BANKER INDUSTRIES, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BANKER INDUSTRIES, INC. 401(K) PLAN
| Measure | Date | Value |
|---|
| 2024 : BANKER INDUSTRIES, INC. 401(K) PLAN 2024 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2024-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2024-01-01 | $79 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2024-01-01 | $4,576 |
| Total income from all sources (including contributions) | 2024-01-01 | $280,681 |
| Total loss/gain on sale of assets | 2024-01-01 | $0 |
| Total of all expenses incurred | 2024-01-01 | $75,636 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2024-01-01 | $60,595 |
| Value of total corrective distributions | 2024-01-01 | $609 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2024-01-01 | $193,957 |
| Value of total assets at end of year | 2024-01-01 | $793,548 |
| Value of total assets at beginning of year | 2024-01-01 | $593,000 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2024-01-01 | $14,432 |
| Total interest from all sources | 2024-01-01 | $1,180 |
| Total dividends received (eg from common stock, registered investment company shares) | 2024-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2024-01-01 | No |
| Was this plan covered by a fidelity bond | 2024-01-01 | Yes |
| Value of fidelity bond cover | 2024-01-01 | $75,000 |
| If this is an individual account plan, was there a blackout period | 2024-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2024-01-01 | No |
| Contributions received from participants | 2024-01-01 | $193,957 |
| Participant contributions at end of year | 2024-01-01 | $12,020 |
| Participant contributions at beginning of year | 2024-01-01 | $13,280 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2024-01-01 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2024-01-01 | $79 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2024-01-01 | $4,576 |
| Administrative expenses (other) incurred | 2024-01-01 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2024-01-01 | No |
| Income. Non cash contributions | 2024-01-01 | $0 |
| Value of net income/loss | 2024-01-01 | $205,045 |
| Value of net assets at end of year (total assets less liabilities) | 2024-01-01 | $793,469 |
| Value of net assets at beginning of year (total assets less liabilities) | 2024-01-01 | $588,424 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2024-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2024-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2024-01-01 | No |
| Value of interest in pooled separate accounts at end of year | 2024-01-01 | $781,528 |
| Value of interest in pooled separate accounts at beginning of year | 2024-01-01 | $579,720 |
| Interest on participant loans | 2024-01-01 | $1,180 |
| Value of interest in common/collective trusts at beginning of year | 2024-01-01 | $0 |
| Net investment gain/loss from pooled separate accounts | 2024-01-01 | $85,544 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2024-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2024-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2024-01-01 | No |
| Contributions received in cash from employer | 2024-01-01 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2024-01-01 | $60,595 |
| Contract administrator fees | 2024-01-01 | $14,432 |
| Did the plan have assets held for investment | 2024-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2024-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2024-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2024-01-01 | 1 |
| Accountancy firm name | 2024-01-01 | KIMBERLIN COMPANY |
| Accountancy firm EIN | 2024-01-01 | 455497718 |
| 2023 : BANKER INDUSTRIES, INC. 401(K) PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $4,576 |
| 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 | $264,521 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $58,661 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $45,016 |
| Expenses. Certain deemed distributions of participant loans | 2023-12-31 | $2,245 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $182,908 |
| Value of total assets at end of year | 2023-12-31 | $593,000 |
| Value of total assets at beginning of year | 2023-12-31 | $382,564 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $11,400 |
| Total interest from all sources | 2023-12-31 | $577 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $75,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $176,090 |
| Participant contributions at end of year | 2023-12-31 | $13,280 |
| Participant contributions at beginning of year | 2023-12-31 | $3,892 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $6,818 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2023-12-31 | $4,576 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-12-31 | $0 |
| Administrative expenses (other) incurred | 2023-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Income. Non cash contributions | 2023-12-31 | $0 |
| Value of net income/loss | 2023-12-31 | $205,860 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $588,424 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $382,564 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Investment advisory and management fees | 2023-12-31 | $0 |
| Value of interest in pooled separate accounts at end of year | 2023-12-31 | $579,720 |
| Value of interest in pooled separate accounts at beginning of year | 2023-12-31 | $378,672 |
| Income. Interest from loans (other than to participants) | 2023-12-31 | $577 |
| Value of interest in common/collective trusts at end of year | 2023-12-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2023-12-31 | $81,036 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $45,016 |
| Contract administrator fees | 2023-12-31 | $11,400 |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | KIMBERLIN COMPANY |
| Accountancy firm EIN | 2023-12-31 | 455497718 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $4,576 |
| 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 | $264,521 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $58,661 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $45,016 |
| Expenses. Certain deemed distributions of participant loans | 2023-01-01 | $2,245 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $182,908 |
| Value of total assets at end of year | 2023-01-01 | $593,000 |
| Value of total assets at beginning of year | 2023-01-01 | $382,564 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $11,400 |
| Total interest from all sources | 2023-01-01 | $577 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $75,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $176,090 |
| Participant contributions at end of year | 2023-01-01 | $13,280 |
| Participant contributions at beginning of year | 2023-01-01 | $3,892 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $6,818 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2023-01-01 | $4,576 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-01-01 | $0 |
| Administrative expenses (other) incurred | 2023-01-01 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Income. Non cash contributions | 2023-01-01 | $0 |
| Value of net income/loss | 2023-01-01 | $205,860 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $588,424 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $382,564 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Investment advisory and management fees | 2023-01-01 | $0 |
| Value of interest in pooled separate accounts at end of year | 2023-01-01 | $579,720 |
| Value of interest in pooled separate accounts at beginning of year | 2023-01-01 | $378,672 |
| Income. Interest from loans (other than to participants) | 2023-01-01 | $577 |
| Value of interest in common/collective trusts at end of year | 2023-01-01 | $0 |
| Net investment gain/loss from pooled separate accounts | 2023-01-01 | $81,036 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $45,016 |
| Contract administrator fees | 2023-01-01 | $11,400 |
| Did the plan have assets held for investment | 2023-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | KIMBERLIN COMPANY |
| Accountancy firm EIN | 2023-01-01 | 455497718 |
| 2022 : BANKER INDUSTRIES, INC. 401(K) PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $31,555 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $152,242 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $142,217 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $115,983 |
| Value of total assets at end of year | 2022-12-31 | $382,564 |
| Value of total assets at beginning of year | 2022-12-31 | $503,251 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $10,025 |
| Total interest from all sources | 2022-12-31 | $141 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $75,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $114,112 |
| Participant contributions at end of year | 2022-12-31 | $3,892 |
| Participant contributions at beginning of year | 2022-12-31 | $2,493 |
| Participant contributions at beginning of year | 2022-12-31 | $4,224 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $0 |
| Administrative expenses (other) incurred | 2022-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-120,687 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $382,564 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $503,251 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $378,672 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $496,534 |
| Interest on participant loans | 2022-12-31 | $141 |
| Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-84,569 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $1,871 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $142,217 |
| Contract administrator fees | 2022-12-31 | $10,025 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | KIMBERLIN COMPANY, PLLC |
| Accountancy firm EIN | 2022-12-31 | 455497718 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $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 | $31,555 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $152,242 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $142,217 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $115,983 |
| Value of total assets at end of year | 2022-01-01 | $382,564 |
| Value of total assets at beginning of year | 2022-01-01 | $503,251 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $10,025 |
| Total interest from all sources | 2022-01-01 | $141 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $75,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $114,112 |
| Participant contributions at end of year | 2022-01-01 | $3,892 |
| Participant contributions at beginning of year | 2022-01-01 | $2,493 |
| Participant contributions at beginning of year | 2022-01-01 | $4,224 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $0 |
| Administrative expenses (other) incurred | 2022-01-01 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-120,687 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $382,564 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $503,251 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in pooled separate accounts at end of year | 2022-01-01 | $378,672 |
| Value of interest in pooled separate accounts at beginning of year | 2022-01-01 | $496,534 |
| Interest on participant loans | 2022-01-01 | $141 |
| Net investment gain/loss from pooled separate accounts | 2022-01-01 | $-84,569 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $1,871 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $142,217 |
| Contract administrator fees | 2022-01-01 | $10,025 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | KIMBERLIN COMPANY, PLLC |
| Accountancy firm EIN | 2022-01-01 | 455497718 |
| 2021 : BANKER INDUSTRIES, INC. 401(K) PLAN 2021 401k financial data |
|---|
| 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 | $3,886 |
| Total income from all sources (including contributions) | 2021-12-31 | $235,014 |
| Total of all expenses incurred | 2021-12-31 | $82,162 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $71,889 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $173,340 |
| Value of total assets at end of year | 2021-12-31 | $503,251 |
| Value of total assets at beginning of year | 2021-12-31 | $354,285 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $10,273 |
| Total interest from all sources | 2021-12-31 | $176 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $75,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $173,340 |
| Participant contributions at end of year | 2021-12-31 | $2,493 |
| Participant contributions at beginning of year | 2021-12-31 | $3,313 |
| Participant contributions at end of year | 2021-12-31 | $4,224 |
| Participant contributions at beginning of year | 2021-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $3,886 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $152,852 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $503,251 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $350,399 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2021-12-31 | $496,534 |
| Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $350,972 |
| Income. Interest from loans (other than to participants) | 2021-12-31 | $176 |
| Net investment gain/loss from pooled separate accounts | 2021-12-31 | $61,498 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Employer contributions (assets) at end of year | 2021-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $71,889 |
| Contract administrator fees | 2021-12-31 | $10,273 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | KIMBERLIN COMPANY, PLLC |
| Accountancy firm EIN | 2021-12-31 | 455497718 |
| 2020 : BANKER INDUSTRIES, INC. 401(K) PLAN 2020 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $3,886 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total income from all sources (including contributions) | 2020-12-31 | $184,856 |
| Total of all expenses incurred | 2020-12-31 | $70,458 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $63,162 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $130,448 |
| Value of total assets at end of year | 2020-12-31 | $354,285 |
| Value of total assets at beginning of year | 2020-12-31 | $236,001 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $7,296 |
| Total interest from all sources | 2020-12-31 | $52 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $75,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $130,448 |
| Participant contributions at end of year | 2020-12-31 | $3,313 |
| Participant contributions at beginning of year | 2020-12-31 | $0 |
| Participant contributions at end of year | 2020-12-31 | $0 |
| Participant contributions at beginning of year | 2020-12-31 | $3,491 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $3,886 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $114,398 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $350,399 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $236,001 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2020-12-31 | $350,972 |
| Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $232,510 |
| Interest on participant loans | 2020-12-31 | $52 |
| Net investment gain/loss from pooled separate accounts | 2020-12-31 | $54,356 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $63,162 |
| Contract administrator fees | 2020-12-31 | $7,296 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | KIMBERLIN COMPANY, PLLC |
| Accountancy firm EIN | 2020-12-31 | 455497718 |
| 2019 : BANKER INDUSTRIES, INC. 401(K) PLAN 2019 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total income from all sources (including contributions) | 2019-12-31 | $165,631 |
| Total of all expenses incurred | 2019-12-31 | $17,253 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $11,062 |
| Value of total corrective distributions | 2019-12-31 | $1,624 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $133,824 |
| Value of total assets at end of year | 2019-12-31 | $236,001 |
| Value of total assets at beginning of year | 2019-12-31 | $87,623 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $4,567 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $75,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $133,824 |
| Participant contributions at end of year | 2019-12-31 | $3,491 |
| Participant contributions at beginning of year | 2019-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $148,378 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $236,001 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $87,623 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2019-12-31 | $232,510 |
| Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $87,623 |
| Net investment gain/loss from pooled separate accounts | 2019-12-31 | $31,807 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $11,062 |
| Contract administrator fees | 2019-12-31 | $4,567 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | KIMBERLIN COMPANY, PLLC |
| Accountancy firm EIN | 2019-12-31 | 455497718 |
| 2018 : BANKER INDUSTRIES, INC. 401(K) PLAN 2018 401k financial data |
|---|
| Total transfer of assets to this plan | 2018-12-31 | $0 |
| Total transfer of assets from this plan | 2018-12-31 | $0 |
| Total income from all sources (including contributions) | 2018-12-31 | $88,554 |
| Total of all expenses incurred | 2018-12-31 | $931 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $238 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $94,585 |
| Value of total assets at end of year | 2018-12-31 | $87,623 |
| Value of total assets at beginning of year | 2018-12-31 | $0 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $693 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Administrative expenses professional fees incurred | 2018-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2018-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $94,585 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $87,623 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $87,623 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $0 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2018-12-31 | $87,623 |
| Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-6,031 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $238 |
| Contract administrator fees | 2018-12-31 | $693 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | KIMBERLIN COMPANY, PLLC |
| Accountancy firm EIN | 2018-12-31 | 455497718 |
