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JAMES AVERY CRAFTSMAN, INC. EMPLOYEE 401(K) PLAN 401k Plan overview

Plan NameJAMES AVERY CRAFTSMAN, INC. EMPLOYEE 401(K) PLAN
Plan identification number 002

JAMES AVERY CRAFTSMAN, INC. EMPLOYEE 401(K) PLAN Benefits

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

401k Sponsoring company profile

JAMES AVERY CRAFTSMAN, INC. has sponsored the creation of one or more 401k plans.

Company Name:JAMES AVERY CRAFTSMAN, INC.
Employer identification number (EIN):741535732
NAIC Classification:448310
NAIC Description:Jewelry Stores

Additional information about JAMES AVERY CRAFTSMAN, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1965-09-01
Company Identification Number: 0021672300
Legal Registered Office Address: PO BOX 291367 C/O ACCOUNTING DEPT

KERRVILLE
United States of America (USA)
78029

More information about JAMES AVERY CRAFTSMAN, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES AVERY CRAFTSMAN, INC. EMPLOYEE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01MARGARET GREENSHIELD MARGARET GREENSHIELD2018-09-26
0022016-01-01MARGARET GREENSHIELD MARGARET GREENSHIELD2017-09-08
0022015-01-01MARGARET GREENSHIELD MARGARET GREENSHIELD2016-10-14
0022014-01-01MARGARET GREENSHIELD MARGARET GREENSHIELD2015-10-08
0022013-01-01MARGARET GREENSHIELD MARGARET GREENSHIELD2014-09-16
0022012-01-01MARGARET GREENSHIELD MARGARET GREENSHIELD2013-10-09
0022011-01-01MARGARET GREENSHIELD MARGARET GREENSHIELD2012-10-05
0022010-01-01MARGARET GREENSHIELD MARGARET GREENSHIELD2011-10-04
0022009-01-01MARGARET GREENSHIELD MARGARET GREENSHIELD2010-10-15

Plan Statistics for JAMES AVERY CRAFTSMAN, INC. EMPLOYEE 401(K) PLAN

401k plan membership statisitcs for JAMES AVERY CRAFTSMAN, INC. EMPLOYEE 401(K) PLAN

Measure Date Value
2023: JAMES AVERY CRAFTSMAN, INC. EMPLOYEE 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-012,276
Total number of active participants reported on line 7a of the Form 55002023-01-011,829
Number of retired or separated participants receiving benefits2023-01-013
Number of other retired or separated participants entitled to future benefits2023-01-01352
Total of all active and inactive participants2023-01-012,184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0114
Total participants2023-01-012,198
Number of participants with account balances2023-01-012,180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: JAMES AVERY CRAFTSMAN, INC. EMPLOYEE 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,111
Total number of active participants reported on line 7a of the Form 55002022-01-011,683
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-01316
Total of all active and inactive participants2022-01-012,002
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0112
Total participants2022-01-012,014
Number of participants with account balances2022-01-011,991
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: JAMES AVERY CRAFTSMAN, INC. EMPLOYEE 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,951
Total number of active participants reported on line 7a of the Form 55002021-01-011,419
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-01340
Total of all active and inactive participants2021-01-011,760
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0112
Total participants2021-01-011,772
Number of participants with account balances2021-01-011,752
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: JAMES AVERY CRAFTSMAN, INC. EMPLOYEE 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,054
Total number of active participants reported on line 7a of the Form 55002020-01-011,525
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01289
Total of all active and inactive participants2020-01-011,814
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-019
Total participants2020-01-011,823
Number of participants with account balances2020-01-011,802
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: JAMES AVERY CRAFTSMAN, INC. EMPLOYEE 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,974
Total number of active participants reported on line 7a of the Form 55002019-01-011,647
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01274
Total of all active and inactive participants2019-01-011,921
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0112
Total participants2019-01-011,933
Number of participants with account balances2019-01-011,919
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: JAMES AVERY CRAFTSMAN, INC. EMPLOYEE 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,721
Total number of active participants reported on line 7a of the Form 55002018-01-011,496
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01275
Total of all active and inactive participants2018-01-011,771
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-019
Total participants2018-01-011,780
Number of participants with account balances2018-01-011,721
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: JAMES AVERY CRAFTSMAN, INC. EMPLOYEE 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,670
Total number of active participants reported on line 7a of the Form 55002017-01-011,384
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01205
Total of all active and inactive participants2017-01-011,589
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0110
Total participants2017-01-011,599
Number of participants with account balances2017-01-011,581
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: JAMES AVERY CRAFTSMAN, INC. EMPLOYEE 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,591
Total number of active participants reported on line 7a of the Form 55002016-01-011,382
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01200
Total of all active and inactive participants2016-01-011,582
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-019
Total participants2016-01-011,591
Number of participants with account balances2016-01-011,443
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: JAMES AVERY CRAFTSMAN, INC. EMPLOYEE 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,374
Total number of active participants reported on line 7a of the Form 55002015-01-011,196
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01191
Total of all active and inactive participants2015-01-011,387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-015
Total participants2015-01-011,392
Number of participants with account balances2015-01-011,278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: JAMES AVERY CRAFTSMAN, INC. EMPLOYEE 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,240
Total number of active participants reported on line 7a of the Form 55002014-01-011,113
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01141
Total of all active and inactive participants2014-01-011,254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-015
Total participants2014-01-011,259
Number of participants with account balances2014-01-011,017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: JAMES AVERY CRAFTSMAN, INC. EMPLOYEE 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,273
Total number of active participants reported on line 7a of the Form 55002013-01-01993
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0196
Total of all active and inactive participants2013-01-011,089
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-011,092
Number of participants with account balances2013-01-01901
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: JAMES AVERY CRAFTSMAN, INC. EMPLOYEE 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,145
Total number of active participants reported on line 7a of the Form 55002012-01-011,058
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01115
Total of all active and inactive participants2012-01-011,173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-011,176
Number of participants with account balances2012-01-01950
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: JAMES AVERY CRAFTSMAN, INC. EMPLOYEE 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,096
Total number of active participants reported on line 7a of the Form 55002011-01-01987
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0175
Total of all active and inactive participants2011-01-011,062
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-011,065
Number of participants with account balances2011-01-01895
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: JAMES AVERY CRAFTSMAN, INC. EMPLOYEE 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,035
Total number of active participants reported on line 7a of the Form 55002010-01-01956
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0164
Total of all active and inactive participants2010-01-011,020
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-013
Total participants2010-01-011,023
Number of participants with account balances2010-01-01905
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: JAMES AVERY CRAFTSMAN, INC. EMPLOYEE 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,050
Total number of active participants reported on line 7a of the Form 55002009-01-01979
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0156
Total of all active and inactive participants2009-01-011,035
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,035
Number of participants with account balances2009-01-01932
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on JAMES AVERY CRAFTSMAN, INC. EMPLOYEE 401(K) PLAN

Measure Date Value
2023 : JAMES AVERY CRAFTSMAN, INC. EMPLOYEE 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$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$33,539,310
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$9,563,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$9,520,325
Expenses. Certain deemed distributions of participant loans2023-12-31$1,963
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$15,410,748
Value of total assets at end of year2023-12-31$126,818,864
Value of total assets at beginning of year2023-12-31$102,842,717
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$40,875
Total interest from all sources2023-12-31$99,877
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$308,836
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$308,836
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$7,953,045
Participant contributions at end of year2023-12-31$1,702,090
Participant contributions at beginning of year2023-12-31$1,605,808
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$225,138
Other income not declared elsewhere2023-12-31$764
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$23,976,147
Value of net assets at end of year (total assets less liabilities)2023-12-31$126,818,864
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$102,842,717
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$18,983,193
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$14,222,153
Interest on participant loans2023-12-31$99,877
Value of interest in common/collective trusts at end of year2023-12-31$102,483,334
Value of interest in common/collective trusts at beginning of year2023-12-31$84,404,621
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$2,999,980
Net investment gain or loss from common/collective trusts2023-12-31$14,719,105
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$7,232,565
Employer contributions (assets) at end of year2023-12-31$3,650,247
Employer contributions (assets) at beginning of year2023-12-31$2,610,135
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$9,520,325
Contract administrator fees2023-12-31$40,875
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31RSM US LLP
Accountancy firm EIN2023-12-31420714325
2022 : JAMES AVERY CRAFTSMAN, INC. EMPLOYEE 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-5,953,218
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$8,840,175
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$8,803,153
Expenses. Certain deemed distributions of participant loans2022-12-31$1,666
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$13,486,424
Value of total assets at end of year2022-12-31$102,842,717
Value of total assets at beginning of year2022-12-31$117,636,110
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$35,356
Total interest from all sources2022-12-31$65,631
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$243,730
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$243,730
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$7,397,895
Participant contributions at end of year2022-12-31$1,605,808
Participant contributions at beginning of year2022-12-31$1,393,042
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$145,440
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$604
Other income not declared elsewhere2022-12-31$17,132
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-14,793,393
Value of net assets at end of year (total assets less liabilities)2022-12-31$102,842,717
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$117,636,110
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$14,222,153
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$15,833,965
Interest on participant loans2022-12-31$65,631
Value of interest in common/collective trusts at end of year2022-12-31$84,404,621
Value of interest in common/collective trusts at beginning of year2022-12-31$95,086,460
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,394,906
Net investment gain or loss from common/collective trusts2022-12-31$-16,371,229
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$5,943,089
Employer contributions (assets) at end of year2022-12-31$2,610,135
Employer contributions (assets) at beginning of year2022-12-31$5,322,643
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$8,802,549
Contract administrator fees2022-12-31$35,356
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31RSM US LLP
Accountancy firm EIN2022-12-31420714325
2021 : JAMES AVERY CRAFTSMAN, INC. EMPLOYEE 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$33,123,534
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$14,063,033
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$14,030,045
Expenses. Certain deemed distributions of participant loans2021-12-31$1,419
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$19,219,194
Value of total assets at end of year2021-12-31$117,636,110
Value of total assets at beginning of year2021-12-31$98,575,609
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$31,569
Total interest from all sources2021-12-31$60,881
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$217,638
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$217,638
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$6,537,676
Participant contributions at end of year2021-12-31$1,393,042
Participant contributions at beginning of year2021-12-31$1,073,099
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$518,897
Other income not declared elsewhere2021-12-31$137
Administrative expenses (other) incurred2021-12-31$9,571
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$19,060,501
Value of net assets at end of year (total assets less liabilities)2021-12-31$117,636,110
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$98,575,609
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$15,833,965
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$14,680,390
Interest on participant loans2021-12-31$60,881
Value of interest in common/collective trusts at end of year2021-12-31$95,086,460
Value of interest in common/collective trusts at beginning of year2021-12-31$82,822,120
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,433,917
Net investment gain or loss from common/collective trusts2021-12-31$11,191,767
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$12,162,621
Employer contributions (assets) at end of year2021-12-31$5,322,643
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$14,030,045
Contract administrator fees2021-12-31$21,998
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31RSM US LLP
Accountancy firm EIN2021-12-31420714325
2020 : JAMES AVERY CRAFTSMAN, INC. EMPLOYEE 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$21,204,723
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$7,931,925
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,904,332
Expenses. Certain deemed distributions of participant loans2020-12-31$-3,280
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$8,348,597
Value of total assets at end of year2020-12-31$98,575,609
Value of total assets at beginning of year2020-12-31$85,302,811
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$30,873
Total interest from all sources2020-12-31$38,664
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$227,713
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$227,713
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$5,430,999
Participant contributions at end of year2020-12-31$1,073,099
Participant contributions at beginning of year2020-12-31$653,210
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$236,995
Other income not declared elsewhere2020-12-31$2,341
Administrative expenses (other) incurred2020-12-31$30,873
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$13,272,798
Value of net assets at end of year (total assets less liabilities)2020-12-31$98,575,609
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$85,302,811
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$14,680,390
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$11,640,406
Interest on participant loans2020-12-31$38,664
Value of interest in common/collective trusts at end of year2020-12-31$82,822,120
Value of interest in common/collective trusts at beginning of year2020-12-31$73,009,195
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,795,628
Net investment gain or loss from common/collective trusts2020-12-31$10,791,780
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,680,603
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$7,904,332
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31RSM US LLP
Accountancy firm EIN2020-12-31420714325
2019 : JAMES AVERY CRAFTSMAN, INC. EMPLOYEE 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$26,298,177
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,749,070
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,707,670
Expenses. Certain deemed distributions of participant loans2019-12-31$3,280
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$11,958,123
Value of total assets at end of year2019-12-31$85,302,811
Value of total assets at beginning of year2019-12-31$63,753,704
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$38,120
Total interest from all sources2019-12-31$30,921
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$258,371
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$258,371
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$6,171,838
Participant contributions at end of year2019-12-31$653,210
Participant contributions at beginning of year2019-12-31$522,109
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$54,547
Other income not declared elsewhere2019-12-31$226
Administrative expenses (other) incurred2019-12-31$38,120
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$21,549,107
Value of net assets at end of year (total assets less liabilities)2019-12-31$85,302,811
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$63,753,704
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,640,406
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$11,765,485
Interest on participant loans2019-12-31$30,917
Interest earned on other investments2019-12-31$4
Value of interest in common/collective trusts at end of year2019-12-31$73,009,195
Value of interest in common/collective trusts at beginning of year2019-12-31$51,466,110
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,518,116
Net investment gain or loss from common/collective trusts2019-12-31$11,532,420
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$5,731,738
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,707,670
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm EIN2019-12-31420714325
2018 : JAMES AVERY CRAFTSMAN, INC. EMPLOYEE 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Expenses. Interest paid2018-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$0
Total income from all sources (including contributions)2018-12-31$6,936,944
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,564,493
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,535,604
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$11,091,945
Value of total assets at end of year2018-12-31$63,753,704
Value of total assets at beginning of year2018-12-31$59,381,253
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$28,889
Total interest from all sources2018-12-31$22,697
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$226,398
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$226,398
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$5,305,817
Participant contributions at end of year2018-12-31$522,109
Participant contributions at beginning of year2018-12-31$390,756
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$662,103
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Other income not declared elsewhere2018-12-31$15
Administrative expenses (other) incurred2018-12-31$28,889
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$4,372,451
Value of net assets at end of year (total assets less liabilities)2018-12-31$63,753,704
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$59,381,253
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$11,765,485
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$12,981,665
Interest on participant loans2018-12-31$22,697
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$0
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$51,466,110
Value of interest in common/collective trusts at beginning of year2018-12-31$46,008,832
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,335,797
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$-3,068,314
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$5,124,025
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,535,604
Contract administrator fees2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31RSM US LLP
Accountancy firm EIN2018-12-31420714325
2017 : JAMES AVERY CRAFTSMAN, INC. EMPLOYEE 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$17,455,276
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,723,800
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,695,992
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$9,062,575
Value of total assets at end of year2017-12-31$59,381,253
Value of total assets at beginning of year2017-12-31$46,649,777
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$27,808
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$17,103
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$199,651
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$199,651
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$4,269,240
Participant contributions at end of year2017-12-31$390,756
Participant contributions at beginning of year2017-12-31$387,204
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$364,478
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Other income not declared elsewhere2017-12-31$6
Administrative expenses (other) incurred2017-12-31$27,808
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$12,731,476
Value of net assets at end of year (total assets less liabilities)2017-12-31$59,381,253
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$46,649,777
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$12,981,665
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$43,076,895
Interest on participant loans2017-12-31$17,103
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$0
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$46,008,832
Value of interest in common/collective trusts at beginning of year2017-12-31$3,185,678
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$5,903,019
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$2,272,922
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$4,428,857
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,695,992
Contract administrator fees2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31RSM US LLP
Accountancy firm EIN2017-12-31420714325
2016 : JAMES AVERY CRAFTSMAN, INC. EMPLOYEE 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$11,170,398
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,741,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,722,303
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$8,251,872
Value of total assets at end of year2016-12-31$46,649,777
Value of total assets at beginning of year2016-12-31$37,220,728
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$19,046
Total interest from all sources2016-12-31$15,804
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$680,504
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$680,504
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,417,423
Participant contributions at end of year2016-12-31$387,204
Participant contributions at beginning of year2016-12-31$308,180
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$523,641
Other income not declared elsewhere2016-12-31$1,524
Administrative expenses (other) incurred2016-12-31$19,046
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$9,429,049
Value of net assets at end of year (total assets less liabilities)2016-12-31$46,649,777
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$37,220,728
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$43,076,895
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$34,293,102
Interest on participant loans2016-12-31$15,804
Value of interest in common/collective trusts at end of year2016-12-31$3,185,678
Value of interest in common/collective trusts at beginning of year2016-12-31$2,619,446
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,169,473
Net investment gain or loss from common/collective trusts2016-12-31$51,221
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$4,310,808
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,722,303
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31RSM US LLP
Accountancy firm EIN2016-12-31420714325
2015 : JAMES AVERY CRAFTSMAN, INC. EMPLOYEE 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$6,473,479
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,052,465
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,993,409
Value of total corrective distributions2015-12-31$49,046
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$6,729,701
Value of total assets at end of year2015-12-31$37,220,728
Value of total assets at beginning of year2015-12-31$32,799,714
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$10,010
Total interest from all sources2015-12-31$12,400
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$555,122
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$555,122
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,926,198
Participant contributions at end of year2015-12-31$308,180
Participant contributions at beginning of year2015-12-31$286,225
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$13,153
Other income not declared elsewhere2015-12-31$34
Administrative expenses (other) incurred2015-12-31$10,010
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$4,421,014
Value of net assets at end of year (total assets less liabilities)2015-12-31$37,220,728
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$32,799,714
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$34,293,102
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$30,183,577
Interest on participant loans2015-12-31$12,400
Value of interest in common/collective trusts at end of year2015-12-31$2,619,446
Value of interest in common/collective trusts at beginning of year2015-12-31$2,329,912
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-859,688
Net investment gain or loss from common/collective trusts2015-12-31$35,910
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$3,790,350
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,993,409
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PADGETT STRATEMAN
Accountancy firm EIN2015-12-31741650885
2014 : JAMES AVERY CRAFTSMAN, INC. EMPLOYEE 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$5,196,069
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,127,862
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,083,291
Value of total corrective distributions2014-12-31$39,535
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,756,780
Value of total assets at end of year2014-12-31$32,799,714
Value of total assets at beginning of year2014-12-31$29,731,507
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,036
Total interest from all sources2014-12-31$11,778
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,321,563
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,321,563
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,378,480
Participant contributions at end of year2014-12-31$286,225
Participant contributions at beginning of year2014-12-31$281,156
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$21,409
Administrative expenses (other) incurred2014-12-31$5,036
Total non interest bearing cash at beginning of year2014-12-31$7,261
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$3,068,207
Value of net assets at end of year (total assets less liabilities)2014-12-31$32,799,714
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$29,731,507
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$30,183,577
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$21,745,894
Interest on participant loans2014-12-31$11,778
Value of interest in common/collective trusts at end of year2014-12-31$2,329,912
Value of interest in common/collective trusts at beginning of year2014-12-31$7,697,196
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$34,047
Net investment gain or loss from common/collective trusts2014-12-31$71,901
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,356,891
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,083,291
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PADGETT STRATEMAN
Accountancy firm EIN2014-12-31741650885
2013 : JAMES AVERY CRAFTSMAN, INC. EMPLOYEE 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$7,238,814
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,358,972
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,353,009
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,176,847
Value of total assets at end of year2013-12-31$29,731,507
Value of total assets at beginning of year2013-12-31$23,851,665
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,963
Total interest from all sources2013-12-31$10,252
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$876,752
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$876,752
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,988,454
Participant contributions at end of year2013-12-31$281,156
Participant contributions at beginning of year2013-12-31$189,675
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$154,887
Other income not declared elsewhere2013-12-31$211
Administrative expenses (other) incurred2013-12-31$5,963
Total non interest bearing cash at end of year2013-12-31$7,261
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$5,879,842
Value of net assets at end of year (total assets less liabilities)2013-12-31$29,731,507
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$23,851,665
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$21,745,894
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$17,044,892
Interest on participant loans2013-12-31$10,252
Value of interest in common/collective trusts at end of year2013-12-31$7,697,196
Value of interest in common/collective trusts at beginning of year2013-12-31$6,617,098
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,065,839
Net investment gain or loss from common/collective trusts2013-12-31$108,913
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,033,506
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,353,009
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PADGETT STRATEMANN
Accountancy firm EIN2013-12-31741650885
2012 : JAMES AVERY CRAFTSMAN, INC. EMPLOYEE 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$4,883,894
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$934,168
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$918,405
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,758,534
Value of total assets at end of year2012-12-31$23,851,665
Value of total assets at beginning of year2012-12-31$19,901,939
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$15,763
Total interest from all sources2012-12-31$6,977
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$565,413
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$565,413
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,792,207
Participant contributions at end of year2012-12-31$189,675
Participant contributions at beginning of year2012-12-31$132,222
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$5,000
Other income not declared elsewhere2012-12-31$519
Administrative expenses (other) incurred2012-12-31$15,763
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,949,726
Value of net assets at end of year (total assets less liabilities)2012-12-31$23,851,665
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$19,901,939
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$17,044,892
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$13,460,293
Interest on participant loans2012-12-31$6,977
Value of interest in common/collective trusts at end of year2012-12-31$6,617,098
Value of interest in common/collective trusts at beginning of year2012-12-31$6,309,424
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,433,084
Net investment gain or loss from common/collective trusts2012-12-31$119,367
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$961,327
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$918,405
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PADGETT STRATEMAN
Accountancy firm EIN2012-12-31741650885
2011 : JAMES AVERY CRAFTSMAN, INC. EMPLOYEE 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,620,711
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,086,167
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,050,213
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,616,835
Value of total assets at end of year2011-12-31$19,901,939
Value of total assets at beginning of year2011-12-31$18,367,395
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$35,954
Total interest from all sources2011-12-31$4,398
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$270,340
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$270,340
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,691,463
Participant contributions at end of year2011-12-31$132,222
Participant contributions at beginning of year2011-12-31$77,313
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$177
Other income not declared elsewhere2011-12-31$14,134
Administrative expenses (other) incurred2011-12-31$35,954
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,534,544
Value of net assets at end of year (total assets less liabilities)2011-12-31$19,901,939
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$18,367,395
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$13,460,293
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$12,498,487
Interest on participant loans2011-12-31$4,398
Value of interest in common/collective trusts at end of year2011-12-31$6,309,424
Value of interest in common/collective trusts at beginning of year2011-12-31$5,791,595
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-415,729
Net investment gain or loss from common/collective trusts2011-12-31$130,733
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$925,195
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,050,213
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PADGETT STRATEMAN
Accountancy firm EIN2011-12-31741650885
2010 : JAMES AVERY CRAFTSMAN, INC. EMPLOYEE 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$4,314,955
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,053,380
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,032,107
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,617,998
Value of total assets at end of year2010-12-31$18,367,395
Value of total assets at beginning of year2010-12-31$15,105,820
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$21,273
Total interest from all sources2010-12-31$2,683
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$196,912
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$196,912
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,691,903
Participant contributions at end of year2010-12-31$77,313
Participant contributions at beginning of year2010-12-31$46,757
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$25,110
Administrative expenses (other) incurred2010-12-31$21,273
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$3,261,575
Value of net assets at end of year (total assets less liabilities)2010-12-31$18,367,395
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$15,105,820
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$12,498,487
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$10,285,378
Interest on participant loans2010-12-31$2,683
Value of interest in common/collective trusts at end of year2010-12-31$5,791,595
Value of interest in common/collective trusts at beginning of year2010-12-31$4,773,685
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,350,120
Net investment gain or loss from common/collective trusts2010-12-31$147,242
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$900,985
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,032,107
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PADGETT, STRATEMANN
Accountancy firm EIN2010-12-31741650885
2009 : JAMES AVERY CRAFTSMAN, INC. EMPLOYEE 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for JAMES AVERY CRAFTSMAN, INC. EMPLOYEE 401(K) PLAN

2023: JAMES AVERY CRAFTSMAN, INC. EMPLOYEE 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: JAMES AVERY CRAFTSMAN, INC. EMPLOYEE 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: JAMES AVERY CRAFTSMAN, INC. EMPLOYEE 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: JAMES AVERY CRAFTSMAN, INC. EMPLOYEE 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JAMES AVERY CRAFTSMAN, INC. EMPLOYEE 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JAMES AVERY CRAFTSMAN, INC. EMPLOYEE 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JAMES AVERY CRAFTSMAN, INC. EMPLOYEE 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JAMES AVERY CRAFTSMAN, INC. EMPLOYEE 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JAMES AVERY CRAFTSMAN, INC. EMPLOYEE 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JAMES AVERY CRAFTSMAN, INC. EMPLOYEE 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JAMES AVERY CRAFTSMAN, INC. EMPLOYEE 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JAMES AVERY CRAFTSMAN, INC. EMPLOYEE 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JAMES AVERY CRAFTSMAN, INC. EMPLOYEE 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: JAMES AVERY CRAFTSMAN, INC. EMPLOYEE 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: JAMES AVERY CRAFTSMAN, INC. EMPLOYEE 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51868-1
Policy instance 1
Insurance contract or identification numberSF 51868-1
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-04-03
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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