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NEIGHBORS & ASSOCIATES, INC. 401(K) PLAN 401k Plan overview

Plan NameNEIGHBORS & ASSOCIATES, INC. 401(K) PLAN
Plan identification number 001

NEIGHBORS & ASSOCIATES, INC. 401(K) PLAN Benefits

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

401k Sponsoring company profile

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

Company Name:NEIGHBORS & ASSOCIATES, INC.
Employer identification number (EIN):161661531
NAIC Classification:332400

Additional information about NEIGHBORS & ASSOCIATES, INC.

Jurisdiction of Incorporation: Nevada Department of State
Incorporation Date: 2001-02-08
Company Identification Number: 20011208809
Legal Registered Office Address: 701 S CARSON ST STE 200

CARSON CITY
United States of America (USA)
89701

More information about NEIGHBORS & ASSOCIATES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEIGHBORS & ASSOCIATES, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01DENNIS BANNING
0012023-01-01
0012023-01-01CONNIE GOODNIGHT
0012022-01-01
0012022-01-01DENNIS BANNING
0012021-01-01
0012021-01-01DENNIS BANNING
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DENNIS BANNING
0012016-01-01DENNIS BANNING
0012015-01-01DENNIS BANNING
0012014-01-01DENNIS BANNING
0012013-01-01DENNIS BANNING
0012012-01-01DENNIS BANNING
0012011-01-01DENNIS BANNING DENNIS BANNING2012-10-08
0012010-01-01JEANETTE HORTON
0012009-01-01MICHAEL GRAY

Plan Statistics for NEIGHBORS & ASSOCIATES, INC. 401(K) PLAN

401k plan membership statisitcs for NEIGHBORS & ASSOCIATES, INC. 401(K) PLAN

Measure Date Value
2023: NEIGHBORS & ASSOCIATES, INC. 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01298
Total number of active participants reported on line 7a of the Form 55002023-01-01261
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0139
Total of all active and inactive participants2023-01-01300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01300
Number of participants with account balances2023-01-01284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: NEIGHBORS & ASSOCIATES, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01279
Total number of active participants reported on line 7a of the Form 55002022-01-01245
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0143
Total of all active and inactive participants2022-01-01288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01289
Number of participants with account balances2022-01-01256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: NEIGHBORS & ASSOCIATES, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01277
Total number of active participants reported on line 7a of the Form 55002021-01-01213
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0135
Total of all active and inactive participants2021-01-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01248
Number of participants with account balances2021-01-01218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: NEIGHBORS & ASSOCIATES, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01311
Total number of active participants reported on line 7a of the Form 55002020-01-01233
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0141
Total of all active and inactive participants2020-01-01274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01274
Number of participants with account balances2020-01-01242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: NEIGHBORS & ASSOCIATES, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01311
Total number of active participants reported on line 7a of the Form 55002019-01-01240
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0158
Total of all active and inactive participants2019-01-01298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01298
Number of participants with account balances2019-01-01266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: NEIGHBORS & ASSOCIATES, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01348
Total number of active participants reported on line 7a of the Form 55002018-01-01249
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0144
Total of all active and inactive participants2018-01-01293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01293
Number of participants with account balances2018-01-01247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: NEIGHBORS & ASSOCIATES, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01353
Total number of active participants reported on line 7a of the Form 55002017-01-01235
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0176
Total of all active and inactive participants2017-01-01311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01311
Number of participants with account balances2017-01-01271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: NEIGHBORS & ASSOCIATES, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01660
Total number of active participants reported on line 7a of the Form 55002016-01-01252
Number of other retired or separated participants entitled to future benefits2016-01-0197
Total of all active and inactive participants2016-01-01349
Total participants2016-01-01349
Number of participants with account balances2016-01-01307
2015: NEIGHBORS & ASSOCIATES, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01347
Total number of active participants reported on line 7a of the Form 55002015-01-01286
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01299
Total of all active and inactive participants2015-01-01585
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01585
Number of participants with account balances2015-01-0152
2014: NEIGHBORS & ASSOCIATES, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01302
Total number of active participants reported on line 7a of the Form 55002014-01-01257
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0146
Total of all active and inactive participants2014-01-01303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01303
Number of participants with account balances2014-01-01265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: NEIGHBORS & ASSOCIATES, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01269
Total number of active participants reported on line 7a of the Form 55002013-01-01214
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0150
Total of all active and inactive participants2013-01-01265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01265
Number of participants with account balances2013-01-01232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: NEIGHBORS & ASSOCIATES, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01225
Total number of active participants reported on line 7a of the Form 55002012-01-01184
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0136
Total of all active and inactive participants2012-01-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01221
Number of participants with account balances2012-01-01193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: NEIGHBORS & ASSOCIATES, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01184
Total number of active participants reported on line 7a of the Form 55002011-01-01151
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0131
Total of all active and inactive participants2011-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01183
Number of participants with account balances2011-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2010: NEIGHBORS & ASSOCIATES, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01169
Total number of active participants reported on line 7a of the Form 55002010-01-01154
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-0119
Total of all active and inactive participants2010-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01175
Number of participants with account balances2010-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: NEIGHBORS & ASSOCIATES, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01112
Total number of active participants reported on line 7a of the Form 55002009-01-01152
Total of all active and inactive participants2009-01-01152
Total participants2009-01-01152

Financial Data on NEIGHBORS & ASSOCIATES, INC. 401(K) PLAN

Measure Date Value
2023 : NEIGHBORS & ASSOCIATES, INC. 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$3,972,274
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$2,416,416
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$2,364,841
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,729,012
Value of total assets at end of year2023-12-31$16,941,981
Value of total assets at beginning of year2023-12-31$15,386,123
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$51,575
Total interest from all sources2023-12-31$22,247
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$25,466
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$25,466
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,005,500
Participant contributions at end of year2023-12-31$371,410
Participant contributions at beginning of year2023-12-31$372,805
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$354,427
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$1,555,858
Value of net assets at end of year (total assets less liabilities)2023-12-31$16,941,981
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$15,386,123
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
Investment advisory and management fees2023-12-31$19,994
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$1,416,167
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$1,420,489
Interest on participant loans2023-12-31$22,240
Interest earned on other investments2023-12-31$7
Value of interest in common/collective trusts at end of year2023-12-31$15,154,404
Value of interest in common/collective trusts at beginning of year2023-12-31$13,590,666
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$2,163
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$197,360
Net investment gain or loss from common/collective trusts2023-12-31$1,998,189
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$369,085
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$2,364,841
Contract administrator fees2023-12-31$31,581
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 name2023-12-31KCOE ISOM, LLP
Accountancy firm EIN2023-12-31942222122
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$3,972,274
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$2,416,416
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$2,364,841
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$1,729,012
Value of total assets at end of year2023-01-01$16,941,981
Value of total assets at beginning of year2023-01-01$15,386,123
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$51,575
Total interest from all sources2023-01-01$22,247
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$25,466
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$25,466
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$1,500,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$1,005,500
Participant contributions at end of year2023-01-01$371,410
Participant contributions at beginning of year2023-01-01$372,805
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$354,427
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$1,555,858
Value of net assets at end of year (total assets less liabilities)2023-01-01$16,941,981
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$15,386,123
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Investment advisory and management fees2023-01-01$19,994
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$1,416,167
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$1,420,489
Interest on participant loans2023-01-01$22,240
Interest earned on other investments2023-01-01$7
Value of interest in common/collective trusts at end of year2023-01-01$15,154,404
Value of interest in common/collective trusts at beginning of year2023-01-01$13,590,666
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$2,163
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$197,360
Net investment gain or loss from common/collective trusts2023-01-01$1,998,189
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$369,085
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$2,364,841
Contract administrator fees2023-01-01$31,581
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01KCOE ISOM, LLP
Accountancy firm EIN2023-01-01942222122
2022 : NEIGHBORS & ASSOCIATES, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-221,676
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$576,119
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$521,060
Expenses. Certain deemed distributions of participant loans2022-12-31$6,505
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,345,777
Value of total assets at end of year2022-12-31$15,386,123
Value of total assets at beginning of year2022-12-31$16,183,918
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$48,554
Total interest from all sources2022-12-31$18,325
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$20,691
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$20,691
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$972,025
Participant contributions at end of year2022-12-31$372,805
Participant contributions at beginning of year2022-12-31$385,570
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,039,022
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$28,563
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-797,795
Value of net assets at end of year (total assets less liabilities)2022-12-31$15,386,123
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$16,183,918
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$16,680
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,420,489
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$962,791
Interest on participant loans2022-12-31$18,310
Interest earned on other investments2022-12-31$15
Value of interest in common/collective trusts at end of year2022-12-31$13,590,666
Value of interest in common/collective trusts at beginning of year2022-12-31$14,835,557
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,163
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-262,199
Net investment gain or loss from common/collective trusts2022-12-31$-2,344,270
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$334,730
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$492,497
Contract administrator fees2022-12-31$31,874
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 name2022-12-31KCOE ISOM, LLP
Accountancy firm EIN2022-12-31942222122
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-221,676
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$576,119
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$521,060
Expenses. Certain deemed distributions of participant loans2022-01-01$6,505
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$2,345,777
Value of total assets at end of year2022-01-01$15,386,123
Value of total assets at beginning of year2022-01-01$16,183,918
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$48,554
Total interest from all sources2022-01-01$18,325
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$20,691
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$20,691
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$1,500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$972,025
Participant contributions at end of year2022-01-01$372,805
Participant contributions at beginning of year2022-01-01$385,570
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$1,039,022
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-01-01$28,563
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-797,795
Value of net assets at end of year (total assets less liabilities)2022-01-01$15,386,123
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$16,183,918
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Investment advisory and management fees2022-01-01$16,680
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$1,420,489
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$962,791
Interest on participant loans2022-01-01$18,310
Interest earned on other investments2022-01-01$15
Value of interest in common/collective trusts at end of year2022-01-01$13,590,666
Value of interest in common/collective trusts at beginning of year2022-01-01$14,835,557
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$2,163
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-262,199
Net investment gain or loss from common/collective trusts2022-01-01$-2,344,270
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$334,730
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$492,497
Contract administrator fees2022-01-01$31,874
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01KCOE ISOM, LLP
Accountancy firm EIN2022-01-01942222122
2021 : NEIGHBORS & ASSOCIATES, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,342,717
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$785,878
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$725,271
Expenses. Certain deemed distributions of participant loans2021-12-31$54,234
Value of total corrective distributions2021-12-31$-26,618
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,515,938
Value of total assets at end of year2021-12-31$16,183,918
Value of total assets at beginning of year2021-12-31$13,627,079
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$6,373
Total interest from all sources2021-12-31$64,395
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,747
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$3,747
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,500,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
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$699,255
Participant contributions at end of year2021-12-31$385,570
Participant contributions at beginning of year2021-12-31$321,888
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$604,004
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$714
Other income not declared elsewhere2021-12-31$72
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$2,556,839
Value of net assets at end of year (total assets less liabilities)2021-12-31$16,183,918
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$13,627,079
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$962,791
Value of interest in pooled separate accounts at beginning of year2021-12-31$13,068,303
Interest on participant loans2021-12-31$16,004
Interest earned on other investments2021-12-31$48,391
Value of interest in common/collective trusts at end of year2021-12-31$14,835,557
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$236,174
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$23,416
Net investment gain/loss from pooled separate accounts2021-12-31$1,380,902
Net investment gain or loss from common/collective trusts2021-12-31$354,247
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$212,679
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$725,271
Contract administrator fees2021-12-31$6,373
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
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 name2021-12-31KCOE ISOM, LLP
Accountancy firm EIN2021-12-31480567703
2020 : NEIGHBORS & ASSOCIATES, INC. 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$2,452,490
Total of all expenses incurred2020-12-31$546,533
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$517,187
Expenses. Certain deemed distributions of participant loans2020-12-31$10,270
Value of total corrective distributions2020-12-31$11,723
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$822,624
Value of total assets at end of year2020-12-31$13,627,079
Value of total assets at beginning of year2020-12-31$11,721,122
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$7,353
Total interest from all sources2020-12-31$20,604
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
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$652,972
Participant contributions at end of year2020-12-31$321,888
Participant contributions at beginning of year2020-12-31$370,264
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$14,651
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$4,840
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$714
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$560
Administrative expenses (other) incurred2020-12-31$7,353
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$1,905,957
Value of net assets at end of year (total assets less liabilities)2020-12-31$13,627,079
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$11,721,122
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$13,068,303
Value of interest in pooled separate accounts at beginning of year2020-12-31$11,188,706
Interest on participant loans2020-12-31$19,017
Interest earned on other investments2020-12-31$1,587
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$236,174
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$143,732
Net investment gain/loss from pooled separate accounts2020-12-31$1,609,262
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$164,812
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$3,209
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$517,187
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31KCOE ISOM, LLP
Accountancy firm EIN2020-12-31480567703
2019 : NEIGHBORS & ASSOCIATES, INC. 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$3,007,657
Total of all expenses incurred2019-12-31$739,088
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$712,164
Expenses. Certain deemed distributions of participant loans2019-12-31$19,875
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$891,610
Value of total assets at end of year2019-12-31$11,721,122
Value of total assets at beginning of year2019-12-31$9,452,553
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$7,049
Total interest from all sources2019-12-31$22,194
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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-interest2019-12-31No
Contributions received from participants2019-12-31$679,288
Participant contributions at end of year2019-12-31$370,264
Participant contributions at beginning of year2019-12-31$405,000
Participant contributions at end of year2019-12-31$14,651
Participant contributions at beginning of year2019-12-31$5,604
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$42,242
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$560
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$546
Administrative expenses (other) incurred2019-12-31$7,049
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$2,268,569
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,721,122
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,452,553
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$11,188,706
Value of interest in pooled separate accounts at beginning of year2019-12-31$8,923,586
Interest on participant loans2019-12-31$21,032
Interest earned on other investments2019-12-31$1,162
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$143,732
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$116,636
Net investment gain/loss from pooled separate accounts2019-12-31$2,090,713
Net investment gain or loss from common/collective trusts2019-12-31$3,140
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$170,080
Employer contributions (assets) at end of year2019-12-31$3,209
Employer contributions (assets) at beginning of year2019-12-31$1,181
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$712,164
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 name2019-12-31KCOE ISOM, LLP
Accountancy firm EIN2019-12-31480567703
2018 : NEIGHBORS & ASSOCIATES, INC. 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$832,893
Total of all expenses incurred2018-12-31$936,288
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$924,074
Value of total corrective distributions2018-12-31$3,380
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,538,392
Value of total assets at end of year2018-12-31$9,452,553
Value of total assets at beginning of year2018-12-31$9,555,948
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$8,834
Total interest from all sources2018-12-31$18,750
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
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$664,231
Participant contributions at end of year2018-12-31$405,000
Participant contributions at beginning of year2018-12-31$340,061
Participant contributions at end of year2018-12-31$5,604
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$771,885
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$546
Administrative expenses (other) incurred2018-12-31$8,834
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-103,395
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,452,553
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$9,555,948
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
Value of interest in pooled separate accounts at end of year2018-12-31$8,923,586
Value of interest in pooled separate accounts at beginning of year2018-12-31$9,034,428
Interest on participant loans2018-12-31$17,558
Interest earned on other investments2018-12-31$1,192
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$116,636
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$181,459
Net investment gain/loss from pooled separate accounts2018-12-31$-724,249
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$102,276
Employer contributions (assets) at end of year2018-12-31$1,181
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$924,074
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31KCOE ISOM, LLP
Accountancy firm EIN2018-12-31480567703
2017 : NEIGHBORS & ASSOCIATES, INC. 401(K) PLAN 2017 401k financial data
Total transfer of assets to this plan2017-12-31$312
Total income from all sources (including contributions)2017-12-31$2,014,468
Total of all expenses incurred2017-12-31$527,120
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$491,594
Expenses. Certain deemed distributions of participant loans2017-12-31$28,286
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$636,423
Value of total assets at end of year2017-12-31$9,555,948
Value of total assets at beginning of year2017-12-31$8,068,288
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$7,240
Total interest from all sources2017-12-31$16,626
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
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$611,809
Participant contributions at end of year2017-12-31$340,061
Participant contributions at beginning of year2017-12-31$339,769
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$24,614
Administrative expenses (other) incurred2017-12-31$7,240
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$1,487,348
Value of net assets at end of year (total assets less liabilities)2017-12-31$9,555,948
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,068,288
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
Value of interest in pooled separate accounts at end of year2017-12-31$9,034,428
Value of interest in pooled separate accounts at beginning of year2017-12-31$7,569,360
Interest on participant loans2017-12-31$15,396
Interest earned on other investments2017-12-31$1,230
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$181,459
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$159,159
Net investment gain/loss from pooled separate accounts2017-12-31$1,361,419
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$491,594
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 name2017-12-31KCOE ISOM, LLP
Accountancy firm EIN2017-12-31480567703
2016 : NEIGHBORS & ASSOCIATES, INC. 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,382,103
Total of all expenses incurred2016-12-31$1,686,155
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,671,107
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$772,832
Value of total assets at end of year2016-12-31$8,068,288
Value of total assets at beginning of year2016-12-31$8,372,340
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$15,048
Total interest from all sources2016-12-31$11,673
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
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$634,691
Participant contributions at end of year2016-12-31$339,769
Participant contributions at beginning of year2016-12-31$303,632
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$5,530
Other income not declared elsewhere2016-12-31$1,040
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-304,052
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,068,288
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,372,340
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$7,569,360
Value of interest in pooled separate accounts at beginning of year2016-12-31$7,948,471
Interest on participant loans2016-12-31$11,673
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$159,159
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$120,237
Net investment gain/loss from pooled separate accounts2016-12-31$596,558
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$132,611
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,671,107
Contract administrator fees2016-12-31$15,048
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 name2016-12-31KCOE ISOM, LLP
Accountancy firm EIN2016-12-31480567703
2015 : NEIGHBORS & ASSOCIATES, INC. 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$1,143,961
Total of all expenses incurred2015-12-31$381,455
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$361,835
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,304,883
Value of total assets at end of year2015-12-31$8,372,340
Value of total assets at beginning of year2015-12-31$7,609,834
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$19,620
Total interest from all sources2015-12-31$11,188
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$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$803,863
Participant contributions at end of year2015-12-31$303,632
Participant contributions at beginning of year2015-12-31$249,776
Participant contributions at beginning of year2015-12-31$18,410
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$21,447
Other income not declared elsewhere2015-12-31$1,194
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$762,506
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,372,340
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,609,834
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 pooled separate accounts at end of year2015-12-31$7,948,471
Value of interest in pooled separate accounts at beginning of year2015-12-31$7,076,127
Interest on participant loans2015-12-31$11,188
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$120,237
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$254,910
Net investment gain/loss from pooled separate accounts2015-12-31$-173,304
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$479,573
Employer contributions (assets) at beginning of year2015-12-31$10,611
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$361,835
Contract administrator fees2015-12-31$19,620
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 name2015-12-31KCOE ISOM, LLP
Accountancy firm EIN2015-12-31480567703
2014 : NEIGHBORS & ASSOCIATES, INC. 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,651,752
Total of all expenses incurred2014-12-31$368,592
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$354,515
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,262,473
Value of total assets at end of year2014-12-31$7,609,834
Value of total assets at beginning of year2014-12-31$6,326,674
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$14,077
Total interest from all sources2014-12-31$11,045
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$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$668,946
Participant contributions at end of year2014-12-31$249,776
Participant contributions at beginning of year2014-12-31$254,558
Participant contributions at end of year2014-12-31$18,410
Participant contributions at beginning of year2014-12-31$13,997
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$209,049
Other income not declared elsewhere2014-12-31$2,044
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$1,283,160
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,609,834
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,326,674
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 pooled separate accounts at end of year2014-12-31$7,076,127
Value of interest in pooled separate accounts at beginning of year2014-12-31$5,814,800
Interest on participant loans2014-12-31$11,045
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$254,910
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$237,865
Net investment gain/loss from pooled separate accounts2014-12-31$376,190
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$384,478
Employer contributions (assets) at end of year2014-12-31$10,611
Employer contributions (assets) at beginning of year2014-12-31$5,454
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$354,515
Contract administrator fees2014-12-31$14,077
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 name2014-12-31KCOE ISOM, LLP
Accountancy firm EIN2014-12-31480567703
2013 : NEIGHBORS & ASSOCIATES, INC. 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$1,999,824
Total of all expenses incurred2013-12-31$295,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$283,719
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,048,551
Value of total assets at end of year2013-12-31$6,326,674
Value of total assets at beginning of year2013-12-31$4,621,889
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$11,320
Total interest from all sources2013-12-31$10,151
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 bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$300,000
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$583,714
Participant contributions at end of year2013-12-31$254,558
Participant contributions at beginning of year2013-12-31$239,519
Participant contributions at end of year2013-12-31$13,997
Participant contributions at beginning of year2013-12-31$13,128
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$132,520
Other income not declared elsewhere2013-12-31$1,319
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$1,704,785
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,326,674
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,621,889
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 pooled separate accounts at end of year2013-12-31$5,814,800
Value of interest in pooled separate accounts at beginning of year2013-12-31$4,214,993
Interest on participant loans2013-12-31$10,151
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$237,865
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$146,456
Net investment gain/loss from pooled separate accounts2013-12-31$939,803
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$332,317
Employer contributions (assets) at end of year2013-12-31$5,454
Employer contributions (assets) at beginning of year2013-12-31$7,793
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$283,719
Contract administrator fees2013-12-31$11,320
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 name2013-12-31KENNEDY AND COE, LLC
Accountancy firm EIN2013-12-31480567703
2012 : NEIGHBORS & ASSOCIATES, INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,351,435
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$122,458
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$112,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$890,247
Value of total assets at end of year2012-12-31$4,621,889
Value of total assets at beginning of year2012-12-31$3,392,912
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$10,045
Total interest from all sources2012-12-31$6,561
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$300,000
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$489,141
Participant contributions at end of year2012-12-31$239,519
Participant contributions at beginning of year2012-12-31$95,242
Participant contributions at end of year2012-12-31$13,128
Participant contributions at beginning of year2012-12-31$13,214
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$132,135
Other income not declared elsewhere2012-12-31$1,567
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$1,228,977
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,621,889
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,392,912
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 pooled separate accounts at end of year2012-12-31$4,214,993
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,148,539
Interest on participant loans2012-12-31$6,561
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$146,456
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$129,124
Net investment gain/loss from pooled separate accounts2012-12-31$453,060
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$268,971
Employer contributions (assets) at end of year2012-12-31$7,793
Employer contributions (assets) at beginning of year2012-12-31$6,793
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$112,413
Contract administrator fees2012-12-31$10,045
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 name2012-12-31KENNEDY AND COE, LLC
Accountancy firm EIN2012-12-31480567703
2011 : NEIGHBORS & ASSOCIATES, INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,643
Total income from all sources (including contributions)2011-12-31$603,029
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$163,460
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$155,882
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$712,111
Value of total assets at end of year2011-12-31$3,392,912
Value of total assets at beginning of year2011-12-31$2,955,986
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$7,578
Total interest from all sources2011-12-31$4,257
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$300,000
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$462,967
Participant contributions at end of year2011-12-31$95,242
Participant contributions at beginning of year2011-12-31$80,028
Participant contributions at end of year2011-12-31$13,214
Participant contributions at beginning of year2011-12-31$18,920
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$2,643
Other income not declared elsewhere2011-12-31$1,157
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$439,569
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,392,912
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,953,343
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 pooled separate accounts at end of year2011-12-31$3,148,539
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,846,479
Interest on participant loans2011-12-31$4,257
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$129,124
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$10,559
Net investment gain/loss from pooled separate accounts2011-12-31$-114,496
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$249,144
Employer contributions (assets) at end of year2011-12-31$6,793
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$155,882
Contract administrator fees2011-12-31$7,578
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 name2011-12-31KENNEDY AND COE, LLC
Accountancy firm EIN2011-12-31480567703
2010 : NEIGHBORS & ASSOCIATES, INC. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,643
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$684,169
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$107,244
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$103,347
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$481,324
Value of total assets at end of year2010-12-31$2,955,986
Value of total assets at beginning of year2010-12-31$2,376,418
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,897
Total interest from all sources2010-12-31$3,686
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$300,000
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$419,035
Participant contributions at end of year2010-12-31$80,028
Participant contributions at beginning of year2010-12-31$34,667
Participant contributions at end of year2010-12-31$18,920
Participant contributions at beginning of year2010-12-31$45,082
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$62,289
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$2,643
Other income not declared elsewhere2010-12-31$135
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$576,925
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,953,343
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,376,418
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 pooled separate accounts at end of year2010-12-31$2,846,479
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,274,613
Interest on participant loans2010-12-31$3,686
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$10,559
Net investment gain/loss from pooled separate accounts2010-12-31$199,024
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Employer contributions (assets) at beginning of year2010-12-31$22,056
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$103,347
Contract administrator fees2010-12-31$3,897
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 name2010-12-31KENNEDY AND COE, LLC
Accountancy firm EIN2010-12-31480567703

Form 5500 Responses for NEIGHBORS & ASSOCIATES, INC. 401(K) PLAN

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

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered300
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered300
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number801526
Policy instance 2
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number801526
Policy instance 1
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number801526
Policy instance 1
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number801526
Policy instance 1
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number801526
Policy instance 1
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number801526-000
Policy instance 1
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number801526-000
Policy instance 1
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number801526
Policy instance 1
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number801526
Policy instance 1
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number801526
Policy instance 1
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number801526
Policy instance 1

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