MICHAEL BEST & FRIEDRICH, LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MICHAEL BEST & FRIEDRICH EMPLOYEES' PENSION PLAN
401k plan membership statisitcs for MICHAEL BEST & FRIEDRICH EMPLOYEES' PENSION PLAN
Measure | Date | Value |
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2022: MICHAEL BEST & FRIEDRICH EMPLOYEES' PENSION PLAN 2022 401k membership |
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Market value of plan assets | 2022-12-31 | 93,446,187 |
Acturial value of plan assets | 2022-12-31 | 86,600,672 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 51,540,784 |
Number of terminated vested participants | 2022-12-31 | 98 |
Fundng target for terminated vested participants | 2022-12-31 | 8,395,832 |
Active participant vested funding target | 2022-12-31 | 15,986,243 |
Number of active participants | 2022-12-31 | 152 |
Total funding liabilities for active participants | 2022-12-31 | 16,241,205 |
Total participant count | 2022-12-31 | 414 |
Total funding target for all participants | 2022-12-31 | 76,177,821 |
Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 2,848,125 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 10,127,614 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 205,000 |
Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 0 |
Amount remaining of carryover balance | 2022-12-31 | 2,643,125 |
Amount remaining of prefunding balance | 2022-12-31 | 10,127,614 |
Present value of excess contributions | 2022-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
Balance of carryovers at beginning of current year | 2022-12-31 | 3,020,563 |
Balance of prefunding at beginning of current year | 2022-12-31 | 11,573,837 |
Total employer contributions | 2022-12-31 | 0 |
Total employee contributions | 2022-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 0 |
Liquidity shortfalls end of Q1 | 2022-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2022-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2022-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2022-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 285,000 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 0 |
Waiver amortization installment | 2022-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 285,000 |
Carryover balance elected to use to offset funding requirement | 2022-12-31 | 285,000 |
Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Additional cash requirement | 2022-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
Total participants, beginning-of-year | 2022-01-01 | 414 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 142 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 154 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 99 |
Total of all active and inactive participants | 2022-01-01 | 395 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 12 |
Total participants | 2022-01-01 | 407 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: MICHAEL BEST & FRIEDRICH EMPLOYEES' PENSION PLAN 2021 401k membership |
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Market value of plan assets | 2021-12-31 | 86,284,763 |
Acturial value of plan assets | 2021-12-31 | 78,273,965 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 48,242,647 |
Number of terminated vested participants | 2021-12-31 | 95 |
Fundng target for terminated vested participants | 2021-12-31 | 8,446,535 |
Active participant vested funding target | 2021-12-31 | 15,330,224 |
Number of active participants | 2021-12-31 | 163 |
Total funding liabilities for active participants | 2021-12-31 | 15,662,351 |
Total participant count | 2021-12-31 | 416 |
Total funding target for all participants | 2021-12-31 | 72,351,533 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 5,068,277 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 7,193,271 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 2,592,508 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 0 |
Amount remaining of carryover balance | 2021-12-31 | 2,475,769 |
Amount remaining of prefunding balance | 2021-12-31 | 7,193,271 |
Present value of excess contributions | 2021-12-31 | 1,610,288 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 1,852,475 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 1,852,475 |
Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
Balance of carryovers at beginning of current year | 2021-12-31 | 2,848,125 |
Balance of prefunding at beginning of current year | 2021-12-31 | 10,127,614 |
Total employer contributions | 2021-12-31 | 0 |
Total employee contributions | 2021-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 0 |
Liquidity shortfalls end of Q1 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2021-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 205,000 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
Waiver amortization installment | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 205,000 |
Carryover balance elected to use to offset funding requirement | 2021-12-31 | 205,000 |
Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Additional cash requirement | 2021-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 416 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 152 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 151 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 97 |
Total of all active and inactive participants | 2021-01-01 | 400 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 14 |
Total participants | 2021-01-01 | 414 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: MICHAEL BEST & FRIEDRICH EMPLOYEES' PENSION PLAN 2020 401k membership |
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Market value of plan assets | 2020-12-31 | 77,828,689 |
Acturial value of plan assets | 2020-12-31 | 73,773,896 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 48,809,306 |
Number of terminated vested participants | 2020-12-31 | 91 |
Fundng target for terminated vested participants | 2020-12-31 | 9,265,194 |
Active participant vested funding target | 2020-12-31 | 15,462,542 |
Number of active participants | 2020-12-31 | 178 |
Total funding liabilities for active participants | 2020-12-31 | 15,861,320 |
Total participant count | 2020-12-31 | 423 |
Total funding target for all participants | 2020-12-31 | 73,935,820 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 6,692,537 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 4,251,609 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 2,549,080 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 0 |
Amount remaining of carryover balance | 2020-12-31 | 4,143,457 |
Amount remaining of prefunding balance | 2020-12-31 | 4,251,609 |
Present value of excess contributions | 2020-12-31 | 1,629,090 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 1,992,703 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 1,992,703 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 5,068,277 |
Balance of prefunding at beginning of current year | 2020-12-31 | 7,193,271 |
Total employer contributions | 2020-12-31 | 2,000,000 |
Total employee contributions | 2020-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 1,898,345 |
Liquidity shortfalls end of Q1 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2020-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 275,000 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 12,423,472 |
Waiver amortization installment | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 2,880,565 |
Carryover balance elected to use to offset funding requirement | 2020-12-31 | 2,592,508 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Additional cash requirement | 2020-12-31 | 288,057 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 1,898,345 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 423 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 163 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 147 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 95 |
Total of all active and inactive participants | 2020-01-01 | 405 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 11 |
Total participants | 2020-01-01 | 416 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: MICHAEL BEST & FRIEDRICH EMPLOYEES' PENSION PLAN 2019 401k membership |
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Market value of plan assets | 2019-12-31 | 66,158,915 |
Acturial value of plan assets | 2019-12-31 | 70,092,086 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 48,984,342 |
Number of terminated vested participants | 2019-12-31 | 84 |
Fundng target for terminated vested participants | 2019-12-31 | 7,648,657 |
Active participant vested funding target | 2019-12-31 | 16,026,821 |
Number of active participants | 2019-12-31 | 192 |
Total funding liabilities for active participants | 2019-12-31 | 16,437,048 |
Total participant count | 2019-12-31 | 429 |
Total funding target for all participants | 2019-12-31 | 73,070,047 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 8,673,398 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 4,501,916 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 1,586,849 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 0 |
Amount remaining of carryover balance | 2019-12-31 | 7,086,549 |
Amount remaining of prefunding balance | 2019-12-31 | 4,501,916 |
Present value of excess contributions | 2019-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
Balance of carryovers at beginning of current year | 2019-12-31 | 6,692,537 |
Balance of prefunding at beginning of current year | 2019-12-31 | 4,251,609 |
Total employer contributions | 2019-12-31 | 2,000,000 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 1,886,853 |
Liquidity shortfalls end of Q1 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2019-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 270,000 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 13,922,107 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 2,806,843 |
Carryover balance elected to use to offset funding requirement | 2019-12-31 | 2,549,080 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Additional cash requirement | 2019-12-31 | 257,763 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 1,886,853 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 429 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 178 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 142 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 90 |
Total of all active and inactive participants | 2019-01-01 | 410 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 13 |
Total participants | 2019-01-01 | 423 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: MICHAEL BEST & FRIEDRICH EMPLOYEES' PENSION PLAN 2018 401k membership |
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Market value of plan assets | 2018-12-31 | 73,461,301 |
Acturial value of plan assets | 2018-12-31 | 69,800,033 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 43,813,417 |
Number of terminated vested participants | 2018-12-31 | 81 |
Fundng target for terminated vested participants | 2018-12-31 | 7,886,794 |
Active participant vested funding target | 2018-12-31 | 18,637,868 |
Number of active participants | 2018-12-31 | 206 |
Total funding liabilities for active participants | 2018-12-31 | 19,080,687 |
Total participant count | 2018-12-31 | 430 |
Total funding target for all participants | 2018-12-31 | 70,780,898 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 9,330,865 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 3,605,566 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
Amount remaining of carryover balance | 2018-12-31 | 9,330,865 |
Amount remaining of prefunding balance | 2018-12-31 | 3,605,566 |
Present value of excess contributions | 2018-12-31 | 348,954 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 369,577 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 369,577 |
Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 2,020,706 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
Balance of carryovers at beginning of current year | 2018-12-31 | 8,673,398 |
Balance of prefunding at beginning of current year | 2018-12-31 | 4,501,916 |
Total employer contributions | 2018-12-31 | 1,000,000 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 984,145 |
Liquidity shortfalls end of Q1 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2018-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 260,000 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 14,156,179 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 2,570,994 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 1,586,849 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Additional cash requirement | 2018-12-31 | 984,145 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 984,145 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 430 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 192 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 143 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 84 |
Total of all active and inactive participants | 2018-01-01 | 419 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 10 |
Total participants | 2018-01-01 | 429 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: MICHAEL BEST & FRIEDRICH EMPLOYEES' PENSION PLAN 2017 401k membership |
---|
Market value of plan assets | 2017-12-31 | 65,611,809 |
Acturial value of plan assets | 2017-12-31 | 67,309,890 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 36,610,372 |
Number of terminated vested participants | 2017-12-31 | 70 |
Fundng target for terminated vested participants | 2017-12-31 | 6,199,645 |
Active participant vested funding target | 2017-12-31 | 20,508,859 |
Number of active participants | 2017-12-31 | 229 |
Total funding liabilities for active participants | 2017-12-31 | 20,946,415 |
Total participant count | 2017-12-31 | 438 |
Total funding target for all participants | 2017-12-31 | 63,756,432 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 8,692,003 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 1,766,561 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 8,692,003 |
Amount remaining of prefunding balance | 2017-12-31 | 1,766,561 |
Present value of excess contributions | 2017-12-31 | 1,610,746 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 1,709,163 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 1,709,163 |
Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 9,330,865 |
Balance of prefunding at beginning of current year | 2017-12-31 | 3,605,566 |
Total employer contributions | 2017-12-31 | 2,370,000 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 2,303,048 |
Liquidity shortfalls end of Q1 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2017-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 0 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 1,954,094 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 1,954,094 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Additional cash requirement | 2017-12-31 | 1,954,094 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 2,303,048 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 438 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 206 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 134 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 81 |
Total of all active and inactive participants | 2017-01-01 | 421 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 9 |
Total participants | 2017-01-01 | 430 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: MICHAEL BEST & FRIEDRICH EMPLOYEES' PENSION PLAN 2016 401k membership |
---|
Market value of plan assets | 2016-12-31 | 70,474,564 |
Acturial value of plan assets | 2016-12-31 | 75,168,994 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 32,393,065 |
Number of terminated vested participants | 2016-12-31 | 125 |
Fundng target for terminated vested participants | 2016-12-31 | 10,599,588 |
Active participant vested funding target | 2016-12-31 | 23,269,255 |
Number of active participants | 2016-12-31 | 282 |
Total funding liabilities for active participants | 2016-12-31 | 23,964,758 |
Total participant count | 2016-12-31 | 531 |
Total funding target for all participants | 2016-12-31 | 66,957,411 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 8,845,922 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 1,797,843 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 8,845,922 |
Amount remaining of prefunding balance | 2016-12-31 | 1,797,843 |
Present value of excess contributions | 2016-12-31 | 1,603,823 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 1,701,817 |
Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 8,692,003 |
Balance of prefunding at beginning of current year | 2016-12-31 | 1,766,561 |
Total employer contributions | 2016-12-31 | 3,700,000 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 3,564,840 |
Liquidity shortfalls end of Q1 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 0 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 3,825,294 |
Waiver amortization installment | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 1,954,094 |
Additional cash requirement | 2016-12-31 | 1,954,094 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 3,564,840 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 531 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 229 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 130 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 70 |
Total of all active and inactive participants | 2016-01-01 | 429 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 9 |
Total participants | 2016-01-01 | 438 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: MICHAEL BEST & FRIEDRICH EMPLOYEES' PENSION PLAN 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-01-01 | 531 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 282 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 114 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 125 |
Total of all active and inactive participants | 2015-01-01 | 521 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 10 |
Total participants | 2015-01-01 | 531 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: MICHAEL BEST & FRIEDRICH EMPLOYEES' PENSION PLAN 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-01-01 | 638 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 285 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 109 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 128 |
Total of all active and inactive participants | 2014-01-01 | 522 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 9 |
Total participants | 2014-01-01 | 531 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: MICHAEL BEST & FRIEDRICH EMPLOYEES' PENSION PLAN 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-01-01 | 653 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 307 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 97 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 225 |
Total of all active and inactive participants | 2013-01-01 | 629 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 9 |
Total participants | 2013-01-01 | 638 |
Number of participants with account balances | 2013-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: MICHAEL BEST & FRIEDRICH EMPLOYEES' PENSION PLAN 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 712 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 328 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 91 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 225 |
Total of all active and inactive participants | 2012-01-01 | 644 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 9 |
Total participants | 2012-01-01 | 653 |
Number of participants with account balances | 2012-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
2011: MICHAEL BEST & FRIEDRICH EMPLOYEES' PENSION PLAN 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 744 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 345 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 84 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 274 |
Total of all active and inactive participants | 2011-01-01 | 703 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 9 |
Total participants | 2011-01-01 | 712 |
Number of participants with account balances | 2011-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 16 |
2010: MICHAEL BEST & FRIEDRICH EMPLOYEES' PENSION PLAN 2010 401k membership |
---|
Total participants, beginning-of-year | 2010-01-01 | 764 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 386 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 81 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 269 |
Total of all active and inactive participants | 2010-01-01 | 736 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 8 |
Total participants | 2010-01-01 | 744 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 31 |
2009: MICHAEL BEST & FRIEDRICH EMPLOYEES' PENSION PLAN 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 792 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 432 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 73 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 251 |
Total of all active and inactive participants | 2009-01-01 | 756 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 8 |
Total participants | 2009-01-01 | 764 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 25 |
Measure | Date | Value |
---|
2022 : MICHAEL BEST & FRIEDRICH EMPLOYEES' PENSION PLAN 2022 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-1,376,892 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-1,376,892 |
Total income from all sources (including contributions) | 2022-12-31 | $-19,005,720 |
Total loss/gain on sale of assets | 2022-12-31 | $-4,518 |
Total of all expenses incurred | 2022-12-31 | $5,109,558 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $4,825,554 |
Value of total assets at end of year | 2022-12-31 | $69,330,910 |
Value of total assets at beginning of year | 2022-12-31 | $93,446,188 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $284,004 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $1,112,175 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $673,157 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $24,874,862 |
Other income not declared elsewhere | 2022-12-31 | $-3,927,269 |
Administrative expenses (other) incurred | 2022-12-31 | $284,004 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-24,115,278 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $69,330,910 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $93,446,188 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $34,796,725 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $6,146,597 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $34,534,185 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $62,424,729 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,811,810 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-12,997,406 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Income. Dividends from common stock | 2022-12-31 | $439,018 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $4,825,554 |
Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Aggregate proceeds on sale of assets | 2022-12-31 | $899,500 |
Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $904,018 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | CLIFTON LARSON ALLEN LLP |
Accountancy firm EIN | 2022-12-31 | 410746749 |
2021 : MICHAEL BEST & FRIEDRICH EMPLOYEES' PENSION PLAN 2021 401k financial data |
---|
Total income from all sources (including contributions) | 2021-12-31 | $11,974,547 |
Total of all expenses incurred | 2021-12-31 | $4,813,122 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $4,611,792 |
Value of total assets at end of year | 2021-12-31 | $93,446,188 |
Value of total assets at beginning of year | 2021-12-31 | $86,284,763 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $201,330 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $484,510 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $484,510 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $24,874,862 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $0 |
Other income not declared elsewhere | 2021-12-31 | $-64,278 |
Administrative expenses (other) incurred | 2021-12-31 | $201,330 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $7,161,425 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $93,446,188 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $86,284,763 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $6,146,597 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $22,983,985 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $62,424,729 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $63,300,778 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,194,051 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $10,360,264 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $4,611,792 |
Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | CLIFTON LARSON ALLEN LLP |
Accountancy firm EIN | 2021-12-31 | 410746749 |
2020 : MICHAEL BEST & FRIEDRICH EMPLOYEES' PENSION PLAN 2020 401k financial data |
---|
Total income from all sources (including contributions) | 2020-12-31 | $13,313,505 |
Total of all expenses incurred | 2020-12-31 | $4,866,235 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $4,593,823 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $2,000,000 |
Value of total assets at end of year | 2020-12-31 | $86,284,763 |
Value of total assets at beginning of year | 2020-12-31 | $77,837,493 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $272,412 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $578,963 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $578,963 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Administrative expenses (other) incurred | 2020-12-31 | $272,412 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $8,447,270 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $86,284,763 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $77,837,493 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $22,983,985 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $20,913,262 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $63,300,778 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $54,924,231 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $351,789 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $10,382,753 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $2,000,000 |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $2,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $4,593,823 |
Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | CLIFTON LARSON ALLEN LLP |
Accountancy firm EIN | 2020-12-31 | 410746749 |
2019 : MICHAEL BEST & FRIEDRICH EMPLOYEES' PENSION PLAN 2019 401k financial data |
---|
Total income from all sources (including contributions) | 2019-12-31 | $16,511,142 |
Total of all expenses incurred | 2019-12-31 | $4,574,979 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $4,308,570 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,000,000 |
Value of total assets at end of year | 2019-12-31 | $77,837,493 |
Value of total assets at beginning of year | 2019-12-31 | $65,901,330 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $266,409 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $839,994 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $839,994 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Administrative expenses (other) incurred | 2019-12-31 | $266,409 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $11,936,163 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $77,837,493 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $65,901,330 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $20,913,262 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $17,531,666 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $54,924,231 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $48,369,664 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $2,541,931 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $11,129,217 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $2,000,000 |
Employer contributions (assets) at end of year | 2019-12-31 | $2,000,000 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $4,308,570 |
Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | CLIFTON LARSON ALLEN LLP |
Accountancy firm EIN | 2019-12-31 | 410746749 |
2018 : MICHAEL BEST & FRIEDRICH EMPLOYEES' PENSION PLAN 2018 401k financial data |
---|
Total income from all sources (including contributions) | 2018-12-31 | $-3,315,847 |
Total of all expenses incurred | 2018-12-31 | $4,244,124 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $3,987,414 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,000,000 |
Value of total assets at end of year | 2018-12-31 | $65,901,330 |
Value of total assets at beginning of year | 2018-12-31 | $73,461,301 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $256,710 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $752,223 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $752,223 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Administrative expenses (other) incurred | 2018-12-31 | $256,710 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-7,559,971 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $65,901,330 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $73,461,301 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $17,531,666 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $21,596,507 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $48,369,664 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $51,864,794 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-2,180,697 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $-2,887,373 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $1,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $3,987,414 |
Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | CLIFTON LARSON ALLEN LLP |
Accountancy firm EIN | 2018-12-31 | 410746749 |
2017 : MICHAEL BEST & FRIEDRICH EMPLOYEES' PENSION PLAN 2017 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $-8,010,385 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $-8,010,385 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $199,114 |
Total income from all sources (including contributions) | 2017-12-31 | $12,025,265 |
Total of all expenses incurred | 2017-12-31 | $4,113,495 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $3,722,996 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $2,370,000 |
Value of total assets at end of year | 2017-12-31 | $73,461,301 |
Value of total assets at beginning of year | 2017-12-31 | $65,748,645 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $390,499 |
Total interest from all sources | 2017-12-31 | $737,434 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $569,802 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $569,802 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $5,578,358 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $5,819 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $199,114 |
Other income not declared elsewhere | 2017-12-31 | $16,448 |
Administrative expenses (other) incurred | 2017-12-31 | $390,499 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $7,911,770 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $73,461,301 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $65,549,531 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $21,596,507 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $13,339,293 |
Interest earned on other investments | 2017-12-31 | $-11,076 |
Income. Interest from corporate debt instruments | 2017-12-31 | $748,510 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $51,864,794 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $46,825,175 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $12,808,769 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $3,533,197 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $2,370,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $3,722,996 |
Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | CLIFTON LARSON ALLEN LLP |
Accountancy firm EIN | 2017-12-31 | 410746749 |
2016 : MICHAEL BEST & FRIEDRICH EMPLOYEES' PENSION PLAN 2016 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $2,158,734 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $2,158,734 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $199,114 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $32,443 |
Total income from all sources (including contributions) | 2016-12-31 | $8,774,137 |
Total of all expenses incurred | 2016-12-31 | $13,699,170 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $13,350,542 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $3,700,000 |
Value of total assets at end of year | 2016-12-31 | $65,748,645 |
Value of total assets at beginning of year | 2016-12-31 | $70,507,007 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $348,628 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $476,395 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $476,395 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $5,578,358 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $5,538,509 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $5,819 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $32,633 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $199,114 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $32,443 |
Administrative expenses (other) incurred | 2016-12-31 | $348,628 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $-4,925,033 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $65,549,531 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $70,474,564 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $13,339,293 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $31,880,708 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $46,825,175 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $33,055,157 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $2,514,975 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $-75,967 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $3,700,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $13,350,542 |
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 | 2016-12-31 | No |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2016-12-31 | 410746749 |
2015 : MICHAEL BEST & FRIEDRICH EMPLOYEES' PENSION PLAN 2015 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-6,009,376 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-6,009,376 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $32,443 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $2,458,139 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $3,412,217 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $3,095,517 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $3,700,000 |
Value of total assets at end of year | 2015-12-31 | $70,507,007 |
Value of total assets at beginning of year | 2015-12-31 | $71,428,642 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $316,700 |
Total interest from all sources | 2015-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $723,080 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $723,080 |
Administrative expenses professional fees incurred | 2015-12-31 | $316,700 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $5,538,509 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $5,575,533 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $32,633 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $63,846 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $32,443 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-954,078 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $70,474,564 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $71,428,642 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $31,880,708 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $23,642,373 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $33,055,157 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $42,146,890 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-43,271 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $4,087,706 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $3,700,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $3,095,517 |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2015-12-31 | 410746749 |
2014 : MICHAEL BEST & FRIEDRICH EMPLOYEES' PENSION PLAN 2014 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $384,284 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $384,284 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $575,050 |
Total income from all sources (including contributions) | 2014-12-31 | $6,551,316 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $6,446,075 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $6,119,305 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $3,383,333 |
Value of total assets at end of year | 2014-12-31 | $71,428,642 |
Value of total assets at beginning of year | 2014-12-31 | $71,898,451 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $326,770 |
Total interest from all sources | 2014-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $548,825 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $548,825 |
Administrative expenses professional fees incurred | 2014-12-31 | $326,770 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $5,575,533 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $5,191,249 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $63,846 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $188,489 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $575,050 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $105,241 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $71,428,642 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $71,323,401 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $23,642,373 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $25,625,930 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $42,146,890 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $40,892,783 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-769,943 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $3,004,817 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $3,383,333 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $6,119,305 |
Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2014-12-31 | 410746749 |
2013 : MICHAEL BEST & FRIEDRICH EMPLOYEES' PENSION PLAN 2013 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2013-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $191,249 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $191,249 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $575,050 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $9,728,328 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $2,390,522 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $2,390,522 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $3,700,000 |
Value of total assets at end of year | 2013-12-31 | $71,898,451 |
Value of total assets at beginning of year | 2013-12-31 | $63,985,595 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $0 |
Total interest from all sources | 2013-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $514,969 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $514,969 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $5,191,249 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $4,932,957 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $188,489 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $10,150 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $575,050 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $0 |
Other income not declared elsewhere | 2013-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $7,337,806 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $71,323,401 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $63,985,595 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $25,625,930 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $21,320,735 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $40,892,783 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $37,721,753 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $-603,499 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $5,925,609 |
Net gain/loss from 103.12 investment entities | 2013-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $3,700,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $2,390,522 |
Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Aggregate proceeds on sale of assets | 2013-12-31 | $5,043,227 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $5,043,227 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2013-12-31 | 410746749 |
2012 : MICHAEL BEST & FRIEDRICH EMPLOYEES' PENSION PLAN 2012 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $247,374 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $247,374 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $9,109,409 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $2,547,598 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $2,277,716 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $3,000,000 |
Value of total assets at end of year | 2012-12-31 | $63,985,595 |
Value of total assets at beginning of year | 2012-12-31 | $57,423,784 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $269,882 |
Total interest from all sources | 2012-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $552,451 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $552,451 |
Administrative expenses professional fees incurred | 2012-12-31 | $269,882 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $4,932,957 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $4,685,583 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $10,150 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $4,398 |
Other income not declared elsewhere | 2012-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $6,561,811 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $63,985,595 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $57,423,784 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $23,050,548 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $22,078,492 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $35,991,940 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $30,655,311 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,843,599 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $3,465,985 |
Net gain/loss from 103.12 investment entities | 2012-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $3,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $2,277,716 |
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 | 2012-12-31 | No |
Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Aggregate proceeds on sale of assets | 2012-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2012-12-31 | 410746749 |
2011 : MICHAEL BEST & FRIEDRICH EMPLOYEES' PENSION PLAN 2011 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2011-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-105,841 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-105,841 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $53,006 |
Total income from all sources (including contributions) | 2011-12-31 | $2,638,654 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $2,616,136 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $2,323,781 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $3,000,000 |
Value of total assets at end of year | 2011-12-31 | $57,423,784 |
Value of total assets at beginning of year | 2011-12-31 | $57,454,272 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $292,355 |
Total interest from all sources | 2011-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $1,193,436 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $1,193,436 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $4,685,583 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $2,291,424 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $4,398 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $297,640 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $53,006 |
Other income not declared elsewhere | 2011-12-31 | $18,103 |
Administrative expenses (other) incurred | 2011-12-31 | $292,355 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $22,518 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $57,423,784 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $57,401,266 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $20,915,501 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $24,776,675 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $31,818,302 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $30,088,533 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-1,482,070 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $15,026 |
Net gain/loss from 103.12 investment entities | 2011-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $3,000,000 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $0 |
Income. Dividends from preferred stock | 2011-12-31 | $0 |
Income. Dividends from common stock | 2011-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $2,323,781 |
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 | 2011-12-31 | No |
Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Aggregate proceeds on sale of assets | 2011-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | CLIFTON GUNDERSON LLP |
Accountancy firm EIN | 2011-12-31 | 370802863 |
2010 : MICHAEL BEST & FRIEDRICH EMPLOYEES' PENSION PLAN 2010 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2010-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total transfer of assets to this plan | 2010-12-31 | $0 |
Total transfer of assets from this plan | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $53,006 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $7,791,620 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $2,606,889 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $2,266,916 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $3,000,000 |
Value of total assets at end of year | 2010-12-31 | $57,454,272 |
Value of total assets at beginning of year | 2010-12-31 | $52,216,535 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $339,973 |
Total interest from all sources | 2010-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $0 |
Administrative expenses professional fees incurred | 2010-12-31 | $0 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $2,291,424 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $297,640 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $46,485 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $53,006 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $0 |
Other income not declared elsewhere | 2010-12-31 | $41,919 |
Administrative expenses (other) incurred | 2010-12-31 | $339,973 |
Total non interest bearing cash at end of year | 2010-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $5,184,731 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $57,401,266 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $52,216,535 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $24,776,675 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $46,713,214 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $30,088,533 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $5,456,836 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $3,025,294 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $1,724,407 |
Net gain/loss from 103.12 investment entities | 2010-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $3,000,000 |
Employer contributions (assets) at end of year | 2010-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $0 |
Income. Dividends from preferred stock | 2010-12-31 | $0 |
Income. Dividends from common stock | 2010-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $2,266,916 |
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 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Aggregate proceeds on sale of assets | 2010-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | CLIFTON GUNDERSON LLP |
Accountancy firm EIN | 2010-12-31 | 370802863 |
2009 : MICHAEL BEST & FRIEDRICH EMPLOYEES' PENSION PLAN 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |