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GREAT WEST AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO LAMOUNTAIN BROS., INC. 401k Plan overview

Plan NameGREAT WEST AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO LAMOUNTAIN BROS., INC.
Plan identification number 003

GREAT WEST AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO LAMOUNTAIN BROS., INC. 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.
  • 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.

401k Sponsoring company profile

LAMOUNTAIN BROS., INC. has sponsored the creation of one or more 401k plans.

Company Name:LAMOUNTAIN BROS., INC.
Employer identification number (EIN):042945627
NAIC Classification:238900

Additional information about LAMOUNTAIN BROS., INC.

Jurisdiction of Incorporation: Vermont Secretary of State Corporations Division
Incorporation Date: 1998-06-17
Company Identification Number: 69594
Legal Registered Office Address: 400 CORNERSTONE DR #240

WILLISTON
United States of America (USA)
05495

More information about LAMOUNTAIN BROS., INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GREAT WEST AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO LAMOUNTAIN BROS., INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032020-01-01TERRANCE P. POWER2021-07-30
0032019-01-01LEE D. VOGT2020-10-12
0032018-01-01LEE D. VOGT2019-08-06
0032017-01-01
0032016-01-01
0032015-01-01
0032014-01-01LEE D. VOGT

Plan Statistics for GREAT WEST AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO LAMOUNTAIN BROS., INC.

401k plan membership statisitcs for GREAT WEST AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO LAMOUNTAIN BROS., INC.

Measure Date Value
2020: GREAT WEST AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO LAMOUNTAIN BROS., INC. 2020 401k membership
Total participants, beginning-of-year2020-01-0162
Total number of active participants reported on line 7a of the Form 55002020-01-0148
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0112
Total of all active and inactive participants2020-01-0160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0160
Number of participants with account balances2020-01-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: GREAT WEST AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO LAMOUNTAIN BROS., INC. 2019 401k membership
Total participants, beginning-of-year2019-01-0159
Total number of active participants reported on line 7a of the Form 55002019-01-0157
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-013
Total of all active and inactive participants2019-01-0161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0161
Number of participants with account balances2019-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: GREAT WEST AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO LAMOUNTAIN BROS., INC. 2018 401k membership
Total participants, beginning-of-year2018-01-0164
Total number of active participants reported on line 7a of the Form 55002018-01-0147
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0112
Total of all active and inactive participants2018-01-0159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0159
Number of participants with account balances2018-01-0154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: GREAT WEST AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO LAMOUNTAIN BROS., INC. 2017 401k membership
Total participants, beginning-of-year2017-01-0165
Total number of active participants reported on line 7a of the Form 55002017-01-0149
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-0113
Total of all active and inactive participants2017-01-0164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0164
Number of participants with account balances2017-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: GREAT WEST AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO LAMOUNTAIN BROS., INC. 2016 401k membership
Total participants, beginning-of-year2016-01-0164
Total number of active participants reported on line 7a of the Form 55002016-01-0149
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0113
Total of all active and inactive participants2016-01-0163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0163
Number of participants with account balances2016-01-0156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: GREAT WEST AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO LAMOUNTAIN BROS., INC. 2015 401k membership
Total participants, beginning-of-year2015-01-0163
Total number of active participants reported on line 7a of the Form 55002015-01-0162
Number of retired or separated participants receiving benefits2015-01-018
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-0171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0171
Number of participants with account balances2015-01-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: GREAT WEST AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO LAMOUNTAIN BROS., INC. 2014 401k membership
Total participants, beginning-of-year2014-01-010
Total number of active participants reported on line 7a of the Form 55002014-01-0152
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0111
Total of all active and inactive participants2014-01-0163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0163
Number of participants with account balances2014-01-0156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010

Financial Data on GREAT WEST AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO LAMOUNTAIN BROS., INC.

Measure Date Value
2020 : GREAT WEST AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO LAMOUNTAIN BROS., INC. 2020 401k financial data
Total income from all sources2020-12-31$1,437,651
Expenses. Total of all expenses incurred2020-12-31$622,674
Benefits paid (including direct rollovers)2020-12-31$550,363
Total plan assets at end of year2020-12-31$8,049,677
Total plan assets at beginning of year2020-12-31$7,234,700
Value of fidelity bond covering the plan2020-12-31$300,000
Total contributions received or receivable from participants2020-12-31$274,034
Contributions received from other sources (not participants or employers)2020-12-31$39,267
Other income received2020-12-31$870,790
Net income (gross income less expenses)2020-12-31$814,977
Net plan assets at end of year (total assets less liabilities)2020-12-31$8,049,677
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$7,234,700
Assets. Value of participant loans2020-12-31$85,183
Total contributions received or receivable from employer(s)2020-12-31$253,560
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$72,311
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : GREAT WEST AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO LAMOUNTAIN BROS., INC. 2019 401k financial data
Total income from all sources2019-12-31$1,840,676
Expenses. Total of all expenses incurred2019-12-31$578,193
Benefits paid (including direct rollovers)2019-12-31$508,676
Total plan assets at end of year2019-12-31$7,234,700
Total plan assets at beginning of year2019-12-31$5,972,217
Value of fidelity bond covering the plan2019-12-31$300,000
Total contributions received or receivable from participants2019-12-31$290,405
Other income received2019-12-31$1,287,580
Net income (gross income less expenses)2019-12-31$1,262,483
Net plan assets at end of year (total assets less liabilities)2019-12-31$7,234,700
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$5,972,217
Assets. Value of participant loans2019-12-31$94,231
Total contributions received or receivable from employer(s)2019-12-31$262,691
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$69,517
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : GREAT WEST AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO LAMOUNTAIN BROS., INC. 2018 401k financial data
Total income from all sources2018-12-31$67,410
Expenses. Total of all expenses incurred2018-12-31$558,369
Benefits paid (including direct rollovers)2018-12-31$476,532
Total plan assets at end of year2018-12-31$5,972,217
Total plan assets at beginning of year2018-12-31$6,463,176
Value of fidelity bond covering the plan2018-12-31$300,000
Total contributions received or receivable from participants2018-12-31$244,834
Contributions received from other sources (not participants or employers)2018-12-31$45,976
Other income received2018-12-31$-367,413
Net income (gross income less expenses)2018-12-31$-490,959
Net plan assets at end of year (total assets less liabilities)2018-12-31$5,972,217
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$6,463,176
Assets. Value of participant loans2018-12-31$42,370
Total contributions received or receivable from employer(s)2018-12-31$144,013
Value of certain deemed distributions of participant loans2018-12-31$12,603
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$69,234
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : GREAT WEST AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO LAMOUNTAIN BROS., INC. 2017 401k financial data
Total income from all sources2017-12-31$1,337,156
Expenses. Total of all expenses incurred2017-12-31$504,461
Benefits paid (including direct rollovers)2017-12-31$437,756
Total plan assets at end of year2017-12-31$6,463,176
Total plan assets at beginning of year2017-12-31$5,630,481
Value of fidelity bond covering the plan2017-12-31$300,000
Total contributions received or receivable from participants2017-12-31$208,272
Contributions received from other sources (not participants or employers)2017-12-31$48,041
Other income received2017-12-31$958,150
Net income (gross income less expenses)2017-12-31$832,695
Net plan assets at end of year (total assets less liabilities)2017-12-31$6,463,176
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$5,630,481
Assets. Value of participant loans2017-12-31$66,925
Total contributions received or receivable from employer(s)2017-12-31$122,693
Value of certain deemed distributions of participant loans2017-12-31$4,459
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$62,246
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : GREAT WEST AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO LAMOUNTAIN BROS., INC. 2016 401k financial data
Total income from all sources2016-12-31$760,005
Expenses. Total of all expenses incurred2016-12-31$115,885
Benefits paid (including direct rollovers)2016-12-31$62,264
Total plan assets at end of year2016-12-31$5,630,481
Total plan assets at beginning of year2016-12-31$4,986,361
Value of fidelity bond covering the plan2016-12-31$300,000
Total contributions received or receivable from participants2016-12-31$211,024
Contributions received from other sources (not participants or employers)2016-12-31$48,531
Other income received2016-12-31$375,271
Net income (gross income less expenses)2016-12-31$644,120
Net plan assets at end of year (total assets less liabilities)2016-12-31$5,630,481
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$4,986,361
Assets. Value of participant loans2016-12-31$73,911
Total contributions received or receivable from employer(s)2016-12-31$125,179
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$53,621
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : GREAT WEST AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO LAMOUNTAIN BROS., INC. 2015 401k financial data
Total income from all sources2015-12-31$341,317
Expenses. Total of all expenses incurred2015-12-31$137,365
Benefits paid (including direct rollovers)2015-12-31$82,595
Total plan assets at end of year2015-12-31$4,986,361
Total plan assets at beginning of year2015-12-31$4,782,409
Value of fidelity bond covering the plan2015-12-31$30,000
Total contributions received or receivable from participants2015-12-31$224,392
Contributions received from other sources (not participants or employers)2015-12-31$33,908
Other income received2015-12-31$-49,467
Net income (gross income less expenses)2015-12-31$203,952
Net plan assets at end of year (total assets less liabilities)2015-12-31$4,986,361
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$4,782,409
Assets. Value of participant loans2015-12-31$75,146
Total contributions received or receivable from employer(s)2015-12-31$132,484
Value of certain deemed distributions of participant loans2015-12-31$3,498
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$51,272
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : GREAT WEST AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO LAMOUNTAIN BROS., INC. 2014 401k financial data
Transfers to/from the plan2014-12-31$4,563,776
Total income from all sources2014-12-31$243,812
Expenses. Total of all expenses incurred2014-12-31$25,179
Benefits paid (including direct rollovers)2014-12-31$7,302
Total plan assets at end of year2014-12-31$4,782,409
Total plan assets at beginning of year2014-12-31$0
Value of fidelity bond covering the plan2014-12-31$30,000
Total contributions received or receivable from participants2014-12-31$111,785
Other income received2014-12-31$66,601
Net income (gross income less expenses)2014-12-31$218,633
Net plan assets at end of year (total assets less liabilities)2014-12-31$4,782,409
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$0
Assets. Value of participant loans2014-12-31$86,399
Total contributions received or receivable from employer(s)2014-12-31$65,426
Value of certain deemed distributions of participant loans2014-12-31$5,823
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$12,054
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0

Form 5500 Responses for GREAT WEST AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO LAMOUNTAIN BROS., INC.

2020: GREAT WEST AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO LAMOUNTAIN BROS., INC. 2020 form 5500 responses
2020-01-01Type of plan entityMulitple 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: GREAT WEST AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO LAMOUNTAIN BROS., INC. 2019 form 5500 responses
2019-01-01Type of plan entityMulitple 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: GREAT WEST AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO LAMOUNTAIN BROS., INC. 2018 form 5500 responses
2018-01-01Type of plan entityMulitple 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: GREAT WEST AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO LAMOUNTAIN BROS., INC. 2017 form 5500 responses
2017-01-01Type of plan entityMulitple 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: GREAT WEST AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO LAMOUNTAIN BROS., INC. 2016 form 5500 responses
2016-01-01Type of plan entityMulitple 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: GREAT WEST AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO LAMOUNTAIN BROS., INC. 2015 form 5500 responses
2015-01-01Type of plan entityMulitple 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: GREAT WEST AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO LAMOUNTAIN BROS., INC. 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01First time form 5500 has been submittedYes
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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes

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