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WILLIAMS, KASTNER & GIBBS PLLC RETIREMENT PLAN 401k Plan overview

Plan NameWILLIAMS, KASTNER & GIBBS PLLC RETIREMENT PLAN
Plan identification number 001

WILLIAMS, KASTNER & GIBBS PLLC RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Life insurance

401k Sponsoring company profile

WILLIAMS, KASTNER AND GIBBS, PLLC has sponsored the creation of one or more 401k plans.

Company Name:WILLIAMS, KASTNER AND GIBBS, PLLC
Employer identification number (EIN):910208860
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about WILLIAMS, KASTNER AND GIBBS, PLLC

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1997-07-03
Company Identification Number: 601802209
Legal Registered Office Address: 601 UNION ST STE 4100

SEATTLE
United States of America (USA)
981011368

More information about WILLIAMS, KASTNER AND GIBBS, PLLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAMS, KASTNER & GIBBS PLLC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01TARA GHANNAM BINGE
0012016-01-01TARA GHANNAM BINGE
0012015-01-01JERRY EDMONDS
0012014-01-01JERRY EDMONDS
0012013-01-01JERRY EDMONDS TARA GHANNAM BINGE2014-10-14
0012012-01-01JERRY EDMONDS
0012011-01-01LORNA WOLFSON OBO WKG
0012009-01-01TYRA ROELANDT JERRY EDMONDS2010-09-15

Plan Statistics for WILLIAMS, KASTNER & GIBBS PLLC RETIREMENT PLAN

401k plan membership statisitcs for WILLIAMS, KASTNER & GIBBS PLLC RETIREMENT PLAN

Measure Date Value
2022: WILLIAMS, KASTNER & GIBBS PLLC RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01151
Total number of active participants reported on line 7a of the Form 55002022-01-0192
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0158
Total of all active and inactive participants2022-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01150
Number of participants with account balances2022-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: WILLIAMS, KASTNER & GIBBS PLLC RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01145
Total number of active participants reported on line 7a of the Form 55002021-01-01100
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0151
Total of all active and inactive participants2021-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01151
Number of participants with account balances2021-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: WILLIAMS, KASTNER & GIBBS PLLC RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01155
Total number of active participants reported on line 7a of the Form 55002020-01-0199
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0145
Total of all active and inactive participants2020-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01145
Number of participants with account balances2020-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: WILLIAMS, KASTNER & GIBBS PLLC RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01153
Total number of active participants reported on line 7a of the Form 55002019-01-01105
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0149
Total of all active and inactive participants2019-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01155
Number of participants with account balances2019-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: WILLIAMS, KASTNER & GIBBS PLLC RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01155
Total number of active participants reported on line 7a of the Form 55002018-01-0199
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0154
Total of all active and inactive participants2018-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01153
Number of participants with account balances2018-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: WILLIAMS, KASTNER & GIBBS PLLC RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01151
Total number of active participants reported on line 7a of the Form 55002017-01-01108
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0147
Total of all active and inactive participants2017-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01155
Number of participants with account balances2017-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: WILLIAMS, KASTNER & GIBBS PLLC RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01176
Total number of active participants reported on line 7a of the Form 55002016-01-01101
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0150
Total of all active and inactive participants2016-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01152
Number of participants with account balances2016-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: WILLIAMS, KASTNER & GIBBS PLLC RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01194
Total number of active participants reported on line 7a of the Form 55002015-01-01106
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0170
Total of all active and inactive participants2015-01-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01176
Number of participants with account balances2015-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: WILLIAMS, KASTNER & GIBBS PLLC RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01199
Total number of active participants reported on line 7a of the Form 55002014-01-01155
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0139
Total of all active and inactive participants2014-01-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01194
Number of participants with account balances2014-01-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WILLIAMS, KASTNER & GIBBS PLLC RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01204
Total number of active participants reported on line 7a of the Form 55002013-01-01157
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0142
Total of all active and inactive participants2013-01-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01199
Number of participants with account balances2013-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: WILLIAMS, KASTNER & GIBBS PLLC RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01173
Total number of active participants reported on line 7a of the Form 55002012-01-01167
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0137
Total of all active and inactive participants2012-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01204
Number of participants with account balances2012-01-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: WILLIAMS, KASTNER & GIBBS PLLC RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01187
Total number of active participants reported on line 7a of the Form 55002011-01-01142
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0131
Total of all active and inactive participants2011-01-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01173
Number of participants with account balances2011-01-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: WILLIAMS, KASTNER & GIBBS PLLC RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01206
Total number of active participants reported on line 7a of the Form 55002009-01-01149
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0154
Total of all active and inactive participants2009-01-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01203
Number of participants with account balances2009-01-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on WILLIAMS, KASTNER & GIBBS PLLC RETIREMENT PLAN

Measure Date Value
2022 : WILLIAMS, KASTNER & GIBBS PLLC RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$1,377
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$0
Total income from all sources (including contributions)2022-12-31$-7,424,282
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,562,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,486,243
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,778,852
Value of total assets at end of year2022-12-31$48,184,752
Value of total assets at beginning of year2022-12-31$60,169,964
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$76,064
Total interest from all sources2022-12-31$9,793
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,586,309
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,586,309
Administrative expenses professional fees incurred2022-12-31$19,477
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$750,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$644,616
Participant contributions at end of year2022-12-31$152,503
Participant contributions at beginning of year2022-12-31$173,435
Participant contributions at end of year2022-12-31$38
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$1,369,476
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$2,353,212
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$70,236
Other income not declared elsewhere2022-12-31$-429,329
Administrative expenses (other) incurred2022-12-31$38,925
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-11,986,589
Value of net assets at end of year (total assets less liabilities)2022-12-31$48,184,752
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$60,169,964
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$17,662
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$43,658,762
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$54,582,186
Interest on participant loans2022-12-31$9,793
Value of interest in common/collective trusts at end of year2022-12-31$1,940,041
Value of interest in common/collective trusts at beginning of year2022-12-31$1,933,864
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-10,403,500
Net investment gain or loss from common/collective trusts2022-12-31$33,593
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,064,000
Employer contributions (assets) at end of year2022-12-31$1,063,932
Employer contributions (assets) at beginning of year2022-12-31$1,127,267
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,486,243
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DWYER, PEMBERTON & COULSON, P.C.
Accountancy firm EIN2022-12-31911503183
2021 : WILLIAMS, KASTNER & GIBBS PLLC RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$17,288
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$8,496,286
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,960,875
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,874,021
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,791,411
Value of total assets at end of year2021-12-31$60,169,964
Value of total assets at beginning of year2021-12-31$55,617,265
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$86,854
Total interest from all sources2021-12-31$9,598
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,970,707
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,970,707
Administrative expenses professional fees incurred2021-12-31$36,527
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$750,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$659,599
Participant contributions at end of year2021-12-31$173,435
Participant contributions at beginning of year2021-12-31$171,004
Assets. Other investments not covered elsewhere at end of year2021-12-31$2,353,212
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$2,911,687
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$4,545
Other income not declared elsewhere2021-12-31$360,754
Administrative expenses (other) incurred2021-12-31$36,917
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$4,535,411
Value of net assets at end of year (total assets less liabilities)2021-12-31$60,169,964
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$55,617,265
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$13,410
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$54,582,186
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$49,714,989
Interest on participant loans2021-12-31$9,598
Value of interest in common/collective trusts at end of year2021-12-31$1,933,864
Value of interest in common/collective trusts at beginning of year2021-12-31$1,842,864
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,335,399
Net investment gain or loss from common/collective trusts2021-12-31$28,417
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,127,267
Employer contributions (assets) at end of year2021-12-31$1,127,267
Employer contributions (assets) at beginning of year2021-12-31$976,721
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,874,021
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DWYER, PEMBERTON & COULSON, P.C.
Accountancy firm EIN2021-12-31911503183
2020 : WILLIAMS, KASTNER & GIBBS PLLC RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$290,933
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$8,301,396
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$11,379,898
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$11,312,163
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,650,408
Value of total assets at end of year2020-12-31$55,617,265
Value of total assets at beginning of year2020-12-31$58,404,834
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$67,735
Total interest from all sources2020-12-31$11,740
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,484,185
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,484,185
Administrative expenses professional fees incurred2020-12-31$2,635
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$750,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$642,511
Participant contributions at end of year2020-12-31$171,004
Participant contributions at beginning of year2020-12-31$159,999
Assets. Other investments not covered elsewhere at end of year2020-12-31$2,911,687
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$2,643,399
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$31,176
Other income not declared elsewhere2020-12-31$463,664
Administrative expenses (other) incurred2020-12-31$41,759
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-3,078,502
Value of net assets at end of year (total assets less liabilities)2020-12-31$55,617,265
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$58,404,834
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$0
Assets. partnership/joint venture interests at beginning of year2020-12-31$9,250
Investment advisory and management fees2020-12-31$23,341
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$49,714,989
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$52,622,198
Interest on participant loans2020-12-31$11,740
Value of interest in common/collective trusts at end of year2020-12-31$1,842,864
Value of interest in common/collective trusts at beginning of year2020-12-31$1,834,199
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,656,438
Net investment gain or loss from common/collective trusts2020-12-31$34,961
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$976,721
Employer contributions (assets) at end of year2020-12-31$976,721
Employer contributions (assets) at beginning of year2020-12-31$1,135,789
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$11,312,163
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MOSS ADAMS LLP
Accountancy firm EIN2020-12-31910189318
2019 : WILLIAMS, KASTNER & GIBBS PLLC RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$227,252
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$12,035,180
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,424,634
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,331,021
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,109,909
Value of total assets at end of year2019-12-31$58,404,834
Value of total assets at beginning of year2019-12-31$48,567,036
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$93,613
Total interest from all sources2019-12-31$8,833
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,297,198
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,297,198
Administrative expenses professional fees incurred2019-12-31$32,402
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$750,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$647,542
Participant contributions at end of year2019-12-31$159,999
Participant contributions at beginning of year2019-12-31$178,842
Assets. Other investments not covered elsewhere at end of year2019-12-31$2,643,399
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$2,232,291
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$326,578
Other income not declared elsewhere2019-12-31$576,798
Administrative expenses (other) incurred2019-12-31$44,282
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$9,610,546
Value of net assets at end of year (total assets less liabilities)2019-12-31$58,404,834
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$48,567,036
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$9,250
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Investment advisory and management fees2019-12-31$16,929
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$52,622,198
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$43,369,446
Interest on participant loans2019-12-31$8,833
Value of interest in common/collective trusts at end of year2019-12-31$1,834,199
Value of interest in common/collective trusts at beginning of year2019-12-31$1,788,569
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$7,428
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$8,002,113
Net investment gain or loss from common/collective trusts2019-12-31$40,329
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,135,789
Employer contributions (assets) at end of year2019-12-31$1,135,789
Employer contributions (assets) at beginning of year2019-12-31$997,888
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,323,593
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MOSS ADAMS LLP
Accountancy firm EIN2019-12-31910189318
2018 : WILLIAMS, KASTNER & GIBBS PLLC RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets from this plan2018-12-31$8,301
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$0
Total income from all sources (including contributions)2018-12-31$-37,444
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,433,883
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,358,585
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,261,297
Value of total assets at end of year2018-12-31$48,567,036
Value of total assets at beginning of year2018-12-31$51,046,664
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$75,298
Total interest from all sources2018-12-31$6,589
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,494,714
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,494,714
Administrative expenses professional fees incurred2018-12-31$9,899
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$750,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$660,380
Participant contributions at end of year2018-12-31$178,842
Participant contributions at beginning of year2018-12-31$110,900
Assets. Other investments not covered elsewhere at end of year2018-12-31$2,232,291
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$2,123,340
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$603,029
Other income not declared elsewhere2018-12-31$-83,947
Administrative expenses (other) incurred2018-12-31$43,091
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,471,327
Value of net assets at end of year (total assets less liabilities)2018-12-31$48,567,036
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$51,046,664
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$0
Assets. partnership/joint venture interests at beginning of year2018-12-31$22,831
Investment advisory and management fees2018-12-31$22,308
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$43,369,446
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$45,809,239
Interest on participant loans2018-12-31$6,589
Value of interest in common/collective trusts at end of year2018-12-31$1,788,569
Value of interest in common/collective trusts at beginning of year2018-12-31$1,959,207
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$7,428
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,752,291
Net investment gain or loss from common/collective trusts2018-12-31$36,194
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$997,888
Employer contributions (assets) at end of year2018-12-31$997,888
Employer contributions (assets) at beginning of year2018-12-31$1,021,147
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,351,157
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PETERSON SULLIVAN, LLP
Accountancy firm EIN2018-12-31910605875
2017 : WILLIAMS, KASTNER & GIBBS PLLC RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$398,221
Total transfer of assets from this plan2017-12-31$221,856
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$9,576,730
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$5,978,292
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,897,279
Value of total corrective distributions2017-12-31$3,355
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,791,293
Value of total assets at end of year2017-12-31$51,046,664
Value of total assets at beginning of year2017-12-31$47,271,861
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$77,658
Total interest from all sources2017-12-31$7,221
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$986,571
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$986,571
Administrative expenses professional fees incurred2017-12-31$20,082
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$750,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$691,354
Participant contributions at end of year2017-12-31$110,900
Participant contributions at beginning of year2017-12-31$127,500
Assets. Other investments not covered elsewhere at end of year2017-12-31$2,123,340
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$1,456,141
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$78,792
Other income not declared elsewhere2017-12-31$663,124
Administrative expenses (other) incurred2017-12-31$38,474
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,598,438
Value of net assets at end of year (total assets less liabilities)2017-12-31$51,046,664
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$47,271,861
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$22,831
Assets. partnership/joint venture interests at beginning of year2017-12-31$0
Investment advisory and management fees2017-12-31$19,102
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$45,809,239
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$42,434,635
Interest on participant loans2017-12-31$7,221
Value of interest in common/collective trusts at end of year2017-12-31$1,959,207
Value of interest in common/collective trusts at beginning of year2017-12-31$2,290,688
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$7,428
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$6,091,276
Net investment gain or loss from common/collective trusts2017-12-31$37,245
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,021,147
Employer contributions (assets) at end of year2017-12-31$1,021,147
Employer contributions (assets) at beginning of year2017-12-31$962,897
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,889,851
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PETERSON SULLIVAN, LLP
Accountancy firm EIN2017-12-31910605875
2016 : WILLIAMS, KASTNER & GIBBS PLLC RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$198,443
Total transfer of assets from this plan2016-12-31$513,421
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$5,300,982
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$5,788,751
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,708,560
Value of total corrective distributions2016-12-31$7,832
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,768,954
Value of total assets at end of year2016-12-31$47,271,861
Value of total assets at beginning of year2016-12-31$48,074,608
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$72,359
Total interest from all sources2016-12-31$8,042
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,001,592
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,001,592
Administrative expenses professional fees incurred2016-12-31$19,426
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$750,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$669,675
Participant contributions at end of year2016-12-31$127,500
Participant contributions at beginning of year2016-12-31$257,785
Assets. Other investments not covered elsewhere at end of year2016-12-31$1,456,141
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$1,118,869
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$136,382
Other income not declared elsewhere2016-12-31$40,315
Administrative expenses (other) incurred2016-12-31$38,036
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-487,769
Value of net assets at end of year (total assets less liabilities)2016-12-31$47,271,861
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$48,074,608
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$14,897
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$42,434,635
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$41,681,266
Interest on participant loans2016-12-31$8,042
Value of interest in common/collective trusts at end of year2016-12-31$2,290,688
Value of interest in common/collective trusts at beginning of year2016-12-31$2,078,288
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,815,111
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,815,111
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$11,015
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,451,357
Net investment gain or loss from common/collective trusts2016-12-31$30,722
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$962,897
Employer contributions (assets) at end of year2016-12-31$962,897
Employer contributions (assets) at beginning of year2016-12-31$1,123,289
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,697,545
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PETERSON SULLIVAN, LLP
Accountancy firm EIN2016-12-31910605875
2015 : WILLIAMS, KASTNER & GIBBS PLLC RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$2,446,475
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$14,784,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$14,693,544
Value of total corrective distributions2015-12-31$673
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,364,234
Value of total assets at end of year2015-12-31$48,074,608
Value of total assets at beginning of year2015-12-31$60,412,280
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$89,930
Total interest from all sources2015-12-31$14,713
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,549,207
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,549,207
Administrative expenses professional fees incurred2015-12-31$5,776
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$750,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$872,004
Participant contributions at end of year2015-12-31$257,785
Participant contributions at beginning of year2015-12-31$210,894
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$1,118,869
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$2,265,389
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$368,941
Other income not declared elsewhere2015-12-31$205,355
Administrative expenses (other) incurred2015-12-31$75,918
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-12,337,672
Value of net assets at end of year (total assets less liabilities)2015-12-31$48,074,608
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$60,412,280
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$8,236
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$41,681,266
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$51,744,020
Interest on participant loans2015-12-31$13,375
Value of interest in common/collective trusts at end of year2015-12-31$2,078,288
Value of interest in common/collective trusts at beginning of year2015-12-31$2,199,140
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,815,111
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$2,521,996
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$2,521,996
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1,338
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$15,552
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,715,568
Net investment gain or loss from common/collective trusts2015-12-31$28,534
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,123,289
Employer contributions (assets) at end of year2015-12-31$1,123,289
Employer contributions (assets) at beginning of year2015-12-31$1,470,841
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$14,677,992
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PETERSON SULLIVAN, LLP
Accountancy firm EIN2015-12-31910605875
2014 : WILLIAMS, KASTNER & GIBBS PLLC RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$6,567,178
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,293,696
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,190,101
Value of total corrective distributions2014-12-31$985
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,626,342
Value of total assets at end of year2014-12-31$60,412,280
Value of total assets at beginning of year2014-12-31$56,138,798
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$102,610
Total interest from all sources2014-12-31$10,851
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,362,838
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,362,838
Administrative expenses professional fees incurred2014-12-31$19,568
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$750,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$993,410
Participant contributions at end of year2014-12-31$210,894
Participant contributions at beginning of year2014-12-31$217,309
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$10,000
Assets. Other investments not covered elsewhere at end of year2014-12-31$2,265,389
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$2,142,131
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$162,091
Other income not declared elsewhere2014-12-31$167,720
Administrative expenses (other) incurred2014-12-31$74,801
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$4,273,482
Value of net assets at end of year (total assets less liabilities)2014-12-31$60,412,280
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$56,138,798
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$8,241
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$51,744,020
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$47,624,823
Interest on participant loans2014-12-31$10,638
Value of interest in common/collective trusts at end of year2014-12-31$2,199,140
Value of interest in common/collective trusts at beginning of year2014-12-31$2,665,256
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$2,521,996
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,963,093
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,963,093
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$213
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$14,965
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,375,936
Net investment gain or loss from common/collective trusts2014-12-31$23,491
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,470,841
Employer contributions (assets) at end of year2014-12-31$1,470,841
Employer contributions (assets) at beginning of year2014-12-31$1,516,186
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,175,136
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PETERSON SULLIVAN, LLP
Accountancy firm EIN2014-12-31910605875
2013 : WILLIAMS, KASTNER & GIBBS PLLC RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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$11,759,510
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,858,765
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,704,472
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,693,459
Value of total assets at end of year2013-12-31$56,138,798
Value of total assets at beginning of year2013-12-31$47,238,053
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$154,293
Total interest from all sources2013-12-31$12,031
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,573,361
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,573,361
Administrative expenses professional fees incurred2013-12-31$63,485
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$750,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,020,252
Participant contributions at end of year2013-12-31$217,309
Participant contributions at beginning of year2013-12-31$200,112
Participant contributions at end of year2013-12-31$10,000
Participant contributions at beginning of year2013-12-31$292,305
Assets. Other investments not covered elsewhere at end of year2013-12-31$2,142,131
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$1,527,627
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$156,679
Other income not declared elsewhere2013-12-31$493,041
Administrative expenses (other) incurred2013-12-31$83,206
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$8,900,745
Value of net assets at end of year (total assets less liabilities)2013-12-31$56,138,798
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$47,238,053
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$7,602
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$47,624,823
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$38,641,668
Interest on participant loans2013-12-31$11,542
Value of interest in common/collective trusts at end of year2013-12-31$2,665,256
Value of interest in common/collective trusts at beginning of year2013-12-31$2,878,199
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,963,093
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,078,816
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,078,816
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$489
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$15,552
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$6,959,070
Net investment gain or loss from common/collective trusts2013-12-31$28,548
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,516,528
Employer contributions (assets) at end of year2013-12-31$1,516,186
Employer contributions (assets) at beginning of year2013-12-31$1,619,326
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,688,920
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PETERSON SULLIVAN, LLP
Accountancy firm EIN2013-12-31910605875
2012 : WILLIAMS, KASTNER & GIBBS PLLC RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$7,542,521
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,212,835
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,156,028
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,649,198
Value of total assets at end of year2012-12-31$47,238,053
Value of total assets at beginning of year2012-12-31$41,908,367
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$56,807
Total interest from all sources2012-12-31$9,806
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,374,114
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,374,114
Administrative expenses professional fees incurred2012-12-31$14,380
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$750,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,025,996
Participant contributions at end of year2012-12-31$200,112
Participant contributions at beginning of year2012-12-31$185,009
Participant contributions at end of year2012-12-31$292,305
Participant contributions at beginning of year2012-12-31$0
Assets. Other investments not covered elsewhere at end of year2012-12-31$1,527,627
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$1,872,310
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$10,235
Other income not declared elsewhere2012-12-31$111,639
Administrative expenses (other) incurred2012-12-31$42,427
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$5,329,686
Value of net assets at end of year (total assets less liabilities)2012-12-31$47,238,053
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$41,908,367
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$38,641,668
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$34,474,533
Interest on participant loans2012-12-31$8,825
Value of interest in common/collective trusts at end of year2012-12-31$2,878,199
Value of interest in common/collective trusts at beginning of year2012-12-31$1,754,570
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,078,816
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,007,929
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,007,929
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$981
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$16,139
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,373,182
Net investment gain or loss from common/collective trusts2012-12-31$24,582
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,623,202
Employer contributions (assets) at end of year2012-12-31$1,619,326
Employer contributions (assets) at beginning of year2012-12-31$1,603,781
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,139,889
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PETERSON SULLIVAN, LLP
Accountancy firm EIN2012-12-31910605875
2011 : WILLIAMS, KASTNER & GIBBS PLLC RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$23,433
Total income from all sources (including contributions)2011-12-31$2,254,721
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,651,950
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,587,617
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,551,301
Value of total assets at end of year2011-12-31$41,908,367
Value of total assets at beginning of year2011-12-31$42,329,029
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$64,333
Total interest from all sources2011-12-31$12,384
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$884,871
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$878,254
Administrative expenses professional fees incurred2011-12-31$60,620
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$750,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$927,262
Participant contributions at end of year2011-12-31$185,009
Participant contributions at beginning of year2011-12-31$208,355
Assets. Other investments not covered elsewhere at end of year2011-12-31$1,872,310
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$20,258
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$10,235
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$24,338
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$23,433
Other income not declared elsewhere2011-12-31$-156,371
Administrative expenses (other) incurred2011-12-31$3,713
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$20,740
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-397,229
Value of net assets at end of year (total assets less liabilities)2011-12-31$41,908,367
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$42,305,596
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$34,474,533
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$37,135,658
Interest on participant loans2011-12-31$12,312
Value of interest in common/collective trusts at end of year2011-12-31$1,754,570
Value of interest in common/collective trusts at beginning of year2011-12-31$2,128,966
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2,007,929
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$72
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,141,246
Net investment gain or loss from common/collective trusts2011-12-31$103,782
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,603,781
Employer contributions (assets) at end of year2011-12-31$1,603,781
Employer contributions (assets) at beginning of year2011-12-31$1,656,368
Income. Dividends from common stock2011-12-31$6,617
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,587,617
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$1,154,604
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CLOTHIER AND HEAD
Accountancy firm EIN2011-12-31911253866
2010 : WILLIAMS, KASTNER & GIBBS PLLC RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$93,256
Total unrealized appreciation/depreciation of assets2010-12-31$93,256
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$23,433
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$7,554,996
Total loss/gain on sale of assets2010-12-31$-57,248
Total of all expenses incurred2010-12-31$1,258,358
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,174,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,539,924
Value of total assets at end of year2010-12-31$42,329,029
Value of total assets at beginning of year2010-12-31$36,008,958
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$84,281
Total interest from all sources2010-12-31$13,430
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$742,212
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$729,840
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$883,327
Participant contributions at end of year2010-12-31$208,355
Participant contributions at beginning of year2010-12-31$156,836
Participant contributions at beginning of year2010-12-31$17,803
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$229
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$24,338
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$37,521
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$23,433
Other income not declared elsewhere2010-12-31$7,336
Administrative expenses (other) incurred2010-12-31$84,281
Total non interest bearing cash at end of year2010-12-31$20,740
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$6,296,638
Value of net assets at end of year (total assets less liabilities)2010-12-31$42,305,596
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$36,008,958
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$37,135,658
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$32,055,198
Interest on participant loans2010-12-31$13,430
Value of interest in common/collective trusts at end of year2010-12-31$2,128,966
Value of interest in common/collective trusts at beginning of year2010-12-31$1,583,455
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$4,151,259
Net investment gain or loss from common/collective trusts2010-12-31$64,827
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,656,368
Employer contributions (assets) at end of year2010-12-31$1,656,368
Employer contributions (assets) at beginning of year2010-12-31$1,618,028
Income. Dividends from common stock2010-12-31$12,372
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,174,077
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$1,154,604
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$540,117
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$3,141,448
Aggregate carrying amount (costs) on sale of assets2010-12-31$3,198,696
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CLOTHIER AND HEAD
Accountancy firm EIN2010-12-31911253866

Form 5500 Responses for WILLIAMS, KASTNER & GIBBS PLLC RETIREMENT PLAN

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

Insurance Providers Used on plan

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract numberD5018
Policy instance 1
Insurance contract or identification numberD5018
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $50
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees50
Additional information about fees paid to insurance brokerPERSISTENCY FEES AND OTHER COMPENSATION
Insurance broker organization code?3
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number20733
Policy instance 1
Insurance contract or identification number20733
Number of Individuals Covered2
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $55
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees55
Additional information about fees paid to insurance brokerPERSISTENCY FEES AND OTHER COMPENSATION
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number7612895
Policy instance 1
Insurance contract or identification number7612895
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerNONE
Insurance broker organization code?3
Insurance broker nameSYPHER JAMES EDWARD
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number20733
Policy instance 2
Insurance contract or identification number20733
Number of Individuals Covered2
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $55
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees55
Additional information about fees paid to insurance brokerPERSISTENCY FEES AND OTHER COMPENSATION
Insurance broker organization code?3
Insurance broker nameMICHAEL F. O BRIEN
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number1971914
Policy instance 3
Insurance contract or identification number1971914
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number20733
Policy instance 2
Insurance contract or identification number20733
Number of Individuals Covered2
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $55
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees55
Additional information about fees paid to insurance brokerPERSISTENCY FEES OTHER COMPENSATION
Insurance broker organization code?3
Insurance broker nameMICHAEL F. O BRIEN
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number7612895
Policy instance 1
Insurance contract or identification number7612895
Number of Individuals Covered2
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $30
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $30
Insurance broker organization code?3
Insurance broker nameLYLE J STUART
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number7612895
Policy instance 1
Insurance contract or identification number7612895
Number of Individuals Covered3
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $77
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $77
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameLYLE J STUART
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number1971914
Policy instance 3
Insurance contract or identification number1971914
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number20733
Policy instance 2
Insurance contract or identification number20733
Number of Individuals Covered2
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $55
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees55
Additional information about fees paid to insurance brokerPERSISTENCY FEES OTHER COMPENSATION
Insurance broker organization code?3
Insurance broker nameMICHAEL F. O BRIEN
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number1971914
Policy instance 3
Insurance contract or identification number1971914
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number20733
Policy instance 2
Insurance contract or identification number20733
Number of Individuals Covered2
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $55
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees55
Additional information about fees paid to insurance brokerPERSISTENCY FEES OTHER COMPENSATION
Insurance broker organization code?3
Insurance broker nameMICHAEL F. O BRIEN
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number75648
Policy instance 1
Insurance contract or identification number75648
Number of Individuals Covered3
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $77
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $77
Insurance broker organization code?3
Insurance broker nameLYLE J STUART
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number20733
Policy instance 2
Insurance contract or identification number20733
Number of Individuals Covered2
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $55
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Amount paid for insurance broker fees55
Additional information about fees paid to insurance brokerPERSISTENCY FEES OTHER COMPENSATION
Insurance broker organization code?3
Insurance broker nameMICHAEL F. O BRIEN
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number1971914
Policy instance 3
Insurance contract or identification number1971914
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number75648
Policy instance 1
Insurance contract or identification number75648
Number of Individuals Covered3
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $77
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $77
Insurance broker organization code?3
Insurance broker nameLYLE J STUART
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number20733
Policy instance 3
Insurance contract or identification number20733
Number of Individuals Covered2
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number007612895
Policy instance 1
Insurance contract or identification number007612895
Number of Individuals Covered3
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $77
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
MML BAYSTATE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70416 )
Policy contract numberV007821744
Policy instance 2
Insurance contract or identification numberV007821744
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number1971914
Policy instance 4
Insurance contract or identification number1971914
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number007612895
Policy instance 2
Insurance contract or identification number007612895
Number of Individuals Covered3
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $77
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $77
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameLYLE J STUART
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number20733
Policy instance 4
Insurance contract or identification number20733
Number of Individuals Covered2
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Insurance broker nameMICHAEL F. O BRIEN
MML BAYSTATE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70416 )
Policy contract numberV007821744
Policy instance 3
Insurance contract or identification numberV007821744
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $39
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $39
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameLYLE J STUART
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number1971914
Policy instance 1
Insurance contract or identification number1971914
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Insurance broker nameSTUART DENNIS CRAPO

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