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EMPLOYEE BENEFITS CORPORATION ESOP 401k Plan overview

Plan NameEMPLOYEE BENEFITS CORPORATION ESOP
Plan identification number 003

EMPLOYEE BENEFITS CORPORATION ESOP Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Stock bonus
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • The employer maintaining this ESOP is an S Corporation
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

EMPLOYEE BENEFITS CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:EMPLOYEE BENEFITS CORPORATION
Employer identification number (EIN):392044064
NAIC Classification:525100
NAIC Description: Insurance and Employee Benefit Funds

Additional information about EMPLOYEE BENEFITS CORPORATION

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 3787618

More information about EMPLOYEE BENEFITS CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFITS CORPORATION ESOP

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01SHELLY ALEXANDER SHELLY ALEXANDER2018-07-27
0032016-01-01SHELLY ALEXANDER SHELLY ALEXANDER2017-07-27
0032015-01-01SHELLY ALEXANDER SHELLY ALEXANDER2016-07-28
0032014-01-01SHELLY ALEXANDER SHELLY ALEXANDER2015-07-31
0032013-01-01SHELLY A. ALEXANDER SHELLY A. ALEXANDER2014-07-30
0032012-01-01SHELLY ALEXANDER SHELLY ALEXANDER2013-07-25
0032011-01-01SHELLY ALEXANDER
0032009-01-01SHELLY ALEXANDER SHELLY ALEXANDER2010-10-12

Plan Statistics for EMPLOYEE BENEFITS CORPORATION ESOP

401k plan membership statisitcs for EMPLOYEE BENEFITS CORPORATION ESOP

Measure Date Value
2023: EMPLOYEE BENEFITS CORPORATION ESOP 2023 401k membership
Total participants, beginning-of-year2023-01-01165
Total number of active participants reported on line 7a of the Form 55002023-01-01138
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0110
Total of all active and inactive participants2023-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01148
Number of participants with account balances2023-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: EMPLOYEE BENEFITS CORPORATION ESOP 2022 401k membership
Total participants, beginning-of-year2022-01-01138
Total number of active participants reported on line 7a of the Form 55002022-01-01126
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0122
Total of all active and inactive participants2022-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01148
Number of participants with account balances2022-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: EMPLOYEE BENEFITS CORPORATION ESOP 2021 401k membership
Total participants, beginning-of-year2021-01-01146
Total number of active participants reported on line 7a of the Form 55002021-01-01127
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-014
Total of all active and inactive participants2021-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01131
Number of participants with account balances2021-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0110
2020: EMPLOYEE BENEFITS CORPORATION ESOP 2020 401k membership
Total participants, beginning-of-year2020-01-01136
Total number of active participants reported on line 7a of the Form 55002020-01-01128
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-013
Total of all active and inactive participants2020-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01131
Number of participants with account balances2020-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-019
2019: EMPLOYEE BENEFITS CORPORATION ESOP 2019 401k membership
Total participants, beginning-of-year2019-01-01133
Total number of active participants reported on line 7a of the Form 55002019-01-01111
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0110
Total of all active and inactive participants2019-01-01121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01121
Number of participants with account balances2019-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0111
2018: EMPLOYEE BENEFITS CORPORATION ESOP 2018 401k membership
Total participants, beginning-of-year2018-01-01126
Total number of active participants reported on line 7a of the Form 55002018-01-01105
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-019
Total of all active and inactive participants2018-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01114
Number of participants with account balances2018-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-018
2017: EMPLOYEE BENEFITS CORPORATION ESOP 2017 401k membership
Total participants, beginning-of-year2017-01-01107
Total number of active participants reported on line 7a of the Form 55002017-01-01101
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-014
Total of all active and inactive participants2017-01-01105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01105
Number of participants with account balances2017-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: EMPLOYEE BENEFITS CORPORATION ESOP 2016 401k membership
Total participants, beginning-of-year2016-01-01106
Total number of active participants reported on line 7a of the Form 55002016-01-0192
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-015
Total of all active and inactive participants2016-01-0197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0197
Number of participants with account balances2016-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: EMPLOYEE BENEFITS CORPORATION ESOP 2015 401k membership
Total participants, beginning-of-year2015-01-0193
Total number of active participants reported on line 7a of the Form 55002015-01-0192
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-0194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0194
Number of participants with account balances2015-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: EMPLOYEE BENEFITS CORPORATION ESOP 2014 401k membership
Total participants, beginning-of-year2014-01-0193
Total number of active participants reported on line 7a of the Form 55002014-01-0182
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-0183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0183
Number of participants with account balances2014-01-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: EMPLOYEE BENEFITS CORPORATION ESOP 2013 401k membership
Total participants, beginning-of-year2013-01-0190
Total number of active participants reported on line 7a of the Form 55002013-01-0177
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0110
Total of all active and inactive participants2013-01-0187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0187
Number of participants with account balances2013-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-019
2012: EMPLOYEE BENEFITS CORPORATION ESOP 2012 401k membership
Total participants, beginning-of-year2012-01-0191
Total number of active participants reported on line 7a of the Form 55002012-01-0182
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0110
Total of all active and inactive participants2012-01-0192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0192
Number of participants with account balances2012-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-015
2011: EMPLOYEE BENEFITS CORPORATION ESOP 2011 401k membership
Total participants, beginning-of-year2011-01-0194
Total number of active participants reported on line 7a of the Form 55002011-01-0180
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-017
Total of all active and inactive participants2011-01-0187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0187
Number of participants with account balances2011-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-016
2009: EMPLOYEE BENEFITS CORPORATION ESOP 2009 401k membership
Total participants, beginning-of-year2009-01-0175
Total number of active participants reported on line 7a of the Form 55002009-01-0172
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-019
Total of all active and inactive participants2009-01-0181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0181
Number of participants with account balances2009-01-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on EMPLOYEE BENEFITS CORPORATION ESOP

Measure Date Value
2023 : EMPLOYEE BENEFITS CORPORATION ESOP 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$9,815,810
Total unrealized appreciation/depreciation of assets2023-12-31$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 assets2023-12-31$0
Total of all expenses incurred2023-12-31$8,662,753
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$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 year2023-12-31$60,242,610
Value of total assets at beginning of year2023-12-31$57,006,754
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$0
Total interest from all sources2023-12-31$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 year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$3,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$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)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Assets. Invements in employer securities at end of year2023-12-31$60,242,610
Assets. Invements in employer securities at beginning of year2023-12-31$57,006,754
Contributions received in cash from employer2023-12-31$2,082,799
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$8,662,753
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2023-12-31410746749
2022 : EMPLOYEE BENEFITS CORPORATION ESOP 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$16,651,540
Total unrealized appreciation/depreciation of assets2022-12-31$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 assets2022-12-31$425,590
Total of all expenses incurred2022-12-31$1,436,219
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$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 year2022-12-31$57,006,754
Value of total assets at beginning of year2022-12-31$39,438,504
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$0
Total interest from all sources2022-12-31$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 year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$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)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$57,006,754
Assets. Invements in employer securities at beginning of year2022-12-31$39,438,504
Contributions received in cash from employer2022-12-31$1,927,339
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,436,219
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$1,408,462
Aggregate carrying amount (costs) on sale of assets2022-12-31$982,872
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : EMPLOYEE BENEFITS CORPORATION ESOP 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$5,357,918
Total unrealized appreciation/depreciation of assets2021-12-31$5,357,918
Total transfer of assets from this plan2021-12-31$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 assets2021-12-31$329,881
Total of all expenses incurred2021-12-31$2,419,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$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 year2021-12-31$39,438,504
Value of total assets at beginning of year2021-12-31$34,322,925
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$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 year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$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)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$39,438,504
Assets. Invements in employer securities at beginning of year2021-12-31$34,322,925
Contributions received in cash from employer2021-12-31$1,868,107
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,419,602
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$329,881
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : EMPLOYEE BENEFITS CORPORATION ESOP 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$3,768,360
Total unrealized appreciation/depreciation of assets2020-12-31$3,768,360
Total transfer of assets from this plan2020-12-31$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 assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,489,927
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$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 year2020-12-31$34,322,925
Value of total assets at beginning of year2020-12-31$31,699,515
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$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 year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$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)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$34,322,925
Assets. Invements in employer securities at beginning of year2020-12-31$31,699,515
Contributions received in cash from employer2020-12-31$1,367,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,489,927
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : EMPLOYEE BENEFITS CORPORATION ESOP 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$3,636,976
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$3,636,976
Total unrealized appreciation/depreciation of assets2019-12-31$3,636,976
Total transfer of assets from this plan2019-12-31$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 assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,039,747
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,039,747
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$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 year2019-12-31$31,699,515
Value of total assets at end of year2019-12-31$31,699,515
Value of total assets at beginning of year2019-12-31$28,585,419
Value of total assets at beginning of year2019-12-31$28,585,419
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$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 year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
Value of fidelity bond cover2019-12-31$3,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,115,750
Value of net income/loss2019-12-31$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)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$31,699,515
Assets. Invements in employer securities at end of year2019-12-31$31,699,515
Assets. Invements in employer securities at beginning of year2019-12-31$28,585,419
Assets. Invements in employer securities at beginning of year2019-12-31$28,585,419
Contributions received in cash from employer2019-12-31$1,518,521
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,039,747
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,039,747
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
2018 : EMPLOYEE BENEFITS CORPORATION ESOP 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$1,529,891
Total unrealized appreciation/depreciation of assets2018-12-31$1,529,891
Total transfer of assets from this plan2018-12-31$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 assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,869,396
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$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 year2018-12-31$28,585,419
Value of total assets at beginning of year2018-12-31$29,545,984
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$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 year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-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)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$28,585,419
Assets. Invements in employer securities at beginning of year2018-12-31$29,545,984
Contributions received in cash from employer2018-12-31$1,385,636
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,869,396
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : EMPLOYEE BENEFITS CORPORATION ESOP 2017 401k financial data
Total income from all sources2017-12-31$6,710,318
Expenses. Total of all expenses incurred2017-12-31$1,553,686
Benefits paid (including direct rollovers)2017-12-31$1,553,686
Total plan assets at end of year2017-12-31$29,545,984
Total plan assets at beginning of year2017-12-31$24,389,352
Value of fidelity bond covering the plan2017-12-31$3,000,000
Other income received2017-12-31$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 securities2017-12-31$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 securities2017-12-31$0
2016 : EMPLOYEE BENEFITS CORPORATION ESOP 2016 401k financial data
Total income from all sources2016-12-31$2,000,044
Expenses. Total of all expenses incurred2016-12-31$816,976
Benefits paid (including direct rollovers)2016-12-31$816,976
Total plan assets at end of year2016-12-31$24,389,352
Total plan assets at beginning of year2016-12-31$23,206,284
Value of fidelity bond covering the plan2016-12-31$3,000,000
Other income received2016-12-31$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 securities2016-12-31$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 securities2016-12-31$0
2015 : EMPLOYEE BENEFITS CORPORATION ESOP 2015 401k financial data
Total income from all sources2015-12-31$4,103,933
Expenses. Total of all expenses incurred2015-12-31$98,636
Benefits paid (including direct rollovers)2015-12-31$98,636
Total plan assets at end of year2015-12-31$23,206,284
Total plan assets at beginning of year2015-12-31$19,200,987
Value of fidelity bond covering the plan2015-12-31$1,000,000
Other income received2015-12-31$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 securities2015-12-31$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 securities2015-12-31$0
2014 : EMPLOYEE BENEFITS CORPORATION ESOP 2014 401k financial data
Total income from all sources2014-12-31$5,263,273
Expenses. Total of all expenses incurred2014-12-31$2,100,486
Benefits paid (including direct rollovers)2014-12-31$2,100,486
Total plan assets at end of year2014-12-31$19,200,987
Total plan assets at beginning of year2014-12-31$16,038,200
Value of fidelity bond covering the plan2014-12-31$1,000,000
Other income received2014-12-31$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 securities2014-12-31$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 securities2014-12-31$0
2013 : EMPLOYEE BENEFITS CORPORATION ESOP 2013 401k financial data
Total income from all sources2013-12-31$1,468,565
Expenses. Total of all expenses incurred2013-12-31$242,973
Benefits paid (including direct rollovers)2013-12-31$242,973
Total plan assets at end of year2013-12-31$16,038,200
Total plan assets at beginning of year2013-12-31$14,812,608
Value of fidelity bond covering the plan2013-12-31$1,000,000
Other income received2013-12-31$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 securities2013-12-31$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 securities2013-12-31$0
2012 : EMPLOYEE BENEFITS CORPORATION ESOP 2012 401k financial data
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$1,651,262
Expenses. Total of all expenses incurred2012-12-31$1,400,647
Benefits paid (including direct rollovers)2012-12-31$1,400,647
Total plan assets at end of year2012-12-31$14,812,608
Total plan assets at beginning of year2012-12-31$14,561,993
Value of fidelity bond covering the plan2012-12-31$1,000,000
Other income received2012-12-31$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 securities2012-12-31$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 year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$52,651
Total income from all sources2011-12-31$1,030,328
Expenses. Total of all expenses incurred2011-12-31$654,610
Benefits paid (including direct rollovers)2011-12-31$653,390
Total plan assets at end of year2011-12-31$14,561,993
Total plan assets at beginning of year2011-12-31$14,238,926
Value of fidelity bond covering the plan2011-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2011-12-31$1,220
Other income received2011-12-31$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 securities2011-12-31$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 securities2011-12-31$0
2010 : EMPLOYEE BENEFITS CORPORATION ESOP 2010 401k financial data
Total plan liabilities at end of year2010-12-31$52,651
Total plan liabilities at beginning of year2010-12-31$119,106
Total income from all sources2010-12-31$1,094,669
Expenses. Total of all expenses incurred2010-12-31$362,158
Benefits paid (including direct rollovers)2010-12-31$357,266
Total plan assets at end of year2010-12-31$14,238,926
Total plan assets at beginning of year2010-12-31$13,572,870
Value of fidelity bond covering the plan2010-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2010-12-31$4,892
Other income received2010-12-31$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 securities2010-12-31$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 securities2010-12-31$0

Form 5500 Responses for EMPLOYEE BENEFITS CORPORATION ESOP

2023: EMPLOYEE BENEFITS CORPORATION ESOP 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: EMPLOYEE BENEFITS CORPORATION ESOP 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: EMPLOYEE BENEFITS CORPORATION ESOP 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: EMPLOYEE BENEFITS CORPORATION ESOP 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EMPLOYEE BENEFITS CORPORATION ESOP 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EMPLOYEE BENEFITS CORPORATION ESOP 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EMPLOYEE BENEFITS CORPORATION ESOP 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EMPLOYEE BENEFITS CORPORATION ESOP 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EMPLOYEE BENEFITS CORPORATION ESOP 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EMPLOYEE BENEFITS CORPORATION ESOP 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EMPLOYEE BENEFITS CORPORATION ESOP 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EMPLOYEE BENEFITS CORPORATION ESOP 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EMPLOYEE BENEFITS CORPORATION ESOP 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: EMPLOYEE BENEFITS CORPORATION ESOP 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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