Plan Name | BIG RIVER RESOURCES WEST BURLINGTON LLC EMPLOYEE 401K SAVINGS PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | BIG RIVER RESOURCES WEST BURLINGTON, LLC |
Employer identification number (EIN): | 710913379 |
NAIC Classification: | 325900 |
NAIC Description: | Other Chemical Product and Preparation Manufacturing |
Additional information about BIG RIVER RESOURCES WEST BURLINGTON, LLC
Jurisdiction of Incorporation: | Iowa Secretary of State Business Entities |
Incorporation Date: | 2002-11-08 |
Company Identification Number: | 272180 |
Legal Registered Office Address: |
211 N GEAR AVE STE 200 WEST BURLINGTON United States of America (USA) 52655 |
More information about BIG RIVER RESOURCES WEST BURLINGTON, LLC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2023-01-01 | ||||
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | DEBORAH GREEN | |||
001 | 2017-01-01 | DEBORAH GREEN | |||
001 | 2016-01-01 | DEBORAH GREEN | |||
001 | 2015-01-01 | DEBORAH J. GREEN | DEBORAH J. GREEN | 2016-07-07 | |
001 | 2014-01-01 | DEBORAH J. GREEN | DEBORAH J. GREEN | 2015-07-21 | |
001 | 2013-01-01 | DEBORAH J. GREEN | DEBORAH J. GREEN | 2014-08-11 | |
001 | 2012-01-01 | DEBORAH J. GREEN | DEBORAH J. GREEN | 2013-06-14 | |
001 | 2012-01-01 | DEBORAH J. GREEN | DEBORAH J. GREEN | 2014-08-20 | |
001 | 2011-01-01 | DEBORAH J. GREEN | DEBORAH J. GREEN | 2014-08-20 | |
001 | 2010-01-01 | DEBORAH J. GREEN | DEBORAH J. GREEN | 2011-07-27 |
Measure | Date | Value |
---|---|---|
2023: BIG RIVER RESOURCES WEST BURLINGTON LLC EMPLOYEE 401K SAVINGS PLAN 2023 401k membership | ||
Total participants, beginning-of-year | 2023-01-01 | 280 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 211 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 16 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 65 |
Total of all active and inactive participants | 2023-01-01 | 292 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 1 |
Total participants | 2023-01-01 | 293 |
Number of participants with account balances | 2023-01-01 | 291 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 17 |
2022: BIG RIVER RESOURCES WEST BURLINGTON LLC EMPLOYEE 401K SAVINGS PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 266 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 207 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 10 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 53 |
Total of all active and inactive participants | 2022-01-01 | 270 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 1 |
Total participants | 2022-01-01 | 271 |
Number of participants with account balances | 2022-01-01 | 271 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 18 |
2021: BIG RIVER RESOURCES WEST BURLINGTON LLC EMPLOYEE 401K SAVINGS PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 248 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 206 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 46 |
Total of all active and inactive participants | 2021-01-01 | 256 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 4 |
Total participants | 2021-01-01 | 260 |
Number of participants with account balances | 2021-01-01 | 256 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 12 |
2020: BIG RIVER RESOURCES WEST BURLINGTON LLC EMPLOYEE 401K SAVINGS PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 250 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 201 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 36 |
Total of all active and inactive participants | 2020-01-01 | 245 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 2 |
Total participants | 2020-01-01 | 247 |
Number of participants with account balances | 2020-01-01 | 246 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 5 |
2019: BIG RIVER RESOURCES WEST BURLINGTON LLC EMPLOYEE 401K SAVINGS PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 233 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 205 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 36 |
Total of all active and inactive participants | 2019-01-01 | 246 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 1 |
Total participants | 2019-01-01 | 247 |
Number of participants with account balances | 2019-01-01 | 245 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 11 |
2018: BIG RIVER RESOURCES WEST BURLINGTON LLC EMPLOYEE 401K SAVINGS PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 227 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 202 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 27 |
Total of all active and inactive participants | 2018-01-01 | 233 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 233 |
Number of participants with account balances | 2018-01-01 | 231 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 14 |
2017: BIG RIVER RESOURCES WEST BURLINGTON LLC EMPLOYEE 401K SAVINGS PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 221 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 199 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 26 |
Total of all active and inactive participants | 2017-01-01 | 227 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 227 |
Number of participants with account balances | 2017-01-01 | 224 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 17 |
2016: BIG RIVER RESOURCES WEST BURLINGTON LLC EMPLOYEE 401K SAVINGS PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 219 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 198 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 20 |
Total of all active and inactive participants | 2016-01-01 | 219 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 219 |
Number of participants with account balances | 2016-01-01 | 217 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 8 |
2015: BIG RIVER RESOURCES WEST BURLINGTON LLC EMPLOYEE 401K SAVINGS PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 215 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 199 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 17 |
Total of all active and inactive participants | 2015-01-01 | 219 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 219 |
Number of participants with account balances | 2015-01-01 | 217 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 13 |
2014: BIG RIVER RESOURCES WEST BURLINGTON LLC EMPLOYEE 401K SAVINGS PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 214 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 192 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 19 |
Total of all active and inactive participants | 2014-01-01 | 212 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 1 |
Total participants | 2014-01-01 | 213 |
Number of participants with account balances | 2014-01-01 | 211 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 29 |
2013: BIG RIVER RESOURCES WEST BURLINGTON LLC EMPLOYEE 401K SAVINGS PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 207 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 190 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 23 |
Total of all active and inactive participants | 2013-01-01 | 213 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 213 |
Number of participants with account balances | 2013-01-01 | 213 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 12 |
2012: BIG RIVER RESOURCES WEST BURLINGTON LLC EMPLOYEE 401K SAVINGS PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 205 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 194 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 12 |
Total of all active and inactive participants | 2012-01-01 | 207 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 207 |
Number of participants with account balances | 2012-01-01 | 199 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 12 |
2011: BIG RIVER RESOURCES WEST BURLINGTON LLC EMPLOYEE 401K SAVINGS PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 158 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 180 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 22 |
Total of all active and inactive participants | 2011-01-01 | 202 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 202 |
Number of participants with account balances | 2011-01-01 | 194 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 17 |
2010: BIG RIVER RESOURCES WEST BURLINGTON LLC EMPLOYEE 401K SAVINGS PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 147 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 149 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 9 |
Total of all active and inactive participants | 2010-01-01 | 158 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 158 |
Number of participants with account balances | 2010-01-01 | 150 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 16 |
Measure | Date | Value |
---|---|---|
2023 : BIG RIVER RESOURCES WEST BURLINGTON LLC EMPLOYEE 401K SAVINGS PLAN 2023 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2023-12-31 | $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 | $5,927,158 |
Total loss/gain on sale of assets | 2023-12-31 | $0 |
Total of all expenses incurred | 2023-12-31 | $3,091,883 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $2,955,524 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $2,375,437 |
Value of total assets at end of year | 2023-12-31 | $24,826,176 |
Value of total assets at beginning of year | 2023-12-31 | $21,990,901 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $136,359 |
Total interest from all sources | 2023-12-31 | $42,129 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $287,239 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $287,239 |
Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
Value of fidelity bond cover | 2023-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
Contributions received from participants | 2023-12-31 | $1,075,183 |
Participant contributions at end of year | 2023-12-31 | $827,613 |
Participant contributions at beginning of year | 2023-12-31 | $706,542 |
Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $19,569 |
Administrative expenses (other) incurred | 2023-12-31 | $136,359 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
Value of net income/loss | 2023-12-31 | $2,835,275 |
Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $24,826,176 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $21,990,901 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $10,298,835 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $7,909,504 |
Interest on participant loans | 2023-12-31 | $42,129 |
Value of interest in common/collective trusts at end of year | 2023-12-31 | $13,699,728 |
Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $13,374,855 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $1,496,435 |
Net investment gain or loss from common/collective trusts | 2023-12-31 | $1,725,918 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
Contributions received in cash from employer | 2023-12-31 | $1,280,685 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $2,955,524 |
Did the plan have assets held for investment | 2023-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
Accountancy firm name | 2023-12-31 | OLSEN THIELEN & CO, LTD |
Accountancy firm EIN | 2023-12-31 | 411360831 |
2022 : BIG RIVER RESOURCES WEST BURLINGTON LLC EMPLOYEE 401K SAVINGS PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $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 | $-1,045,422 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $1,810,775 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,753,971 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $2,700,339 |
Value of total assets at end of year | 2022-12-31 | $21,990,901 |
Value of total assets at beginning of year | 2022-12-31 | $24,847,098 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $56,804 |
Total interest from all sources | 2022-12-31 | $34,436 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $262,223 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $262,223 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $1,023,026 |
Participant contributions at end of year | 2022-12-31 | $706,542 |
Participant contributions at beginning of year | 2022-12-31 | $720,891 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $82,004 |
Administrative expenses (other) incurred | 2022-12-31 | $56,804 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-2,856,197 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $21,990,901 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $24,847,098 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $7,909,504 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $10,029,898 |
Interest on participant loans | 2022-12-31 | $34,436 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $13,374,855 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $14,096,309 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-2,172,900 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-1,869,520 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $1,595,309 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,753,971 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | OLSEN THIELEN & CO, LTD |
Accountancy firm EIN | 2022-12-31 | 411360831 |
2021 : BIG RIVER RESOURCES WEST BURLINGTON LLC EMPLOYEE 401K SAVINGS PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $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 | $6,880 |
Total income from all sources (including contributions) | 2021-12-31 | $4,774,561 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $1,929,427 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,819,828 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,540,911 |
Value of total assets at end of year | 2021-12-31 | $24,847,098 |
Value of total assets at beginning of year | 2021-12-31 | $22,008,844 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $109,599 |
Total interest from all sources | 2021-12-31 | $35,780 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $456,078 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $456,078 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $958,681 |
Participant contributions at end of year | 2021-12-31 | $720,891 |
Participant contributions at beginning of year | 2021-12-31 | $770,668 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $45,820 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $6,880 |
Administrative expenses (other) incurred | 2021-12-31 | $109,599 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $2,845,134 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $24,847,098 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $22,001,964 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $10,029,898 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $9,740,221 |
Interest on participant loans | 2021-12-31 | $35,780 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $14,096,309 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $11,187,880 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,219,100 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $1,522,692 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $536,410 |
Employer contributions (assets) at end of year | 2021-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $310,075 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,819,828 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | CPA ASSOCIATES |
Accountancy firm EIN | 2021-12-31 | 421144302 |
2020 : BIG RIVER RESOURCES WEST BURLINGTON LLC EMPLOYEE 401K SAVINGS PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $6,880 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $7,346 |
Total income from all sources (including contributions) | 2020-12-31 | $4,502,028 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $2,252,194 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $2,153,016 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,912,378 |
Value of total assets at end of year | 2020-12-31 | $22,008,844 |
Value of total assets at beginning of year | 2020-12-31 | $19,759,476 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $99,178 |
Total interest from all sources | 2020-12-31 | $37,293 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $394,110 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $394,110 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $846,525 |
Participant contributions at end of year | 2020-12-31 | $770,668 |
Participant contributions at beginning of year | 2020-12-31 | $635,914 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $271,971 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $6,880 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $7,346 |
Administrative expenses (other) incurred | 2020-12-31 | $99,178 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $2,249,834 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $22,001,964 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $19,752,130 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $9,740,221 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $8,719,632 |
Income. Interest from loans (other than to participants) | 2020-12-31 | $37,293 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $11,187,880 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $9,794,872 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $932,679 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $1,225,568 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $793,882 |
Employer contributions (assets) at end of year | 2020-12-31 | $310,075 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $609,058 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $2,153,016 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | CPA ASSOCIATES |
Accountancy firm EIN | 2020-12-31 | 421144302 |
2019 : BIG RIVER RESOURCES WEST BURLINGTON LLC EMPLOYEE 401K SAVINGS PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $7,346 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $5,219,273 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $722,960 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $620,080 |
Value of total corrective distributions | 2019-12-31 | $252 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,974,381 |
Value of total assets at end of year | 2019-12-31 | $19,759,476 |
Value of total assets at beginning of year | 2019-12-31 | $15,255,817 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $102,628 |
Total interest from all sources | 2019-12-31 | $36,466 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $349,160 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $349,160 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $855,904 |
Participant contributions at end of year | 2019-12-31 | $635,914 |
Participant contributions at beginning of year | 2019-12-31 | $640,816 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $20,237 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $7,346 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $0 |
Administrative expenses (other) incurred | 2019-12-31 | $102,628 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $4,496,313 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $19,752,130 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $15,255,817 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $8,719,632 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $6,552,477 |
Interest on participant loans | 2019-12-31 | $36,466 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $9,794,872 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $7,459,906 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,354,545 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $1,504,721 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $1,098,240 |
Employer contributions (assets) at end of year | 2019-12-31 | $609,058 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $602,618 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $620,080 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | CPA ASSOCIATES |
Accountancy firm EIN | 2019-12-31 | 421144302 |
2018 : BIG RIVER RESOURCES WEST BURLINGTON LLC EMPLOYEE 401K SAVINGS PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $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 | $987,363 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $563,228 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $471,979 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,896,782 |
Value of total assets at end of year | 2018-12-31 | $15,255,817 |
Value of total assets at beginning of year | 2018-12-31 | $14,831,682 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $91,249 |
Total interest from all sources | 2018-12-31 | $31,033 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $476,973 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $476,973 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $759,728 |
Participant contributions at end of year | 2018-12-31 | $640,816 |
Participant contributions at beginning of year | 2018-12-31 | $615,373 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $73,452 |
Administrative expenses (other) incurred | 2018-12-31 | $91,249 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $424,135 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $15,255,817 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $14,831,682 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $6,552,477 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $6,565,632 |
Interest on participant loans | 2018-12-31 | $31,033 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $7,459,906 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $7,104,208 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-878,702 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $-538,723 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $1,063,602 |
Employer contributions (assets) at end of year | 2018-12-31 | $602,618 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $546,469 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $471,979 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | CPA ASSOCIATES |
Accountancy firm EIN | 2018-12-31 | 421144302 |
2017 : BIG RIVER RESOURCES WEST BURLINGTON LLC EMPLOYEE 401K SAVINGS PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $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 | $3,605,167 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $764,980 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $684,205 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,747,524 |
Value of total assets at end of year | 2017-12-31 | $14,831,682 |
Value of total assets at beginning of year | 2017-12-31 | $11,991,495 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $80,775 |
Total interest from all sources | 2017-12-31 | $25,232 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $361,614 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $361,614 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $692,921 |
Participant contributions at end of year | 2017-12-31 | $615,373 |
Participant contributions at beginning of year | 2017-12-31 | $606,201 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $95,583 |
Administrative expenses (other) incurred | 2017-12-31 | $80,775 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $2,840,187 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $14,831,682 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $11,991,495 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $6,565,632 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $4,431,257 |
Interest on participant loans | 2017-12-31 | $25,232 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $7,104,208 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $6,423,115 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $552,390 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $918,407 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $959,020 |
Employer contributions (assets) at end of year | 2017-12-31 | $546,469 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $530,922 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $684,205 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | CPA ASSOCIATES |
Accountancy firm EIN | 2017-12-31 | 421144302 |
2016 : BIG RIVER RESOURCES WEST BURLINGTON LLC EMPLOYEE 401K SAVINGS PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $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 | $2,253,613 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $742,751 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $673,866 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,630,940 |
Value of total assets at end of year | 2016-12-31 | $11,991,495 |
Value of total assets at beginning of year | 2016-12-31 | $10,480,633 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $68,885 |
Total interest from all sources | 2016-12-31 | $25,232 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $118,618 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $118,618 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $681,346 |
Participant contributions at end of year | 2016-12-31 | $606,201 |
Participant contributions at beginning of year | 2016-12-31 | $515,488 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $15,084 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $0 |
Administrative expenses (other) incurred | 2016-12-31 | $68,885 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $1,510,862 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $11,991,495 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $10,480,633 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $4,431,257 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $6,993,452 |
Interest on participant loans | 2016-12-31 | $25,232 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $6,423,115 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $2,454,871 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $225,413 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $253,410 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $934,510 |
Employer contributions (assets) at end of year | 2016-12-31 | $530,922 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $516,822 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $673,866 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | CPA ASSOCIATES |
Accountancy firm EIN | 2016-12-31 | 421144302 |
2015 : BIG RIVER RESOURCES WEST BURLINGTON LLC EMPLOYEE 401K SAVINGS PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $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 | $1,532,820 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $752,583 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $666,421 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,630,342 |
Value of total assets at end of year | 2015-12-31 | $10,480,633 |
Value of total assets at beginning of year | 2015-12-31 | $9,700,396 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $86,162 |
Total interest from all sources | 2015-12-31 | $21,096 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $419,679 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $419,679 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $661,211 |
Participant contributions at end of year | 2015-12-31 | $515,488 |
Participant contributions at beginning of year | 2015-12-31 | $463,834 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $50,198 |
Administrative expenses (other) incurred | 2015-12-31 | $86,162 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $780,237 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $10,480,633 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $9,700,396 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $6,993,452 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $6,390,682 |
Interest on participant loans | 2015-12-31 | $21,096 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $2,454,871 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $2,148,057 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-533,527 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $-4,770 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $918,933 |
Employer contributions (assets) at end of year | 2015-12-31 | $516,822 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $697,823 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $666,421 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | CPA ASSOCIATES |
Accountancy firm EIN | 2015-12-31 | 421144302 |
2014 : BIG RIVER RESOURCES WEST BURLINGTON LLC EMPLOYEE 401K SAVINGS PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $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 | $2,099,521 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $459,701 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $372,774 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,665,750 |
Value of total assets at end of year | 2014-12-31 | $9,700,396 |
Value of total assets at beginning of year | 2014-12-31 | $8,060,576 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $86,927 |
Total interest from all sources | 2014-12-31 | $19,016 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $375,428 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $375,428 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $588,565 |
Participant contributions at end of year | 2014-12-31 | $463,834 |
Participant contributions at beginning of year | 2014-12-31 | $411,287 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $17,198 |
Administrative expenses (other) incurred | 2014-12-31 | $86,927 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $1,639,820 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $9,700,396 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $8,060,576 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $6,390,682 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $5,248,346 |
Interest on participant loans | 2014-12-31 | $19,016 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $2,148,057 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $1,743,599 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-131,003 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $170,330 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $1,059,987 |
Employer contributions (assets) at end of year | 2014-12-31 | $697,823 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $657,344 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $372,774 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | CPA ASSOCIATES |
Accountancy firm EIN | 2014-12-31 | 421144302 |
2013 : BIG RIVER RESOURCES WEST BURLINGTON LLC EMPLOYEE 401K SAVINGS PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $5,901 |
Total income from all sources (including contributions) | 2013-12-31 | $2,717,535 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $376,262 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $303,512 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,567,624 |
Value of total assets at end of year | 2013-12-31 | $8,060,576 |
Value of total assets at beginning of year | 2013-12-31 | $5,725,204 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $72,750 |
Total interest from all sources | 2013-12-31 | $13,679 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $542,427 |
Participant contributions at end of year | 2013-12-31 | $411,287 |
Participant contributions at beginning of year | 2013-12-31 | $276,671 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $17,528 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $5,901 |
Administrative expenses (other) incurred | 2013-12-31 | $72,750 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $2,341,273 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $8,060,576 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $5,719,303 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $5,248,346 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $4,074,389 |
Interest on participant loans | 2013-12-31 | $13,679 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $1,743,599 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $1,374,144 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $873,733 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $262,499 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $1,007,669 |
Employer contributions (assets) at end of year | 2013-12-31 | $657,344 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $303,512 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | CPA ASSOCIATES |
Accountancy firm EIN | 2013-12-31 | 421144302 |
2012 : BIG RIVER RESOURCES WEST BURLINGTON LLC EMPLOYEE 401K SAVINGS PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $5,901 |
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 | $1,533,556 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $275,820 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $213,583 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $935,023 |
Value of total assets at end of year | 2012-12-31 | $5,725,204 |
Value of total assets at beginning of year | 2012-12-31 | $4,461,567 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $62,237 |
Total interest from all sources | 2012-12-31 | $10,979 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $528,991 |
Participant contributions at end of year | 2012-12-31 | $276,671 |
Participant contributions at beginning of year | 2012-12-31 | $238,512 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $59,229 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $5,901 |
Administrative expenses (other) incurred | 2012-12-31 | $62,237 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $1,257,736 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $5,719,303 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $4,461,567 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $4,074,389 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $2,847,619 |
Interest on participant loans | 2012-12-31 | $10,979 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $1,374,144 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $998,283 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $499,712 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $87,842 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $346,803 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $377,153 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $213,583 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | CPA ASSOCIATES PC |
Accountancy firm EIN | 2012-12-31 | 421144302 |
2011 : BIG RIVER RESOURCES WEST BURLINGTON LLC EMPLOYEE 401K SAVINGS PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $1,046,508 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $214,562 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $169,402 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,152,999 |
Value of total assets at end of year | 2011-12-31 | $4,461,567 |
Value of total assets at beginning of year | 2011-12-31 | $3,629,621 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $45,160 |
Total interest from all sources | 2011-12-31 | $8,670 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $446,845 |
Participant contributions at end of year | 2011-12-31 | $238,512 |
Participant contributions at beginning of year | 2011-12-31 | $186,469 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $34,320 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $982 |
Administrative expenses (other) incurred | 2011-12-31 | $45,160 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $831,946 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $4,461,567 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,629,621 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $2,847,619 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $2,002,455 |
Interest on participant loans | 2011-12-31 | $8,670 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $998,283 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $892,910 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-113,636 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $-1,525 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $671,834 |
Employer contributions (assets) at end of year | 2011-12-31 | $377,153 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $546,805 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $169,402 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | CPA ASSOCIATES PC |
Accountancy firm EIN | 2011-12-31 | 421144302 |
2010 : BIG RIVER RESOURCES WEST BURLINGTON LLC EMPLOYEE 401K SAVINGS PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $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 | $1,444,151 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $113,650 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $86,514 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,178,014 |
Value of total assets at end of year | 2010-12-31 | $3,629,621 |
Value of total assets at beginning of year | 2010-12-31 | $2,299,120 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $27,136 |
Total interest from all sources | 2010-12-31 | $5,235 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $350,413 |
Participant contributions at end of year | 2010-12-31 | $186,469 |
Participant contributions at beginning of year | 2010-12-31 | $88,301 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $60,478 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $982 |
Administrative expenses (other) incurred | 2010-12-31 | $27,136 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $1,330,501 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $3,629,621 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,299,120 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $2,002,455 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $2,177,527 |
Interest on participant loans | 2010-12-31 | $5,235 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $892,910 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $33,292 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $33,292 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $193,962 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $66,940 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $767,123 |
Employer contributions (assets) at end of year | 2010-12-31 | $546,805 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $86,514 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | Yes |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | CPA ASSOCIATES PC |
Accountancy firm EIN | 2010-12-31 | 421144302 |
2023: BIG RIVER RESOURCES WEST BURLINGTON LLC EMPLOYEE 401K SAVINGS PLAN 2023 form 5500 responses | ||
---|---|---|
2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | Submission has been amended | No |
2023-01-01 | This submission is the final filing | No |
2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2023-01-01 | Plan is a collectively bargained plan | No |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: BIG RIVER RESOURCES WEST BURLINGTON LLC EMPLOYEE 401K SAVINGS PLAN 2022 form 5500 responses | ||
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: BIG RIVER RESOURCES WEST BURLINGTON LLC EMPLOYEE 401K SAVINGS PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: BIG RIVER RESOURCES WEST BURLINGTON LLC EMPLOYEE 401K SAVINGS PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: BIG RIVER RESOURCES WEST BURLINGTON LLC EMPLOYEE 401K SAVINGS PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: BIG RIVER RESOURCES WEST BURLINGTON LLC EMPLOYEE 401K SAVINGS PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: BIG RIVER RESOURCES WEST BURLINGTON LLC EMPLOYEE 401K SAVINGS PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: BIG RIVER RESOURCES WEST BURLINGTON LLC EMPLOYEE 401K SAVINGS PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: BIG RIVER RESOURCES WEST BURLINGTON LLC EMPLOYEE 401K SAVINGS PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: BIG RIVER RESOURCES WEST BURLINGTON LLC EMPLOYEE 401K SAVINGS PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: BIG RIVER RESOURCES WEST BURLINGTON LLC EMPLOYEE 401K SAVINGS PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | Yes |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: BIG RIVER RESOURCES WEST BURLINGTON LLC EMPLOYEE 401K SAVINGS PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: BIG RIVER RESOURCES WEST BURLINGTON LLC EMPLOYEE 401K SAVINGS PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | Yes |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: BIG RIVER RESOURCES WEST BURLINGTON LLC EMPLOYEE 401K SAVINGS PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |