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ALVORD-POLK, INC 401(K) / PROFIT SHARING PLAN 401k Plan overview

Plan NameALVORD-POLK, INC 401(K) / PROFIT SHARING PLAN
Plan identification number 001

ALVORD-POLK, INC 401(K) / PROFIT SHARING 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.
  • 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.

401k Sponsoring company profile

ALVORD-POLK, INC. has sponsored the creation of one or more 401k plans.

Company Name:ALVORD-POLK, INC.
Employer identification number (EIN):232046694
NAIC Classification:333510

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALVORD-POLK, INC 401(K) / PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-09-01
0012021-09-01
0012020-09-01
0012019-09-01
0012018-09-01
0012017-09-01
0012016-09-01DAVE BOYER
0012015-09-01DAVID BOYER DAVID BOYER2017-03-06
0012014-09-01DAVID BOYER
0012013-09-01DAVID BOYER
0012012-09-01DAVID BOYER
0012011-09-01DAVID BOYER
0012010-09-01DAVID BOYER
0012009-09-01DAVID BOYER

Plan Statistics for ALVORD-POLK, INC 401(K) / PROFIT SHARING PLAN

401k plan membership statisitcs for ALVORD-POLK, INC 401(K) / PROFIT SHARING PLAN

Measure Date Value
2022: ALVORD-POLK, INC 401(K) / PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-09-01151
Total number of active participants reported on line 7a of the Form 55002022-09-01140
Number of retired or separated participants receiving benefits2022-09-011
Number of other retired or separated participants entitled to future benefits2022-09-0111
Total of all active and inactive participants2022-09-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-09-010
Total participants2022-09-01152
Number of participants with account balances2022-09-0168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-09-010
2021: ALVORD-POLK, INC 401(K) / PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-09-01140
Total number of active participants reported on line 7a of the Form 55002021-09-01134
Number of retired or separated participants receiving benefits2021-09-011
Number of other retired or separated participants entitled to future benefits2021-09-0110
Total of all active and inactive participants2021-09-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-09-010
Total participants2021-09-01145
Number of participants with account balances2021-09-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-09-010
2020: ALVORD-POLK, INC 401(K) / PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-09-01151
Total number of active participants reported on line 7a of the Form 55002020-09-01127
Number of retired or separated participants receiving benefits2020-09-010
Number of other retired or separated participants entitled to future benefits2020-09-0112
Total of all active and inactive participants2020-09-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-09-011
Total participants2020-09-01140
Number of participants with account balances2020-09-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-09-010
2019: ALVORD-POLK, INC 401(K) / PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-09-01171
Total number of active participants reported on line 7a of the Form 55002019-09-01139
Number of retired or separated participants receiving benefits2019-09-011
Number of other retired or separated participants entitled to future benefits2019-09-0110
Total of all active and inactive participants2019-09-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-09-010
Total participants2019-09-01150
Number of participants with account balances2019-09-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-09-010
2018: ALVORD-POLK, INC 401(K) / PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-09-01168
Total number of active participants reported on line 7a of the Form 55002018-09-01158
Number of retired or separated participants receiving benefits2018-09-011
Number of other retired or separated participants entitled to future benefits2018-09-0112
Total of all active and inactive participants2018-09-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-09-010
Total participants2018-09-01171
Number of participants with account balances2018-09-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-09-010
2017: ALVORD-POLK, INC 401(K) / PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-09-01174
Total number of active participants reported on line 7a of the Form 55002017-09-01153
Number of retired or separated participants receiving benefits2017-09-012
Number of other retired or separated participants entitled to future benefits2017-09-0111
Total of all active and inactive participants2017-09-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-09-010
Total participants2017-09-01166
Number of participants with account balances2017-09-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-09-010
2016: ALVORD-POLK, INC 401(K) / PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-09-01174
Total number of active participants reported on line 7a of the Form 55002016-09-01151
Number of retired or separated participants receiving benefits2016-09-010
Number of other retired or separated participants entitled to future benefits2016-09-0119
Total of all active and inactive participants2016-09-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-09-010
Total participants2016-09-01170
Number of participants with account balances2016-09-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-09-010
2015: ALVORD-POLK, INC 401(K) / PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-09-01171
Total number of active participants reported on line 7a of the Form 55002015-09-01155
Number of retired or separated participants receiving benefits2015-09-010
Number of other retired or separated participants entitled to future benefits2015-09-0118
Total of all active and inactive participants2015-09-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-09-010
Total participants2015-09-01173
Number of participants with account balances2015-09-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-09-010
2014: ALVORD-POLK, INC 401(K) / PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-09-01174
Total number of active participants reported on line 7a of the Form 55002014-09-01151
Number of retired or separated participants receiving benefits2014-09-010
Number of other retired or separated participants entitled to future benefits2014-09-0119
Total of all active and inactive participants2014-09-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-09-010
Total participants2014-09-01170
Number of participants with account balances2014-09-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-09-010
2013: ALVORD-POLK, INC 401(K) / PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-09-01198
Total number of active participants reported on line 7a of the Form 55002013-09-01155
Number of retired or separated participants receiving benefits2013-09-010
Number of other retired or separated participants entitled to future benefits2013-09-0119
Total of all active and inactive participants2013-09-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-09-010
Total participants2013-09-01174
Number of participants with account balances2013-09-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-09-010
2012: ALVORD-POLK, INC 401(K) / PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-09-01164
Total number of active participants reported on line 7a of the Form 55002012-09-01181
Number of retired or separated participants receiving benefits2012-09-010
Number of other retired or separated participants entitled to future benefits2012-09-0117
Total of all active and inactive participants2012-09-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-09-010
Total participants2012-09-01198
Number of participants with account balances2012-09-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-09-010
2011: ALVORD-POLK, INC 401(K) / PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-09-01148
Total number of active participants reported on line 7a of the Form 55002011-09-01147
Number of retired or separated participants receiving benefits2011-09-010
Number of other retired or separated participants entitled to future benefits2011-09-0117
Total of all active and inactive participants2011-09-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-09-010
Total participants2011-09-01164
Number of participants with account balances2011-09-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-09-010
2010: ALVORD-POLK, INC 401(K) / PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-09-01137
Total number of active participants reported on line 7a of the Form 55002010-09-01131
Number of retired or separated participants receiving benefits2010-09-010
Number of other retired or separated participants entitled to future benefits2010-09-0117
Total of all active and inactive participants2010-09-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-09-010
Total participants2010-09-01148
Number of participants with account balances2010-09-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-09-010
2009: ALVORD-POLK, INC 401(K) / PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-09-01139
Total number of active participants reported on line 7a of the Form 55002009-09-01118
Number of retired or separated participants receiving benefits2009-09-010
Number of other retired or separated participants entitled to future benefits2009-09-0119
Total of all active and inactive participants2009-09-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-09-010
Total participants2009-09-01137
Number of participants with account balances2009-09-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-09-010

Financial Data on ALVORD-POLK, INC 401(K) / PROFIT SHARING PLAN

Measure Date Value
2023 : ALVORD-POLK, INC 401(K) / PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources (including contributions)2023-08-31$373,684
Total of all expenses incurred2023-08-31$19,735
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-08-31$74
Value of total corrective distributions2023-08-31$2,333
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-08-31$130,009
Value of total assets at end of year2023-08-31$3,631,210
Value of total assets at beginning of year2023-08-31$3,277,261
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-08-31$17,328
Total interest from all sources2023-08-31$6,420
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-08-31No
Was this plan covered by a fidelity bond2023-08-31Yes
Value of fidelity bond cover2023-08-31$400,000
If this is an individual account plan, was there a blackout period2023-08-31No
Were there any nonexempt tranactions with any party-in-interest2023-08-31No
Contributions received from participants2023-08-31$130,009
Administrative expenses (other) incurred2023-08-31$530
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-08-31No
Value of net income/loss2023-08-31$353,949
Value of net assets at end of year (total assets less liabilities)2023-08-31$3,631,210
Value of net assets at beginning of year (total assets less liabilities)2023-08-31$3,277,261
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-08-31No
Were any leases to which the plan was party in default or uncollectible2023-08-31No
Investment advisory and management fees2023-08-31$16,798
Value of interest in pooled separate accounts at end of year2023-08-31$2,997,974
Value of interest in pooled separate accounts at beginning of year2023-08-31$2,679,931
Interest earned on other investments2023-08-31$6,420
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-08-31$633,236
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-08-31$597,330
Net investment gain/loss from pooled separate accounts2023-08-31$237,255
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-08-31No
Was there a failure to transmit to the plan any participant contributions2023-08-31No
Has the plan failed to provide any benefit when due under the plan2023-08-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-08-31$74
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-08-31No
Did the plan have assets held for investment2023-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-08-31No
Opinion of an independent qualified public accountant for this plan2023-08-31Unqualified
Accountancy firm name2023-08-31BOLES METZGER BROSIUS & WALBORN PC
Accountancy firm EIN2023-08-31232175024
2022 : ALVORD-POLK, INC 401(K) / PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-08-31$-415,359
Total of all expenses incurred2022-08-31$104,518
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-08-31$83,952
Value of total corrective distributions2022-08-31$2,032
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-08-31$136,294
Value of total assets at end of year2022-08-31$3,277,261
Value of total assets at beginning of year2022-08-31$3,797,138
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-08-31$18,534
Total interest from all sources2022-08-31$4,647
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-08-31No
Was this plan covered by a fidelity bond2022-08-31Yes
Value of fidelity bond cover2022-08-31$250,000
If this is an individual account plan, was there a blackout period2022-08-31No
Were there any nonexempt tranactions with any party-in-interest2022-08-31No
Contributions received from participants2022-08-31$136,294
Administrative expenses (other) incurred2022-08-31$435
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-08-31No
Value of net income/loss2022-08-31$-519,877
Value of net assets at end of year (total assets less liabilities)2022-08-31$3,277,261
Value of net assets at beginning of year (total assets less liabilities)2022-08-31$3,797,138
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-08-31No
Were any leases to which the plan was party in default or uncollectible2022-08-31No
Investment advisory and management fees2022-08-31$18,099
Value of interest in pooled separate accounts at end of year2022-08-31$2,679,931
Value of interest in pooled separate accounts at beginning of year2022-08-31$3,190,005
Interest earned on other investments2022-08-31$4,647
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-08-31$597,330
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-08-31$607,133
Net investment gain/loss from pooled separate accounts2022-08-31$-556,300
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-08-31No
Was there a failure to transmit to the plan any participant contributions2022-08-31No
Has the plan failed to provide any benefit when due under the plan2022-08-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-08-31$83,952
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-08-31No
Did the plan have assets held for investment2022-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-08-31No
Opinion of an independent qualified public accountant for this plan2022-08-31Unqualified
Accountancy firm name2022-08-31BOLES METZGER BROSIUS & WALBORN PC
Accountancy firm EIN2022-08-31232175024
2021 : ALVORD-POLK, INC 401(K) / PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-08-31$712,756
Total of all expenses incurred2021-08-31$308,761
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-08-31$284,135
Value of total corrective distributions2021-08-31$6,167
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-08-31$132,549
Value of total assets at end of year2021-08-31$3,797,138
Value of total assets at beginning of year2021-08-31$3,393,143
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-08-31$18,459
Total interest from all sources2021-08-31$4,725
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-08-31No
Was this plan covered by a fidelity bond2021-08-31Yes
Value of fidelity bond cover2021-08-31$250,000
If this is an individual account plan, was there a blackout period2021-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-08-31$0
Were there any nonexempt tranactions with any party-in-interest2021-08-31No
Contributions received from participants2021-08-31$132,549
Participant contributions at beginning of year2021-08-31$3,445
Administrative expenses (other) incurred2021-08-31$400
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-08-31No
Value of net income/loss2021-08-31$403,995
Value of net assets at end of year (total assets less liabilities)2021-08-31$3,797,138
Value of net assets at beginning of year (total assets less liabilities)2021-08-31$3,393,143
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-08-31No
Were any leases to which the plan was party in default or uncollectible2021-08-31No
Investment advisory and management fees2021-08-31$18,059
Value of interest in pooled separate accounts at end of year2021-08-31$3,190,005
Value of interest in pooled separate accounts at beginning of year2021-08-31$2,772,522
Interest earned on other investments2021-08-31$4,725
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-08-31$607,133
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-08-31$617,176
Net investment gain/loss from pooled separate accounts2021-08-31$575,482
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-08-31No
Was there a failure to transmit to the plan any participant contributions2021-08-31No
Has the plan failed to provide any benefit when due under the plan2021-08-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-08-31$284,135
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-08-31No
Did the plan have assets held for investment2021-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-08-31No
Opinion of an independent qualified public accountant for this plan2021-08-31Disclaimer
Accountancy firm name2021-08-31BOLES METZGER BROSIUS & WALBORN PC
Accountancy firm EIN2021-08-31232175024
2020 : ALVORD-POLK, INC 401(K) / PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-08-31$489,844
Total of all expenses incurred2020-08-31$119,577
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-08-31$98,781
Value of total corrective distributions2020-08-31$5,246
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-08-31$179,704
Value of total assets at end of year2020-08-31$3,393,143
Value of total assets at beginning of year2020-08-31$3,022,876
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-08-31$15,550
Total interest from all sources2020-08-31$4,138
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-08-31No
Was this plan covered by a fidelity bond2020-08-31Yes
Value of fidelity bond cover2020-08-31$250,000
If this is an individual account plan, was there a blackout period2020-08-31No
Were there any nonexempt tranactions with any party-in-interest2020-08-31No
Contributions received from participants2020-08-31$179,704
Participant contributions at end of year2020-08-31$3,445
Participant contributions at beginning of year2020-08-31$0
Administrative expenses (other) incurred2020-08-31$534
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-08-31No
Value of net income/loss2020-08-31$370,267
Value of net assets at end of year (total assets less liabilities)2020-08-31$3,393,143
Value of net assets at beginning of year (total assets less liabilities)2020-08-31$3,022,876
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-08-31No
Were any leases to which the plan was party in default or uncollectible2020-08-31No
Investment advisory and management fees2020-08-31$15,016
Value of interest in pooled separate accounts at end of year2020-08-31$2,772,522
Value of interest in pooled separate accounts at beginning of year2020-08-31$2,641,663
Interest earned on other investments2020-08-31$4,138
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-08-31$617,176
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-08-31$381,213
Net investment gain/loss from pooled separate accounts2020-08-31$306,002
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-08-31No
Was there a failure to transmit to the plan any participant contributions2020-08-31No
Has the plan failed to provide any benefit when due under the plan2020-08-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-08-31$98,781
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-08-31No
Did the plan have assets held for investment2020-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-08-31Yes
Opinion of an independent qualified public accountant for this plan2020-08-31Disclaimer
Accountancy firm name2020-08-31BOLES METZGER BROSIUS & WALBORN PC
Accountancy firm EIN2020-08-31232175024
2019 : ALVORD-POLK, INC 401(K) / PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-08-31$332,181
Total of all expenses incurred2019-08-31$200,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-08-31$180,256
Value of total corrective distributions2019-08-31$5,633
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-08-31$155,938
Value of total assets at end of year2019-08-31$3,022,876
Value of total assets at beginning of year2019-08-31$2,891,473
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-08-31$14,889
Total interest from all sources2019-08-31$3,172
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-08-31No
Was this plan covered by a fidelity bond2019-08-31Yes
Value of fidelity bond cover2019-08-31$250,000
If this is an individual account plan, was there a blackout period2019-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-08-31$0
Were there any nonexempt tranactions with any party-in-interest2019-08-31No
Contributions received from participants2019-08-31$155,938
Participant contributions at end of year2019-08-31$0
Participant contributions at beginning of year2019-08-31$5,380
Administrative expenses (other) incurred2019-08-31$659
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-08-31No
Value of net income/loss2019-08-31$131,403
Value of net assets at end of year (total assets less liabilities)2019-08-31$3,022,876
Value of net assets at beginning of year (total assets less liabilities)2019-08-31$2,891,473
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-08-31No
Were any leases to which the plan was party in default or uncollectible2019-08-31No
Investment advisory and management fees2019-08-31$14,230
Value of interest in pooled separate accounts at end of year2019-08-31$2,641,663
Value of interest in pooled separate accounts at beginning of year2019-08-31$2,558,826
Interest earned on other investments2019-08-31$3,172
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-08-31$381,213
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-08-31$327,267
Net investment gain/loss from pooled separate accounts2019-08-31$173,071
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-08-31No
Was there a failure to transmit to the plan any participant contributions2019-08-31No
Has the plan failed to provide any benefit when due under the plan2019-08-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-08-31$180,256
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-08-31No
Did the plan have assets held for investment2019-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-08-31Yes
Opinion of an independent qualified public accountant for this plan2019-08-31Disclaimer
Accountancy firm name2019-08-31BOLES METZGER BROSIUS & WALBORN PC
Accountancy firm EIN2019-08-31232175024
2018 : ALVORD-POLK, INC 401(K) / PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-08-31$292,658
Total of all expenses incurred2018-08-31$171,738
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-08-31$156,656
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-08-31$149,118
Value of total assets at end of year2018-08-31$2,891,473
Value of total assets at beginning of year2018-08-31$2,770,553
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-08-31$15,082
Total interest from all sources2018-08-31$2,602
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-08-31No
Was this plan covered by a fidelity bond2018-08-31Yes
Value of fidelity bond cover2018-08-31$250,000
If this is an individual account plan, was there a blackout period2018-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-08-31$0
Were there any nonexempt tranactions with any party-in-interest2018-08-31No
Contributions received from participants2018-08-31$149,118
Participant contributions at end of year2018-08-31$5,380
Participant contributions at beginning of year2018-08-31$4,425
Administrative expenses (other) incurred2018-08-31$991
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-08-31No
Value of net income/loss2018-08-31$120,920
Value of net assets at end of year (total assets less liabilities)2018-08-31$2,891,473
Value of net assets at beginning of year (total assets less liabilities)2018-08-31$2,770,553
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-08-31No
Were any leases to which the plan was party in default or uncollectible2018-08-31No
Investment advisory and management fees2018-08-31$14,091
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-08-31$0
Value of interest in pooled separate accounts at end of year2018-08-31$2,558,826
Value of interest in pooled separate accounts at beginning of year2018-08-31$2,373,932
Interest earned on other investments2018-08-31$2,602
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-08-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-08-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-08-31$327,267
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-08-31$392,196
Net investment gain/loss from pooled separate accounts2018-08-31$140,938
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-08-31No
Was there a failure to transmit to the plan any participant contributions2018-08-31No
Has the plan failed to provide any benefit when due under the plan2018-08-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-08-31$156,656
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-08-31No
Did the plan have assets held for investment2018-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-08-31Yes
Opinion of an independent qualified public accountant for this plan2018-08-31Disclaimer
Accountancy firm name2018-08-31BOLES METZGER BROSIUS & WALBORN PC
Accountancy firm EIN2018-08-31232175024
2017 : ALVORD-POLK, INC 401(K) / PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-08-31$317,677
Total of all expenses incurred2017-08-31$334,200
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-08-31$333,760
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-08-31$130,335
Value of total assets at end of year2017-08-31$2,770,553
Value of total assets at beginning of year2017-08-31$2,787,076
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-08-31$440
Total interest from all sources2017-08-31$2,368
Total dividends received (eg from common stock, registered investment company shares)2017-08-31$1,059
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-08-31$1,059
Was this plan covered by a fidelity bond2017-08-31Yes
Value of fidelity bond cover2017-08-31$250,000
If this is an individual account plan, was there a blackout period2017-08-31Yes
Were there any nonexempt tranactions with any party-in-interest2017-08-31No
Contributions received from participants2017-08-31$130,335
Participant contributions at end of year2017-08-31$4,425
Participant contributions at beginning of year2017-08-31$3,217
Other income not declared elsewhere2017-08-31$2,288
Administrative expenses (other) incurred2017-08-31$440
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-31No
Value of net income/loss2017-08-31$-16,523
Value of net assets at end of year (total assets less liabilities)2017-08-31$2,770,553
Value of net assets at beginning of year (total assets less liabilities)2017-08-31$2,787,076
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-08-31No
Were any leases to which the plan was party in default or uncollectible2017-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-08-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-08-31$2,525,929
Value of interest in pooled separate accounts at end of year2017-08-31$2,373,932
Value of interest in pooled separate accounts at beginning of year2017-08-31$0
Interest earned on other investments2017-08-31$2,363
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-08-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-08-31$257,930
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-08-31$257,930
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-08-31$5
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-08-31$392,196
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-08-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-08-31$-58,758
Net investment gain/loss from pooled separate accounts2017-08-31$240,385
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-08-31No
Was there a failure to transmit to the plan any participant contributions2017-08-31No
Has the plan failed to provide any benefit when due under the plan2017-08-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-08-31$333,760
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-08-31Yes
Did the plan have assets held for investment2017-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-08-31Yes
Opinion of an independent qualified public accountant for this plan2017-08-31Disclaimer
Accountancy firm name2017-08-31BOLES METZGER BROSIUS & WALBORN PC
Accountancy firm EIN2017-08-31232175024
2016 : ALVORD-POLK, INC 401(K) / PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-08-31$0
Total income from all sources (including contributions)2016-08-31$423,943
Total loss/gain on sale of assets2016-08-31$0
Total of all expenses incurred2016-08-31$157,699
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-08-31$155,625
Value of total corrective distributions2016-08-31$1,174
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-08-31$118,018
Value of total assets at end of year2016-08-31$2,787,076
Value of total assets at beginning of year2016-08-31$2,520,832
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-08-31$900
Total interest from all sources2016-08-31$237
Total dividends received (eg from common stock, registered investment company shares)2016-08-31$17,371
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-08-31$17,371
Was this plan covered by a fidelity bond2016-08-31Yes
Value of fidelity bond cover2016-08-31$250,000
If this is an individual account plan, was there a blackout period2016-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-08-31$0
Were there any nonexempt tranactions with any party-in-interest2016-08-31No
Contributions received from participants2016-08-31$118,018
Participant contributions at end of year2016-08-31$3,217
Participant contributions at beginning of year2016-08-31$9,924
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-08-31No
Value of net income/loss2016-08-31$266,244
Value of net assets at end of year (total assets less liabilities)2016-08-31$2,787,076
Value of net assets at beginning of year (total assets less liabilities)2016-08-31$2,520,832
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-08-31No
Were any leases to which the plan was party in default or uncollectible2016-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-08-31$2,525,929
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-08-31$2,250,994
Interest on participant loans2016-08-31$0
Income. Interest from loans (other than to participants)2016-08-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-08-31$257,930
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-08-31$259,914
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-08-31$259,914
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-08-31$237
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-08-31$288,317
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-08-31No
Was there a failure to transmit to the plan any participant contributions2016-08-31No
Has the plan failed to provide any benefit when due under the plan2016-08-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-08-31$155,625
Contract administrator fees2016-08-31$900
Did the plan have assets held for investment2016-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-08-31Yes
Opinion of an independent qualified public accountant for this plan2016-08-31Disclaimer
Accountancy firm name2016-08-31BOLES METZGER BROSIUS & WALBORN PC
Accountancy firm EIN2016-08-31232175024
2015 : ALVORD-POLK, INC 401(K) / PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-08-31$0
Total income from all sources (including contributions)2015-08-31$98,859
Total loss/gain on sale of assets2015-08-31$0
Total of all expenses incurred2015-08-31$339,640
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-08-31$336,908
Value of total corrective distributions2015-08-31$2,012
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-08-31$120,013
Value of total assets at end of year2015-08-31$2,520,832
Value of total assets at beginning of year2015-08-31$2,761,613
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-08-31$720
Total interest from all sources2015-08-31$41
Total dividends received (eg from common stock, registered investment company shares)2015-08-31$25,141
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-08-31$25,141
Was this plan covered by a fidelity bond2015-08-31Yes
Value of fidelity bond cover2015-08-31$250,000
If this is an individual account plan, was there a blackout period2015-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-08-31$0
Were there any nonexempt tranactions with any party-in-interest2015-08-31No
Contributions received from participants2015-08-31$120,013
Participant contributions at end of year2015-08-31$9,924
Participant contributions at beginning of year2015-08-31$9,229
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-31No
Value of net income/loss2015-08-31$-240,781
Value of net assets at end of year (total assets less liabilities)2015-08-31$2,520,832
Value of net assets at beginning of year (total assets less liabilities)2015-08-31$2,761,613
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-08-31No
Were any leases to which the plan was party in default or uncollectible2015-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-08-31$2,250,994
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-08-31$2,404,421
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-08-31$259,914
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-08-31$347,963
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-08-31$347,963
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-08-31$41
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-08-31$-46,336
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-08-31No
Was there a failure to transmit to the plan any participant contributions2015-08-31No
Has the plan failed to provide any benefit when due under the plan2015-08-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-08-31$336,908
Contract administrator fees2015-08-31$720
Did the plan have assets held for investment2015-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-08-31Yes
Opinion of an independent qualified public accountant for this plan2015-08-31Disclaimer
Accountancy firm name2015-08-31BOLES, METZGER, BROSIUS, EMRICK PC
Accountancy firm EIN2015-08-31232175024
2014 : ALVORD-POLK, INC 401(K) / PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-08-31$0
Total income from all sources (including contributions)2014-08-31$537,844
Total loss/gain on sale of assets2014-08-31$0
Total of all expenses incurred2014-08-31$296,179
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-08-31$287,236
Value of total corrective distributions2014-08-31$7,923
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-08-31$187,788
Value of total assets at end of year2014-08-31$2,761,613
Value of total assets at beginning of year2014-08-31$2,519,948
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-08-31$1,020
Total interest from all sources2014-08-31$157
Total dividends received (eg from common stock, registered investment company shares)2014-08-31$20,677
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-08-31$20,677
Was this plan covered by a fidelity bond2014-08-31Yes
Value of fidelity bond cover2014-08-31$250,000
If this is an individual account plan, was there a blackout period2014-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-08-31$0
Were there any nonexempt tranactions with any party-in-interest2014-08-31No
Contributions received from participants2014-08-31$105,779
Participant contributions at end of year2014-08-31$9,229
Participant contributions at beginning of year2014-08-31$8,505
Income. Received or receivable in cash from other sources (including rollovers)2014-08-31$82,009
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Value of net income/loss2014-08-31$241,665
Value of net assets at end of year (total assets less liabilities)2014-08-31$2,761,613
Value of net assets at beginning of year (total assets less liabilities)2014-08-31$2,519,948
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-08-31No
Were any leases to which the plan was party in default or uncollectible2014-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-08-31$2,404,421
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-08-31$2,000,580
Value of interest in common/collective trusts at beginning of year2014-08-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-08-31$347,963
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-08-31$510,863
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-08-31$510,863
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-08-31$157
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-08-31$329,222
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-08-31No
Was there a failure to transmit to the plan any participant contributions2014-08-31No
Has the plan failed to provide any benefit when due under the plan2014-08-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-08-31$287,236
Contract administrator fees2014-08-31$1,020
Did the plan have assets held for investment2014-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-08-31Yes
Opinion of an independent qualified public accountant for this plan2014-08-31Disclaimer
Accountancy firm name2014-08-31BOLES, METZGER, BROSIUS, EMRICK PC
Accountancy firm EIN2014-08-31232175024
2013 : ALVORD-POLK, INC 401(K) / PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-08-31$0
Total income from all sources (including contributions)2013-08-31$405,712
Total loss/gain on sale of assets2013-08-31$0
Total of all expenses incurred2013-08-31$173,639
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-08-31$167,240
Value of total corrective distributions2013-08-31$5,559
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-08-31$98,836
Value of total assets at end of year2013-08-31$2,519,948
Value of total assets at beginning of year2013-08-31$2,287,875
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-08-31$840
Total interest from all sources2013-08-31$18
Total dividends received (eg from common stock, registered investment company shares)2013-08-31$28,223
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-08-31$28,223
Was this plan covered by a fidelity bond2013-08-31Yes
Value of fidelity bond cover2013-08-31$250,000
If this is an individual account plan, was there a blackout period2013-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-08-31$0
Were there any nonexempt tranactions with any party-in-interest2013-08-31No
Contributions received from participants2013-08-31$91,670
Participant contributions at end of year2013-08-31$8,505
Participant contributions at beginning of year2013-08-31$8,050
Income. Received or receivable in cash from other sources (including rollovers)2013-08-31$7,166
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-31No
Value of net income/loss2013-08-31$232,073
Value of net assets at end of year (total assets less liabilities)2013-08-31$2,519,948
Value of net assets at beginning of year (total assets less liabilities)2013-08-31$2,287,875
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-08-31No
Were any leases to which the plan was party in default or uncollectible2013-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-08-31$2,000,580
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-08-31$1,969,280
Value of interest in common/collective trusts at end of year2013-08-31$0
Value of interest in common/collective trusts at beginning of year2013-08-31$310,545
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-08-31$510,863
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-08-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-08-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-08-31$18
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-08-31$277,326
Net investment gain or loss from common/collective trusts2013-08-31$1,309
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-08-31No
Was there a failure to transmit to the plan any participant contributions2013-08-31No
Has the plan failed to provide any benefit when due under the plan2013-08-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-08-31$167,240
Contract administrator fees2013-08-31$840
Did the plan have assets held for investment2013-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-08-31Yes
Opinion of an independent qualified public accountant for this plan2013-08-31Disclaimer
Accountancy firm name2013-08-31BOLES, METZGER, BROSIUS, EMRICK PC
Accountancy firm EIN2013-08-31232175024
2012 : ALVORD-POLK, INC 401(K) / PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-08-31$0
Total income from all sources (including contributions)2012-08-31$191,406
Total loss/gain on sale of assets2012-08-31$0
Total of all expenses incurred2012-08-31$102,100
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-08-31$96,310
Value of total corrective distributions2012-08-31$5,250
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-08-31$87,960
Value of total assets at end of year2012-08-31$2,287,875
Value of total assets at beginning of year2012-08-31$2,198,569
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-08-31$540
Total interest from all sources2012-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-08-31$36,035
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-08-31$36,035
Was this plan covered by a fidelity bond2012-08-31Yes
Value of fidelity bond cover2012-08-31$250,000
If this is an individual account plan, was there a blackout period2012-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-08-31$0
Were there any nonexempt tranactions with any party-in-interest2012-08-31No
Contributions received from participants2012-08-31$87,960
Participant contributions at end of year2012-08-31$8,050
Participant contributions at beginning of year2012-08-31$6,470
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-08-31No
Value of net income/loss2012-08-31$89,306
Value of net assets at end of year (total assets less liabilities)2012-08-31$2,287,875
Value of net assets at beginning of year (total assets less liabilities)2012-08-31$2,198,569
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-08-31No
Were any leases to which the plan was party in default or uncollectible2012-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-08-31$1,969,280
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-08-31$1,951,537
Value of interest in common/collective trusts at end of year2012-08-31$310,545
Value of interest in common/collective trusts at beginning of year2012-08-31$240,562
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-08-31$65,274
Net investment gain or loss from common/collective trusts2012-08-31$2,137
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-08-31No
Was there a failure to transmit to the plan any participant contributions2012-08-31No
Has the plan failed to provide any benefit when due under the plan2012-08-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-08-31$96,310
Contract administrator fees2012-08-31$540
Did the plan have assets held for investment2012-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-08-31Yes
Opinion of an independent qualified public accountant for this plan2012-08-31Disclaimer
Accountancy firm name2012-08-31BOLES METZGER BROSIUS & EMERICK PC
Accountancy firm EIN2012-08-31232175024
2011 : ALVORD-POLK, INC 401(K) / PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-08-31$0
Total income from all sources (including contributions)2011-08-31$397,777
Total loss/gain on sale of assets2011-08-31$0
Total of all expenses incurred2011-08-31$361,020
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-08-31$358,320
Value of total corrective distributions2011-08-31$2,640
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-08-31$87,470
Value of total assets at end of year2011-08-31$2,198,569
Value of total assets at beginning of year2011-08-31$2,161,812
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-08-31$60
Total interest from all sources2011-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-08-31$48,136
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-08-31$48,136
Was this plan covered by a fidelity bond2011-08-31Yes
Value of fidelity bond cover2011-08-31$250,000
If this is an individual account plan, was there a blackout period2011-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-08-31$0
Were there any nonexempt tranactions with any party-in-interest2011-08-31No
Contributions received from participants2011-08-31$87,470
Participant contributions at end of year2011-08-31$6,470
Participant contributions at beginning of year2011-08-31$7,260
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Value of net income/loss2011-08-31$36,757
Value of net assets at end of year (total assets less liabilities)2011-08-31$2,198,569
Value of net assets at beginning of year (total assets less liabilities)2011-08-31$2,161,812
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-08-31No
Were any leases to which the plan was party in default or uncollectible2011-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-08-31$1,951,537
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-08-31$1,899,941
Value of interest in common/collective trusts at end of year2011-08-31$240,562
Value of interest in common/collective trusts at beginning of year2011-08-31$254,611
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-08-31$256,605
Net investment gain or loss from common/collective trusts2011-08-31$5,566
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-08-31No
Was there a failure to transmit to the plan any participant contributions2011-08-31No
Has the plan failed to provide any benefit when due under the plan2011-08-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-08-31$358,320
Contract administrator fees2011-08-31$60
Did the plan have assets held for investment2011-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-08-31Yes
Opinion of an independent qualified public accountant for this plan2011-08-31Disclaimer
Accountancy firm name2011-08-31CUSTER, FAUST AND ASSOCIATES, P.C.
Accountancy firm EIN2011-08-31203999483
2010 : ALVORD-POLK, INC 401(K) / PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-08-31$0

Form 5500 Responses for ALVORD-POLK, INC 401(K) / PROFIT SHARING PLAN

2022: ALVORD-POLK, INC 401(K) / PROFIT SHARING PLAN 2022 form 5500 responses
2022-09-01Type of plan entitySingle employer plan
2022-09-01Plan funding arrangement – InsuranceYes
2022-09-01Plan funding arrangement – TrustYes
2022-09-01Plan benefit arrangement – InsuranceYes
2022-09-01Plan benefit arrangement - TrustYes
2021: ALVORD-POLK, INC 401(K) / PROFIT SHARING PLAN 2021 form 5500 responses
2021-09-01Type of plan entitySingle employer plan
2021-09-01Plan funding arrangement – InsuranceYes
2021-09-01Plan funding arrangement – TrustYes
2021-09-01Plan benefit arrangement – InsuranceYes
2021-09-01Plan benefit arrangement - TrustYes
2020: ALVORD-POLK, INC 401(K) / PROFIT SHARING PLAN 2020 form 5500 responses
2020-09-01Type of plan entitySingle employer plan
2020-09-01Plan funding arrangement – InsuranceYes
2020-09-01Plan funding arrangement – TrustYes
2020-09-01Plan benefit arrangement – InsuranceYes
2020-09-01Plan benefit arrangement - TrustYes
2019: ALVORD-POLK, INC 401(K) / PROFIT SHARING PLAN 2019 form 5500 responses
2019-09-01Type of plan entitySingle employer plan
2019-09-01Plan funding arrangement – InsuranceYes
2019-09-01Plan funding arrangement – TrustYes
2019-09-01Plan benefit arrangement – InsuranceYes
2019-09-01Plan benefit arrangement - TrustYes
2018: ALVORD-POLK, INC 401(K) / PROFIT SHARING PLAN 2018 form 5500 responses
2018-09-01Type of plan entitySingle employer plan
2018-09-01Plan funding arrangement – InsuranceYes
2018-09-01Plan funding arrangement – TrustYes
2018-09-01Plan benefit arrangement – InsuranceYes
2018-09-01Plan benefit arrangement - TrustYes
2017: ALVORD-POLK, INC 401(K) / PROFIT SHARING PLAN 2017 form 5500 responses
2017-09-01Type of plan entitySingle employer plan
2017-09-01Plan funding arrangement – InsuranceYes
2017-09-01Plan funding arrangement – TrustYes
2017-09-01Plan benefit arrangement – InsuranceYes
2017-09-01Plan benefit arrangement - TrustYes
2016: ALVORD-POLK, INC 401(K) / PROFIT SHARING PLAN 2016 form 5500 responses
2016-09-01Type of plan entitySingle employer plan
2016-09-01Plan funding arrangement – InsuranceYes
2016-09-01Plan funding arrangement – TrustYes
2016-09-01Plan benefit arrangement – InsuranceYes
2016-09-01Plan benefit arrangement - TrustYes
2015: ALVORD-POLK, INC 401(K) / PROFIT SHARING PLAN 2015 form 5500 responses
2015-09-01Type of plan entitySingle employer plan
2015-09-01Submission has been amendedNo
2015-09-01This submission is the final filingNo
2015-09-01This return/report is a short plan year return/report (less than 12 months)No
2015-09-01Plan is a collectively bargained planNo
2015-09-01Plan funding arrangement – TrustYes
2015-09-01Plan benefit arrangement - TrustYes
2014: ALVORD-POLK, INC 401(K) / PROFIT SHARING PLAN 2014 form 5500 responses
2014-09-01Type of plan entitySingle employer plan
2014-09-01Submission has been amendedNo
2014-09-01This submission is the final filingNo
2014-09-01This return/report is a short plan year return/report (less than 12 months)No
2014-09-01Plan is a collectively bargained planNo
2014-09-01Plan funding arrangement – TrustYes
2014-09-01Plan benefit arrangement - TrustYes
2013: ALVORD-POLK, INC 401(K) / PROFIT SHARING PLAN 2013 form 5500 responses
2013-09-01Type of plan entitySingle employer plan
2013-09-01Submission has been amendedNo
2013-09-01This submission is the final filingNo
2013-09-01This return/report is a short plan year return/report (less than 12 months)No
2013-09-01Plan is a collectively bargained planNo
2013-09-01Plan funding arrangement – TrustYes
2013-09-01Plan benefit arrangement - TrustYes
2012: ALVORD-POLK, INC 401(K) / PROFIT SHARING PLAN 2012 form 5500 responses
2012-09-01Type of plan entitySingle employer plan
2012-09-01Submission has been amendedNo
2012-09-01This submission is the final filingNo
2012-09-01This return/report is a short plan year return/report (less than 12 months)No
2012-09-01Plan is a collectively bargained planNo
2012-09-01Plan funding arrangement – TrustYes
2012-09-01Plan benefit arrangement - TrustYes
2011: ALVORD-POLK, INC 401(K) / PROFIT SHARING PLAN 2011 form 5500 responses
2011-09-01Type of plan entitySingle employer plan
2011-09-01Submission has been amendedNo
2011-09-01This submission is the final filingNo
2011-09-01This return/report is a short plan year return/report (less than 12 months)No
2011-09-01Plan is a collectively bargained planNo
2011-09-01Plan funding arrangement – TrustYes
2011-09-01Plan benefit arrangement - TrustYes
2010: ALVORD-POLK, INC 401(K) / PROFIT SHARING PLAN 2010 form 5500 responses
2010-09-01Type of plan entitySingle employer plan
2010-09-01Submission has been amendedNo
2010-09-01This submission is the final filingNo
2010-09-01This return/report is a short plan year return/report (less than 12 months)No
2010-09-01Plan is a collectively bargained planNo
2010-09-01Plan funding arrangement – TrustYes
2010-09-01Plan benefit arrangement - TrustYes
2009: ALVORD-POLK, INC 401(K) / PROFIT SHARING PLAN 2009 form 5500 responses
2009-09-01Type of plan entitySingle employer plan
2009-09-01Submission has been amendedNo
2009-09-01This submission is the final filingNo
2009-09-01This return/report is a short plan year return/report (less than 12 months)No
2009-09-01Plan is a collectively bargained planNo
2009-09-01Plan funding arrangement – TrustYes
2009-09-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number807595
Policy instance 1
Insurance contract or identification number807595
Number of Individuals Covered68
Insurance policy start date2022-09-01
Insurance policy end date2023-08-31
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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number807595
Policy instance 1
Insurance contract or identification number807595
Number of Individuals Covered67
Insurance policy start date2021-09-01
Insurance policy end date2022-08-31
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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number807595
Policy instance 1
Insurance contract or identification number807595
Number of Individuals Covered71
Insurance policy start date2020-09-01
Insurance policy end date2021-08-31
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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number807595
Policy instance 1
Insurance contract or identification number807595
Number of Individuals Covered77
Insurance policy start date2019-09-01
Insurance policy end date2020-08-31
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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number807595
Policy instance 1
Insurance contract or identification number807595
Number of Individuals Covered81
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number807595
Policy instance 1
Insurance contract or identification number807595
Number of Individuals Covered81
Insurance policy start date2017-09-01
Insurance policy end date2018-08-31
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

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