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MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN 401k Plan overview

Plan NameMOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN
Plan identification number 003

MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

MOUNTAIN WEST FARM BUREAU MUTUAL INSURANCE CO. has sponsored the creation of one or more 401k plans.

Company Name:MOUNTAIN WEST FARM BUREAU MUTUAL INSURANCE CO.
Employer identification number (EIN):830181634
NAIC Classification:524150

Additional information about MOUNTAIN WEST FARM BUREAU MUTUAL INSURANCE CO.

Jurisdiction of Incorporation: Wyoming Corporations Division
Incorporation Date: 1956-12-18
Company Identification Number: 000071555
Legal Registered Office Address: PO Box 1348

Laramie
United States of America (USA)
82073

More information about MOUNTAIN WEST FARM BUREAU MUTUAL INSURANCE CO.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01MELISSA FELDBUSH
0032017-01-01
0032016-01-01DEBBIE MOEWES
0032016-01-01
0032015-01-01DEBBIE MOEWES
0032015-01-01
0032014-01-01DEBBIE MOEWES
0032014-01-01MELISSA FELDBUSH
0032013-01-01DEBBIE MOEWES
0032013-01-01MELISSA FELDBUSH
0032012-01-01DEBBIE MOEWES
0032012-01-01MELISSA FELDBUSH
0032011-01-01DEBBIE MOEWES
0032011-01-01MELISSA FELDBUSH
0032009-01-01DEBBIE MOEWES

Plan Statistics for MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN

401k plan membership statisitcs for MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN

Measure Date Value
2023: MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01320
Total number of active participants reported on line 7a of the Form 55002023-01-01219
Number of retired or separated participants receiving benefits2023-01-012
Number of other retired or separated participants entitled to future benefits2023-01-01113
Total of all active and inactive participants2023-01-01334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-013
Total participants2023-01-01337
Number of participants with account balances2023-01-01289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01319
Total number of active participants reported on line 7a of the Form 55002022-01-01219
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-0191
Total of all active and inactive participants2022-01-01313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-01316
Number of participants with account balances2022-01-01269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01277
Total number of active participants reported on line 7a of the Form 55002021-01-01215
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0198
Total of all active and inactive participants2021-01-01314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-014
Total participants2021-01-01318
Number of participants with account balances2021-01-01275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01272
Total number of active participants reported on line 7a of the Form 55002020-01-01207
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0166
Total of all active and inactive participants2020-01-01273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-01276
Number of participants with account balances2020-01-01226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01282
Total number of active participants reported on line 7a of the Form 55002019-01-01221
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-0148
Total of all active and inactive participants2019-01-01271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01271
Number of participants with account balances2019-01-01222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01278
Total number of active participants reported on line 7a of the Form 55002018-01-01232
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-0146
Total of all active and inactive participants2018-01-01280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01280
Number of participants with account balances2018-01-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01258
Total number of active participants reported on line 7a of the Form 55002017-01-01230
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-0145
Total of all active and inactive participants2017-01-01278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01278
Number of participants with account balances2017-01-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01235
Total number of active participants reported on line 7a of the Form 55002016-01-01216
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0137
Total of all active and inactive participants2016-01-01254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01255
Number of participants with account balances2016-01-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01217
Total number of active participants reported on line 7a of the Form 55002015-01-01196
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0136
Total of all active and inactive participants2015-01-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01233
Number of participants with account balances2015-01-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01209
Total number of active participants reported on line 7a of the Form 55002014-01-01183
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0131
Total of all active and inactive participants2014-01-01215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01215
Number of participants with account balances2014-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01201
Total number of active participants reported on line 7a of the Form 55002013-01-01174
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0130
Total of all active and inactive participants2013-01-01205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01205
Number of participants with account balances2013-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01189
Total number of active participants reported on line 7a of the Form 55002012-01-01177
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0123
Total of all active and inactive participants2012-01-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01200
Number of participants with account balances2012-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01194
Total number of active participants reported on line 7a of the Form 55002011-01-01169
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0120
Total of all active and inactive participants2011-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01189
Number of participants with account balances2011-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01142
Total number of active participants reported on line 7a of the Form 55002009-01-01130
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0111
Total of all active and inactive participants2009-01-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01141
Number of participants with account balances2009-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN

Measure Date Value
2023 : MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN 2023 401k financial data
Total income from all sources (including contributions)2023-12-31$4,501,480
Total of all expenses incurred2023-12-31$810,787
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$755,062
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,519,897
Value of total assets at end of year2023-12-31$20,392,520
Value of total assets at beginning of year2023-12-31$16,701,827
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$55,725
Total interest from all sources2023-12-31$15,086
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$405,479
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$405,479
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$928,165
Participant contributions at end of year2023-12-31$244,450
Participant contributions at beginning of year2023-12-31$337,248
Assets. Other investments not covered elsewhere at end of year2023-12-31$747,818
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$615,621
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$42,648
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$715
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$313
Other income not declared elsewhere2023-12-31$102,657
Total non interest bearing cash at end of year2023-12-31$4,371
Total non interest bearing cash at beginning of year2023-12-31$4,371
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$3,690,693
Value of net assets at end of year (total assets less liabilities)2023-12-31$20,392,520
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$16,701,827
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$19,147,610
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$15,475,570
Interest on participant loans2023-12-31$15,062
Value of interest in common/collective trusts at end of year2023-12-31$246,757
Value of interest in common/collective trusts at beginning of year2023-12-31$244,247
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$799
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$774
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$774
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$24
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$2,452,008
Net investment gain or loss from common/collective trusts2023-12-31$6,353
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$549,084
Employer contributions (assets) at end of year2023-12-31$0
Employer contributions (assets) at beginning of year2023-12-31$23,683
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$755,062
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-31No
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31HAYNIE & COMPANY
Accountancy firm EIN2023-12-31870325228
2022 : MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-1,907,395
Total of all expenses incurred2022-12-31$2,642,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,579,609
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,466,927
Value of total assets at end of year2022-12-31$16,701,827
Value of total assets at beginning of year2022-12-31$21,251,345
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$62,514
Total interest from all sources2022-12-31$13,581
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$297,152
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$297,152
Administrative expenses professional fees incurred2022-12-31$1,100
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$901,769
Participant contributions at end of year2022-12-31$337,248
Participant contributions at beginning of year2022-12-31$315,449
Assets. Other investments not covered elsewhere at end of year2022-12-31$615,621
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$699,539
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$35,923
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$313
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$76
Other income not declared elsewhere2022-12-31$108,529
Administrative expenses (other) incurred2022-12-31$57,227
Total non interest bearing cash at end of year2022-12-31$4,371
Total non interest bearing cash at beginning of year2022-12-31$4,280
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,549,518
Value of net assets at end of year (total assets less liabilities)2022-12-31$16,701,827
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$21,251,345
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
Investment advisory and management fees2022-12-31$4,187
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$15,475,570
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$19,845,321
Interest on participant loans2022-12-31$13,578
Value of interest in common/collective trusts at end of year2022-12-31$244,247
Value of interest in common/collective trusts at beginning of year2022-12-31$385,909
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$774
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$771
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$771
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$3
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,799,323
Net investment gain or loss from common/collective trusts2022-12-31$5,739
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$529,235
Employer contributions (assets) at end of year2022-12-31$23,683
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,579,609
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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 name2022-12-31HAYNIE & COMPANY
Accountancy firm EIN2022-12-31870325228
2021 : MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$4,271,617
Total of all expenses incurred2021-12-31$2,297,275
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,195,074
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,357,259
Value of total assets at end of year2021-12-31$21,251,345
Value of total assets at beginning of year2021-12-31$19,277,003
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$102,201
Total interest from all sources2021-12-31$15,188
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$522,935
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$522,935
Administrative expenses professional fees incurred2021-12-31$13,700
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$816,615
Participant contributions at end of year2021-12-31$315,449
Participant contributions at beginning of year2021-12-31$429,877
Assets. Other investments not covered elsewhere at end of year2021-12-31$699,539
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$799,601
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$79,221
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$76
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$104
Other income not declared elsewhere2021-12-31$155,494
Administrative expenses (other) incurred2021-12-31$72,549
Total non interest bearing cash at end of year2021-12-31$4,280
Total non interest bearing cash at beginning of year2021-12-31$19,661
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,974,342
Value of net assets at end of year (total assets less liabilities)2021-12-31$21,251,345
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$19,277,003
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
Investment advisory and management fees2021-12-31$15,952
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$19,845,321
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$17,647,292
Interest on participant loans2021-12-31$15,188
Value of interest in common/collective trusts at end of year2021-12-31$385,909
Value of interest in common/collective trusts at beginning of year2021-12-31$346,809
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$771
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$923
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$923
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,214,767
Net investment gain or loss from common/collective trusts2021-12-31$5,974
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$461,423
Employer contributions (assets) at beginning of year2021-12-31$32,736
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,195,074
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 name2021-12-31HAYNIE & COMPANY
Accountancy firm EIN2021-12-31870325228
2020 : MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$3,818,979
Total of all expenses incurred2020-12-31$2,464,407
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,378,391
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,400,270
Value of total assets at end of year2020-12-31$19,277,003
Value of total assets at beginning of year2020-12-31$17,922,431
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$86,016
Total interest from all sources2020-12-31$17,431
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$316,305
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$316,305
Administrative expenses professional fees incurred2020-12-31$5,600
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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$853,489
Participant contributions at end of year2020-12-31$429,877
Participant contributions at beginning of year2020-12-31$358,779
Assets. Other investments not covered elsewhere at end of year2020-12-31$799,601
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$766,438
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$34,351
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$104
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$18,105
Other income not declared elsewhere2020-12-31$27,797
Administrative expenses (other) incurred2020-12-31$70,685
Total non interest bearing cash at end of year2020-12-31$19,661
Total non interest bearing cash at beginning of year2020-12-31$5,575
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,354,572
Value of net assets at end of year (total assets less liabilities)2020-12-31$19,277,003
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$17,922,431
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
Investment advisory and management fees2020-12-31$9,731
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$17,647,292
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$16,272,440
Interest on participant loans2020-12-31$17,430
Value of interest in common/collective trusts at end of year2020-12-31$346,809
Value of interest in common/collective trusts at beginning of year2020-12-31$499,705
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$923
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,389
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,389
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,050,666
Net investment gain or loss from common/collective trusts2020-12-31$6,510
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$512,430
Employer contributions (assets) at end of year2020-12-31$32,736
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,378,391
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31HAYNIE & COMPANY
Accountancy firm EIN2020-12-31870325228
2019 : MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$4,708,244
Total of all expenses incurred2019-12-31$2,113,661
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,020,263
Value of total corrective distributions2019-12-31$1,512
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,413,437
Value of total assets at end of year2019-12-31$17,922,431
Value of total assets at beginning of year2019-12-31$15,327,848
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$91,886
Total interest from all sources2019-12-31$17,430
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$352,982
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$352,982
Administrative expenses professional fees incurred2019-12-31$12,915
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
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-interest2019-12-31Yes
Amount of non-exempt transactions with any party-in-interest2019-12-31$13,250
Contributions received from participants2019-12-31$833,252
Participant contributions at end of year2019-12-31$358,779
Participant contributions at beginning of year2019-12-31$378,465
Assets. Other investments not covered elsewhere at end of year2019-12-31$766,438
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$639,287
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$99,844
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$18,105
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$43
Other income not declared elsewhere2019-12-31$111,096
Administrative expenses (other) incurred2019-12-31$69,239
Total non interest bearing cash at end of year2019-12-31$5,575
Total non interest bearing cash at beginning of year2019-12-31$19,170
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$2,594,583
Value of net assets at end of year (total assets less liabilities)2019-12-31$17,922,431
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$15,327,848
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
Investment advisory and management fees2019-12-31$9,732
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$16,272,440
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$13,617,011
Interest on participant loans2019-12-31$17,377
Value of interest in common/collective trusts at end of year2019-12-31$499,705
Value of interest in common/collective trusts at beginning of year2019-12-31$652,099
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,389
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$5,203
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$5,203
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$53
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,798,903
Net investment gain or loss from common/collective trusts2019-12-31$14,396
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$480,341
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$16,570
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,020,263
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
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 name2019-12-31HAYNIE & COMPANY
Accountancy firm EIN2019-12-31870325228
2018 : MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$614,898
Total of all expenses incurred2018-12-31$1,007,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$918,584
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,491,388
Value of total assets at end of year2018-12-31$15,327,848
Value of total assets at beginning of year2018-12-31$15,720,403
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$88,869
Total interest from all sources2018-12-31$13,767
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$389,927
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$389,927
Administrative expenses professional fees incurred2018-12-31$12,890
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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$832,713
Participant contributions at end of year2018-12-31$378,465
Participant contributions at beginning of year2018-12-31$274,640
Assets. Other investments not covered elsewhere at end of year2018-12-31$639,287
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$665,308
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$181,085
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$43
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$17
Other income not declared elsewhere2018-12-31$-43,237
Administrative expenses (other) incurred2018-12-31$66,355
Total non interest bearing cash at end of year2018-12-31$19,170
Total non interest bearing cash at beginning of year2018-12-31$29,327
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-392,555
Value of net assets at end of year (total assets less liabilities)2018-12-31$15,327,848
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$15,720,403
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$9,624
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$13,617,011
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$13,954,568
Interest on participant loans2018-12-31$13,750
Value of interest in common/collective trusts at end of year2018-12-31$652,099
Value of interest in common/collective trusts at beginning of year2018-12-31$790,754
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$5,203
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$5,789
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$5,789
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$17
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,250,939
Net investment gain or loss from common/collective trusts2018-12-31$13,992
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$477,590
Employer contributions (assets) at end of year2018-12-31$16,570
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$918,584
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WILLIAM G. LAJOIE PC
Accountancy firm EIN2018-12-31841001549
2017 : MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$3,381,688
Total of all expenses incurred2017-12-31$459,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$399,813
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,204,087
Value of total assets at end of year2017-12-31$15,720,403
Value of total assets at beginning of year2017-12-31$12,798,023
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$59,495
Total interest from all sources2017-12-31$11,461
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$268,654
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$268,654
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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$761,763
Participant contributions at end of year2017-12-31$274,640
Participant contributions at beginning of year2017-12-31$357,229
Assets. Other investments not covered elsewhere at end of year2017-12-31$665,308
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$359,892
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$17
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$21
Other income not declared elsewhere2017-12-31$47,853
Administrative expenses (other) incurred2017-12-31$54,418
Total non interest bearing cash at end of year2017-12-31$29,327
Total non interest bearing cash at beginning of year2017-12-31$23,933
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$2,922,380
Value of net assets at end of year (total assets less liabilities)2017-12-31$15,720,403
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$12,798,023
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$5,077
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$13,954,568
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$10,957,727
Interest on participant loans2017-12-31$11,455
Value of interest in common/collective trusts at end of year2017-12-31$790,754
Value of interest in common/collective trusts at beginning of year2017-12-31$1,094,055
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$5,789
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$5,166
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$5,166
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$6
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,834,263
Net investment gain or loss from common/collective trusts2017-12-31$15,370
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$442,324
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$399,813
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WILLIAM G. LAJOIE PC
Accountancy firm EIN2017-12-31841001549
2016 : MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$2,188,424
Total of all expenses incurred2016-12-31$319,772
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$261,535
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,294,840
Value of total assets at end of year2016-12-31$12,798,023
Value of total assets at beginning of year2016-12-31$10,929,371
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$58,237
Total interest from all sources2016-12-31$12,308
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$209,290
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$209,290
Administrative expenses professional fees incurred2016-12-31$9,800
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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$765,146
Participant contributions at end of year2016-12-31$357,229
Participant contributions at beginning of year2016-12-31$388,003
Assets. Other investments not covered elsewhere at end of year2016-12-31$359,892
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$411,789
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$78,739
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$21
Other income not declared elsewhere2016-12-31$44,314
Administrative expenses (other) incurred2016-12-31$43,665
Total non interest bearing cash at end of year2016-12-31$23,933
Total non interest bearing cash at beginning of year2016-12-31$25,722
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$1,868,652
Value of net assets at end of year (total assets less liabilities)2016-12-31$12,798,023
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,929,371
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
Investment advisory and management fees2016-12-31$4,772
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$10,957,727
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$9,313,763
Interest on participant loans2016-12-31$12,308
Value of interest in common/collective trusts at end of year2016-12-31$1,094,055
Value of interest in common/collective trusts at beginning of year2016-12-31$780,434
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$5,166
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$9,660
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$9,660
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$614,388
Net investment gain or loss from common/collective trusts2016-12-31$13,284
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$450,955
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$261,535
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31WILLIAM G LAJOIE P.C
Accountancy firm EIN2016-12-31841001549
2015 : MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$1,104,833
Total of all expenses incurred2015-12-31$847,317
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$807,740
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,129,834
Value of total assets at end of year2015-12-31$10,929,371
Value of total assets at beginning of year2015-12-31$10,671,855
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$39,577
Total interest from all sources2015-12-31$11,226
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$197,817
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$197,817
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$709,618
Participant contributions at end of year2015-12-31$388,003
Participant contributions at beginning of year2015-12-31$347,484
Assets. Other investments not covered elsewhere at end of year2015-12-31$411,789
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$375,149
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$10,009
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$32
Other income not declared elsewhere2015-12-31$-23,748
Administrative expenses (other) incurred2015-12-31$39,577
Total non interest bearing cash at end of year2015-12-31$25,722
Total non interest bearing cash at beginning of year2015-12-31$17,581
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$257,516
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,929,371
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,671,855
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$9,313,763
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$9,035,921
Interest on participant loans2015-12-31$11,225
Value of interest in common/collective trusts at end of year2015-12-31$780,434
Value of interest in common/collective trusts at beginning of year2015-12-31$886,132
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$9,660
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$9,556
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$9,556
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-221,816
Net investment gain or loss from common/collective trusts2015-12-31$11,520
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$410,207
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$807,740
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31WILLIAM G LAJOIE P.C.
Accountancy firm EIN2015-12-31841001549
2014 : MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN 2014 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$14,305
Total income from all sources (including contributions)2014-12-31$1,666,279
Total of all expenses incurred2014-12-31$1,920,105
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,893,923
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,080,741
Value of total assets at end of year2014-12-31$10,671,855
Value of total assets at beginning of year2014-12-31$10,939,986
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$26,182
Total interest from all sources2014-12-31$8,535
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$173,421
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$173,421
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$678,950
Participant contributions at end of year2014-12-31$347,484
Participant contributions at beginning of year2014-12-31$239,093
Assets. Other investments not covered elsewhere at end of year2014-12-31$375,149
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$417,438
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$3,101
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$32
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$319
Other income not declared elsewhere2014-12-31$18,889
Administrative expenses (other) incurred2014-12-31$26,182
Total non interest bearing cash at end of year2014-12-31$17,581
Total non interest bearing cash at beginning of year2014-12-31$6,476
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-253,826
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,671,855
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$10,925,681
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$9,035,921
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$9,395,119
Interest on participant loans2014-12-31$8,534
Value of interest in common/collective trusts at end of year2014-12-31$886,132
Value of interest in common/collective trusts at beginning of year2014-12-31$871,986
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$9,556
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$9,555
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$9,555
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$376,006
Net investment gain or loss from common/collective trusts2014-12-31$8,687
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$398,690
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,893,923
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$14,305
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 name2014-12-31WILLIAM G. LAJOIE P.C.
Accountancy firm EIN2014-12-31841001549
2013 : MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$14,305
Total income from all sources (including contributions)2013-12-31$2,699,548
Total of all expenses incurred2013-12-31$689,398
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$687,807
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,093,891
Value of total assets at end of year2013-12-31$10,939,986
Value of total assets at beginning of year2013-12-31$8,915,531
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,591
Total interest from all sources2013-12-31$10,107
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$138,060
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$138,060
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
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$692,815
Participant contributions at end of year2013-12-31$239,093
Participant contributions at beginning of year2013-12-31$266,666
Assets. Other investments not covered elsewhere at end of year2013-12-31$417,438
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$376,710
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$319
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$46
Other income not declared elsewhere2013-12-31$27,447
Administrative expenses (other) incurred2013-12-31$1,591
Total non interest bearing cash at end of year2013-12-31$6,476
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$2,010,150
Value of net assets at end of year (total assets less liabilities)2013-12-31$10,925,681
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,915,531
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$9,395,119
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,301,281
Interest on participant loans2013-12-31$10,106
Value of interest in common/collective trusts at end of year2013-12-31$871,986
Value of interest in common/collective trusts at beginning of year2013-12-31$961,274
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$9,555
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$9,554
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$9,554
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,423,855
Net investment gain or loss from common/collective trusts2013-12-31$6,188
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$401,076
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$687,807
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Liabilities. Value of benefit claims payable at end of year2013-12-31$14,305
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 name2013-12-31WILLIAM G. LAJOIE P.C.
Accountancy firm EIN2013-12-31841001549
2012 : MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN 2012 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$3,668
Total income from all sources (including contributions)2012-12-31$1,899,936
Total of all expenses incurred2012-12-31$582,164
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$580,908
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,008,097
Value of total assets at end of year2012-12-31$8,915,531
Value of total assets at beginning of year2012-12-31$7,601,427
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,256
Total interest from all sources2012-12-31$8,308
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$154,996
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$154,996
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
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$633,986
Participant contributions at end of year2012-12-31$266,666
Participant contributions at beginning of year2012-12-31$234,860
Assets. Other investments not covered elsewhere at end of year2012-12-31$376,710
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$84,639
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$7,693
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$46
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$82
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$3,668
Other income not declared elsewhere2012-12-31$7,327
Administrative expenses (other) incurred2012-12-31$1,256
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$1,317,772
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,915,531
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,597,759
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$7,301,281
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,404,605
Interest on participant loans2012-12-31$8,307
Value of interest in common/collective trusts at end of year2012-12-31$961,274
Value of interest in common/collective trusts at beginning of year2012-12-31$872,333
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$9,554
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$4,908
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$4,908
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$712,084
Net investment gain or loss from common/collective trusts2012-12-31$9,124
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$366,418
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$580,908
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31WILLIAM G. LAJOIE P.C.
Accountancy firm EIN2012-12-31841001549
2011 : MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$3,668
Total income from all sources (including contributions)2011-12-31$1,000,033
Total of all expenses incurred2011-12-31$1,131,064
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,130,034
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,133,119
Value of total assets at end of year2011-12-31$7,601,427
Value of total assets at beginning of year2011-12-31$7,728,790
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,030
Total interest from all sources2011-12-31$8,524
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$120,832
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$120,832
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$675,695
Participant contributions at end of year2011-12-31$234,860
Participant contributions at beginning of year2011-12-31$234,240
Assets. Other investments not covered elsewhere at end of year2011-12-31$84,639
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$74,843
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$80,135
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$82
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$144
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$3,668
Other income not declared elsewhere2011-12-31$-205
Administrative expenses (other) incurred2011-12-31$1,030
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-131,031
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,597,759
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,728,790
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$6,404,605
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,421,560
Interest on participant loans2011-12-31$8,524
Value of interest in common/collective trusts at end of year2011-12-31$872,333
Value of interest in common/collective trusts at beginning of year2011-12-31$996,600
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$4,908
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,403
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,403
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-273,457
Net investment gain or loss from common/collective trusts2011-12-31$11,220
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$377,289
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,130,034
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31WILLIAM G. LAJOIE P.C.
Accountancy firm EIN2011-12-31841001549
2010 : MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN 2010 401k financial data
Total transfer of assets to this plan2010-12-31$52,929
Total income from all sources (including contributions)2010-12-31$2,194,666
Total of all expenses incurred2010-12-31$386,753
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$381,474
Expenses. Certain deemed distributions of participant loans2010-12-31$4,022
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,389,287
Value of total assets at end of year2010-12-31$7,728,790
Value of total assets at beginning of year2010-12-31$5,867,948
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,257
Total interest from all sources2010-12-31$9,475
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$129,378
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$129,378
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$683,132
Participant contributions at end of year2010-12-31$234,240
Participant contributions at beginning of year2010-12-31$163,774
Assets. Other investments not covered elsewhere at end of year2010-12-31$74,843
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$58,749
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$317,446
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$144
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$7,094
Administrative expenses (other) incurred2010-12-31$1,257
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$1,807,913
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,728,790
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,867,948
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$6,421,560
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,796,866
Interest on participant loans2010-12-31$9,475
Value of interest in common/collective trusts at end of year2010-12-31$996,600
Value of interest in common/collective trusts at beginning of year2010-12-31$847,861
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,403
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$698
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$698
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$643,617
Net investment gain or loss from common/collective trusts2010-12-31$15,815
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$388,709
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$381,474
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31WILLIAM G. LAJOIE P.C.
Accountancy firm EIN2010-12-31841001549
2009 : MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS 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 MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN

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

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