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EMPLOYEE RETIREMENT PLAN 401k Plan overview

Plan NameEMPLOYEE RETIREMENT PLAN
Plan identification number 001

EMPLOYEE RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

EMPLOYEE RETIREMENT PLAN has sponsored the creation of one or more 401k plans.

Company Name:EMPLOYEE RETIREMENT PLAN
Employer identification number (EIN):562198687
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01SHANNON SERRILL
0012017-01-01SHANNON SERRILL
0012016-01-01VICTORIA NEWELL
0012015-01-01VICTORIA NEWELL
0012014-01-01VICTORIA NEWELL
0012013-01-01VICTORIA NEWELL2014-07-30
0012012-01-01JUDI BURNELL
0012011-01-01JUDI BURNELL2012-05-24
0012010-01-01JUDI BURNELL2011-04-27

Plan Statistics for EMPLOYEE RETIREMENT PLAN

401k plan membership statisitcs for EMPLOYEE RETIREMENT PLAN

Measure Date Value
2023: EMPLOYEE RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01380
Total number of active participants reported on line 7a of the Form 55002023-01-01173
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01182
Total of all active and inactive participants2023-01-01355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01355
Number of participants with account balances2023-01-01344
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: EMPLOYEE RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01357
Total number of active participants reported on line 7a of the Form 55002022-01-01187
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01164
Total of all active and inactive participants2022-01-01351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01351
Number of participants with account balances2022-01-01344
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: EMPLOYEE RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01273
Total number of active participants reported on line 7a of the Form 55002021-01-01187
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01157
Total of all active and inactive participants2021-01-01344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01344
Number of participants with account balances2021-01-01335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: EMPLOYEE RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01187
Total number of active participants reported on line 7a of the Form 55002020-01-0184
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01111
Total of all active and inactive participants2020-01-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01195
Number of participants with account balances2020-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: EMPLOYEE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01175
Total number of active participants reported on line 7a of the Form 55002019-01-0168
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0197
Total of all active and inactive participants2019-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01165
Number of participants with account balances2019-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: EMPLOYEE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01165
Total number of active participants reported on line 7a of the Form 55002018-01-0167
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01108
Total of all active and inactive participants2018-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01175
Number of participants with account balances2018-01-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: EMPLOYEE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01162
Total number of active participants reported on line 7a of the Form 55002017-01-0176
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0182
Total of all active and inactive participants2017-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01158
Number of participants with account balances2017-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: EMPLOYEE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01131
Total number of active participants reported on line 7a of the Form 55002016-01-0178
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0175
Total of all active and inactive participants2016-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01154
Number of participants with account balances2016-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: EMPLOYEE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01114
Total number of active participants reported on line 7a of the Form 55002015-01-0168
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0156
Total of all active and inactive participants2015-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01124
Number of participants with account balances2015-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: EMPLOYEE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01125
Total number of active participants reported on line 7a of the Form 55002014-01-0163
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0150
Total of all active and inactive participants2014-01-01113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01113
Number of participants with account balances2014-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2012: EMPLOYEE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01106
Total number of active participants reported on line 7a of the Form 55002012-01-0181
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0130
Total of all active and inactive participants2012-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01111
Number of participants with account balances2012-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010

Financial Data on EMPLOYEE RETIREMENT PLAN

Measure Date Value
2023 : EMPLOYEE RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total transfer of assets to this plan2023-12-31$464,467
Total transfer of assets from this plan2023-12-31$0
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$4,664,476
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$1,392,033
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,322,502
Expenses. Certain deemed distributions of participant loans2023-12-31$20,187
Value of total corrective distributions2023-12-31$1,241
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$2,623,716
Value of total assets at end of year2023-12-31$13,833,762
Value of total assets at beginning of year2023-12-31$10,096,852
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$48,103
Total interest from all sources2023-12-31$16,133
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$537,781
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$537,781
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
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
Contributions received from participants2023-12-31$1,586,342
Participant contributions at end of year2023-12-31$197,655
Participant contributions at beginning of year2023-12-31$105,349
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$253,645
Other income not declared elsewhere2023-12-31$41,529
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$3,272,443
Value of net assets at end of year (total assets less liabilities)2023-12-31$13,833,762
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$10,096,852
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
Investment advisory and management fees2023-12-31$41,529
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$12,966,064
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$9,392,785
Interest on participant loans2023-12-31$15,403
Value of interest in common/collective trusts at end of year2023-12-31$670,043
Value of interest in common/collective trusts at beginning of year2023-12-31$598,718
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$730
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$1,370,295
Net investment gain or loss from common/collective trusts2023-12-31$75,022
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
Contributions received in cash from employer2023-12-31$783,729
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,322,502
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 name2023-12-31WIPFLI CPAS AND CONSULTANTS
Accountancy firm EIN2023-12-31390758449
2022 : EMPLOYEE RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
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$680,100
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,150,048
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,069,422
Expenses. Certain deemed distributions of participant loans2022-12-31$30,581
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,919,248
Value of total assets at end of year2022-12-31$10,096,852
Value of total assets at beginning of year2022-12-31$11,566,800
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$50,045
Total interest from all sources2022-12-31$9,419
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$640,938
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$640,938
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,545,528
Participant contributions at end of year2022-12-31$105,349
Participant contributions at beginning of year2022-12-31$65,240
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$538,824
Other income not declared elsewhere2022-12-31$44,912
Administrative expenses (other) incurred2022-12-31$50,045
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,469,948
Value of net assets at end of year (total assets less liabilities)2022-12-31$10,096,852
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$11,566,800
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$9,392,785
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$10,845,750
Interest on participant loans2022-12-31$9,419
Value of interest in common/collective trusts at end of year2022-12-31$598,718
Value of interest in common/collective trusts at beginning of year2022-12-31$655,810
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,875,890
Net investment gain or loss from common/collective trusts2022-12-31$-58,527
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$834,896
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,069,422
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WIPFLI CPAS AND CONSULTANTS
Accountancy firm EIN2022-12-31390758449
2021 : EMPLOYEE RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$4,627,704
Total transfer of assets from this plan2021-12-31$0
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$2,492,956
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,236,991
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,193,321
Expenses. Certain deemed distributions of participant loans2021-12-31$6,610
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,518,247
Value of total assets at end of year2021-12-31$11,566,800
Value of total assets at beginning of year2021-12-31$5,683,131
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$37,060
Total interest from all sources2021-12-31$6,210
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$796,810
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$796,810
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$944,491
Participant contributions at end of year2021-12-31$65,240
Participant contributions at beginning of year2021-12-31$41,310
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$99,003
Other income not declared elsewhere2021-12-31$31,044
Administrative expenses (other) incurred2021-12-31$37,060
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$1,255,965
Value of net assets at end of year (total assets less liabilities)2021-12-31$11,566,800
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,683,131
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$10,845,750
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,542,353
Interest on participant loans2021-12-31$6,210
Value of interest in common/collective trusts at end of year2021-12-31$655,810
Value of interest in common/collective trusts at beginning of year2021-12-31$99,468
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$103,805
Net investment gain or loss from common/collective trusts2021-12-31$36,840
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$474,753
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,193,321
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WIPFLI CPAS AND CONSULTANTS
Accountancy firm EIN2021-12-31390758449
2020 : EMPLOYEE RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$415,465
Total transfer of assets from this plan2020-12-31$637,246
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$1,596,398
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$577,999
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$546,779
Expenses. Certain deemed distributions of participant loans2020-12-31$8,163
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$796,372
Value of total assets at end of year2020-12-31$5,683,131
Value of total assets at beginning of year2020-12-31$4,886,513
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$23,057
Total interest from all sources2020-12-31$5,441
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$223,107
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$223,107
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$489,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$517,483
Participant contributions at end of year2020-12-31$41,310
Participant contributions at beginning of year2020-12-31$39,746
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$33,146
Other income not declared elsewhere2020-12-31$21,610
Administrative expenses (other) incurred2020-12-31$23,057
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$1,018,399
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,683,131
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,886,513
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$5,542,353
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,744,231
Interest on participant loans2020-12-31$5,441
Value of interest in common/collective trusts at end of year2020-12-31$99,468
Value of interest in common/collective trusts at beginning of year2020-12-31$102,536
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$541,378
Net investment gain or loss from common/collective trusts2020-12-31$8,490
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$245,743
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$546,779
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31WIPFLI CPAS AND CONSULTANTS
Accountancy firm EIN2020-12-31390758449
2019 : EMPLOYEE RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$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 income from all sources (including contributions)2019-12-31$1,757,139
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,168,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,073,726
Expenses. Certain deemed distributions of participant loans2019-12-31$70,227
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$755,350
Value of total assets at end of year2019-12-31$4,886,513
Value of total assets at beginning of year2019-12-31$4,298,196
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$24,869
Total interest from all sources2019-12-31$6,408
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$227,520
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$227,520
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$430,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$498,209
Participant contributions at end of year2019-12-31$39,746
Participant contributions at beginning of year2019-12-31$96,908
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$14,775
Other income not declared elsewhere2019-12-31$22,419
Administrative expenses (other) incurred2019-12-31$24,869
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$588,317
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,886,513
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,298,196
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,744,231
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,119,505
Interest on participant loans2019-12-31$6,408
Value of interest in common/collective trusts at end of year2019-12-31$102,536
Value of interest in common/collective trusts at beginning of year2019-12-31$81,783
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$724,859
Net investment gain or loss from common/collective trusts2019-12-31$20,583
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$242,366
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,073,726
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WIPFLI CPAS AND CONSULTANTS
Accountancy firm EIN2019-12-31390758449
2018 : EMPLOYEE RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$0
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$718,655
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$709,402
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$684,925
Expenses. Certain deemed distributions of participant loans2018-12-31$1,193
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$990,675
Value of total assets at end of year2018-12-31$4,298,196
Value of total assets at beginning of year2018-12-31$4,288,943
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$23,284
Total interest from all sources2018-12-31$6,537
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$334,310
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$334,310
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$429,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$633,236
Participant contributions at end of year2018-12-31$96,908
Participant contributions at beginning of year2018-12-31$116,888
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$49,321
Other income not declared elsewhere2018-12-31$22,084
Administrative expenses (other) incurred2018-12-31$23,284
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$9,253
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,298,196
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,288,943
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,119,505
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,117,559
Interest on participant loans2018-12-31$6,537
Value of interest in common/collective trusts at end of year2018-12-31$81,783
Value of interest in common/collective trusts at beginning of year2018-12-31$54,496
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-631,155
Net investment gain or loss from common/collective trusts2018-12-31$-3,796
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$308,118
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$684,925
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 name2018-12-31WEIPFLI CPAS AND CONSULTANTS
Accountancy firm EIN2018-12-31390758449
2017 : EMPLOYEE RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,481,147
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$982,933
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$966,510
Expenses. Certain deemed distributions of participant loans2017-12-31$1,443
Value of total corrective distributions2017-12-31$3,472
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$773,065
Value of total assets at end of year2017-12-31$4,288,943
Value of total assets at beginning of year2017-12-31$3,790,729
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$11,508
Total interest from all sources2017-12-31$6,043
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$164,694
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$164,694
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$380,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$513,251
Participant contributions at end of year2017-12-31$116,888
Participant contributions at beginning of year2017-12-31$68,780
Other income not declared elsewhere2017-12-31$8,608
Administrative expenses (other) incurred2017-12-31$11,508
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$498,214
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,288,943
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,790,729
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,117,559
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,618,804
Interest on participant loans2017-12-31$6,043
Value of interest in common/collective trusts at end of year2017-12-31$54,496
Value of interest in common/collective trusts at beginning of year2017-12-31$103,145
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$522,925
Net investment gain or loss from common/collective trusts2017-12-31$5,812
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$259,814
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$966,510
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WEIPFLI CPAS AND CONSULTANTS
Accountancy firm EIN2017-12-31390758449
2016 : EMPLOYEE RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$934,436
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$634,807
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$612,244
Expenses. Certain deemed distributions of participant loans2016-12-31$20,338
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$691,918
Value of total assets at end of year2016-12-31$3,790,729
Value of total assets at beginning of year2016-12-31$3,491,100
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,225
Total interest from all sources2016-12-31$3,131
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$114,102
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$114,102
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$350,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$448,109
Participant contributions at end of year2016-12-31$68,780
Participant contributions at beginning of year2016-12-31$46,867
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$15,987
Administrative expenses (other) incurred2016-12-31$2,225
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$299,629
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,790,729
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,491,100
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,618,804
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,371,017
Interest on participant loans2016-12-31$3,131
Value of interest in common/collective trusts at end of year2016-12-31$103,145
Value of interest in common/collective trusts at beginning of year2016-12-31$73,216
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$122,425
Net investment gain or loss from common/collective trusts2016-12-31$2,860
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$227,822
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$612,244
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CARL W. MEINHOLD
Accountancy firm EIN2016-12-31820952391
2015 : EMPLOYEE RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$790,415
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$723,680
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$699,575
Expenses. Certain deemed distributions of participant loans2015-12-31$22,630
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$778,544
Value of total assets at end of year2015-12-31$3,491,100
Value of total assets at beginning of year2015-12-31$3,424,365
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,475
Total interest from all sources2015-12-31$3,185
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$169,247
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$169,247
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$343,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$414,397
Participant contributions at end of year2015-12-31$46,867
Participant contributions at beginning of year2015-12-31$75,938
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$150,310
Administrative expenses (other) incurred2015-12-31$1,475
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$66,735
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,491,100
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,424,365
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,371,017
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,286,020
Interest on participant loans2015-12-31$3,185
Value of interest in common/collective trusts at end of year2015-12-31$73,216
Value of interest in common/collective trusts at beginning of year2015-12-31$62,407
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-161,377
Net investment gain or loss from common/collective trusts2015-12-31$816
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$213,837
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$699,575
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CARL W. MEINHOLD
Accountancy firm EIN2015-12-31201506187
2014 : EMPLOYEE RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$907,064
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$667,482
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$664,318
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$696,612
Value of total assets at end of year2014-12-31$3,424,365
Value of total assets at beginning of year2014-12-31$3,184,783
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,164
Total interest from all sources2014-12-31$2,650
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$158,725
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$158,725
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$319,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$433,743
Participant contributions at end of year2014-12-31$75,938
Participant contributions at beginning of year2014-12-31$31,740
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$35,758
Administrative expenses (other) incurred2014-12-31$3,164
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$239,582
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,424,365
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,184,783
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$3,286,020
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,048,343
Interest on participant loans2014-12-31$2,650
Value of interest in common/collective trusts at end of year2014-12-31$62,407
Value of interest in common/collective trusts at beginning of year2014-12-31$104,700
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$46,583
Net investment gain or loss from common/collective trusts2014-12-31$2,494
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$227,111
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$664,318
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CARL W MEINHOLD
Accountancy firm EIN2014-12-31201506187
2012 : EMPLOYEE RETIREMENT PLAN 2012 401k financial data
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$897,299
Expenses. Total of all expenses incurred2012-12-31$491,065
Benefits paid (including direct rollovers)2012-12-31$491,288
Total plan assets at end of year2012-12-31$2,353,007
Total plan assets at beginning of year2012-12-31$1,946,773
Value of fidelity bond covering the plan2012-12-31$60,000
Total contributions received or receivable from participants2012-12-31$409,006
Contributions received from other sources (not participants or employers)2012-12-31$8,812
Other income received2012-12-31$271,552
Net income (gross income less expenses)2012-12-31$406,234
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,353,007
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,946,773
Total contributions received or receivable from employer(s)2012-12-31$207,929
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$-223
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0

Form 5500 Responses for EMPLOYEE RETIREMENT PLAN

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

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