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BRADFORD WHITE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 401k Plan overview

Plan NameBRADFORD WHITE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT
Plan identification number 007

BRADFORD WHITE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • The employer maintaining this ESOP is an S Corporation
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

BRADFORD WHITE CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:BRADFORD WHITE CORPORATION
Employer identification number (EIN):232384646
NAIC Classification:335200

Additional information about BRADFORD WHITE CORPORATION

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2063448

More information about BRADFORD WHITE CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRADFORD WHITE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0072022-01-01
0072021-01-01
0072020-01-01
0072019-01-01
0072018-01-01
0072017-01-01PAUL J BALON MICHAEL J BORINSKI2018-10-08
0072016-01-01PAUL J BALON MICHAEL J BORINSKI2017-10-05
0072015-01-01PAUL J BALON MICHAEL J BORINSKI2016-10-07
0072014-01-01M A TAYLOR MICHAEL J BORINSKI2015-10-12
0072013-01-01M A TAYLOR MICHAEL J BORINSKI2014-10-10
0072012-01-01M A TAYLOR MICHAEL J BORINSKI2013-10-14
0072011-01-01MARK A TAYLOR MICHAEL J BORINSKI2012-10-12
0072009-01-01MARK A TAYLOR MICHAEL J BORINSKI2010-10-13

Plan Statistics for BRADFORD WHITE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT

401k plan membership statisitcs for BRADFORD WHITE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT

Measure Date Value
2022: BRADFORD WHITE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2022 401k membership
Total participants, beginning-of-year2022-01-01348
Total number of active participants reported on line 7a of the Form 55002022-01-01335
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-018
Total of all active and inactive participants2022-01-01345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01345
Number of participants with account balances2022-01-01344
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0112
2021: BRADFORD WHITE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2021 401k membership
Total participants, beginning-of-year2021-01-01325
Total number of active participants reported on line 7a of the Form 55002021-01-01326
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-017
Total of all active and inactive participants2021-01-01335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01336
Number of participants with account balances2021-01-01336
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-019
2020: BRADFORD WHITE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2020 401k membership
Total participants, beginning-of-year2020-01-01318
Total number of active participants reported on line 7a of the Form 55002020-01-01310
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0110
Total of all active and inactive participants2020-01-01320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01321
Number of participants with account balances2020-01-01320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0110
2019: BRADFORD WHITE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2019 401k membership
Total participants, beginning-of-year2019-01-01291
Total number of active participants reported on line 7a of the Form 55002019-01-01301
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-017
Total of all active and inactive participants2019-01-01308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01309
Number of participants with account balances2019-01-01308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-018
2018: BRADFORD WHITE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2018 401k membership
Total participants, beginning-of-year2018-01-01242
Total number of active participants reported on line 7a of the Form 55002018-01-01277
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-014
Total of all active and inactive participants2018-01-01281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01282
Number of participants with account balances2018-01-01281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2017: BRADFORD WHITE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2017 401k membership
Total participants, beginning-of-year2017-01-01224
Total number of active participants reported on line 7a of the Form 55002017-01-01228
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-016
Total of all active and inactive participants2017-01-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01235
Number of participants with account balances2017-01-01235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: BRADFORD WHITE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2016 401k membership
Total participants, beginning-of-year2016-01-01216
Total number of active participants reported on line 7a of the Form 55002016-01-01218
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-014
Total of all active and inactive participants2016-01-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01224
Number of participants with account balances2016-01-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-017
2015: BRADFORD WHITE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2015 401k membership
Total participants, beginning-of-year2015-01-01215
Total number of active participants reported on line 7a of the Form 55002015-01-01211
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-013
Total of all active and inactive participants2015-01-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01214
Number of participants with account balances2015-01-01214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: BRADFORD WHITE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2014 401k membership
Total participants, beginning-of-year2014-01-01207
Total number of active participants reported on line 7a of the Form 55002014-01-01206
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01208
Number of participants with account balances2014-01-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: BRADFORD WHITE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2013 401k membership
Total participants, beginning-of-year2013-01-01204
Total number of active participants reported on line 7a of the Form 55002013-01-01198
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-014
Total of all active and inactive participants2013-01-01205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01205
Number of participants with account balances2013-01-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: BRADFORD WHITE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2012 401k membership
Total participants, beginning-of-year2012-01-01190
Total number of active participants reported on line 7a of the Form 55002012-01-01181
Number of retired or separated participants receiving benefits2012-01-0110
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-01193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01193
Number of participants with account balances2012-01-01193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: BRADFORD WHITE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2011 401k membership
Total participants, beginning-of-year2011-01-01181
Total number of active participants reported on line 7a of the Form 55002011-01-01171
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0119
Total of all active and inactive participants2011-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01190
Number of participants with account balances2011-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: BRADFORD WHITE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2009 401k membership
Total participants, beginning-of-year2009-01-01192
Total number of active participants reported on line 7a of the Form 55002009-01-01165
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0113
Total of all active and inactive participants2009-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01178
Number of participants with account balances2009-01-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on BRADFORD WHITE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT

Measure Date Value
2022 : BRADFORD WHITE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$395,655,474
Total unrealized appreciation/depreciation of assets2022-12-31$395,655,474
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$125,164,195
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$134,072,866
Total income from all sources (including contributions)2022-12-31$404,564,145
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$77,102,272
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$77,102,272
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$8,908,671
Value of total assets at end of year2022-12-31$1,154,561,341
Value of total assets at beginning of year2022-12-31$836,008,139
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$0
Total interest from all sources2022-12-31$0
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 year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$29,341
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$327,461,873
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,029,397,146
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$701,935,273
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$13,552
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$18,795
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$18,795
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$1,154,518,448
Assets. Invements in employer securities at beginning of year2022-12-31$835,989,344
Contributions received in cash from employer2022-12-31$8,908,671
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$77,102,272
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$125,164,195
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$134,072,866
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31KREISCHER MILLER
Accountancy firm EIN2022-12-31231980475
2021 : BRADFORD WHITE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$55,647,131
Total unrealized appreciation/depreciation of assets2021-12-31$55,647,131
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$134,072,866
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$142,067,943
Total income from all sources (including contributions)2021-12-31$63,642,208
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$84,988,324
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$84,988,324
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$7,995,077
Value of total assets at end of year2021-12-31$836,008,139
Value of total assets at beginning of year2021-12-31$865,349,332
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$84,982,208
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-21,346,116
Value of net assets at end of year (total assets less liabilities)2021-12-31$701,935,273
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$723,281,389
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$18,795
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$24,911
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$24,911
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$835,989,344
Assets. Invements in employer securities at beginning of year2021-12-31$865,324,421
Contributions received in cash from employer2021-12-31$7,995,077
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$84,988,324
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$134,072,866
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$142,067,943
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31KREISCHER MILLER
Accountancy firm EIN2021-12-31231980475
2020 : BRADFORD WHITE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$139,746,382
Total unrealized appreciation/depreciation of assets2020-12-31$139,746,382
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$142,067,943
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$149,382,945
Total income from all sources (including contributions)2020-12-31$147,061,384
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$42,215,980
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$42,215,980
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$7,315,002
Value of total assets at end of year2020-12-31$865,349,332
Value of total assets at beginning of year2020-12-31$767,818,930
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$42,211,250
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$104,845,404
Value of net assets at end of year (total assets less liabilities)2020-12-31$723,281,389
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$618,435,985
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$24,911
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$29,641
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$29,641
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$865,324,421
Assets. Invements in employer securities at beginning of year2020-12-31$767,789,289
Contributions received in cash from employer2020-12-31$7,315,002
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$42,215,980
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$142,067,943
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$149,382,945
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31KREISCHER MILLER
Accountancy firm EIN2020-12-31231980475
2019 : BRADFORD WHITE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$41,175,538
Total unrealized appreciation/depreciation of assets2019-12-31$41,175,538
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$149,382,945
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$156,147,074
Total income from all sources (including contributions)2019-12-31$47,939,668
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$34,303,004
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$34,303,004
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,764,130
Value of total assets at end of year2019-12-31$767,818,930
Value of total assets at beginning of year2019-12-31$760,946,395
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$34,300,301
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$13,636,664
Value of net assets at end of year (total assets less liabilities)2019-12-31$618,435,985
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$604,799,321
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$29,641
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$32,344
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$32,344
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$767,789,289
Assets. Invements in employer securities at beginning of year2019-12-31$760,914,051
Contributions received in cash from employer2019-12-31$6,764,130
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$34,303,004
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$149,382,945
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$156,147,074
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31KREISCHER MILLER
Accountancy firm EIN2019-12-31231980475
2018 : BRADFORD WHITE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$158,294,954
Total unrealized appreciation/depreciation of assets2018-12-31$158,294,954
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$156,147,074
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$114,384,836
Total income from all sources (including contributions)2018-12-31$164,488,715
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$241,332,542
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$241,332,542
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$6,193,761
Value of total assets at end of year2018-12-31$760,946,395
Value of total assets at beginning of year2018-12-31$796,027,984
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$241,325,227
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-76,843,827
Value of net assets at end of year (total assets less liabilities)2018-12-31$604,799,321
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$681,643,148
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$32,344
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$39,660
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$39,660
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$760,914,051
Assets. Invements in employer securities at beginning of year2018-12-31$795,988,324
Contributions received in cash from employer2018-12-31$6,193,761
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$241,332,542
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Liabilities. Value of acquisition indebtedness at end of year2018-12-31$156,147,074
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$114,384,836
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31KREISCHER MILLER
Accountancy firm EIN2018-12-31231980475
2017 : BRADFORD WHITE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$168,091,036
Total unrealized appreciation/depreciation of assets2017-12-31$168,091,036
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$114,384,836
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$119,775,720
Total income from all sources (including contributions)2017-12-31$173,482,112
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$128,557,317
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$128,557,317
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,390,884
Value of total assets at end of year2017-12-31$796,027,984
Value of total assets at beginning of year2017-12-31$756,494,073
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$192
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$128,551,830
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$44,924,795
Value of net assets at end of year (total assets less liabilities)2017-12-31$681,643,148
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$636,718,353
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$39,660
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$44,955
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$44,955
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$192
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$795,988,324
Assets. Invements in employer securities at beginning of year2017-12-31$756,449,118
Contributions received in cash from employer2017-12-31$5,390,884
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$128,557,317
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Liabilities. Value of acquisition indebtedness at end of year2017-12-31$114,384,836
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$119,775,720
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31KREISCHER MILLER
Accountancy firm EIN2017-12-31231980475
2016 : BRADFORD WHITE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$181,608,578
Total unrealized appreciation/depreciation of assets2016-12-31$181,608,578
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$119,775,720
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$124,409,848
Total income from all sources (including contributions)2016-12-31$186,243,054
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$106,875,984
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$106,875,984
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,634,128
Value of total assets at end of year2016-12-31$756,494,073
Value of total assets at beginning of year2016-12-31$681,761,131
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$348
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$106,868,458
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$79,367,070
Value of net assets at end of year (total assets less liabilities)2016-12-31$636,718,353
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$557,351,283
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$44,955
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$52,133
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$52,133
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$348
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$756,449,118
Assets. Invements in employer securities at beginning of year2016-12-31$681,708,998
Contributions received in cash from employer2016-12-31$4,634,128
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$106,875,984
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Liabilities. Value of acquisition indebtedness at end of year2016-12-31$119,775,720
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$124,409,848
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31KREISCHER MILLER
Accountancy firm EIN2016-12-31231980475
2015 : BRADFORD WHITE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$88,761,846
Total unrealized appreciation/depreciation of assets2015-12-31$88,761,846
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$124,409,848
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$78,291,017
Total income from all sources (including contributions)2015-12-31$93,401,141
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$78,166,699
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$78,166,699
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,639,289
Value of total assets at end of year2015-12-31$681,761,131
Value of total assets at beginning of year2015-12-31$620,407,858
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$6
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$78,160,030
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$15,234,442
Value of net assets at end of year (total assets less liabilities)2015-12-31$557,351,283
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$542,116,841
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$52,133
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$58,796
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$58,796
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$6
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$681,708,998
Assets. Invements in employer securities at beginning of year2015-12-31$620,349,062
Contributions received in cash from employer2015-12-31$4,639,289
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$78,166,699
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Liabilities. Value of acquisition indebtedness at end of year2015-12-31$124,409,848
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$78,291,017
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31KREISCHER MILLER
Accountancy firm EIN2015-12-31231980475
2014 : BRADFORD WHITE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$65,994,581
Total unrealized appreciation/depreciation of assets2014-12-31$65,994,581
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$78,291,017
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$50,072,475
Total income from all sources (including contributions)2014-12-31$70,213,995
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$61,180,551
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$61,180,551
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,219,404
Value of total assets at end of year2014-12-31$620,407,858
Value of total assets at beginning of year2014-12-31$583,155,872
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$10
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$61,172,551
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$9,033,444
Value of net assets at end of year (total assets less liabilities)2014-12-31$542,116,841
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$533,083,397
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$58,796
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$66,786
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$66,786
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$10
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$620,349,062
Assets. Invements in employer securities at beginning of year2014-12-31$583,089,086
Contributions received in cash from employer2014-12-31$4,219,404
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$61,180,551
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Liabilities. Value of acquisition indebtedness at end of year2014-12-31$78,291,017
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$50,072,475
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31KREISCHER MILLER
Accountancy firm EIN2014-12-31231980475
2013 : BRADFORD WHITE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$129,410,078
Total unrealized appreciation/depreciation of assets2013-12-31$129,410,078
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$50,072,475
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$29,614,755
Total income from all sources (including contributions)2013-12-31$133,381,374
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$127,352,216
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$127,352,216
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,971,281
Value of total assets at end of year2013-12-31$583,155,872
Value of total assets at beginning of year2013-12-31$556,668,994
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$15
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$127,337,349
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$6,029,158
Value of net assets at end of year (total assets less liabilities)2013-12-31$533,083,397
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$527,054,239
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$66,786
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$81,638
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$81,638
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$15
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$583,089,086
Assets. Invements in employer securities at beginning of year2013-12-31$556,587,356
Contributions received in cash from employer2013-12-31$3,971,281
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$127,352,216
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$50,072,475
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$29,614,755
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31KREISCHER MILLER
Accountancy firm EIN2013-12-31231980475
2012 : BRADFORD WHITE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$72,386,771
Total unrealized appreciation/depreciation of assets2012-12-31$72,386,771
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$29,614,755
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$33,367,868
Total income from all sources (including contributions)2012-12-31$76,139,903
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$68,503,398
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$68,503,398
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,753,113
Value of total assets at end of year2012-12-31$556,668,994
Value of total assets at beginning of year2012-12-31$552,785,602
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$19
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$68,490,399
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$7,636,505
Value of net assets at end of year (total assets less liabilities)2012-12-31$527,054,239
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$519,417,734
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$81,638
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$94,618
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$94,618
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$19
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$556,587,356
Assets. Invements in employer securities at beginning of year2012-12-31$552,690,984
Contributions received in cash from employer2012-12-31$3,753,113
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$68,503,398
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Liabilities. Value of acquisition indebtedness at end of year2012-12-31$29,614,755
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$33,367,868
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31KREISCHER MILLER
Accountancy firm EIN2012-12-31231980475
2011 : BRADFORD WHITE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$111,093,665
Total unrealized appreciation/depreciation of assets2011-12-31$111,093,665
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$33,367,868
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$114,642,289
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$36,932,509
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$36,932,509
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,548,598
Value of total assets at end of year2011-12-31$552,785,602
Value of total assets at beginning of year2011-12-31$441,707,954
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$26
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$36,916,466
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$77,709,780
Value of net assets at end of year (total assets less liabilities)2011-12-31$519,417,734
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$441,707,954
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$94,618
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$110,635
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$110,635
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$26
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$552,690,984
Assets. Invements in employer securities at beginning of year2011-12-31$441,597,319
Contributions received in cash from employer2011-12-31$3,548,598
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$36,932,509
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Liabilities. Value of acquisition indebtedness at end of year2011-12-31$33,367,868
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31KREISCHER MILLER
Accountancy firm EIN2011-12-31231980475
2010 : BRADFORD WHITE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$127,757,715
Total unrealized appreciation/depreciation of assets2010-12-31$127,757,715
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$127,757,749
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$123,637,709
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$123,637,709
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$0
Value of total assets at end of year2010-12-31$441,707,954
Value of total assets at beginning of year2010-12-31$437,587,914
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$34
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$123,616,378
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$4,120,040
Value of net assets at end of year (total assets less liabilities)2010-12-31$441,707,954
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$437,587,914
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$110,635
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$131,933
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$131,933
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$34
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$441,597,319
Assets. Invements in employer securities at beginning of year2010-12-31$437,455,981
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$123,637,709
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31KREISCHER MILLER
Accountancy firm EIN2010-12-31231980475
2009 : BRADFORD WHITE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$91,618,763

Form 5500 Responses for BRADFORD WHITE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT

2022: BRADFORD WHITE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BRADFORD WHITE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BRADFORD WHITE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BRADFORD WHITE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BRADFORD WHITE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BRADFORD WHITE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BRADFORD WHITE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BRADFORD WHITE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BRADFORD WHITE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BRADFORD WHITE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BRADFORD WHITE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BRADFORD WHITE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: BRADFORD WHITE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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