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GILMAN INV LLC PP FOR HRLY EES AT EASTMAN, FITZGERALD, LAKE BUTLER, MCDOWELL, PERRY LUMBER & TRUCKING DIVISIONS 401k Plan overview

Plan NameGILMAN INV LLC PP FOR HRLY EES AT EASTMAN, FITZGERALD, LAKE BUTLER, MCDOWELL, PERRY LUMBER & TRUCKING DIVISIONS
Plan identification number 006

GILMAN INV LLC PP FOR HRLY EES AT EASTMAN, FITZGERALD, LAKE BUTLER, MCDOWELL, PERRY LUMBER & TRUCKING DIVISIONS Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

GILMAN INVESTMENT LLC has sponsored the creation of one or more 401k plans.

Company Name:GILMAN INVESTMENT LLC
Employer identification number (EIN):134154888
NAIC Classification:321110

Additional information about GILMAN INVESTMENT LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 3347065

More information about GILMAN INVESTMENT LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GILMAN INV LLC PP FOR HRLY EES AT EASTMAN, FITZGERALD, LAKE BUTLER, MCDOWELL, PERRY LUMBER & TRUCKING DIVISIONS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0062016-01-01MARY F SLAUGHTER
0062015-01-01MARY F SLAUGHTER
0062014-01-01BOBBY STRICKLAND
0062013-01-01BOBBY STRICKLAND BOBBY STRICKLAND2015-06-15
0062012-01-01BOBBY STRICKLAND
0062011-01-01BOBBY STRICKLAND BOBBY STRICKLAND2012-10-03
0062009-01-01HAROLD LEVINE
0062009-01-01HAROLD LEVINE

Plan Statistics for GILMAN INV LLC PP FOR HRLY EES AT EASTMAN, FITZGERALD, LAKE BUTLER, MCDOWELL, PERRY LUMBER & TRUCKING DIVISIONS

401k plan membership statisitcs for GILMAN INV LLC PP FOR HRLY EES AT EASTMAN, FITZGERALD, LAKE BUTLER, MCDOWELL, PERRY LUMBER & TRUCKING DIVISIONS

Measure Date Value
2016: GILMAN INV LLC PP FOR HRLY EES AT EASTMAN, FITZGERALD, LAKE BUTLER, MCDOWELL, PERRY LUMBER & TRUCKING DIVISIONS 2016 401k membership
Market value of plan assets2016-12-3110,971,730
Acturial value of plan assets2016-12-3111,401,549
Funding target for retired participants and beneficiaries receiving payment2016-12-314,239,484
Number of terminated vested participants2016-12-31161
Fundng target for terminated vested participants2016-12-312,054,016
Active participant vested funding target2016-12-314,289,001
Number of active participants2016-12-31328
Total funding liabilities for active participants2016-12-314,892,975
Total participant count2016-12-31662
Total funding target for all participants2016-12-3111,186,475
Total employer contributions2016-12-3171,885
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-3164,835
Minimum required contributions for current year target normal cost2016-12-31279,909
Total funding amount beforereflecting carryover/prefunding balances2016-12-3164,835
Additional cash requirement2016-12-3164,835
Contributions allocatedtoward minimum required contributions for current year2016-12-3164,835
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01597
Total number of active participants reported on line 7a of the Form 55002016-01-01265
Number of retired or separated participants receiving benefits2016-01-01163
Number of other retired or separated participants entitled to future benefits2016-01-01137
Total of all active and inactive participants2016-01-01565
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0125
Total participants2016-01-01590
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0143
2015: GILMAN INV LLC PP FOR HRLY EES AT EASTMAN, FITZGERALD, LAKE BUTLER, MCDOWELL, PERRY LUMBER & TRUCKING DIVISIONS 2015 401k membership
Total participants, beginning-of-year2015-01-01586
Total number of active participants reported on line 7a of the Form 55002015-01-01264
Number of retired or separated participants receiving benefits2015-01-01153
Number of other retired or separated participants entitled to future benefits2015-01-01159
Total of all active and inactive participants2015-01-01576
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0121
Total participants2015-01-01597
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0150
2014: GILMAN INV LLC PP FOR HRLY EES AT EASTMAN, FITZGERALD, LAKE BUTLER, MCDOWELL, PERRY LUMBER & TRUCKING DIVISIONS 2014 401k membership
Total participants, beginning-of-year2014-01-01578
Total number of active participants reported on line 7a of the Form 55002014-01-01259
Number of retired or separated participants receiving benefits2014-01-01135
Number of other retired or separated participants entitled to future benefits2014-01-01173
Total of all active and inactive participants2014-01-01567
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0119
Total participants2014-01-01586
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0134
2013: GILMAN INV LLC PP FOR HRLY EES AT EASTMAN, FITZGERALD, LAKE BUTLER, MCDOWELL, PERRY LUMBER & TRUCKING DIVISIONS 2013 401k membership
Total participants, beginning-of-year2013-01-01602
Total number of active participants reported on line 7a of the Form 55002013-01-01257
Number of retired or separated participants receiving benefits2013-01-01130
Number of other retired or separated participants entitled to future benefits2013-01-01173
Total of all active and inactive participants2013-01-01560
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0118
Total participants2013-01-01578
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0131
2012: GILMAN INV LLC PP FOR HRLY EES AT EASTMAN, FITZGERALD, LAKE BUTLER, MCDOWELL, PERRY LUMBER & TRUCKING DIVISIONS 2012 401k membership
Total participants, beginning-of-year2012-01-01585
Total number of active participants reported on line 7a of the Form 55002012-01-01269
Number of retired or separated participants receiving benefits2012-01-01115
Number of other retired or separated participants entitled to future benefits2012-01-01197
Total of all active and inactive participants2012-01-01581
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0121
Total participants2012-01-01602
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0118
2011: GILMAN INV LLC PP FOR HRLY EES AT EASTMAN, FITZGERALD, LAKE BUTLER, MCDOWELL, PERRY LUMBER & TRUCKING DIVISIONS 2011 401k membership
Total participants, beginning-of-year2011-01-01610
Total number of active participants reported on line 7a of the Form 55002011-01-01255
Number of retired or separated participants receiving benefits2011-01-01100
Number of other retired or separated participants entitled to future benefits2011-01-01210
Total of all active and inactive participants2011-01-01565
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0120
Total participants2011-01-01585
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0125
2009: GILMAN INV LLC PP FOR HRLY EES AT EASTMAN, FITZGERALD, LAKE BUTLER, MCDOWELL, PERRY LUMBER & TRUCKING DIVISIONS 2009 401k membership
Total participants, beginning-of-year2009-01-01605
Total number of active participants reported on line 7a of the Form 55002009-01-01241
Number of retired or separated participants receiving benefits2009-01-0179
Number of other retired or separated participants entitled to future benefits2009-01-01235
Total of all active and inactive participants2009-01-01555
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0111
Total participants2009-01-01566
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0131

Financial Data on GILMAN INV LLC PP FOR HRLY EES AT EASTMAN, FITZGERALD, LAKE BUTLER, MCDOWELL, PERRY LUMBER & TRUCKING DIVISIONS

Measure Date Value
2016 : GILMAN INV LLC PP FOR HRLY EES AT EASTMAN, FITZGERALD, LAKE BUTLER, MCDOWELL, PERRY LUMBER & TRUCKING DIVISIONS 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$8,256
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$25,522
Total income from all sources (including contributions)2016-12-31$997,378
Total of all expenses incurred2016-12-31$477,367
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$429,476
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$71,885
Value of total assets at end of year2016-12-31$11,499,997
Value of total assets at beginning of year2016-12-31$10,997,252
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$47,891
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$154
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$154
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Liabilities. Value of operating payables at end of year2016-12-31$8,256
Liabilities. Value of operating payables at beginning of year2016-12-31$25,522
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$520,011
Value of net assets at end of year (total assets less liabilities)2016-12-31$11,491,741
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,971,730
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$47,891
Value of interest in master investment trust accounts at end of year2016-12-31$11,428,112
Value of interest in master investment trust accounts at beginning of year2016-12-31$10,997,252
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$71,885
Employer contributions (assets) at end of year2016-12-31$71,885
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$429,476
Did the plan have assets held for investment2016-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2016-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2016-12-31560747981
2015 : GILMAN INV LLC PP FOR HRLY EES AT EASTMAN, FITZGERALD, LAKE BUTLER, MCDOWELL, PERRY LUMBER & TRUCKING DIVISIONS 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$25,522
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$32,235
Total income from all sources (including contributions)2015-12-31$-23,171
Total of all expenses incurred2015-12-31$497,094
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$419,642
Value of total assets at end of year2015-12-31$10,997,252
Value of total assets at beginning of year2015-12-31$11,524,230
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$77,452
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$4,052
Liabilities. Value of operating payables at end of year2015-12-31$25,522
Liabilities. Value of operating payables at beginning of year2015-12-31$32,235
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-520,265
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,971,730
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$11,491,995
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
Investment advisory and management fees2015-12-31$77,452
Value of interest in master investment trust accounts at end of year2015-12-31$10,997,252
Value of interest in master investment trust accounts at beginning of year2015-12-31$10,970,178
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
Employer contributions (assets) at beginning of year2015-12-31$550,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$419,642
Did the plan have assets held for investment2015-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2015-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2015-12-31560747981
2014 : GILMAN INV LLC PP FOR HRLY EES AT EASTMAN, FITZGERALD, LAKE BUTLER, MCDOWELL, PERRY LUMBER & TRUCKING DIVISIONS 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$32,235
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$9,770
Total income from all sources (including contributions)2014-12-31$1,669,886
Total of all expenses incurred2014-12-31$442,116
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$389,483
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$550,000
Value of total assets at end of year2014-12-31$11,524,230
Value of total assets at beginning of year2014-12-31$10,273,995
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$52,633
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$4,052
Liabilities. Value of operating payables at end of year2014-12-31$32,235
Liabilities. Value of operating payables at beginning of year2014-12-31$9,770
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$1,227,770
Value of net assets at end of year (total assets less liabilities)2014-12-31$11,491,995
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$10,264,225
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
Investment advisory and management fees2014-12-31$52,633
Value of interest in master investment trust accounts at end of year2014-12-31$10,970,178
Value of interest in master investment trust accounts at beginning of year2014-12-31$8,435,258
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$550,000
Employer contributions (assets) at end of year2014-12-31$550,000
Employer contributions (assets) at beginning of year2014-12-31$1,838,737
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$389,483
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 name2014-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2014-12-31134008324
2013 : GILMAN INV LLC PP FOR HRLY EES AT EASTMAN, FITZGERALD, LAKE BUTLER, MCDOWELL, PERRY LUMBER & TRUCKING DIVISIONS 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$9,770
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$5,581
Total income from all sources (including contributions)2013-12-31$3,230,814
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$663,093
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$625,619
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,693,737
Value of total assets at end of year2013-12-31$10,273,995
Value of total assets at beginning of year2013-12-31$7,702,085
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$37,474
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31No
Value of fidelity bond cover2013-12-31$5,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2013-12-310
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Liabilities. Value of operating payables at end of year2013-12-31$9,770
Liabilities. Value of operating payables at beginning of year2013-12-31$5,581
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$2,567,721
Value of net assets at end of year (total assets less liabilities)2013-12-31$10,264,225
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,696,504
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$37,474
Value of interest in master investment trust accounts at end of year2013-12-31$8,435,258
Value of interest in master investment trust accounts at beginning of year2013-12-31$7,168,222
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$2,693,737
Employer contributions (assets) at end of year2013-12-31$1,838,737
Employer contributions (assets) at beginning of year2013-12-31$533,863
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$625,619
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 name2013-12-31PRICEWATERHOUSECOOPERS, LLP
Accountancy firm EIN2013-12-31134008324
2012 : GILMAN INV LLC PP FOR HRLY EES AT EASTMAN, FITZGERALD, LAKE BUTLER, MCDOWELL, PERRY LUMBER & TRUCKING DIVISIONS 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$5,581
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$8,116
Total income from all sources (including contributions)2012-12-31$1,682,810
Total of all expenses incurred2012-12-31$288,920
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$257,278
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$860,452
Value of total assets at end of year2012-12-31$7,702,085
Value of total assets at beginning of year2012-12-31$6,310,730
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$31,642
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31No
If this is an individual account plan, was there a blackout period2012-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2012-12-310
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Liabilities. Value of operating payables at end of year2012-12-31$5,581
Liabilities. Value of operating payables at beginning of year2012-12-31$8,116
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$1,393,890
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,696,504
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,302,614
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
Investment advisory and management fees2012-12-31$31,642
Value of interest in master investment trust accounts at end of year2012-12-31$7,168,222
Value of interest in master investment trust accounts at beginning of year2012-12-31$6,135,888
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$860,452
Employer contributions (assets) at end of year2012-12-31$533,863
Employer contributions (assets) at beginning of year2012-12-31$174,842
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$257,278
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 name2012-12-31PRICEWATERHOUSECOOPERS, LLP
Accountancy firm EIN2012-12-31134008324
2011 : GILMAN INV LLC PP FOR HRLY EES AT EASTMAN, FITZGERALD, LAKE BUTLER, MCDOWELL, PERRY LUMBER & TRUCKING DIVISIONS 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$8,116
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$6,425
Total income from all sources (including contributions)2011-12-31$946,488
Total of all expenses incurred2011-12-31$281,220
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$252,728
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$458,627
Value of total assets at end of year2011-12-31$6,310,730
Value of total assets at beginning of year2011-12-31$5,643,771
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$28,492
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31No
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Liabilities. Value of operating payables at end of year2011-12-31$8,116
Liabilities. Value of operating payables at beginning of year2011-12-31$6,425
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$665,268
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,302,614
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,637,346
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
Investment advisory and management fees2011-12-31$28,492
Value of interest in master investment trust accounts at end of year2011-12-31$6,135,888
Value of interest in master investment trust accounts at beginning of year2011-12-31$5,444,241
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$458,627
Employer contributions (assets) at end of year2011-12-31$174,842
Employer contributions (assets) at beginning of year2011-12-31$199,530
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$252,728
Did the plan have assets held for investment2011-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2011-12-31PRICEWATERHOUSECOOPERS, LLP
Accountancy firm EIN2011-12-31134008324
2010 : GILMAN INV LLC PP FOR HRLY EES AT EASTMAN, FITZGERALD, LAKE BUTLER, MCDOWELL, PERRY LUMBER & TRUCKING DIVISIONS 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$6,425
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$5,435
Total income from all sources (including contributions)2010-12-31$981,642
Total of all expenses incurred2010-12-31$240,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$217,184
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$334,983
Value of total assets at end of year2010-12-31$5,643,771
Value of total assets at beginning of year2010-12-31$4,901,907
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$23,584
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Liabilities. Value of operating payables at end of year2010-12-31$6,425
Liabilities. Value of operating payables at beginning of year2010-12-31$5,435
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$740,874
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,637,346
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,896,472
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$23,584
Value of interest in master investment trust accounts at end of year2010-12-31$5,444,241
Value of interest in master investment trust accounts at beginning of year2010-12-31$4,601,907
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$334,983
Employer contributions (assets) at end of year2010-12-31$199,530
Employer contributions (assets) at beginning of year2010-12-31$300,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$217,184
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2010-12-31PRICEWATERHOUSECOOPERS, LLP
Accountancy firm EIN2010-12-31134008324

Form 5500 Responses for GILMAN INV LLC PP FOR HRLY EES AT EASTMAN, FITZGERALD, LAKE BUTLER, MCDOWELL, PERRY LUMBER & TRUCKING DIVISIONS

2016: GILMAN INV LLC PP FOR HRLY EES AT EASTMAN, FITZGERALD, LAKE BUTLER, MCDOWELL, PERRY LUMBER & TRUCKING DIVISIONS 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: GILMAN INV LLC PP FOR HRLY EES AT EASTMAN, FITZGERALD, LAKE BUTLER, MCDOWELL, PERRY LUMBER & TRUCKING DIVISIONS 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: GILMAN INV LLC PP FOR HRLY EES AT EASTMAN, FITZGERALD, LAKE BUTLER, MCDOWELL, PERRY LUMBER & TRUCKING DIVISIONS 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: GILMAN INV LLC PP FOR HRLY EES AT EASTMAN, FITZGERALD, LAKE BUTLER, MCDOWELL, PERRY LUMBER & TRUCKING DIVISIONS 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: GILMAN INV LLC PP FOR HRLY EES AT EASTMAN, FITZGERALD, LAKE BUTLER, MCDOWELL, PERRY LUMBER & TRUCKING DIVISIONS 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: GILMAN INV LLC PP FOR HRLY EES AT EASTMAN, FITZGERALD, LAKE BUTLER, MCDOWELL, PERRY LUMBER & TRUCKING DIVISIONS 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: GILMAN INV LLC PP FOR HRLY EES AT EASTMAN, FITZGERALD, LAKE BUTLER, MCDOWELL, PERRY LUMBER & TRUCKING DIVISIONS 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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