LOWELL OBSERVATORY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LOWELL OBSERVATORY 403(B) RETIREMENT ANNUITY PLAN
| Measure | Date | Value |
|---|
| 2023 : LOWELL OBSERVATORY 403(B) RETIREMENT ANNUITY PLAN 2023 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-12-31 | $0 |
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total transfer of assets to this plan | 2023-12-31 | $0 |
| Total transfer of assets from this plan | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $6,087,968 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $788,977 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $788,096 |
| Expenses. Certain deemed distributions of participant loans | 2023-12-31 | $0 |
| Value of total corrective distributions | 2023-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $1,516,284 |
| Value of total assets at end of year | 2023-12-31 | $32,995,770 |
| Value of total assets at beginning of year | 2023-12-31 | $27,696,779 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $881 |
| Total interest from all sources | 2023-12-31 | $326,281 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $0 |
| Assets. Real estate other than employer real property at end of year | 2023-12-31 | $0 |
| Assets. Real estate other than employer real property at beginning of year | 2023-12-31 | $0 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2023-12-31 | $0 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2023-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $824,628 |
| Participant contributions at end of year | 2023-12-31 | $0 |
| Participant contributions at beginning of year | 2023-12-31 | $0 |
| Participant contributions at end of year | 2023-12-31 | $0 |
| Participant contributions at beginning of year | 2023-12-31 | $0 |
| Assets. Other investments not covered elsewhere at end of year | 2023-12-31 | $0 |
| Assets. Other investments not covered elsewhere at beginning of year | 2023-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $244,279 |
| Assets. Loans (other than to participants) at end of year | 2023-12-31 | $0 |
| Assets. Loans (other than to participants) at beginning of year | 2023-12-31 | $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 | 2023-12-31 | No |
| Income. Non cash contributions | 2023-12-31 | $0 |
| Value of net income/loss | 2023-12-31 | $5,298,991 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $32,995,770 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $27,696,779 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2023-12-31 | $0 |
| Assets. partnership/joint venture interests at beginning of year | 2023-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $25,312,928 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $20,057,572 |
| Value of interest in pooled separate accounts at end of year | 2023-12-31 | $425,827 |
| Value of interest in pooled separate accounts at beginning of year | 2023-12-31 | $520,576 |
| Interest on participant loans | 2023-12-31 | $0 |
| Income. Interest from loans (other than to participants) | 2023-12-31 | $0 |
| Interest earned on other investments | 2023-12-31 | $326,281 |
| Income. Interest from US Government securities | 2023-12-31 | $0 |
| Income. Interest from corporate debt instruments | 2023-12-31 | $0 |
| Value of interest in master investment trust accounts at end of year | 2023-12-31 | $0 |
| Value of interest in master investment trust accounts at beginning of year | 2023-12-31 | $0 |
| Value of interest in common/collective trusts at end of year | 2023-12-31 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-12-31 | $0 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-12-31 | $0 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-12-31 | $0 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2023-12-31 | $0 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2023-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $7,257,015 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $7,118,631 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2023-12-31 | $0 |
| Asset value of US Government securities at end of year | 2023-12-31 | $0 |
| Asset value of US Government securities at beginning of year | 2023-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $1,685,186 |
| Net investment gain/loss from pooled separate accounts | 2023-12-31 | $2,560,217 |
| Net investment gain or loss from common/collective trusts | 2023-12-31 | $0 |
| Net gain/loss from 103.12 investment entities | 2023-12-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $447,377 |
| Employer contributions (assets) at end of year | 2023-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2023-12-31 | $0 |
| Income. Dividends from preferred stock | 2023-12-31 | $0 |
| Income. Dividends from common stock | 2023-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $788,096 |
| Asset. Corporate debt instrument preferred debt at end of year | 2023-12-31 | $0 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2023-12-31 | $0 |
| Asset. Corporate debt instrument debt (other) at end of year | 2023-12-31 | $0 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2023-12-31 | $0 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2023-12-31 | $0 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2023-12-31 | $0 |
| Did the plan have assets held for investment | 2023-12-31 | 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 | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Aggregate proceeds on sale of assets | 2023-12-31 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2023-12-31 | $0 |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | BEACH FLEISCHMAN PLLC |
| Accountancy firm EIN | 2023-12-31 | 860683059 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-01-01 | $0 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total transfer of assets to this plan | 2023-01-01 | $0 |
| Total transfer of assets from this plan | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $6,087,968 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $788,977 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $788,096 |
| Expenses. Certain deemed distributions of participant loans | 2023-01-01 | $0 |
| Value of total corrective distributions | 2023-01-01 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $1,516,284 |
| Value of total assets at end of year | 2023-01-01 | $32,995,770 |
| Value of total assets at beginning of year | 2023-01-01 | $27,696,779 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $881 |
| Total interest from all sources | 2023-01-01 | $326,281 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $0 |
| Assets. Real estate other than employer real property at end of year | 2023-01-01 | $0 |
| Assets. Real estate other than employer real property at beginning of year | 2023-01-01 | $0 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2023-01-01 | $0 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2023-01-01 | $0 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $824,628 |
| Participant contributions at end of year | 2023-01-01 | $0 |
| Participant contributions at beginning of year | 2023-01-01 | $0 |
| Participant contributions at end of year | 2023-01-01 | $0 |
| Participant contributions at beginning of year | 2023-01-01 | $0 |
| Assets. Other investments not covered elsewhere at end of year | 2023-01-01 | $0 |
| Assets. Other investments not covered elsewhere at beginning of year | 2023-01-01 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $244,279 |
| Assets. Loans (other than to participants) at end of year | 2023-01-01 | $0 |
| Assets. Loans (other than to participants) at beginning of year | 2023-01-01 | $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 | 2023-01-01 | No |
| Income. Non cash contributions | 2023-01-01 | $0 |
| Value of net income/loss | 2023-01-01 | $5,298,991 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $32,995,770 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $27,696,779 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Assets. partnership/joint venture interests at end of year | 2023-01-01 | $0 |
| Assets. partnership/joint venture interests at beginning of year | 2023-01-01 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $25,312,928 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $20,057,572 |
| Value of interest in pooled separate accounts at end of year | 2023-01-01 | $425,827 |
| Value of interest in pooled separate accounts at beginning of year | 2023-01-01 | $520,576 |
| Interest on participant loans | 2023-01-01 | $0 |
| Income. Interest from loans (other than to participants) | 2023-01-01 | $0 |
| Interest earned on other investments | 2023-01-01 | $326,281 |
| Income. Interest from US Government securities | 2023-01-01 | $0 |
| Income. Interest from corporate debt instruments | 2023-01-01 | $0 |
| Value of interest in master investment trust accounts at end of year | 2023-01-01 | $0 |
| Value of interest in master investment trust accounts at beginning of year | 2023-01-01 | $0 |
| Value of interest in common/collective trusts at end of year | 2023-01-01 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2023-01-01 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-01-01 | $0 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-01-01 | $0 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2023-01-01 | $0 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2023-01-01 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-01-01 | $7,257,015 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-01-01 | $7,118,631 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2023-01-01 | $0 |
| Asset value of US Government securities at end of year | 2023-01-01 | $0 |
| Asset value of US Government securities at beginning of year | 2023-01-01 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $1,685,186 |
| Net investment gain/loss from pooled separate accounts | 2023-01-01 | $2,560,217 |
| Net investment gain or loss from common/collective trusts | 2023-01-01 | $0 |
| Net gain/loss from 103.12 investment entities | 2023-01-01 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $447,377 |
| Employer contributions (assets) at end of year | 2023-01-01 | $0 |
| Employer contributions (assets) at beginning of year | 2023-01-01 | $0 |
| Income. Dividends from preferred stock | 2023-01-01 | $0 |
| Income. Dividends from common stock | 2023-01-01 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $788,096 |
| Asset. Corporate debt instrument preferred debt at end of year | 2023-01-01 | $0 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2023-01-01 | $0 |
| Asset. Corporate debt instrument debt (other) at end of year | 2023-01-01 | $0 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2023-01-01 | $0 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2023-01-01 | $0 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2023-01-01 | $0 |
| Did the plan have assets held for investment | 2023-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Aggregate proceeds on sale of assets | 2023-01-01 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2023-01-01 | $0 |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | BEACH FLEISCHMAN PLLC |
| Accountancy firm EIN | 2023-01-01 | 860683059 |
| 2022 : LOWELL OBSERVATORY 403(B) RETIREMENT ANNUITY PLAN 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $0 |
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total transfer of assets from this plan | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $-19,531,201 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $-15,830,329 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $653,482 |
| Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of total corrective distributions | 2022-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,432,486 |
| Value of total assets at end of year | 2022-12-31 | $27,696,779 |
| Value of total assets at beginning of year | 2022-12-31 | $31,397,651 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $-16,483,811 |
| Total interest from all sources | 2022-12-31 | $283,978 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $0 |
| Assets. Real estate other than employer real property at end of year | 2022-12-31 | $0 |
| Assets. Real estate other than employer real property at beginning of year | 2022-12-31 | $0 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2022-12-31 | $0 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2022-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $130,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $783,020 |
| Participant contributions at end of year | 2022-12-31 | $42,975 |
| Participant contributions at beginning of year | 2022-12-31 | $68,098 |
| Participant contributions at end of year | 2022-12-31 | $0 |
| Participant contributions at beginning of year | 2022-12-31 | $0 |
| 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 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $230,680 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-12-31 | $0 |
| Assets. Loans (other than to participants) at end of year | 2022-12-31 | $0 |
| Assets. Loans (other than to participants) at beginning of year | 2022-12-31 | $0 |
| Administrative expenses (other) incurred | 2022-12-31 | $927 |
| 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 |
| Income. Non cash contributions | 2022-12-31 | $0 |
| Value of net income/loss | 2022-12-31 | $-3,700,872 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $27,696,779 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $31,397,651 |
| 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 |
| Assets. partnership/joint venture interests at end of year | 2022-12-31 | $0 |
| Assets. partnership/joint venture interests at beginning of year | 2022-12-31 | $0 |
| Investment advisory and management fees | 2022-12-31 | $-16,484,738 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $20,057,572 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $23,730,536 |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $520,576 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $492,322 |
| Interest on participant loans | 2022-12-31 | $0 |
| Income. Interest from loans (other than to participants) | 2022-12-31 | $0 |
| Interest earned on other investments | 2022-12-31 | $283,978 |
| Income. Interest from US Government securities | 2022-12-31 | $0 |
| Income. Interest from corporate debt instruments | 2022-12-31 | $0 |
| Value of interest in master investment trust accounts at end of year | 2022-12-31 | $0 |
| Value of interest in master investment trust accounts at beginning of year | 2022-12-31 | $0 |
| Value of interest in common/collective trusts at end of year | 2022-12-31 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $0 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $0 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $0 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2022-12-31 | $0 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2022-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $7,075,656 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $7,106,695 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $52,401 |
| Asset value of US Government securities at end of year | 2022-12-31 | $0 |
| Asset value of US Government securities at beginning of year | 2022-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,920,862 |
| Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-19,326,803 |
| Net investment gain or loss from common/collective trusts | 2022-12-31 | $0 |
| Net gain/loss from 103.12 investment entities | 2022-12-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| 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 |
| Contributions received in cash from employer | 2022-12-31 | $418,786 |
| Employer contributions (assets) at end of year | 2022-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
| Income. Dividends from preferred stock | 2022-12-31 | $0 |
| Income. Dividends from common stock | 2022-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $601,081 |
| Asset. Corporate debt instrument preferred debt at end of year | 2022-12-31 | $0 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2022-12-31 | $0 |
| Asset. Corporate debt instrument debt (other) at end of year | 2022-12-31 | $0 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2022-12-31 | $0 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2022-12-31 | $0 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-12-31 | $0 |
| 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 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $0 |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | BEACHFLEISCHMAN PLLC |
| Accountancy firm EIN | 2022-12-31 | 860683059 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-01-01 | $0 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total transfer of assets from this plan | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $-3,041,725 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $659,147 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $658,219 |
| Expenses. Certain deemed distributions of participant loans | 2022-01-01 | $0 |
| Value of total corrective distributions | 2022-01-01 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $1,432,486 |
| Value of total assets at end of year | 2022-01-01 | $27,696,779 |
| Value of total assets at beginning of year | 2022-01-01 | $31,397,651 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $928 |
| Total interest from all sources | 2022-01-01 | $283,981 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $0 |
| Assets. Real estate other than employer real property at end of year | 2022-01-01 | $0 |
| Assets. Real estate other than employer real property at beginning of year | 2022-01-01 | $0 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2022-01-01 | $0 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2022-01-01 | $0 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $130,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $783,020 |
| Participant contributions at end of year | 2022-01-01 | $42,975 |
| Participant contributions at beginning of year | 2022-01-01 | $68,098 |
| Participant contributions at end of year | 2022-01-01 | $0 |
| Participant contributions at beginning of year | 2022-01-01 | $0 |
| Assets. Other investments not covered elsewhere at end of year | 2022-01-01 | $0 |
| Assets. Other investments not covered elsewhere at beginning of year | 2022-01-01 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $230,680 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-01-01 | $0 |
| Assets. Loans (other than to participants) at end of year | 2022-01-01 | $0 |
| Assets. Loans (other than to participants) at beginning of year | 2022-01-01 | $0 |
| Administrative expenses (other) incurred | 2022-01-01 | $928 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Income. Non cash contributions | 2022-01-01 | $0 |
| Value of net income/loss | 2022-01-01 | $-3,700,872 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $27,696,779 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $31,397,651 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Assets. partnership/joint venture interests at end of year | 2022-01-01 | $0 |
| Assets. partnership/joint venture interests at beginning of year | 2022-01-01 | $0 |
| Investment advisory and management fees | 2022-01-01 | $-16,531,855 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $20,057,572 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $23,730,536 |
| Value of interest in pooled separate accounts at end of year | 2022-01-01 | $520,576 |
| Value of interest in pooled separate accounts at beginning of year | 2022-01-01 | $492,322 |
| Interest on participant loans | 2022-01-01 | $0 |
| Income. Interest from loans (other than to participants) | 2022-01-01 | $0 |
| Interest earned on other investments | 2022-01-01 | $283,981 |
| Income. Interest from US Government securities | 2022-01-01 | $0 |
| Income. Interest from corporate debt instruments | 2022-01-01 | $0 |
| Value of interest in master investment trust accounts at end of year | 2022-01-01 | $0 |
| Value of interest in master investment trust accounts at beginning of year | 2022-01-01 | $0 |
| Value of interest in common/collective trusts at end of year | 2022-01-01 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2022-01-01 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-01-01 | $0 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-01-01 | $0 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2022-01-01 | $0 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2022-01-01 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $7,075,656 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $7,106,695 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-01-01 | $52,401 |
| Asset value of US Government securities at end of year | 2022-01-01 | $0 |
| Asset value of US Government securities at beginning of year | 2022-01-01 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-1,858,960 |
| Net investment gain/loss from pooled separate accounts | 2022-01-01 | $-2,899,232 |
| Net investment gain or loss from common/collective trusts | 2022-01-01 | $0 |
| Net gain/loss from 103.12 investment entities | 2022-01-01 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $418,786 |
| Employer contributions (assets) at end of year | 2022-01-01 | $0 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $0 |
| Income. Dividends from preferred stock | 2022-01-01 | $0 |
| Income. Dividends from common stock | 2022-01-01 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $605,818 |
| Asset. Corporate debt instrument preferred debt at end of year | 2022-01-01 | $0 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2022-01-01 | $0 |
| Asset. Corporate debt instrument debt (other) at end of year | 2022-01-01 | $0 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2022-01-01 | $0 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2022-01-01 | $0 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-01-01 | $0 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Aggregate proceeds on sale of assets | 2022-01-01 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2022-01-01 | $0 |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | BEACHFLEISCHMAN PLLC |
| Accountancy firm EIN | 2022-01-01 | 860683059 |
| 2021 : LOWELL OBSERVATORY 403(B) RETIREMENT ANNUITY PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $5,136,694 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $4,202,063 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $4,201,165 |
| Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $963,237 |
| Value of total assets at end of year | 2021-12-31 | $31,397,651 |
| Value of total assets at beginning of year | 2021-12-31 | $30,463,020 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $898 |
| Total interest from all sources | 2021-12-31 | $249,490 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $130,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| 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 |
| Contributions received from participants | 2021-12-31 | $631,522 |
| Participant contributions at end of year | 2021-12-31 | $68,098 |
| Participant contributions at beginning of year | 2021-12-31 | $85,423 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $0 |
| Administrative expenses (other) incurred | 2021-12-31 | $898 |
| 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 | $934,631 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $31,397,651 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $30,463,020 |
| 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 |
| Investment advisory and management fees | 2021-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $23,730,536 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $22,475,164 |
| Value of interest in pooled separate accounts at end of year | 2021-12-31 | $492,322 |
| Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $614,167 |
| Interest on participant loans | 2021-12-31 | $0 |
| Interest earned on other investments | 2021-12-31 | $249,490 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $7,106,695 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $7,288,266 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,561,974 |
| Net investment gain/loss from pooled separate accounts | 2021-12-31 | $2,361,993 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $331,715 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $4,201,165 |
| 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 | BEACHFLEISCHMAN PLLC |
| Accountancy firm EIN | 2021-12-31 | 860683059 |
| 2020 : LOWELL OBSERVATORY 403(B) RETIREMENT ANNUITY PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total income from all sources (including contributions) | 2020-12-31 | $4,555,680 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $1,541,494 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,540,737 |
| Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $923,746 |
| Value of total assets at end of year | 2020-12-31 | $30,463,020 |
| Value of total assets at beginning of year | 2020-12-31 | $27,448,834 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $757 |
| Total interest from all sources | 2020-12-31 | $287,084 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $130,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| 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 |
| Contributions received from participants | 2020-12-31 | $606,301 |
| Participant contributions at end of year | 2020-12-31 | $85,423 |
| Participant contributions at beginning of year | 2020-12-31 | $52,685 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $0 |
| Other income not declared elsewhere | 2020-12-31 | $0 |
| Administrative expenses (other) incurred | 2020-12-31 | $757 |
| 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 | $3,014,186 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $30,463,020 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $27,448,834 |
| 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 | $22,475,164 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $19,063,238 |
| Value of interest in pooled separate accounts at end of year | 2020-12-31 | $614,167 |
| Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $704,308 |
| Interest on participant loans | 2020-12-31 | $0 |
| Interest earned on other investments | 2020-12-31 | $287,084 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $7,288,266 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $7,628,603 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,667,525 |
| Net investment gain/loss from pooled separate accounts | 2020-12-31 | $1,677,325 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| 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 | $317,445 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,540,737 |
| 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 | BEACH FLEISCHMAN |
| Accountancy firm EIN | 2020-12-31 | 860683059 |
| 2019 : LOWELL OBSERVATORY 403(B) RETIREMENT ANNUITY PLAN 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total income from all sources (including contributions) | 2019-12-31 | $5,662,821 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $860,457 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $859,809 |
| Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,644,912 |
| Value of total assets at end of year | 2019-12-31 | $27,448,834 |
| Value of total assets at beginning of year | 2019-12-31 | $22,646,470 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $648 |
| Total interest from all sources | 2019-12-31 | $293,800 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $130,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| 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 |
| Contributions received from participants | 2019-12-31 | $566,932 |
| Participant contributions at end of year | 2019-12-31 | $52,685 |
| Participant contributions at beginning of year | 2019-12-31 | $43,826 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $777,600 |
| Other income not declared elsewhere | 2019-12-31 | $0 |
| Administrative expenses (other) incurred | 2019-12-31 | $648 |
| 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 | $4,802,364 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $27,448,834 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $22,646,470 |
| 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 | $19,063,238 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $14,395,002 |
| Value of interest in pooled separate accounts at end of year | 2019-12-31 | $704,308 |
| Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $692,623 |
| Interest on participant loans | 2019-12-31 | $0 |
| Interest earned on other investments | 2019-12-31 | $293,800 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $7,628,603 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $7,515,019 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,944,752 |
| Net investment gain/loss from pooled separate accounts | 2019-12-31 | $1,779,357 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| 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 | $300,380 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $859,809 |
| 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 | BEACH FLEISCHMAN |
| Accountancy firm EIN | 2019-12-31 | 860683059 |
| 2018 : LOWELL OBSERVATORY 403(B) RETIREMENT ANNUITY PLAN 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total income from all sources (including contributions) | 2018-12-31 | $185,335 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $1,212,118 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,211,600 |
| Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $833,433 |
| Value of total assets at end of year | 2018-12-31 | $22,646,470 |
| Value of total assets at beginning of year | 2018-12-31 | $23,673,253 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $518 |
| Total interest from all sources | 2018-12-31 | $306,686 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $130,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $547,414 |
| Participant contributions at end of year | 2018-12-31 | $43,826 |
| Participant contributions at beginning of year | 2018-12-31 | $14,530 |
| Other income not declared elsewhere | 2018-12-31 | $0 |
| Administrative expenses (other) incurred | 2018-12-31 | $518 |
| 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 | $-1,026,783 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $22,646,470 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $23,673,253 |
| 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 | $14,395,002 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $15,325,276 |
| Value of interest in pooled separate accounts at end of year | 2018-12-31 | $692,623 |
| Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $669,814 |
| Interest on participant loans | 2018-12-31 | $0 |
| Interest earned on other investments | 2018-12-31 | $306,686 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $7,515,019 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $7,663,633 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-535,971 |
| Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-418,813 |
| 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 | $286,019 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,211,600 |
| 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 | BEACH FLEISCHMAN |
| Accountancy firm EIN | 2018-12-31 | 860683059 |
| 2017 : LOWELL OBSERVATORY 403(B) RETIREMENT ANNUITY PLAN 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total income from all sources (including contributions) | 2017-12-31 | $3,441,640 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $559,810 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $559,382 |
| Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $725,103 |
| Value of total assets at end of year | 2017-12-31 | $23,673,253 |
| Value of total assets at beginning of year | 2017-12-31 | $20,791,423 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $428 |
| Total interest from all sources | 2017-12-31 | $301,512 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $130,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $447,730 |
| Participant contributions at end of year | 2017-12-31 | $14,530 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $31,074 |
| Other income not declared elsewhere | 2017-12-31 | $1 |
| Administrative expenses (other) incurred | 2017-12-31 | $428 |
| 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 | $2,881,830 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $23,673,253 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $20,791,423 |
| 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 | $15,325,276 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $12,611,762 |
| Value of interest in pooled separate accounts at end of year | 2017-12-31 | $669,814 |
| Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $572,526 |
| Interest on participant loans | 2017-12-31 | $0 |
| Interest earned on other investments | 2017-12-31 | $301,512 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $7,663,633 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $7,607,135 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $1,483,685 |
| Net investment gain/loss from pooled separate accounts | 2017-12-31 | $931,339 |
| 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 | $246,299 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $559,382 |
| 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 | BEACH FLEISCHMAN |
| Accountancy firm EIN | 2017-12-31 | 860683059 |
| 2016 : LOWELL OBSERVATORY 403(B) RETIREMENT ANNUITY PLAN 2016 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total income from all sources (including contributions) | 2016-12-31 | $2,674,570 |
| Total loss/gain on sale of assets | 2016-12-31 | $0 |
| Total of all expenses incurred | 2016-12-31 | $919,596 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $919,559 |
| Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,602,939 |
| Value of total assets at end of year | 2016-12-31 | $20,791,423 |
| Value of total assets at beginning of year | 2016-12-31 | $19,036,449 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $37 |
| Total interest from all sources | 2016-12-31 | $324,448 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $130,000 |
| 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 |
| Contributions received from participants | 2016-12-31 | $473,395 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $872,625 |
| Other income not declared elsewhere | 2016-12-31 | $0 |
| Administrative expenses (other) incurred | 2016-12-31 | $37 |
| 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 | $1,754,974 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $20,791,423 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $19,036,449 |
| 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 | $12,611,762 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $11,090,811 |
| Value of interest in pooled separate accounts at end of year | 2016-12-31 | $572,526 |
| Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $777,665 |
| Interest on participant loans | 2016-12-31 | $0 |
| Interest earned on other investments | 2016-12-31 | $324,448 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $7,607,135 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $7,167,973 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $323 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $719,280 |
| Net investment gain/loss from pooled separate accounts | 2016-12-31 | $27,903 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| 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 | $256,919 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $919,236 |
| 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 | BEACH FLEISCHMAN |
| Accountancy firm EIN | 2016-12-31 | 860683059 |
| 2015 : LOWELL OBSERVATORY 403(B) RETIREMENT ANNUITY PLAN 2015 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
| Total transfer of assets to this plan | 2015-12-31 | $4,978,967 |
| Total transfer of assets from this plan | 2015-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total income from all sources (including contributions) | 2015-12-31 | $665,591 |
| Total loss/gain on sale of assets | 2015-12-31 | $0 |
| Total of all expenses incurred | 2015-12-31 | $473,456 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $473,456 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $412,971 |
| Value of total assets at end of year | 2015-12-31 | $19,036,449 |
| Value of total assets at beginning of year | 2015-12-31 | $13,865,347 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $0 |
| Total interest from all sources | 2015-12-31 | $60,460 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Was this plan covered by a fidelity bond | 2015-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $206,482 |
| Participant contributions at end of year | 2015-12-31 | $0 |
| Participant contributions at beginning of year | 2015-12-31 | $7,781 |
| Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $0 |
| Total non interest bearing cash at end of year | 2015-12-31 | $0 |
| Total non interest bearing cash 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 | $192,135 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $19,036,449 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $13,865,347 |
| 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 | $11,090,811 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $8,188,970 |
| Value of interest in pooled separate accounts at end of year | 2015-12-31 | $777,665 |
| Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $510,713 |
| Interest earned on other investments | 2015-12-31 | $60,460 |
| Value of interest in master investment trust accounts at beginning of year | 2015-12-31 | $0 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2015-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $7,167,973 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $5,150,102 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $441 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $151,244 |
| Net investment gain/loss from pooled separate accounts | 2015-12-31 | $40,916 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| 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 | $206,489 |
| Employer contributions (assets) at end of year | 2015-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2015-12-31 | $7,781 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $473,015 |
| 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 | BEACH FLEISCHMAN |
| Accountancy firm EIN | 2015-12-31 | 860683059 |
| 2014 : LOWELL OBSERVATORY 403(B) RETIREMENT ANNUITY PLAN 2014 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total income from all sources (including contributions) | 2014-12-31 | $1,182,340 |
| Total loss/gain on sale of assets | 2014-12-31 | $0 |
| Total of all expenses incurred | 2014-12-31 | $523,828 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $523,828 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $379,932 |
| Value of total assets at end of year | 2014-12-31 | $13,865,347 |
| Value of total assets at beginning of year | 2014-12-31 | $13,206,835 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $0 |
| Total interest from all sources | 2014-12-31 | $225,356 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $1,182,340 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $523,828 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $523,828 |
| Total plan assets at end of year | 2014-12-31 | $13,865,347 |
| Total plan assets at beginning of year | 2014-12-31 | $13,206,835 |
| Total contributions received or receivable from participants | 2014-12-31 | $189,966 |
| Other income received | 2014-12-31 | $802,408 |
| Net income (gross income less expenses) | 2014-12-31 | $658,512 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $13,865,347 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $13,206,835 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $189,966 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Was this plan covered by a fidelity bond | 2014-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $189,966 |
| Participant contributions at end of year | 2014-12-31 | $7,781 |
| Participant contributions at beginning of year | 2014-12-31 | $7,846 |
| 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 | $658,512 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $13,865,347 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $13,206,835 |
| 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 | $8,188,970 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $7,622,622 |
| Value of interest in pooled separate accounts at end of year | 2014-12-31 | $510,713 |
| Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $447,726 |
| Interest earned on other investments | 2014-12-31 | $225,356 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $5,150,102 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $5,120,795 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $61,834 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $522,405 |
| Net investment gain/loss from pooled separate accounts | 2014-12-31 | $54,647 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| 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 | $189,966 |
| Employer contributions (assets) at end of year | 2014-12-31 | $7,781 |
| Employer contributions (assets) at beginning of year | 2014-12-31 | $7,846 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $461,994 |
| 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 | NORDSTROM ASSOCIATES PC |
| Accountancy firm EIN | 2014-12-31 | 860898871 |
| 2013 : LOWELL OBSERVATORY 403(B) RETIREMENT ANNUITY PLAN 2013 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total income from all sources (including contributions) | 2013-12-31 | $2,055,208 |
| Total loss/gain on sale of assets | 2013-12-31 | $0 |
| Total of all expenses incurred | 2013-12-31 | $521,652 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $521,652 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $404,660 |
| Value of total assets at end of year | 2013-12-31 | $13,206,835 |
| Value of total assets at beginning of year | 2013-12-31 | $11,673,279 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $0 |
| Total interest from all sources | 2013-12-31 | $213,574 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $2,055,208 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $521,652 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $521,652 |
| Total plan assets at end of year | 2013-12-31 | $13,206,835 |
| Total plan assets at beginning of year | 2013-12-31 | $11,673,279 |
| Total contributions received or receivable from participants | 2013-12-31 | $202,330 |
| Other income received | 2013-12-31 | $1,650,548 |
| Net income (gross income less expenses) | 2013-12-31 | $1,533,556 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $13,206,835 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $11,673,279 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $202,330 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Was this plan covered by a fidelity bond | 2013-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $202,330 |
| Participant contributions at end of year | 2013-12-31 | $7,846 |
| 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 | $1,533,556 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $13,206,835 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $11,673,279 |
| 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 | $7,622,622 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $6,136,832 |
| Value of interest in pooled separate accounts at end of year | 2013-12-31 | $447,726 |
| Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $405,457 |
| Interest earned on other investments | 2013-12-31 | $213,574 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $5,120,795 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $5,130,990 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $155,662 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $1,398,016 |
| Net investment gain/loss from pooled separate accounts | 2013-12-31 | $38,958 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| 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 | $202,330 |
| Employer contributions (assets) at end of year | 2013-12-31 | $7,846 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $365,990 |
| 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 |
| 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 | NORDSTROM ASSOCIATES PC |
| Accountancy firm EIN | 2013-12-31 | 860898871 |
| 2012 : LOWELL OBSERVATORY 403(B) RETIREMENT ANNUITY PLAN 2012 401k financial data |
|---|
| Total income from all sources (including contributions) | 2012-12-31 | $1,392,422 |
| Total of all expenses incurred | 2012-12-31 | $379,185 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $379,185 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $393,814 |
| Value of total assets at end of year | 2012-12-31 | $11,673,279 |
| Value of total assets at beginning of year | 2012-12-31 | $10,660,042 |
| Total interest from all sources | 2012-12-31 | $206,448 |
| Total income from all sources | 2012-12-31 | $1,392,422 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $379,185 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $379,185 |
| Total plan assets at end of year | 2012-12-31 | $11,673,279 |
| Total plan assets at beginning of year | 2012-12-31 | $10,660,042 |
| Total contributions received or receivable from participants | 2012-12-31 | $196,907 |
| Other income received | 2012-12-31 | $998,608 |
| Net income (gross income less expenses) | 2012-12-31 | $1,013,237 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $11,673,279 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $10,660,042 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $196,907 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Was this plan covered by a fidelity bond | 2012-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $196,907 |
| 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 | $1,013,237 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $11,673,279 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $10,660,042 |
| 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 | $6,136,832 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $5,247,855 |
| Value of interest in pooled separate accounts at end of year | 2012-12-31 | $405,457 |
| Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $396,455 |
| Interest earned on other investments | 2012-12-31 | $206,448 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $5,130,990 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $5,015,732 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $752,997 |
| Net investment gain/loss from pooled separate accounts | 2012-12-31 | $39,163 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| 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 | $196,907 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $379,185 |
| 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 |
| 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 | NORDSTROM ASSOCIATES PC |
| Accountancy firm EIN | 2012-12-31 | 860898871 |
| 2011 : LOWELL OBSERVATORY 403(B) RETIREMENT ANNUITY PLAN 2011 401k financial data |
|---|
| Total income from all sources (including contributions) | 2011-12-31 | $502,899 |
| Total of all expenses incurred | 2011-12-31 | $569,991 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $569,991 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $372,294 |
| Value of total assets at end of year | 2011-12-31 | $10,660,042 |
| Value of total assets at beginning of year | 2011-12-31 | $10,727,134 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $31,134 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $31,134 |
| Was this plan covered by a fidelity bond | 2011-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $186,147 |
| 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 | $-67,092 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $10,660,042 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $10,727,134 |
| 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 | $10,660,042 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $10,727,134 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $99,471 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| 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 | $186,147 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $569,991 |
| 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 |
| 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 | NORDSTROM ASSOCIATES PC |
| Accountancy firm EIN | 2011-12-31 | 860898871 |
| 2010 : LOWELL OBSERVATORY 403(B) RETIREMENT ANNUITY PLAN 2010 401k financial data |
|---|
| Total income from all sources (including contributions) | 2010-12-31 | $1,572,168 |
| Total of all expenses incurred | 2010-12-31 | $224,836 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $224,836 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $722,188 |
| Value of total assets at end of year | 2010-12-31 | $10,727,134 |
| Value of total assets at beginning of year | 2010-12-31 | $9,379,801 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $23,471 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $23,471 |
| Was this plan covered by a fidelity bond | 2010-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $178,603 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $354,799 |
| 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 | $1,347,332 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $10,727,134 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $9,379,801 |
| 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 | $10,727,134 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $9,379,801 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $826,509 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| 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 | $188,786 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $224,836 |
| 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 |
| 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 | NORDSTROM ASSOCIATES PC |
| Accountancy firm EIN | 2010-12-31 | 860898871 |
