Plan Name | YOUNG & FRANKLIN INC 401(K) RETIREMENT PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | YOUNG & FRANKLIN INC. |
Employer identification number (EIN): | 150498830 |
NAIC Classification: | 332900 |
Additional information about YOUNG & FRANKLIN INC.
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 1921-01-07 |
Company Identification Number: | 15699 |
Legal Registered Office Address: |
28 LIBERTY ST. Onondaga NEW YORK United States of America (USA) 10005 |
More information about YOUNG & FRANKLIN INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2017-01-01 | DENIS GLANTON | |||
002 | 2017-01-01 | DENIS GLANTON | |||
002 | 2016-01-01 | DENIS GLANTON | |||
002 | 2015-01-01 | DENIS GLANTON | |||
002 | 2014-01-01 | DENIS GLANTON | |||
002 | 2014-01-01 | DENIS GLANTON | |||
002 | 2013-01-01 | CHERYL SAUNDERS | |||
002 | 2012-01-01 | CHERYL SAUNDERS | |||
002 | 2011-01-01 | CHERYL SAUNDERS | |||
002 | 2010-01-01 | CHERYL S. SAUNDERS | |||
002 | 2009-01-01 | LAURI MATTHEWS |
Measure | Date | Value |
---|---|---|
2017: YOUNG & FRANKLIN INC 401(K) RETIREMENT PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 376 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 0 |
Number of participants with account balances | 2017-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: YOUNG & FRANKLIN INC 401(K) RETIREMENT PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 389 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 309 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 64 |
Total of all active and inactive participants | 2016-01-01 | 373 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 3 |
Total participants | 2016-01-01 | 376 |
Number of participants with account balances | 2016-01-01 | 375 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 8 |
2015: YOUNG & FRANKLIN INC 401(K) RETIREMENT PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 384 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 323 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 65 |
Total of all active and inactive participants | 2015-01-01 | 388 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 1 |
Total participants | 2015-01-01 | 389 |
Number of participants with account balances | 2015-01-01 | 380 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 3 |
2014: YOUNG & FRANKLIN INC 401(K) RETIREMENT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 378 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 328 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 55 |
Total of all active and inactive participants | 2014-01-01 | 383 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 1 |
Total participants | 2014-01-01 | 384 |
Number of participants with account balances | 2014-01-01 | 377 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 7 |
2013: YOUNG & FRANKLIN INC 401(K) RETIREMENT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 380 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 333 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 44 |
Total of all active and inactive participants | 2013-01-01 | 377 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 2 |
Total participants | 2013-01-01 | 379 |
Number of participants with account balances | 2013-01-01 | 373 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 5 |
2012: YOUNG & FRANKLIN INC 401(K) RETIREMENT PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 356 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 337 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 41 |
Total of all active and inactive participants | 2012-01-01 | 379 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 1 |
Total participants | 2012-01-01 | 380 |
Number of participants with account balances | 2012-01-01 | 375 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 8 |
2011: YOUNG & FRANKLIN INC 401(K) RETIREMENT PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 341 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 320 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 34 |
Total of all active and inactive participants | 2011-01-01 | 354 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 2 |
Total participants | 2011-01-01 | 356 |
Number of participants with account balances | 2011-01-01 | 354 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 3 |
2010: YOUNG & FRANKLIN INC 401(K) RETIREMENT PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 311 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 304 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 29 |
Total of all active and inactive participants | 2010-01-01 | 333 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 333 |
Number of participants with account balances | 2010-01-01 | 322 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 8 |
2009: YOUNG & FRANKLIN INC 401(K) RETIREMENT PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 320 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 285 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 22 |
Total of all active and inactive participants | 2009-01-01 | 307 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 307 |
Number of participants with account balances | 2009-01-01 | 303 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 5 |
Measure | Date | Value |
---|---|---|
2017 : YOUNG & FRANKLIN INC 401(K) RETIREMENT PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets from this plan | 2017-12-31 | $35,849,276 |
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 | $4,025 |
Total income from all sources (including contributions) | 2017-12-31 | $9,057,772 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $8,779,360 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $8,770,494 |
Value of total corrective distributions | 2017-12-31 | $8,298 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $2,273,843 |
Value of total assets at end of year | 2017-12-31 | $0 |
Value of total assets at beginning of year | 2017-12-31 | $35,574,889 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $568 |
Total interest from all sources | 2017-12-31 | $24,395 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $1,685,606 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $1,685,606 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $1,423,884 |
Participant contributions at end of year | 2017-12-31 | $0 |
Participant contributions at beginning of year | 2017-12-31 | $590,770 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $178,759 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $4,025 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $278,412 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $35,570,864 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $568 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $33,118,268 |
Interest on participant loans | 2017-12-31 | $22,617 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $1,172,011 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $423,391 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $423,391 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $1,778 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $5,057,471 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $16,457 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $671,200 |
Employer contributions (assets) at end of year | 2017-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $270,449 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $8,770,494 |
Did the plan have assets held for investment | 2017-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | FIRLEY,MORAN,FREER&EASSA, CPA, PC |
Accountancy firm EIN | 2017-12-31 | 161148763 |
2016 : YOUNG & FRANKLIN INC 401(K) RETIREMENT PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $4,025 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $11,250 |
Total income from all sources (including contributions) | 2016-12-31 | $5,543,522 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $2,881,317 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $2,869,817 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $3,093,227 |
Value of total assets at end of year | 2016-12-31 | $35,574,889 |
Value of total assets at beginning of year | 2016-12-31 | $32,919,909 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $11,500 |
Total interest from all sources | 2016-12-31 | $23,627 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $1,168,733 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $1,168,733 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $1,808,437 |
Participant contributions at end of year | 2016-12-31 | $590,770 |
Participant contributions at beginning of year | 2016-12-31 | $845,947 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $382,181 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $4,025 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $11,250 |
Administrative expenses (other) incurred | 2016-12-31 | $11,500 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $2,662,205 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $35,570,864 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $32,908,659 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $33,118,268 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $30,739,911 |
Interest on participant loans | 2016-12-31 | $23,573 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $1,172,011 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $658,536 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $423,391 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $469,525 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $469,525 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $54 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $1,245,141 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $12,794 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $902,609 |
Employer contributions (assets) at end of year | 2016-12-31 | $270,449 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $205,990 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $2,869,817 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | FIRLEY,MORAN,FREER&EASSA, CPA, PC |
Accountancy firm EIN | 2016-12-31 | 161148763 |
2015 : YOUNG & FRANKLIN INC 401(K) RETIREMENT PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $11,250 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $10,893 |
Total income from all sources (including contributions) | 2015-12-31 | $3,303,028 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $1,760,520 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,749,270 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $2,488,740 |
Value of total assets at end of year | 2015-12-31 | $32,919,909 |
Value of total assets at beginning of year | 2015-12-31 | $31,377,044 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $11,250 |
Total interest from all sources | 2015-12-31 | $21,859 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $1,993,645 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $1,993,645 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $1,595,503 |
Participant contributions at end of year | 2015-12-31 | $845,947 |
Participant contributions at beginning of year | 2015-12-31 | $623,686 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $74,213 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $11,250 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $10,893 |
Administrative expenses (other) incurred | 2015-12-31 | $11,250 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $1,542,508 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $32,908,659 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $31,366,151 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $30,739,911 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $29,405,404 |
Interest on participant loans | 2015-12-31 | $21,818 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $658,536 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $465,511 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $469,525 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $655,020 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $655,020 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $41 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-1,209,564 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $8,348 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $819,024 |
Employer contributions (assets) at end of year | 2015-12-31 | $205,990 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $227,423 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,749,270 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | FIRLEY,MORAN,FREER&EASSA, CPA, PC |
Accountancy firm EIN | 2015-12-31 | 161148763 |
2014 : YOUNG & FRANKLIN INC 401(K) RETIREMENT PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $10,893 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $12,861 |
Total income from all sources (including contributions) | 2014-12-31 | $4,717,387 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $630,479 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $603,114 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $16,365 |
Value of total corrective distributions | 2014-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $2,499,430 |
Value of total assets at end of year | 2014-12-31 | $31,377,044 |
Value of total assets at beginning of year | 2014-12-31 | $27,292,104 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $11,000 |
Total interest from all sources | 2014-12-31 | $19,445 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $1,743,070 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $1,743,070 |
Administrative expenses professional fees incurred | 2014-12-31 | $11,000 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $1,530,952 |
Participant contributions at end of year | 2014-12-31 | $623,686 |
Participant contributions at beginning of year | 2014-12-31 | $632,787 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $151,130 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $10,893 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $12,861 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $4,086,908 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $31,366,151 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $27,279,243 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $29,405,404 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $25,173,411 |
Interest on participant loans | 2014-12-31 | $19,382 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $465,511 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $655,020 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $1,100,507 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $1,100,507 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $63 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $449,290 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $6,152 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $817,348 |
Employer contributions (assets) at end of year | 2014-12-31 | $227,423 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $385,399 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $603,114 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | FIRLEY,MORAN,FREER&EASSA, CPA, PC |
Accountancy firm EIN | 2014-12-31 | 161148763 |
2013 : YOUNG & FRANKLIN INC 401(K) RETIREMENT PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $12,861 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $6,934 |
Total income from all sources (including contributions) | 2013-12-31 | $7,526,722 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $2,377,150 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $2,377,150 |
Value of total corrective distributions | 2013-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $2,261,203 |
Value of total assets at end of year | 2013-12-31 | $27,292,104 |
Value of total assets at beginning of year | 2013-12-31 | $22,136,605 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $0 |
Total interest from all sources | 2013-12-31 | $18,353 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $956,546 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $956,546 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $1,439,941 |
Participant contributions at end of year | 2013-12-31 | $632,787 |
Participant contributions at beginning of year | 2013-12-31 | $557,135 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $25,877 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $12,861 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $6,934 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $5,149,572 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $27,279,243 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $22,129,671 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $25,173,411 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $19,839,441 |
Interest on participant loans | 2013-12-31 | $18,234 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $1,100,507 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $1,350,231 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $1,350,231 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $119 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $4,290,620 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $795,385 |
Employer contributions (assets) at end of year | 2013-12-31 | $385,399 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $389,798 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $2,377,150 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | FIRLEY,MORAN,FREER&EASSA, CPA, PC |
Accountancy firm EIN | 2013-12-31 | 161148763 |
2012 : YOUNG & FRANKLIN INC 401(K) RETIREMENT PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $6,934 |
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 | $5,015,972 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $1,250,774 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,242,164 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $1,025 |
Value of total corrective distributions | 2012-12-31 | $7,585 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $2,530,081 |
Value of total assets at end of year | 2012-12-31 | $22,136,605 |
Value of total assets at beginning of year | 2012-12-31 | $18,364,473 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $0 |
Total interest from all sources | 2012-12-31 | $16,438 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $752,975 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $752,975 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $1,468,885 |
Participant contributions at end of year | 2012-12-31 | $557,135 |
Participant contributions at beginning of year | 2012-12-31 | $561,458 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $270,550 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $6,934 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $3,765,198 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $22,129,671 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $18,364,473 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $19,839,441 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $16,647,728 |
Interest on participant loans | 2012-12-31 | $16,354 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $1,350,231 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $802,528 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $802,528 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $84 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,716,478 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $790,646 |
Employer contributions (assets) at end of year | 2012-12-31 | $389,798 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $352,759 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,242,164 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | FIRLEY, MORAN, FREER & EASSA, PC |
Accountancy firm EIN | 2012-12-31 | 161148763 |
2011 : YOUNG & FRANKLIN INC 401(K) RETIREMENT PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $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 | $9,066 |
Total income from all sources (including contributions) | 2011-12-31 | $2,417,534 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $1,314,857 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,273,069 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $41,788 |
Value of total corrective distributions | 2011-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $2,257,555 |
Value of total assets at end of year | 2011-12-31 | $18,364,473 |
Value of total assets at beginning of year | 2011-12-31 | $17,270,862 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $0 |
Total interest from all sources | 2011-12-31 | $20,495 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $750,116 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $750,116 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $1,352,677 |
Participant contributions at end of year | 2011-12-31 | $561,458 |
Participant contributions at beginning of year | 2011-12-31 | $642,704 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $178,870 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $9,066 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $1,102,677 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $18,364,473 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $17,261,796 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $16,647,728 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $15,330,717 |
Interest on participant loans | 2011-12-31 | $20,401 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $802,528 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $1,004,562 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $1,004,562 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $94 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-610,632 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $726,008 |
Employer contributions (assets) at end of year | 2011-12-31 | $352,759 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $292,879 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,273,069 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | FIRLEY, MORAN, FREER & EASSA, PC |
Accountancy firm EIN | 2011-12-31 | 161148763 |
2010 : YOUNG & FRANKLIN INC 401(K) RETIREMENT PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $9,066 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $10,072 |
Total income from all sources (including contributions) | 2010-12-31 | $4,214,649 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $758,940 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $747,064 |
Value of total corrective distributions | 2010-12-31 | $11,876 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,767,485 |
Value of total assets at end of year | 2010-12-31 | $17,270,862 |
Value of total assets at beginning of year | 2010-12-31 | $13,816,159 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $0 |
Total interest from all sources | 2010-12-31 | $22,403 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $361,663 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $361,663 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $1,177,047 |
Participant contributions at end of year | 2010-12-31 | $642,704 |
Participant contributions at beginning of year | 2010-12-31 | $551,250 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $9,066 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $10,072 |
Administrative expenses (other) incurred | 2010-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $3,455,709 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $17,261,796 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $13,806,087 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $15,330,717 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $11,988,138 |
Interest on participant loans | 2010-12-31 | $22,299 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $1,004,562 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $1,000,460 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $1,000,460 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $104 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $2,063,098 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $590,438 |
Employer contributions (assets) at end of year | 2010-12-31 | $292,879 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $276,311 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $747,064 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | FIRLEY, MORAN, FREER & EASSA, PC |
Accountancy firm EIN | 2010-12-31 | 161148763 |
2009 : YOUNG & FRANKLIN INC 401(K) RETIREMENT PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2017: YOUNG & FRANKLIN INC 401(K) RETIREMENT PLAN 2017 form 5500 responses | ||
---|---|---|
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | Yes |
2017-01-01 | This submission is the final filing | Yes |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: YOUNG & FRANKLIN INC 401(K) RETIREMENT PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: YOUNG & FRANKLIN INC 401(K) RETIREMENT PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: YOUNG & FRANKLIN INC 401(K) RETIREMENT PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | Yes |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: YOUNG & FRANKLIN INC 401(K) RETIREMENT PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: YOUNG & FRANKLIN INC 401(K) RETIREMENT PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: YOUNG & FRANKLIN INC 401(K) RETIREMENT PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: YOUNG & FRANKLIN INC 401(K) RETIREMENT PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | Yes |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: YOUNG & FRANKLIN INC 401(K) RETIREMENT PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |