EMPLOYEE BENEFITS CORPORATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan EMPLOYEE BENEFITS CORPORATION ESOP
Measure | Date | Value |
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2023: EMPLOYEE BENEFITS CORPORATION ESOP 2023 401k membership |
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Total participants, beginning-of-year | 2023-01-01 | 165 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 138 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 10 |
Total of all active and inactive participants | 2023-01-01 | 148 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 148 |
Number of participants with account balances | 2023-01-01 | 148 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
2022: EMPLOYEE BENEFITS CORPORATION ESOP 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 138 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 126 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 22 |
Total of all active and inactive participants | 2022-01-01 | 148 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 148 |
Number of participants with account balances | 2022-01-01 | 131 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: EMPLOYEE BENEFITS CORPORATION ESOP 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 146 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 127 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 4 |
Total of all active and inactive participants | 2021-01-01 | 131 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 131 |
Number of participants with account balances | 2021-01-01 | 131 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 10 |
2020: EMPLOYEE BENEFITS CORPORATION ESOP 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 136 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 128 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 3 |
Total of all active and inactive participants | 2020-01-01 | 131 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 131 |
Number of participants with account balances | 2020-01-01 | 128 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 9 |
2019: EMPLOYEE BENEFITS CORPORATION ESOP 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 133 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 111 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 10 |
Total of all active and inactive participants | 2019-01-01 | 121 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 121 |
Number of participants with account balances | 2019-01-01 | 118 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 11 |
2018: EMPLOYEE BENEFITS CORPORATION ESOP 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 126 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 105 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 9 |
Total of all active and inactive participants | 2018-01-01 | 114 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 114 |
Number of participants with account balances | 2018-01-01 | 109 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 8 |
2017: EMPLOYEE BENEFITS CORPORATION ESOP 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 107 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 101 |
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 | 4 |
Total of all active and inactive participants | 2017-01-01 | 105 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 105 |
Number of participants with account balances | 2017-01-01 | 102 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 2 |
2016: EMPLOYEE BENEFITS CORPORATION ESOP 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 106 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 92 |
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 | 5 |
Total of all active and inactive participants | 2016-01-01 | 97 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 97 |
Number of participants with account balances | 2016-01-01 | 95 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 2 |
2015: EMPLOYEE BENEFITS CORPORATION ESOP 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 93 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 92 |
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 | 2 |
Total of all active and inactive participants | 2015-01-01 | 94 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 94 |
Number of participants with account balances | 2015-01-01 | 92 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 1 |
2014: EMPLOYEE BENEFITS CORPORATION ESOP 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 93 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 82 |
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 | 1 |
Total of all active and inactive participants | 2014-01-01 | 83 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 83 |
Number of participants with account balances | 2014-01-01 | 81 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
2013: EMPLOYEE BENEFITS CORPORATION ESOP 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 90 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 77 |
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 | 10 |
Total of all active and inactive participants | 2013-01-01 | 87 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 87 |
Number of participants with account balances | 2013-01-01 | 87 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 9 |
2012: EMPLOYEE BENEFITS CORPORATION ESOP 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 91 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 82 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 10 |
Total of all active and inactive participants | 2012-01-01 | 92 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 92 |
Number of participants with account balances | 2012-01-01 | 92 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 5 |
2011: EMPLOYEE BENEFITS CORPORATION ESOP 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 94 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 80 |
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 | 7 |
Total of all active and inactive participants | 2011-01-01 | 87 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 87 |
Number of participants with account balances | 2011-01-01 | 87 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 6 |
2009: EMPLOYEE BENEFITS CORPORATION ESOP 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 75 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 72 |
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 | 9 |
Total of all active and inactive participants | 2009-01-01 | 81 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 81 |
Number of participants with account balances | 2009-01-01 | 81 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 3 |
Measure | Date | Value |
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2023 : EMPLOYEE BENEFITS CORPORATION ESOP 2023 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2023-12-31 | $9,815,810 |
Total unrealized appreciation/depreciation of assets | 2023-12-31 | $9,815,810 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
Total income from all sources (including contributions) | 2023-12-31 | $11,898,609 |
Total loss/gain on sale of assets | 2023-12-31 | $0 |
Total of all expenses incurred | 2023-12-31 | $8,662,753 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $8,662,753 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $2,082,799 |
Value of total assets at end of year | 2023-12-31 | $60,242,610 |
Value of total assets at beginning of year | 2023-12-31 | $57,006,754 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $0 |
Total interest from all sources | 2023-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
Value of fidelity bond cover | 2023-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
Value of net income/loss | 2023-12-31 | $3,235,856 |
Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $60,242,610 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $57,006,754 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
Assets. Invements in employer securities at end of year | 2023-12-31 | $60,242,610 |
Assets. Invements in employer securities at beginning of year | 2023-12-31 | $57,006,754 |
Contributions received in cash from employer | 2023-12-31 | $2,082,799 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $8,662,753 |
Did the plan have assets held for investment | 2023-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
Accountancy firm name | 2023-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2023-12-31 | 410746749 |
2022 : EMPLOYEE BENEFITS CORPORATION ESOP 2022 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $16,651,540 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $16,651,540 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $19,004,469 |
Total loss/gain on sale of assets | 2022-12-31 | $425,590 |
Total of all expenses incurred | 2022-12-31 | $1,436,219 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,436,219 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,927,339 |
Value of total assets at end of year | 2022-12-31 | $57,006,754 |
Value of total assets at beginning of year | 2022-12-31 | $39,438,504 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $0 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $17,568,250 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $57,006,754 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $39,438,504 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Assets. Invements in employer securities at end of year | 2022-12-31 | $57,006,754 |
Assets. Invements in employer securities at beginning of year | 2022-12-31 | $39,438,504 |
Contributions received in cash from employer | 2022-12-31 | $1,927,339 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,436,219 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Aggregate proceeds on sale of assets | 2022-12-31 | $1,408,462 |
Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $982,872 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2022-12-31 | 410746749 |
2021 : EMPLOYEE BENEFITS CORPORATION ESOP 2021 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $5,357,918 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $5,357,918 |
Total transfer of assets from this plan | 2021-12-31 | $20,725 |
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 | $7,555,906 |
Total loss/gain on sale of assets | 2021-12-31 | $329,881 |
Total of all expenses incurred | 2021-12-31 | $2,419,602 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $2,419,602 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,868,107 |
Value of total assets at end of year | 2021-12-31 | $39,438,504 |
Value of total assets at beginning of year | 2021-12-31 | $34,322,925 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $0 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $5,136,304 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $39,438,504 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $34,322,925 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Assets. Invements in employer securities at end of year | 2021-12-31 | $39,438,504 |
Assets. Invements in employer securities at beginning of year | 2021-12-31 | $34,322,925 |
Contributions received in cash from employer | 2021-12-31 | $1,868,107 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $2,419,602 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Aggregate proceeds on sale of assets | 2021-12-31 | $329,881 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2021-12-31 | 410746749 |
2020 : EMPLOYEE BENEFITS CORPORATION ESOP 2020 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $3,768,360 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $3,768,360 |
Total transfer of assets from this plan | 2020-12-31 | $22,523 |
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 | $5,135,860 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $2,489,927 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $2,489,927 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,367,500 |
Value of total assets at end of year | 2020-12-31 | $34,322,925 |
Value of total assets at beginning of year | 2020-12-31 | $31,699,515 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $0 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $2,645,933 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $34,322,925 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $31,699,515 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Assets. Invements in employer securities at end of year | 2020-12-31 | $34,322,925 |
Assets. Invements in employer securities at beginning of year | 2020-12-31 | $31,699,515 |
Contributions received in cash from employer | 2020-12-31 | $1,367,500 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $2,489,927 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2020-12-31 | 410746749 |
2019 : EMPLOYEE BENEFITS CORPORATION ESOP 2019 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $3,636,976 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $3,636,976 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $3,636,976 |
Total transfer of assets from this plan | 2019-12-31 | $1,654 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $5,155,497 |
Total income from all sources (including contributions) | 2019-12-31 | $5,155,497 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $2,039,747 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,039,747 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,039,747 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,518,521 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,518,521 |
Value of total assets at end of year | 2019-12-31 | $31,699,515 |
Value of total assets at end of year | 2019-12-31 | $31,699,515 |
Value of total assets at beginning of year | 2019-12-31 | $28,585,419 |
Value of total assets at beginning of year | 2019-12-31 | $28,585,419 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $0 |
Total interest from all sources | 2019-12-31 | $0 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $3,000,000 |
Value of fidelity bond cover | 2019-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $3,115,750 |
Value of net income/loss | 2019-12-31 | $3,115,750 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $31,699,515 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $31,699,515 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $28,585,419 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Assets. Invements in employer securities at end of year | 2019-12-31 | $31,699,515 |
Assets. Invements in employer securities at end of year | 2019-12-31 | $31,699,515 |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $28,585,419 |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $28,585,419 |
Contributions received in cash from employer | 2019-12-31 | $1,518,521 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,039,747 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,039,747 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm name | 2019-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2019-12-31 | 410746749 |
2018 : EMPLOYEE BENEFITS CORPORATION ESOP 2018 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $1,529,891 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $1,529,891 |
Total transfer of assets from this plan | 2018-12-31 | $6,696 |
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 | $2,915,527 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $3,869,396 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $3,869,396 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,385,636 |
Value of total assets at end of year | 2018-12-31 | $28,585,419 |
Value of total assets at beginning of year | 2018-12-31 | $29,545,984 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $0 |
Total interest from all sources | 2018-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-953,869 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $28,585,419 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $29,545,984 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Assets. Invements in employer securities at end of year | 2018-12-31 | $28,585,419 |
Assets. Invements in employer securities at beginning of year | 2018-12-31 | $29,545,984 |
Contributions received in cash from employer | 2018-12-31 | $1,385,636 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $3,869,396 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2018-12-31 | 410746749 |
2017 : EMPLOYEE BENEFITS CORPORATION ESOP 2017 401k financial data |
---|
Total income from all sources | 2017-12-31 | $6,710,318 |
Expenses. Total of all expenses incurred | 2017-12-31 | $1,553,686 |
Benefits paid (including direct rollovers) | 2017-12-31 | $1,553,686 |
Total plan assets at end of year | 2017-12-31 | $29,545,984 |
Total plan assets at beginning of year | 2017-12-31 | $24,389,352 |
Value of fidelity bond covering the plan | 2017-12-31 | $3,000,000 |
Other income received | 2017-12-31 | $5,419,834 |
Net income (gross income less expenses) | 2017-12-31 | $5,156,632 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $29,545,984 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $24,389,352 |
Assets. Value of employer securities | 2017-12-31 | $29,545,984 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $1,290,484 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : EMPLOYEE BENEFITS CORPORATION ESOP 2016 401k financial data |
---|
Total income from all sources | 2016-12-31 | $2,000,044 |
Expenses. Total of all expenses incurred | 2016-12-31 | $816,976 |
Benefits paid (including direct rollovers) | 2016-12-31 | $816,976 |
Total plan assets at end of year | 2016-12-31 | $24,389,352 |
Total plan assets at beginning of year | 2016-12-31 | $23,206,284 |
Value of fidelity bond covering the plan | 2016-12-31 | $3,000,000 |
Other income received | 2016-12-31 | $741,650 |
Net income (gross income less expenses) | 2016-12-31 | $1,183,068 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $24,389,352 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $23,206,284 |
Assets. Value of employer securities | 2016-12-31 | $24,389,352 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $1,258,394 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : EMPLOYEE BENEFITS CORPORATION ESOP 2015 401k financial data |
---|
Total income from all sources | 2015-12-31 | $4,103,933 |
Expenses. Total of all expenses incurred | 2015-12-31 | $98,636 |
Benefits paid (including direct rollovers) | 2015-12-31 | $98,636 |
Total plan assets at end of year | 2015-12-31 | $23,206,284 |
Total plan assets at beginning of year | 2015-12-31 | $19,200,987 |
Value of fidelity bond covering the plan | 2015-12-31 | $1,000,000 |
Other income received | 2015-12-31 | $3,001,200 |
Net income (gross income less expenses) | 2015-12-31 | $4,005,297 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $23,206,284 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $19,200,987 |
Assets. Value of employer securities | 2015-12-31 | $23,206,284 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $1,102,733 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : EMPLOYEE BENEFITS CORPORATION ESOP 2014 401k financial data |
---|
Total income from all sources | 2014-12-31 | $5,263,273 |
Expenses. Total of all expenses incurred | 2014-12-31 | $2,100,486 |
Benefits paid (including direct rollovers) | 2014-12-31 | $2,100,486 |
Total plan assets at end of year | 2014-12-31 | $19,200,987 |
Total plan assets at beginning of year | 2014-12-31 | $16,038,200 |
Value of fidelity bond covering the plan | 2014-12-31 | $1,000,000 |
Other income received | 2014-12-31 | $4,253,896 |
Net income (gross income less expenses) | 2014-12-31 | $3,162,787 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $19,200,987 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $16,038,200 |
Assets. Value of employer securities | 2014-12-31 | $19,200,987 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $1,009,377 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : EMPLOYEE BENEFITS CORPORATION ESOP 2013 401k financial data |
---|
Total income from all sources | 2013-12-31 | $1,468,565 |
Expenses. Total of all expenses incurred | 2013-12-31 | $242,973 |
Benefits paid (including direct rollovers) | 2013-12-31 | $242,973 |
Total plan assets at end of year | 2013-12-31 | $16,038,200 |
Total plan assets at beginning of year | 2013-12-31 | $14,812,608 |
Value of fidelity bond covering the plan | 2013-12-31 | $1,000,000 |
Other income received | 2013-12-31 | $607,528 |
Net income (gross income less expenses) | 2013-12-31 | $1,225,592 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $16,038,200 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $14,812,608 |
Assets. Value of employer securities | 2013-12-31 | $16,038,200 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $861,037 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : EMPLOYEE BENEFITS CORPORATION ESOP 2012 401k financial data |
---|
Total plan liabilities at beginning of year | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $1,651,262 |
Expenses. Total of all expenses incurred | 2012-12-31 | $1,400,647 |
Benefits paid (including direct rollovers) | 2012-12-31 | $1,400,647 |
Total plan assets at end of year | 2012-12-31 | $14,812,608 |
Total plan assets at beginning of year | 2012-12-31 | $14,561,993 |
Value of fidelity bond covering the plan | 2012-12-31 | $1,000,000 |
Other income received | 2012-12-31 | $799,942 |
Net income (gross income less expenses) | 2012-12-31 | $250,615 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $14,812,608 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $14,561,993 |
Assets. Value of employer securities | 2012-12-31 | $14,812,608 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $851,320 |
2011 : EMPLOYEE BENEFITS CORPORATION ESOP 2011 401k financial data |
---|
Total plan liabilities at end of year | 2011-12-31 | $0 |
Total plan liabilities at beginning of year | 2011-12-31 | $52,651 |
Total income from all sources | 2011-12-31 | $1,030,328 |
Expenses. Total of all expenses incurred | 2011-12-31 | $654,610 |
Benefits paid (including direct rollovers) | 2011-12-31 | $653,390 |
Total plan assets at end of year | 2011-12-31 | $14,561,993 |
Total plan assets at beginning of year | 2011-12-31 | $14,238,926 |
Value of fidelity bond covering the plan | 2011-12-31 | $1,000,000 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $1,220 |
Other income received | 2011-12-31 | $965,436 |
Net income (gross income less expenses) | 2011-12-31 | $375,718 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $14,561,993 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $14,186,275 |
Assets. Value of employer securities | 2011-12-31 | $14,561,993 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $64,892 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : EMPLOYEE BENEFITS CORPORATION ESOP 2010 401k financial data |
---|
Total plan liabilities at end of year | 2010-12-31 | $52,651 |
Total plan liabilities at beginning of year | 2010-12-31 | $119,106 |
Total income from all sources | 2010-12-31 | $1,094,669 |
Expenses. Total of all expenses incurred | 2010-12-31 | $362,158 |
Benefits paid (including direct rollovers) | 2010-12-31 | $357,266 |
Total plan assets at end of year | 2010-12-31 | $14,238,926 |
Total plan assets at beginning of year | 2010-12-31 | $13,572,870 |
Value of fidelity bond covering the plan | 2010-12-31 | $1,000,000 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $4,892 |
Other income received | 2010-12-31 | $1,022,575 |
Net income (gross income less expenses) | 2010-12-31 | $732,511 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $14,186,275 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $13,453,764 |
Assets. Value of employer securities | 2010-12-31 | $14,238,926 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $72,094 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |