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B. P. BARBER & ASSOCIATES, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameB. P. BARBER & ASSOCIATES, INC. PROFIT SHARING PLAN
Plan identification number 001

B. P. BARBER & ASSOCIATES, INC. PROFIT SHARING 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

B. P. BARBER & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:B. P. BARBER & ASSOCIATES, INC.
Employer identification number (EIN):570262530
NAIC Classification:541330
NAIC Description:Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan B. P. BARBER & ASSOCIATES, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01BERNIE KNOBBE2015-11-09
0012014-01-01BERNIE KNOBBE
0012013-01-01KEITH MCLEOD
0012012-01-01KEITH MCLEOD
0012011-01-01KEITH MCLEOD
0012010-01-01KEITH MCLEOD
0012009-01-01KEITH MCLEOD

Plan Statistics for B. P. BARBER & ASSOCIATES, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for B. P. BARBER & ASSOCIATES, INC. PROFIT SHARING PLAN

Measure Date Value
2014: B. P. BARBER & ASSOCIATES, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01193
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012
Number of participants with account balances2014-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: B. P. BARBER & ASSOCIATES, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01150
Total number of active participants reported on line 7a of the Form 55002013-01-01174
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-0116
Total of all active and inactive participants2013-01-01193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01193
Number of participants with account balances2013-01-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: B. P. BARBER & ASSOCIATES, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01156
Total number of active participants reported on line 7a of the Form 55002012-01-01144
Number of retired or separated participants receiving benefits2012-01-0110
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01154
Number of participants with account balances2012-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: B. P. BARBER & ASSOCIATES, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01160
Total number of active participants reported on line 7a of the Form 55002011-01-01148
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-017
Total of all active and inactive participants2011-01-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01156
Number of participants with account balances2011-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: B. P. BARBER & ASSOCIATES, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01229
Total number of active participants reported on line 7a of the Form 55002010-01-01147
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0149
Total of all active and inactive participants2010-01-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01196
Number of participants with account balances2010-01-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0116
2009: B. P. BARBER & ASSOCIATES, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01166
Total number of active participants reported on line 7a of the Form 55002009-01-01137
Number of retired or separated participants receiving benefits2009-01-013
Number of other retired or separated participants entitled to future benefits2009-01-0186
Total of all active and inactive participants2009-01-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01226
Number of participants with account balances2009-01-01226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-016

Financial Data on B. P. BARBER & ASSOCIATES, INC. PROFIT SHARING PLAN

Measure Date Value
2014 : B. P. BARBER & ASSOCIATES, INC. PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$14,606
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$5,566,907
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,556,829
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$7,379
Value of total assets at end of year2014-12-31$7,379
Value of total assets at beginning of year2014-12-31$5,559,680
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$10,078
Total interest from all sources2014-12-31$4,055
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$3,172
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2014-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$3,172
Administrative expenses professional fees incurred2014-12-31$10,078
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-5,552,301
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,379
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,559,680
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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,559,680
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$4,055
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$7,379
Employer contributions (assets) at end of year2014-12-31$7,379
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,556,829
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$0
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31DERRICK, STUBBS & STITH, L.L.P
Accountancy firm EIN2014-12-31570506533
2013 : B. P. BARBER & ASSOCIATES, INC. PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,204,946
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,662,058
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,648,718
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$5,559,680
Value of total assets at beginning of year2013-12-31$7,016,792
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$13,340
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$15,441
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$303,795
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2013-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$303,795
Administrative expenses professional fees incurred2013-12-31$13,340
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$0
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$33,378
Administrative expenses (other) incurred2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$-1,457,112
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,559,680
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,016,792
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$5,559,680
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,010,403
Interest on participant loans2013-12-31$0
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$0
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$6,389
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$6,389
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$15,441
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$852,332
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$0
Net gain/loss from 103.12 investment entities2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$0
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,648,718
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$0
Contract administrator fees2013-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$0
Liabilities. Value of benefit claims payable at end of year2013-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31DERRICK, STUBBS & STITH, L.L.P
Accountancy firm EIN2013-12-31570506533
2012 : B. P. BARBER & ASSOCIATES, INC. PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$850,246
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,416,697
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,410,142
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$0
Value of total assets at end of year2012-12-31$7,016,792
Value of total assets at beginning of year2012-12-31$7,583,243
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$6,555
Total interest from all sources2012-12-31$714
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$849,532
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2012-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$849,532
Administrative expenses professional fees incurred2012-12-31$6,555
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$10,014
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-566,451
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,016,792
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,583,243
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$7,010,403
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,561,114
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$6,389
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$12,115
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$12,115
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$714
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,410,142
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$0
Liabilities. Value of benefit claims payable at end of year2012-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31DERRICK, STUBBS & STITH, L.L.P
Accountancy firm EIN2012-12-31570506533
2011 : B. P. BARBER & ASSOCIATES, INC. PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Expenses. Interest paid2011-12-31$36,368
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$36,368
Total income from all sources (including contributions)2011-12-31$74,214
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$5,872,681
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,798,210
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$233,908
Value of total assets at end of year2011-12-31$7,583,243
Value of total assets at beginning of year2011-12-31$13,381,710
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$38,103
Total interest from all sources2011-12-31$37,269
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$240,267
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$240,267
Administrative expenses professional fees incurred2011-12-31$33,326
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$181,077
Assets. Other investments not covered elsewhere at end of year2011-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$346,086
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$52,831
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$20,280
Administrative expenses (other) incurred2011-12-31$4,777
Total non interest bearing cash at end of year2011-12-31$10,014
Total non interest bearing cash at beginning of year2011-12-31$790
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-5,798,467
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,583,243
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$13,381,710
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$7,561,114
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,904,469
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$12,115
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$629,338
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$629,338
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$37,269
Asset value of US Government securities at end of year2011-12-31$0
Asset value of US Government securities at beginning of year2011-12-31$874,632
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-437,230
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$232,432
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$5,798,210
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$1,064,260
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$3,309,423
Liabilities. Value of benefit claims payable at end of year2011-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31DERRICK, STUBBS & STITH, L.L.P
Accountancy firm EIN2011-12-31570506533
2010 : B. P. BARBER & ASSOCIATES, INC. PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,278,225
Total loss/gain on sale of assets2010-12-31$11,409
Total of all expenses incurred2010-12-31$1,358,750
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,291,421
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$915,368
Value of total assets at end of year2010-12-31$13,381,710
Value of total assets at beginning of year2010-12-31$12,462,235
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$67,329
Total interest from all sources2010-12-31$62,503
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$172,842
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$172,842
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$678,760
Assets. Other investments not covered elsewhere at end of year2010-12-31$346,086
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$232,353
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$4,176
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$20,280
Administrative expenses (other) incurred2010-12-31$3,298
Total non interest bearing cash at end of year2010-12-31$790
Total non interest bearing cash at beginning of year2010-12-31$2,254
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$919,475
Value of net assets at end of year (total assets less liabilities)2010-12-31$13,381,710
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$12,462,235
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$10,740
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$6,904,469
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,691,985
Interest earned on other investments2010-12-31$1,463
Income. Interest from corporate debt instruments2010-12-31$58,676
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$629,338
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,126,248
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,126,248
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$2,364
Asset value of US Government securities at end of year2010-12-31$874,632
Asset value of US Government securities at beginning of year2010-12-31$1,053,721
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,116,103
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$232,432
Employer contributions (assets) at end of year2010-12-31$232,432
Employer contributions (assets) at beginning of year2010-12-31$479,499
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,291,421
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$1,064,260
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$872,250
Contract administrator fees2010-12-31$53,291
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$3,309,423
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$3,003,925
Liabilities. Value of benefit claims payable at end of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$11,409
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31DERRICK, STUBBS & STITH, L.L.P
Accountancy firm EIN2010-12-31570506533

Form 5500 Responses for B. P. BARBER & ASSOCIATES, INC. PROFIT SHARING PLAN

2014: B. P. BARBER & ASSOCIATES, INC. PROFIT SHARING 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
2013: B. P. BARBER & ASSOCIATES, INC. PROFIT SHARING PLAN 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: B. P. BARBER & ASSOCIATES, INC. PROFIT SHARING 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
2011: B. P. BARBER & ASSOCIATES, INC. PROFIT SHARING PLAN 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
2010: B. P. BARBER & ASSOCIATES, INC. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: B. P. BARBER & ASSOCIATES, INC. PROFIT SHARING PLAN 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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