198 |
Number of other retired or separated participants entitled to future benefits | 2021-02-01 | 52 |
Total of all active and inactive participants | 2021-02-01 | 339 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-02-01 | 13 |
Total participants | 2021-02-01 | 352 |
Number of participants with account balances | 2021-02-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-02-01 | 0 |
Market value of plan assets | 2021-01-31 | 57,921,183 |
Acturial value of plan assets | 2021-01-31 | 57,479,760 |
Funding target for retired participants and beneficiaries receiving payment | 2021-01-31 | 44,701,525 |
Number of terminated vested participants | 2021-01-31 | 122 |
Fundng target for terminated vested participants | 2021-01-31 | 5,996,327 |
Active participant vested funding target | 2021-01-31 | 10,048,401 |
Number of active participants | 2021-01-31 | 118 |
Total funding liabilities for active participants | 2021-01-31 | 10,048,401 |
Total participant count | 2021-01-31 | 743 |
Total funding target for all participants | 2021-01-31 | 60,746,253 |
Balance at beginning of prior year after applicable adjustments | 2021-01-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-01-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-01-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-01-31 | 0 |
Amount remaining of carryover balance | 2021-01-31 | 0 |
Amount remaining of prefunding balance | 2021-01-31 | 0 |
Present value of excess contributions | 2021-01-31 | 1,390 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-01-31 | 1,464 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-01-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-01-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-01-31 | 0 |
Balance of carryovers at beginning of current year | 2021-01-31 | 0 |
Balance of prefunding at beginning of current year | 2021-01-31 | 0 |
Total employer contributions | 2021-01-31 | 1,864,000 |
Total employee contributions | 2021-01-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-01-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-01-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-01-31 | 1,782,375 |
Liquidity shortfalls end of Q1 | 2021-01-31 | 0 |
Liquidity shortfalls end of Q2 | 2021-01-31 | 0 |
Liquidity shortfalls end of Q3 | 2021-01-31 | 0 |
Liquidity shortfalls end of Q4 | 2021-01-31 | 0 |
Unpaid minimum required contributions for all prior years | 2021-01-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-01-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-01-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-01-31 | 138,000 |
Net shortfall amortization installment of oustanding balance | 2021-01-31 | 3,266,493 |
Waiver amortization installment | 2021-01-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-01-31 | 1,252,870 |
Carryover balance elected to use to offset funding requirement | 2021-01-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-01-31 | 0 |
Additional cash requirement | 2021-01-31 | 1,252,870 |
Contributions allocatedtoward minimum required contributions for current year | 2021-01-31 | 1,782,375 |
Unpaid minimum required contributions for current year | 2021-01-31 | 0 |
Unpaid minimum required contributions for all years | 2021-01-31 | 0 |
2020: FOLEY & LARDNER LLP PENSION PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-02-01 | 436 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-02-01 | 104 |
Number of retired or separated participants receiving benefits | 2020-02-01 | 177 |
Number of other retired or separated participants entitled to future benefits | 2020-02-01 | 72 |
Total of all active and inactive participants | 2020-02-01 | 353 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-02-01 | 12 |
Total participants | 2020-02-01 | 365 |
Number of participants with account balances | 2020-02-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-02-01 | 0 |
Market value of plan assets | 2020-01-31 | 54,004,417 |
Acturial value of plan assets | 2020-01-31 | 56,533,685 |
Funding target for retired participants and beneficiaries receiving payment | 2020-01-31 | 44,206,001 |
Number of terminated vested participants | 2020-01-31 | 138 |
Fundng target for terminated vested participants | 2020-01-31 | 7,062,078 |
Active participant vested funding target | 2020-01-31 | 11,757,156 |
Number of active participants | 2020-01-31 | 135 |
Total funding liabilities for active participants | 2020-01-31 | 11,757,156 |
Total participant count | 2020-01-31 | 756 |
Total funding target for all participants | 2020-01-31 | 63,025,235 |
Balance at beginning of prior year after applicable adjustments | 2020-01-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-01-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-01-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-01-31 | 0 |
Amount remaining of carryover balance | 2020-01-31 | 0 |
Amount remaining of prefunding balance | 2020-01-31 | 0 |
Present value of excess contributions | 2020-01-31 | 1,065 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-01-31 | 1,124 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-01-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-01-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-01-31 | 0 |
Balance of carryovers at beginning of current year | 2020-01-31 | 0 |
Balance of prefunding at beginning of current year | 2020-01-31 | 0 |
Total employer contributions | 2020-01-31 | 1,513,000 |
Total employee contributions | 2020-01-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-01-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-01-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-01-31 | 1,441,891 |
Liquidity shortfalls end of Q1 | 2020-01-31 | 0 |
Liquidity shortfalls end of Q2 | 2020-01-31 | 0 |
Liquidity shortfalls end of Q3 | 2020-01-31 | 0 |
Liquidity shortfalls end of Q4 | 2020-01-31 | 0 |
Unpaid minimum required contributions for all prior years | 2020-01-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-01-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-01-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-01-31 | 0 |
Net shortfall amortization installment of oustanding balance | 2020-01-31 | 6,491,550 |
Waiver amortization installment | 2020-01-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-01-31 | 1,440,375 |
Carryover balance elected to use to offset funding requirement | 2020-01-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-01-31 | 0 |
Additional cash requirement | 2020-01-31 | 1,440,375 |
Contributions allocatedtoward minimum required contributions for current year | 2020-01-31 | 1,441,891 |
Unpaid minimum required contributions for current year | 2020-01-31 | 0 |
Unpaid minimum required contributions for all years | 2020-01-31 | 0 |
2019: FOLEY & LARDNER LLP PENSION PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-02-01 | 756 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-02-01 | 118 |
Number of retired or separated participants receiving benefits | 2019-02-01 | 450 |
Number of other retired or separated participants entitled to future benefits | 2019-02-01 | 123 |
Total of all active and inactive participants | 2019-02-01 | 691 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-02-01 | 53 |
Total participants | 2019-02-01 | 744 |
Number of participants with account balances | 2019-02-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-02-01 | 0 |
Market value of plan assets | 2019-01-31 | 60,365,328 |
Acturial value of plan assets | 2019-01-31 | 55,524,483 |
Funding target for retired participants and beneficiaries receiving payment | 2019-01-31 | 42,056,437 |
Number of terminated vested participants | 2019-01-31 | 151 |
Fundng target for terminated vested participants | 2019-01-31 | 7,294,085 |
Active participant vested funding target | 2019-01-31 | 11,512,677 |
Number of active participants | 2019-01-31 | 145 |
Total funding liabilities for active participants | 2019-01-31 | 11,512,677 |
Total participant count | 2019-01-31 | 766 |
Total funding target for all participants | 2019-01-31 | 60,863,199 |
Balance at beginning of prior year after applicable adjustments | 2019-01-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-01-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-01-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-01-31 | 0 |
Amount remaining of prefunding balance | 2019-01-31 | 0 |
Present value of excess contributions | 2019-01-31 | 434 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-01-31 | 459 |
Reductions in caryover balances due to elections or deemed elections | 2019-01-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-01-31 | 0 |
Balance of carryovers at beginning of current year | 2019-01-31 | 0 |
Balance of prefunding at beginning of current year | 2019-01-31 | 0 |
Total employer contributions | 2019-01-31 | 1,154,000 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-01-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-01-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-01-31 | 1,106,119 |
Liquidity shortfalls end of Q1 | 2019-01-31 | 0 |
Liquidity shortfalls end of Q2 | 2019-01-31 | 0 |
Liquidity shortfalls end of Q3 | 2019-01-31 | 0 |
Liquidity shortfalls end of Q4 | 2019-01-31 | 0 |
Unpaid minimum required contributions for all prior years | 2019-01-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-01-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-01-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-01-31 | 0 |
Net shortfall amortization installment of oustanding balance | 2019-01-31 | 5,338,716 |
Waiver amortization installment | 2019-01-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-01-31 | 1,105,054 |
Carryover balance elected to use to offset funding requirement | 2019-01-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-01-31 | 0 |
Additional cash requirement | 2019-01-31 | 1,105,054 |
Contributions allocatedtoward minimum required contributions for current year | 2019-01-31 | 1,106,119 |
Unpaid minimum required contributions for current year | 2019-01-31 | 0 |
Unpaid minimum required contributions for all years | 2019-01-31 | 0 |
2018: FOLEY & LARDNER LLP PENSION PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-02-01 | 766 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-02-01 | 135 |
Number of retired or separated participants receiving benefits | 2018-02-01 | 446 |
Number of other retired or separated participants entitled to future benefits | 2018-02-01 | 136 |
Total of all active and inactive participants | 2018-02-01 | 717 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-02-01 | 39 |
Total participants | 2018-02-01 | 756 |
Market value of plan assets | 2018-01-31 | 54,561,383 |
Acturial value of plan assets | 2018-01-31 | 54,913,255 |
Funding target for retired participants and beneficiaries receiving payment | 2018-01-31 | 39,071,120 |
Number of terminated vested participants | 2018-01-31 | 177 |
Fundng target for terminated vested participants | 2018-01-31 | 9,762,432 |
Active participant vested funding target | 2018-01-31 | 11,980,424 |
Number of active participants | 2018-01-31 | 154 |
Total funding liabilities for active participants | 2018-01-31 | 11,980,424 |
Total participant count | 2018-01-31 | 771 |
Total funding target for all participants | 2018-01-31 | 60,813,976 |
Balance at beginning of prior year after applicable adjustments | 2018-01-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-01-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-01-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-01-31 | 0 |
Amount remaining of carryover balance | 2018-01-31 | 0 |
Amount remaining of prefunding balance | 2018-01-31 | 0 |
Present value of excess contributions | 2018-01-31 | 258 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-01-31 | 273 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-01-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-01-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-01-31 | 0 |
Balance of carryovers at beginning of current year | 2018-01-31 | 0 |
Balance of prefunding at beginning of current year | 2018-01-31 | 0 |
Total employer contributions | 2018-01-31 | 1,125,000 |
Total employee contributions | 2018-01-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-01-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-01-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-01-31 | 1,070,243 |
Liquidity shortfalls end of Q1 | 2018-01-31 | 0 |
Liquidity shortfalls end of Q2 | 2018-01-31 | 0 |
Liquidity shortfalls end of Q3 | 2018-01-31 | 0 |
Liquidity shortfalls end of Q4 | 2018-01-31 | 0 |
Unpaid minimum required contributions for all prior years | 2018-01-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-01-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-01-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-01-31 | 0 |
Net shortfall amortization installment of oustanding balance | 2018-01-31 | 5,900,721 |
Waiver amortization installment | 2018-01-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-01-31 | 1,069,809 |
Carryover balance elected to use to offset funding requirement | 2018-01-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-01-31 | 0 |
Additional cash requirement | 2018-01-31 | 1,069,809 |
Contributions allocatedtoward minimum required contributions for current year | 2018-01-31 | 1,070,243 |
Unpaid minimum required contributions for current year | 2018-01-31 | 0 |
Unpaid minimum required contributions for all years | 2018-01-31 | 0 |
2017: FOLEY & LARDNER LLP PENSION PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-02-01 | 772 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-02-01 | 154 |
Number of retired or separated participants receiving benefits | 2017-02-01 | 401 |
Number of other retired or separated participants entitled to future benefits | 2017-02-01 | 173 |
Total of all active and inactive participants | 2017-02-01 | 728 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-02-01 | 43 |
Total participants | 2017-02-01 | 771 |
Market value of plan assets | 2017-01-31 | 50,003,711 |
Acturial value of plan assets | 2017-01-31 | 55,004,082 |
Funding target for retired participants and beneficiaries receiving payment | 2017-01-31 | 34,464,532 |
Number of terminated vested participants | 2017-01-31 | 203 |
Fundng target for terminated vested participants | 2017-01-31 | 12,539,600 |
Active participant vested funding target | 2017-01-31 | 13,189,141 |
Number of active participants | 2017-01-31 | 169 |
Total funding liabilities for active participants | 2017-01-31 | 13,189,141 |
Total participant count | 2017-01-31 | 796 |
Total funding target for all participants | 2017-01-31 | 60,193,273 |
Balance at beginning of prior year after applicable adjustments | 2017-01-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-01-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-01-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-01-31 | 0 |
Present value of excess contributions | 2017-01-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-01-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-01-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-01-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-01-31 | 0 |
Balance of carryovers at beginning of current year | 2017-01-31 | 0 |
Balance of prefunding at beginning of current year | 2017-01-31 | 0 |
Total employer contributions | 2017-01-31 | 916,000 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-01-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-01-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-01-31 | 857,634 |
Remaining amount of unpaid minimum required contributions | 2017-01-31 | 0 |
Net shortfall amortization installment of oustanding balance | 2017-01-31 | 5,189,191 |
Waiver amortization installment | 2017-01-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-01-31 | 857,376 |
Carryover balance elected to use to offset funding requirement | 2017-01-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-01-31 | 0 |
Additional cash requirement | 2017-01-31 | 857,376 |
Contributions allocatedtoward minimum required contributions for current year | 2017-01-31 | 857,634 |
Unpaid minimum required contributions for current year | 2017-01-31 | 0 |
Unpaid minimum required contributions for all years | 2017-01-31 | 0 |
2016: FOLEY & LARDNER LLP PENSION PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-02-01 | 796 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-02-01 | 153 |
Number of retired or separated participants receiving benefits | 2016-02-01 | 410 |
Number of other retired or separated participants entitled to future benefits | 2016-02-01 | 175 |
Total of all active and inactive participants | 2016-02-01 | 738 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-02-01 | 34 |
Total participants | 2016-02-01 | 772 |
2015: FOLEY & LARDNER LLP PENSION PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-02-01 | 800 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-02-01 | 169 |
Number of retired or separated participants receiving benefits | 2015-02-01 | 400 |
Number of other retired or separated participants entitled to future benefits | 2015-02-01 | 200 |
Total of all active and inactive participants | 2015-02-01 | 769 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-02-01 | 27 |
Total participants | 2015-02-01 | 796 |
2014: FOLEY & LARDNER LLP PENSION PLAN 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-02-01 | 816 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-02-01 | 189 |
Number of retired or separated participants receiving benefits | 2014-02-01 | 374 |
Number of other retired or separated participants entitled to future benefits | 2014-02-01 | 218 |
Total of all active and inactive participants | 2014-02-01 | 781 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-02-01 | 19 |
Total participants | 2014-02-01 | 800 |
2013: FOLEY & LARDNER LLP PENSION PLAN 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-02-01 | 821 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-02-01 | 211 |
Number of retired or separated participants receiving benefits | 2013-02-01 | 343 |
Number of other retired or separated participants entitled to future benefits | 2013-02-01 | 228 |
Total of all active and inactive participants | 2013-02-01 | 782 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-02-01 | 34 |
Total participants | 2013-02-01 | 816 |
2012: FOLEY & LARDNER LLP PENSION PLAN 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-02-01 | 827 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-02-01 | 225 |
Number of retired or separated participants receiving benefits | 2012-02-01 | 311 |
Number of other retired or separated participants entitled to future benefits | 2012-02-01 | 260 |
Total of all active and inactive participants | 2012-02-01 | 796 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-02-01 | 25 |
Total participants | 2012-02-01 | 821 |
2011: FOLEY & LARDNER LLP PENSION PLAN 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-02-01 | 835 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-02-01 | 262 |
Number of retired or separated participants receiving benefits | 2011-02-01 | 283 |
Number of other retired or separated participants entitled to future benefits | 2011-02-01 | 259 |
Total of all active and inactive participants | 2011-02-01 | 804 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-02-01 | 23 |
Total participants | 2011-02-01 | 827 |
2010: FOLEY & LARDNER LLP PENSION PLAN 2010 401k membership |
---|
Total participants, beginning-of-year | 2010-02-01 | 845 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-02-01 | 281 |
Number of retired or separated participants receiving benefits | 2010-02-01 | 259 |
Number of other retired or separated participants entitled to future benefits | 2010-02-01 | 276 |
Total of all active and inactive participants | 2010-02-01 | 816 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-02-01 | 19 |
Total participants | 2010-02-01 | 835 |
2009: FOLEY & LARDNER LLP PENSION PLAN 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-02-01 | 845 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-02-01 | 303 |
Number of retired or separated participants receiving benefits | 2009-02-01 | 238 |
Number of other retired or separated participants entitled to future benefits | 2009-02-01 | 284 |
Total of all active and inactive participants | 2009-02-01 | 825 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-02-01 | 20 |
Total participants | 2009-02-01 | 845 |
Measure | Date | Value |
---|
2023 : FOLEY & LARDNER LLP PENSION PLAN 2023 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2023-01-31 | $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 assets | 2023-01-31 | $0 |
Total of all expenses incurred | 2023-01-31 | $3,837,972 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-31 | $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 year | 2023-01-31 | $46,908,834 |
Value of total assets at beginning of year | 2023-01-31 | $51,909,372 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-31 | $135,780 |
Total interest from all sources | 2023-01-31 | $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 year | 2023-01-31 | No |
Was this plan covered by a fidelity bond | 2023-01-31 | Yes |
Value of fidelity bond cover | 2023-01-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2023-01-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2023-01-31 | No |
Other income not declared elsewhere | 2023-01-31 | $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 appraiser | 2023-01-31 | No |
Value of net income/loss | 2023-01-31 | $-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) | 2023-01-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-01-31 | No |
Investment advisory and management fees | 2023-01-31 | $22,357 |
Value of interest in pooled separate accounts at end of year | 2023-01-31 | $45,008,834 |
Value of interest in pooled separate accounts at beginning of year | 2023-01-31 | $51,548,372 |
Net investment gain/loss from pooled separate accounts | 2023-01-31 | $-4,603,527 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2023-01-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-01-31 | No |
Contributions received in cash from employer | 2023-01-31 | $3,439,000 |
Employer contributions (assets) at end of year | 2023-01-31 | $1,900,000 |
Employer contributions (assets) at beginning of year | 2023-01-31 | $361,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-31 | $3,702,192 |
Contract administrator fees | 2023-01-31 | $113,423 |
Did the plan have assets held for investment | 2023-01-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-31 | No |
Opinion of an independent qualified public accountant for this plan | 2023-01-31 | Unqualified |
Accountancy firm name | 2023-01-31 | BAKER TILLY US. LLP |
Accountancy firm EIN | 2023-01-31 | 390859910 |
2022 : FOLEY & LARDNER LLP PENSION PLAN 2022 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2022-01-31 | $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 assets | 2022-01-31 | $0 |
Total of all expenses incurred | 2022-01-31 | $4,080,758 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-31 | $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 year | 2022-01-31 | $51,909,372 |
Value of total assets at beginning of year | 2022-01-31 | $49,850,732 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-31 | $120,224 |
Total interest from all sources | 2022-01-31 | $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 year | 2022-01-31 | No |
Was this plan covered by a fidelity bond | 2022-01-31 | Yes |
Value of fidelity bond cover | 2022-01-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2022-01-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2022-01-31 | No |
Other income not declared elsewhere | 2022-01-31 | $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 appraiser | 2022-01-31 | No |
Value of net income/loss | 2022-01-31 | $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) | 2022-01-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-01-31 | No |
Investment advisory and management fees | 2022-01-31 | $23,549 |
Value of interest in pooled separate accounts at end of year | 2022-01-31 | $51,548,372 |
Value of interest in pooled separate accounts at beginning of year | 2022-01-31 | $49,069,732 |
Net investment gain/loss from pooled separate accounts | 2022-01-31 | $4,583,030 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2022-01-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-01-31 | No |
Contributions received in cash from employer | 2022-01-31 | $1,480,000 |
Employer contributions (assets) at end of year | 2022-01-31 | $361,000 |
Employer contributions (assets) at beginning of year | 2022-01-31 | $781,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-31 | $3,960,534 |
Contract administrator fees | 2022-01-31 | $96,675 |
Did the plan have assets held for investment | 2022-01-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-01-31 | Unqualified |
Accountancy firm name | 2022-01-31 | BAKER TILLY US. LLP |
Accountancy firm EIN | 2022-01-31 | 390859910 |
2021 : FOLEY & LARDNER LLP PENSION PLAN 2021 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2021-01-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-01-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2021-01-31 | $0 |
Total transfer of assets to this plan | 2021-01-31 | $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 paid | 2021-01-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2021-01-31 | $0 |
Total income from all sources (including contributions) | 2021-01-31 | $-1,926,409 |
Total loss/gain on sale of assets | 2021-01-31 | $0 |
Total of all expenses incurred | 2021-01-31 | $6,159,026 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-01-31 | $6,001,505 |
Value of total corrective distributions | 2021-01-31 | $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 year | 2021-01-31 | $49,850,732 |
Value of total assets at beginning of year | 2021-01-31 | $57,936,167 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-01-31 | $157,521 |
Total income from rents | 2021-01-31 | $0 |
Total interest from all sources | 2021-01-31 | $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 year | 2021-01-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-01-31 | $0 |
Administrative expenses professional fees incurred | 2021-01-31 | $0 |
Was this plan covered by a fidelity bond | 2021-01-31 | Yes |
Value of fidelity bond cover | 2021-01-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-01-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-01-31 | No |
Amount of non-exempt transactions with any party-in-interest | 2021-01-31 | $0 |
Contributions received from participants | 2021-01-31 | $0 |
Participant contributions at end of year | 2021-01-31 | $0 |
Participant contributions at beginning of year | 2021-01-31 | $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 year | 2021-01-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-01-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-01-31 | $0 |
Other income not declared elsewhere | 2021-01-31 | $-12,574,322 |
Administrative expenses (other) incurred | 2021-01-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2021-01-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-01-31 | No |
Income. Non cash contributions | 2021-01-31 | $0 |
Value of net income/loss | 2021-01-31 | $-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) | 2021-01-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-01-31 | No |
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 year | 2021-01-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2021-01-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2021-01-31 | $0 |
Investment advisory and management fees | 2021-01-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2021-01-31 | $49,069,732 |
Value of interest in pooled separate accounts at beginning of year | 2021-01-31 | $57,178,597 |
Income. Interest from loans (other than to participants) | 2021-01-31 | $0 |
Interest earned on other investments | 2021-01-31 | $0 |
Income. Interest from US Government securities | 2021-01-31 | $0 |
Income. Interest from corporate debt instruments | 2021-01-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2021-01-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2021-01-31 | $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 benefits | 2021-01-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-01-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2021-01-31 | $8,784,450 |
Net investment gain or loss from common/collective trusts | 2021-01-31 | $0 |
Net gain/loss from 103.12 investment entities | 2021-01-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-01-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2021-01-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-01-31 | No |
Contributions received in cash from employer | 2021-01-31 | $1,864,000 |
Employer contributions (assets) at end of year | 2021-01-31 | $781,000 |
Employer contributions (assets) at beginning of year | 2021-01-31 | $682,000 |
Income. Dividends from preferred stock | 2021-01-31 | $0 |
Income. Dividends from common stock | 2021-01-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-01-31 | $6,001,505 |
Contract administrator fees | 2021-01-31 | $157,521 |
Liabilities. Value of benefit claims payable at beginning of year | 2021-01-31 | $0 |
Did the plan have assets held for investment | 2021-01-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-01-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-01-31 | No |
Aggregate proceeds on sale of assets | 2021-01-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2021-01-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2021-01-31 | $0 |
Opinion of an independent qualified public accountant for this plan | 2021-01-31 | Unqualified |
Accountancy firm name | 2021-01-31 | BAKER TILLY US, LLP |
Accountancy firm EIN | 2021-01-31 | 390859910 |
2020 : FOLEY & LARDNER LLP PENSION PLAN 2020 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2020-01-31 | $0 |
Unrealized appreciation/depreciation of real estate assets | 2020-01-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-01-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-01-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2020-01-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2020-01-31 | $0 |
Total transfer of assets to this plan | 2020-01-31 | $0 |
Total transfer of assets to this plan | 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 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 paid | 2020-01-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2020-01-31 | $0 |
Expenses. Interest paid | 2020-01-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2020-01-31 | $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 assets | 2020-01-31 | $0 |
Total loss/gain on sale of assets | 2020-01-31 | $0 |
Total of all expenses incurred | 2020-01-31 | $4,616,174 |
Total of all expenses incurred | 2020-01-31 | $4,616,174 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-01-31 | $4,598,935 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-01-31 | $4,598,935 |
Value of total corrective distributions | 2020-01-31 | $0 |
Value of total corrective distributions | 2020-01-31 | $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 year | 2020-01-31 | $57,936,167 |
Value of total assets at end of year | 2020-01-31 | $57,936,167 |
Value of total assets at beginning of year | 2020-01-31 | $54,010,636 |
Value of total assets at beginning of year | 2020-01-31 | $54,010,636 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-01-31 | $17,239 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-01-31 | $17,239 |
Total income from rents | 2020-01-31 | $0 |
Total income from rents | 2020-01-31 | $0 |
Total interest from all sources | 2020-01-31 | $0 |
Total interest from all sources | 2020-01-31 | $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 year | 2020-01-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-01-31 | No |
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 incurred | 2020-01-31 | $0 |
Administrative expenses professional fees incurred | 2020-01-31 | $0 |
Was this plan covered by a fidelity bond | 2020-01-31 | Yes |
Was this plan covered by a fidelity bond | 2020-01-31 | Yes |
Value of fidelity bond cover | 2020-01-31 | $10,000,000 |
Value of fidelity bond cover | 2020-01-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-01-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-01-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-01-31 | No |
Amount of non-exempt transactions with any party-in-interest | 2020-01-31 | $0 |
Contributions received from participants | 2020-01-31 | $0 |
Contributions received from participants | 2020-01-31 | $0 |
Participant contributions at end of year | 2020-01-31 | $0 |
Participant contributions at end of year | 2020-01-31 | $0 |
Participant contributions at beginning of year | 2020-01-31 | $0 |
Participant contributions at beginning of year | 2020-01-31 | $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 year | 2020-01-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-01-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-01-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-01-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-01-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-01-31 | $0 |
Other income not declared elsewhere | 2020-01-31 | $4,761 |
Other income not declared elsewhere | 2020-01-31 | $4,761 |
Administrative expenses (other) incurred | 2020-01-31 | $0 |
Administrative expenses (other) incurred | 2020-01-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2020-01-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-01-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-01-31 | No |
Income. Non cash contributions | 2020-01-31 | $0 |
Income. Non cash contributions | 2020-01-31 | $0 |
Value of net income/loss | 2020-01-31 | $3,925,531 |
Value of net income/loss | 2020-01-31 | $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) | 2020-01-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-01-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-01-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-01-31 | No |
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 year | 2020-01-31 | $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 year | 2020-01-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2020-01-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-01-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2020-01-31 | $0 |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2020-01-31 | $0 |
Investment advisory and management fees | 2020-01-31 | $0 |
Investment advisory and management fees | 2020-01-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2020-01-31 | $57,178,597 |
Value of interest in pooled separate accounts at end of year | 2020-01-31 | $57,178,597 |
Value of interest in pooled separate accounts at beginning of year | 2020-01-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2020-01-31 | $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 investments | 2020-01-31 | $0 |
Interest earned on other investments | 2020-01-31 | $0 |
Income. Interest from US Government securities | 2020-01-31 | $0 |
Income. Interest from US Government securities | 2020-01-31 | $0 |
Income. Interest from corporate debt instruments | 2020-01-31 | $0 |
Income. Interest from corporate debt instruments | 2020-01-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2020-01-31 | $75,570 |
Value of interest in master investment trust accounts at end of year | 2020-01-31 | $75,570 |
Value of interest in master investment trust accounts at beginning of year | 2020-01-31 | $53,603,636 |
Value of interest in master investment trust accounts at beginning of year | 2020-01-31 | $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 benefits | 2020-01-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2020-01-31 | $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 accounts | 2020-01-31 | $1,594 |
Net investment gain/loss from pooled separate accounts | 2020-01-31 | $1,594 |
Net investment gain or loss from common/collective trusts | 2020-01-31 | $0 |
Net investment gain or loss from common/collective trusts | 2020-01-31 | $0 |
Net gain/loss from 103.12 investment entities | 2020-01-31 | $0 |
Net gain/loss from 103.12 investment entities | 2020-01-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-01-31 | Yes |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-01-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2020-01-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-01-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-01-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-01-31 | No |
Contributions received in cash from employer | 2020-01-31 | $1,513,000 |
Contributions received in cash from employer | 2020-01-31 | $1,513,000 |
Employer contributions (assets) at end of year | 2020-01-31 | $682,000 |
Employer contributions (assets) at end of year | 2020-01-31 | $682,000 |
Employer contributions (assets) at beginning of year | 2020-01-31 | $407,000 |
Employer contributions (assets) at beginning of year | 2020-01-31 | $407,000 |
Income. Dividends from preferred stock | 2020-01-31 | $0 |
Income. Dividends from preferred stock | 2020-01-31 | $0 |
Income. Dividends from common stock | 2020-01-31 | $0 |
Income. Dividends from common stock | 2020-01-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-01-31 | $4,598,935 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-01-31 | $4,598,935 |
Contract administrator fees | 2020-01-31 | $17,239 |
Contract administrator fees | 2020-01-31 | $17,239 |
Liabilities. Value of benefit claims payable at beginning of year | 2020-01-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2020-01-31 | $0 |
Did the plan have assets held for investment | 2020-01-31 | Yes |
Did the plan have assets held for investment | 2020-01-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-01-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-01-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-01-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-01-31 | No |
Aggregate proceeds on sale of assets | 2020-01-31 | $0 |
Aggregate proceeds on sale of assets | 2020-01-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2020-01-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2020-01-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2020-01-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2020-01-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-01-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-01-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2020-01-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2020-01-31 | Disclaimer |
Accountancy firm name | 2020-01-31 | BAKER TILLY US, LLP |
Accountancy firm name | 2020-01-31 | BAKER TILLY US, LLP |
Accountancy firm EIN | 2020-01-31 | 390859910 |
Accountancy firm EIN | 2020-01-31 | 390859910 |
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 incurred | 2019-01-31 | $4,794,241 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-01-31 | $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 year | 2019-01-31 | $54,010,636 |
Value of total assets at beginning of year | 2019-01-31 | $60,375,794 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-01-31 | No |
Was this plan covered by a fidelity bond | 2019-01-31 | Yes |
Value of fidelity bond cover | 2019-01-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2019-01-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-01-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-01-31 | No |
Value of net income/loss | 2019-01-31 | $-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) | 2019-01-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-01-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-01-31 | No |
Value of interest in master investment trust accounts at end of year | 2019-01-31 | $53,603,636 |
Value of interest in master investment trust accounts at beginning of year | 2019-01-31 | $59,895,794 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-01-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-01-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-01-31 | No |
Contributions received in cash from employer | 2019-01-31 | $1,154,000 |
Employer contributions (assets) at end of year | 2019-01-31 | $407,000 |
Employer contributions (assets) at beginning of year | 2019-01-31 | $480,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-01-31 | $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 2520.101-3 | 2019-01-31 | No |
Did the plan have assets held for investment | 2019-01-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-01-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-01-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-01-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-01-31 | Disclaimer |
Accountancy firm name | 2019-01-31 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2019-01-31 | 390859910 |
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 incurred | 2018-01-31 | $3,939,229 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-01-31 | $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 year | 2018-01-31 | $60,375,794 |
Value of total assets at beginning of year | 2018-01-31 | $54,577,623 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-01-31 | No |
Was this plan covered by a fidelity bond | 2018-01-31 | Yes |
Value of fidelity bond cover | 2018-01-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2018-01-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-01-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-01-31 | No |
Value of net income/loss | 2018-01-31 | $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) | 2018-01-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-01-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-01-31 | No |
Value of interest in master investment trust accounts at end of year | 2018-01-31 | $59,895,794 |
Value of interest in master investment trust accounts at beginning of year | 2018-01-31 | $54,161,623 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-01-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-01-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-01-31 | No |
Contributions received in cash from employer | 2018-01-31 | $1,125,000 |
Employer contributions (assets) at end of year | 2018-01-31 | $480,000 |
Employer contributions (assets) at beginning of year | 2018-01-31 | $416,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-01-31 | $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 2520.101-3 | 2018-01-31 | No |
Did the plan have assets held for investment | 2018-01-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-01-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-01-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-01-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-01-31 | Disclaimer |
Accountancy firm name | 2018-01-31 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2018-01-31 | 390859910 |
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 incurred | 2017-01-31 | $3,680,017 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-01-31 | $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 year | 2017-01-31 | $54,577,623 |
Value of total assets at beginning of year | 2017-01-31 | $50,003,711 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-01-31 | No |
Was this plan covered by a fidelity bond | 2017-01-31 | Yes |
Value of fidelity bond cover | 2017-01-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2017-01-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-01-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-01-31 | No |
Value of net income/loss | 2017-01-31 | $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) | 2017-01-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-01-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-01-31 | No |
Value of interest in master investment trust accounts at end of year | 2017-01-31 | $54,161,623 |
Value of interest in master investment trust accounts at beginning of year | 2017-01-31 | $50,003,711 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-01-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-01-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-01-31 | No |
Contributions received in cash from employer | 2017-01-31 | $916,000 |
Employer contributions (assets) at end of year | 2017-01-31 | $416,000 |
Employer contributions (assets) at beginning of year | 2017-01-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-01-31 | $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 2520.101-3 | 2017-01-31 | No |
Did the plan have assets held for investment | 2017-01-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-01-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-01-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-01-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-01-31 | Disclaimer |
Accountancy firm name | 2017-01-31 | REILLY, PENNER & BENTON LLP |
Accountancy firm EIN | 2017-01-31 | 390747409 |
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 incurred | 2016-01-31 | $3,391,506 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-01-31 | $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 year | 2016-01-31 | $50,003,711 |
Value of total assets at beginning of year | 2016-01-31 | $58,831,079 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-01-31 | No |
Was this plan covered by a fidelity bond | 2016-01-31 | Yes |
Value of fidelity bond cover | 2016-01-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2016-01-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-01-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-01-31 | No |
Value of net income/loss | 2016-01-31 | $-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) | 2016-01-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-01-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-01-31 | No |
Value of interest in master investment trust accounts at end of year | 2016-01-31 | $50,003,711 |
Value of interest in master investment trust accounts at beginning of year | 2016-01-31 | $57,447,079 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-01-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-01-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-01-31 | No |
Contributions received in cash from employer | 2016-01-31 | $0 |
Employer contributions (assets) at end of year | 2016-01-31 | $0 |
Employer contributions (assets) at beginning of year | 2016-01-31 | $1,384,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-01-31 | $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 2520.101-3 | 2016-01-31 | No |
Did the plan have assets held for investment | 2016-01-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-01-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-01-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-01-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-01-31 | Disclaimer |
Accountancy firm name | 2016-01-31 | REILLY, PENNER & BENTON LLP |
Accountancy firm EIN | 2016-01-31 | 390747409 |
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 incurred | 2015-01-31 | $3,084,340 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-01-31 | $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 year | 2015-01-31 | $58,831,079 |
Value of total assets at beginning of year | 2015-01-31 | $55,770,007 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-01-31 | No |
Was this plan covered by a fidelity bond | 2015-01-31 | Yes |
Value of fidelity bond cover | 2015-01-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2015-01-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-01-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-01-31 | No |
Value of net income/loss | 2015-01-31 | $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) | 2015-01-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-01-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-01-31 | No |
Value of interest in master investment trust accounts at end of year | 2015-01-31 | $57,447,079 |
Value of interest in master investment trust accounts at beginning of year | 2015-01-31 | $55,307,474 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-01-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-01-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-01-31 | No |
Contributions received in cash from employer | 2015-01-31 | $2,645,352 |
Employer contributions (assets) at end of year | 2015-01-31 | $1,384,000 |
Employer contributions (assets) at beginning of year | 2015-01-31 | $462,533 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-01-31 | $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 2520.101-3 | 2015-01-31 | No |
Did the plan have assets held for investment | 2015-01-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-01-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-01-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-01-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-01-31 | Disclaimer |
Accountancy firm name | 2015-01-31 | REILLY, PENNER & BENTON LLP |
Accountancy firm EIN | 2015-01-31 | 390747409 |
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 incurred | 2014-01-31 | $2,698,914 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-01-31 | $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 year | 2014-01-31 | $55,770,007 |
Value of total assets at beginning of year | 2014-01-31 | $54,861,081 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-01-31 | No |
Was this plan covered by a fidelity bond | 2014-01-31 | Yes |
Value of fidelity bond cover | 2014-01-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2014-01-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-01-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-01-31 | No |
Value of net income/loss | 2014-01-31 | $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) | 2014-01-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-01-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-01-31 | No |
Value of interest in master investment trust accounts at end of year | 2014-01-31 | $55,307,474 |
Value of interest in master investment trust accounts at beginning of year | 2014-01-31 | $54,491,059 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-01-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-01-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-01-31 | No |
Contributions received in cash from employer | 2014-01-31 | $1,751,132 |
Employer contributions (assets) at end of year | 2014-01-31 | $462,533 |
Employer contributions (assets) at beginning of year | 2014-01-31 | $370,022 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-01-31 | $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 2520.101-3 | 2014-01-31 | No |
Did the plan have assets held for investment | 2014-01-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-01-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-01-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-01-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-01-31 | Disclaimer |
Accountancy firm name | 2014-01-31 | REILLY, PENNER & BENTON LLP |
Accountancy firm EIN | 2014-01-31 | 390747409 |
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 incurred | 2013-01-31 | $2,322,118 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-01-31 | $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 year | 2013-01-31 | $54,861,081 |
Value of total assets at beginning of year | 2013-01-31 | $49,646,236 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-01-31 | No |
Was this plan covered by a fidelity bond | 2013-01-31 | Yes |
Value of fidelity bond cover | 2013-01-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2013-01-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-01-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-01-31 | No |
Value of net income/loss | 2013-01-31 | $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) | 2013-01-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-01-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-01-31 | No |
Value of interest in master investment trust accounts at end of year | 2013-01-31 | $54,491,059 |
Value of interest in master investment trust accounts at beginning of year | 2013-01-31 | $48,535,132 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-01-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-01-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-01-31 | No |
Contributions received in cash from employer | 2013-01-31 | $1,791,570 |
Employer contributions (assets) at end of year | 2013-01-31 | $370,022 |
Employer contributions (assets) at beginning of year | 2013-01-31 | $1,111,104 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-01-31 | $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 2520.101-3 | 2013-01-31 | No |
Did the plan have assets held for investment | 2013-01-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-01-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-01-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-01-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-01-31 | Disclaimer |
Accountancy firm name | 2013-01-31 | REILLY, PENNER & BENTON LLP |
Accountancy firm EIN | 2013-01-31 | 390747409 |
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 incurred | 2012-01-31 | $1,973,133 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-01-31 | $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 year | 2012-01-31 | $49,646,236 |
Value of total assets at beginning of year | 2012-01-31 | $49,026,484 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-01-31 | No |
Was this plan covered by a fidelity bond | 2012-01-31 | Yes |
Value of fidelity bond cover | 2012-01-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2012-01-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-01-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-01-31 | No |
Value of net income/loss | 2012-01-31 | $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) | 2012-01-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-01-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-01-31 | No |
Value of interest in master investment trust accounts at end of year | 2012-01-31 | $48,535,132 |
Value of interest in master investment trust accounts at beginning of year | 2012-01-31 | $47,945,689 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-01-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-01-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-01-31 | No |
Contributions received in cash from employer | 2012-01-31 | $2,985,929 |
Employer contributions (assets) at end of year | 2012-01-31 | $1,111,104 |
Employer contributions (assets) at beginning of year | 2012-01-31 | $1,080,795 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-01-31 | $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 2520.101-3 | 2012-01-31 | No |
Did the plan have assets held for investment | 2012-01-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-01-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-01-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-01-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-01-31 | Disclaimer |
Accountancy firm name | 2012-01-31 | REILLY, PENNER & BENTON LLP |
Accountancy firm EIN | 2012-01-31 | 390747409 |
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 incurred | 2011-01-31 | $1,797,260 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-01-31 | $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 year | 2011-01-31 | $49,026,484 |
Value of total assets at beginning of year | 2011-01-31 | $39,821,434 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-01-31 | No |
Was this plan covered by a fidelity bond | 2011-01-31 | Yes |
Value of fidelity bond cover | 2011-01-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2011-01-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-01-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-01-31 | No |
Value of net income/loss | 2011-01-31 | $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) | 2011-01-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-01-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-01-31 | No |
Value of interest in master investment trust accounts at end of year | 2011-01-31 | $47,945,689 |
Value of interest in master investment trust accounts at beginning of year | 2011-01-31 | $38,634,587 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-01-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-01-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-01-31 | No |
Contributions received in cash from employer | 2011-01-31 | $2,643,210 |
Employer contributions (assets) at end of year | 2011-01-31 | $1,080,795 |
Employer contributions (assets) at beginning of year | 2011-01-31 | $1,186,847 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-01-31 | $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 2520.101-3 | 2011-01-31 | No |
Did the plan have assets held for investment | 2011-01-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-01-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-01-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-01-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-01-31 | Disclaimer |
Accountancy firm name | 2011-01-31 | REILLY, PENNER & BENTON LLP |
Accountancy firm EIN | 2011-01-31 | 390747409 |