Plan Name | ALLAN MYERS SALARIED 401(K) RETIREMENT PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | ALLAN MYERS, INC. |
Employer identification number (EIN): | 232966902 |
NAIC Classification: | 237310 |
NAIC Description: | Highway, Street, and Bridge Construction |
Additional information about ALLAN MYERS, INC.
Jurisdiction of Incorporation: | Colorado Department of State |
Incorporation Date: | 2004-01-12 |
Company Identification Number: | 20041010447 |
Legal Registered Office Address: |
2195 N. Hwy 83 Suite 1 Franktown United States of America (USA) 80116 |
More information about ALLAN MYERS, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | DENIS P. MOORE | |||
001 | 2016-01-01 | DENIS P. MOORE | |||
001 | 2015-01-01 | DENIS P. MOORE | |||
001 | 2014-01-01 | DENIS P. MOORE | |||
001 | 2013-01-01 | DENIS P. MOORE | |||
001 | 2012-01-01 | DENIS P. MOORE | |||
001 | 2011-01-01 | DENIS P. MOORE | |||
001 | 2010-01-01 | DENIS P. MOORE | |||
001 | 2009-01-01 | DENIS P. MOORE |
Measure | Date | Value |
---|---|---|
2022: ALLAN MYERS SALARIED 401(K) RETIREMENT PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 1,080 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 862 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 257 |
Total of all active and inactive participants | 2022-01-01 | 1,126 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 7 |
Total participants | 2022-01-01 | 1,133 |
Number of participants with account balances | 2022-01-01 | 1,109 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 50 |
2021: ALLAN MYERS SALARIED 401(K) RETIREMENT PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 1,019 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 816 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 252 |
Total of all active and inactive participants | 2021-01-01 | 1,075 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 5 |
Total participants | 2021-01-01 | 1,080 |
Number of participants with account balances | 2021-01-01 | 1,066 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 42 |
2020: ALLAN MYERS SALARIED 401(K) RETIREMENT PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 1,015 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 776 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 234 |
Total of all active and inactive participants | 2020-01-01 | 1,015 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 4 |
Total participants | 2020-01-01 | 1,019 |
Number of participants with account balances | 2020-01-01 | 1,006 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 52 |
2019: ALLAN MYERS SALARIED 401(K) RETIREMENT PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 979 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 771 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 233 |
Total of all active and inactive participants | 2019-01-01 | 1,011 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 4 |
Total participants | 2019-01-01 | 1,015 |
Number of participants with account balances | 2019-01-01 | 1,004 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 53 |
2018: ALLAN MYERS SALARIED 401(K) RETIREMENT PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 891 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 744 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 224 |
Total of all active and inactive participants | 2018-01-01 | 975 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 4 |
Total participants | 2018-01-01 | 979 |
Number of participants with account balances | 2018-01-01 | 964 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 34 |
2017: ALLAN MYERS SALARIED 401(K) RETIREMENT PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 881 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 708 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 175 |
Total of all active and inactive participants | 2017-01-01 | 889 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 2 |
Total participants | 2017-01-01 | 891 |
Number of participants with account balances | 2017-01-01 | 880 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 60 |
2016: ALLAN MYERS SALARIED 401(K) RETIREMENT PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 877 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 700 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 174 |
Total of all active and inactive participants | 2016-01-01 | 878 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 3 |
Total participants | 2016-01-01 | 881 |
Number of participants with account balances | 2016-01-01 | 874 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 62 |
2015: ALLAN MYERS SALARIED 401(K) RETIREMENT PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 777 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 704 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 168 |
Total of all active and inactive participants | 2015-01-01 | 875 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 2 |
Total participants | 2015-01-01 | 877 |
Number of participants with account balances | 2015-01-01 | 857 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 44 |
2014: ALLAN MYERS SALARIED 401(K) RETIREMENT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 807 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 616 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 158 |
Total of all active and inactive participants | 2014-01-01 | 777 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 777 |
Number of participants with account balances | 2014-01-01 | 756 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 45 |
2013: ALLAN MYERS SALARIED 401(K) RETIREMENT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 763 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 620 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 185 |
Total of all active and inactive participants | 2013-01-01 | 807 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 807 |
Number of participants with account balances | 2013-01-01 | 790 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 48 |
2012: ALLAN MYERS SALARIED 401(K) RETIREMENT PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 639 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 616 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 145 |
Total of all active and inactive participants | 2012-01-01 | 763 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 763 |
Number of participants with account balances | 2012-01-01 | 748 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 29 |
2011: ALLAN MYERS SALARIED 401(K) RETIREMENT PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 621 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 493 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 143 |
Total of all active and inactive participants | 2011-01-01 | 639 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 639 |
Number of participants with account balances | 2011-01-01 | 627 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 22 |
2010: ALLAN MYERS SALARIED 401(K) RETIREMENT PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 672 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 464 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 155 |
Total of all active and inactive participants | 2010-01-01 | 621 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 621 |
Number of participants with account balances | 2010-01-01 | 611 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 13 |
2009: ALLAN MYERS SALARIED 401(K) RETIREMENT PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 824 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 478 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 192 |
Total of all active and inactive participants | 2009-01-01 | 672 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 672 |
Number of participants with account balances | 2009-01-01 | 665 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 54 |
Measure | Date | Value |
---|---|---|
2022 : ALLAN MYERS SALARIED 401(K) RETIREMENT PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $2,081,906 |
Total transfer of assets from this plan | 2022-12-31 | $79,934 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-20,573,383 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $8,525,685 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $8,373,504 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $10,083,604 |
Value of total assets at end of year | 2022-12-31 | $148,980,282 |
Value of total assets at beginning of year | 2022-12-31 | $176,077,378 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $152,181 |
Total interest from all sources | 2022-12-31 | $105,093 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $4,453,269 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $4,453,269 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $7,370,544 |
Participant contributions at end of year | 2022-12-31 | $2,306,875 |
Participant contributions at beginning of year | 2022-12-31 | $2,188,491 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $91,775 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $1,057,998 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $1,891,738 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $215,207 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-12-31 | $2,703 |
Other income not declared elsewhere | 2022-12-31 | $-795,409 |
Administrative expenses (other) incurred | 2022-12-31 | $152,181 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-29,099,068 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $148,980,282 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $176,077,378 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $78,748,541 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $166,129,567 |
Interest on participant loans | 2022-12-31 | $105,093 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $66,793,866 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $5,742,694 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-25,735,846 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-8,684,094 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $2,497,853 |
Employer contributions (assets) at end of year | 2022-12-31 | $73,002 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $33,113 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $8,370,801 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | KREISCHER MILLER |
Accountancy firm EIN | 2022-12-31 | 231980475 |
2021 : ALLAN MYERS SALARIED 401(K) RETIREMENT PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $1,324,103 |
Total transfer of assets from this plan | 2021-12-31 | $117,796 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $33,755,995 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $9,457,173 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $9,303,526 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $6,758 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $10,358,476 |
Value of total assets at end of year | 2021-12-31 | $176,077,378 |
Value of total assets at beginning of year | 2021-12-31 | $150,572,249 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $146,889 |
Total interest from all sources | 2021-12-31 | $105,254 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $18,763,691 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $18,763,691 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $7,014,481 |
Participant contributions at end of year | 2021-12-31 | $2,188,491 |
Participant contributions at beginning of year | 2021-12-31 | $2,075,139 |
Participant contributions at end of year | 2021-12-31 | $91,775 |
Participant contributions at beginning of year | 2021-12-31 | $84,927 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $1,891,738 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $999,925 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $1,083,375 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-12-31 | $254 |
Other income not declared elsewhere | 2021-12-31 | $77,583 |
Administrative expenses (other) incurred | 2021-12-31 | $146,889 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $24,298,822 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $176,077,378 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $150,572,249 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $166,129,567 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $140,626,932 |
Interest on participant loans | 2021-12-31 | $105,254 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $5,742,694 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $6,755,114 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $4,374,949 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $76,042 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $2,260,620 |
Employer contributions (assets) at end of year | 2021-12-31 | $33,113 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $30,212 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $9,303,272 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | KREISCHER MILLER |
Accountancy firm EIN | 2021-12-31 | 231980475 |
2020 : ALLAN MYERS SALARIED 401(K) RETIREMENT PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $11,291,278 |
Total transfer of assets from this plan | 2020-12-31 | $488,953 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $29,812,142 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $5,712,734 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $5,593,907 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $7,145 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $9,044,640 |
Value of total assets at end of year | 2020-12-31 | $150,572,249 |
Value of total assets at beginning of year | 2020-12-31 | $115,670,516 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $111,682 |
Total interest from all sources | 2020-12-31 | $109,947 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $4,194,675 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $4,194,675 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $6,588,657 |
Participant contributions at end of year | 2020-12-31 | $2,075,139 |
Participant contributions at beginning of year | 2020-12-31 | $1,932,487 |
Participant contributions at end of year | 2020-12-31 | $84,927 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $999,925 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $316,531 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $329,063 |
Other income not declared elsewhere | 2020-12-31 | $329,561 |
Administrative expenses (other) incurred | 2020-12-31 | $111,682 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $24,099,408 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $150,572,249 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $115,670,516 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $140,626,932 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $108,806,748 |
Interest on participant loans | 2020-12-31 | $109,947 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $6,755,114 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $4,614,750 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $16,021,823 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $111,496 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $2,126,920 |
Employer contributions (assets) at end of year | 2020-12-31 | $30,212 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $5,593,907 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | KREISCHER MILLER |
Accountancy firm EIN | 2020-12-31 | 231980475 |
2019 : ALLAN MYERS SALARIED 401(K) RETIREMENT PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $558,902 |
Total transfer of assets from this plan | 2019-12-31 | $17,461 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $30,399,334 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $7,375,093 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $7,289,403 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $8,406,863 |
Value of total assets at end of year | 2019-12-31 | $115,670,516 |
Value of total assets at beginning of year | 2019-12-31 | $92,104,834 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $85,690 |
Total interest from all sources | 2019-12-31 | $98,753 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $4,231,706 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $4,231,706 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $6,026,146 |
Participant contributions at end of year | 2019-12-31 | $1,932,487 |
Participant contributions at beginning of year | 2019-12-31 | $1,960,438 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $316,531 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $198,209 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $311,160 |
Other income not declared elsewhere | 2019-12-31 | $-4,860 |
Administrative expenses (other) incurred | 2019-12-31 | $85,690 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $23,024,241 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $115,670,516 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $92,104,834 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $108,806,748 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $84,942,904 |
Interest on participant loans | 2019-12-31 | $98,753 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $4,614,750 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $5,003,283 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $17,563,066 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $103,806 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $2,069,557 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $7,289,403 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | KREISCHER MILLER |
Accountancy firm EIN | 2019-12-31 | 231980475 |
2018 : ALLAN MYERS SALARIED 401(K) RETIREMENT PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $983,498 |
Total transfer of assets from this plan | 2018-12-31 | $104,488 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $2,512,676 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $7,168,456 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $7,087,291 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $7,977,932 |
Value of total assets at end of year | 2018-12-31 | $92,104,834 |
Value of total assets at beginning of year | 2018-12-31 | $95,881,604 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $81,165 |
Total interest from all sources | 2018-12-31 | $91,290 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $5,996,138 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $5,996,138 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $5,509,273 |
Participant contributions at end of year | 2018-12-31 | $1,960,438 |
Participant contributions at beginning of year | 2018-12-31 | $1,732,181 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $198,209 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $137,591 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $581,000 |
Other income not declared elsewhere | 2018-12-31 | $1,392 |
Administrative expenses (other) incurred | 2018-12-31 | $81,165 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-4,655,780 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $92,104,834 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $95,881,604 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $84,942,904 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $89,516,188 |
Interest on participant loans | 2018-12-31 | $91,290 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $5,003,283 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $4,495,644 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-11,641,512 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $87,436 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $1,887,659 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $7,087,291 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | KREISCHER MILLER |
Accountancy firm EIN | 2018-12-31 | 231980475 |
2017 : ALLAN MYERS SALARIED 401(K) RETIREMENT PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $175,776 |
Total transfer of assets from this plan | 2017-12-31 | $62,259 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $20,983,356 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $3,525,683 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $3,427,760 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $6,846,341 |
Value of total assets at end of year | 2017-12-31 | $95,881,604 |
Value of total assets at beginning of year | 2017-12-31 | $78,310,414 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $97,923 |
Total interest from all sources | 2017-12-31 | $70,938 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $5,547,666 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $5,547,666 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $5,015,228 |
Participant contributions at end of year | 2017-12-31 | $1,732,181 |
Participant contributions at beginning of year | 2017-12-31 | $1,377,326 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $137,591 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $119,174 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2017-12-31 | $1,227 |
Other income not declared elsewhere | 2017-12-31 | $6,208 |
Administrative expenses (other) incurred | 2017-12-31 | $97,923 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $17,457,673 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $95,881,604 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $78,310,414 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $89,516,188 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $70,886,611 |
Interest on participant loans | 2017-12-31 | $70,938 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $4,495,644 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $6,046,477 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $8,430,160 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $82,043 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $1,711,939 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $3,426,533 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | KREISCHER MILLER |
Accountancy firm EIN | 2017-12-31 | 231980475 |
2016 : ALLAN MYERS SALARIED 401(K) RETIREMENT PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 2016-12-31 | $137,577 |
Total transfer of assets from this plan | 2016-12-31 | $16,817 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $12,217,314 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $6,584,906 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $6,510,167 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $6,749,587 |
Value of total assets at end of year | 2016-12-31 | $78,310,414 |
Value of total assets at beginning of year | 2016-12-31 | $72,557,246 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $74,739 |
Total interest from all sources | 2016-12-31 | $51,617 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $2,730,932 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $2,730,932 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $4,671,235 |
Participant contributions at end of year | 2016-12-31 | $1,377,326 |
Participant contributions at beginning of year | 2016-12-31 | $1,130,261 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $423,758 |
Administrative expenses (other) incurred | 2016-12-31 | $74,739 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $5,632,408 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $78,310,414 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $72,557,246 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $70,886,611 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $66,931,434 |
Interest on participant loans | 2016-12-31 | $51,617 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $6,046,477 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $4,495,551 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $2,659,432 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $25,746 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $1,654,594 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $6,510,167 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | KREISCHER MILLER |
Accountancy firm EIN | 2016-12-31 | 231980475 |
2015 : ALLAN MYERS SALARIED 401(K) RETIREMENT PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets to this plan | 2015-12-31 | $1,013,403 |
Total transfer of assets from this plan | 2015-12-31 | $687,014 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $6,084,212 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $2,753,628 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $2,673,175 |
Value of total corrective distributions | 2015-12-31 | $2,975 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $6,211,908 |
Value of total assets at end of year | 2015-12-31 | $72,557,246 |
Value of total assets at beginning of year | 2015-12-31 | $68,900,273 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $77,478 |
Total interest from all sources | 2015-12-31 | $50,516 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $4,701,002 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $4,701,002 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $4,096,911 |
Participant contributions at end of year | 2015-12-31 | $1,130,261 |
Participant contributions at beginning of year | 2015-12-31 | $1,217,895 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $734,952 |
Other income not declared elsewhere | 2015-12-31 | $1,406 |
Administrative expenses (other) incurred | 2015-12-31 | $77,478 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $3,330,584 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $72,557,246 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $68,900,273 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $66,931,434 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $63,343,618 |
Interest on participant loans | 2015-12-31 | $50,516 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $4,495,551 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $4,338,760 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-4,899,173 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $18,553 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $1,380,045 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $2,673,175 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | KREISCHER MILLER |
Accountancy firm EIN | 2015-12-31 | 231980475 |
2014 : ALLAN MYERS SALARIED 401(K) RETIREMENT PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets to this plan | 2014-12-31 | $213,702 |
Total transfer of assets from this plan | 2014-12-31 | $205,156 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $9,308,020 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $6,192,803 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $6,103,707 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $4,541,240 |
Value of total assets at end of year | 2014-12-31 | $68,900,273 |
Value of total assets at beginning of year | 2014-12-31 | $65,776,510 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $89,096 |
Total interest from all sources | 2014-12-31 | $48,347 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $3,827,952 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $3,827,952 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $3,378,865 |
Participant contributions at end of year | 2014-12-31 | $1,217,895 |
Participant contributions at beginning of year | 2014-12-31 | $1,064,801 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $152,245 |
Other income not declared elsewhere | 2014-12-31 | $1,973 |
Administrative expenses (other) incurred | 2014-12-31 | $89,096 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $3,115,217 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $68,900,273 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $65,776,510 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $63,343,618 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $59,751,738 |
Interest on participant loans | 2014-12-31 | $48,347 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $4,338,760 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $4,959,971 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $820,130 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $68,378 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $1,010,130 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $6,103,707 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | KREISCHER MILLER |
Accountancy firm EIN | 2014-12-31 | 231980475 |
2013 : ALLAN MYERS SALARIED 401(K) RETIREMENT PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total transfer of assets to this plan | 2013-12-31 | $128,286 |
Total transfer of assets from this plan | 2013-12-31 | $96,570 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $17,443,799 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $3,037,325 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $2,980,225 |
Value of total corrective distributions | 2013-12-31 | $5,029 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $5,757,407 |
Value of total assets at end of year | 2013-12-31 | $65,776,510 |
Value of total assets at beginning of year | 2013-12-31 | $51,338,320 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $52,071 |
Total interest from all sources | 2013-12-31 | $38,903 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $1,888,533 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $1,888,533 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $3,499,179 |
Participant contributions at end of year | 2013-12-31 | $1,064,801 |
Participant contributions at beginning of year | 2013-12-31 | $738,236 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $1,014,034 |
Other income not declared elsewhere | 2013-12-31 | $771 |
Administrative expenses (other) incurred | 2013-12-31 | $52,071 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $14,406,474 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $65,776,510 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $51,338,320 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $59,751,738 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $45,255,099 |
Interest on participant loans | 2013-12-31 | $38,903 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $4,959,971 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $5,344,985 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $9,812,488 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $-54,303 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $1,244,194 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $2,980,225 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | KREISCHER MILLER |
Accountancy firm EIN | 2013-12-31 | 231980475 |
2012 : ALLAN MYERS SALARIED 401(K) RETIREMENT PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total transfer of assets to this plan | 2012-12-31 | $20,692 |
Total transfer of assets from this plan | 2012-12-31 | $74,484 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $10,056,211 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $3,131,373 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $3,081,635 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $4,261,562 |
Value of total assets at end of year | 2012-12-31 | $51,338,320 |
Value of total assets at beginning of year | 2012-12-31 | $44,467,274 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $49,738 |
Total interest from all sources | 2012-12-31 | $28,997 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $932,192 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $932,192 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $2,790,576 |
Participant contributions at end of year | 2012-12-31 | $738,236 |
Participant contributions at beginning of year | 2012-12-31 | $627,714 |
Participant contributions at end of year | 2012-12-31 | $0 |
Participant contributions at beginning of year | 2012-12-31 | $42,285 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $798,532 |
Other income not declared elsewhere | 2012-12-31 | $36,673 |
Administrative expenses (other) incurred | 2012-12-31 | $49,738 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $6,924,838 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $51,338,320 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $44,467,274 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $45,255,099 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $38,390,986 |
Interest on participant loans | 2012-12-31 | $28,997 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $5,344,985 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $5,391,614 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $4,671,302 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $125,485 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $672,454 |
Employer contributions (assets) at end of year | 2012-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $14,675 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $3,081,635 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | KREISCHER MILLER |
Accountancy firm EIN | 2012-12-31 | 231980475 |
2011 : ALLAN MYERS SALARIED 401(K) RETIREMENT PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total transfer of assets to this plan | 2011-12-31 | $310,497 |
Total transfer of assets from this plan | 2011-12-31 | $457,190 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $2,686,167 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $2,083,684 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $2,082,514 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $3,593,554 |
Value of total assets at end of year | 2011-12-31 | $44,467,274 |
Value of total assets at beginning of year | 2011-12-31 | $44,011,484 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $1,170 |
Total interest from all sources | 2011-12-31 | $21,245 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $823,034 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $823,034 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $2,481,429 |
Participant contributions at end of year | 2011-12-31 | $627,714 |
Participant contributions at beginning of year | 2011-12-31 | $262,038 |
Participant contributions at end of year | 2011-12-31 | $42,285 |
Participant contributions at beginning of year | 2011-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $496,796 |
Other income not declared elsewhere | 2011-12-31 | $1,412 |
Administrative expenses (other) incurred | 2011-12-31 | $1,170 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $602,483 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $44,467,274 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $44,011,484 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $38,390,986 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $38,837,561 |
Interest on participant loans | 2011-12-31 | $21,245 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $5,391,614 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $4,911,885 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-1,938,083 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $185,005 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $615,329 |
Employer contributions (assets) at end of year | 2011-12-31 | $14,675 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $2,082,514 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | KREISCHER MILLER |
Accountancy firm EIN | 2011-12-31 | 231980475 |
2010 : ALLAN MYERS SALARIED 401(K) RETIREMENT PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total transfer of assets to this plan | 2010-12-31 | $48,230 |
Total transfer of assets from this plan | 2010-12-31 | $9,966 |
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 | $7,607,542 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $3,624,340 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $3,615,723 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $2,367,711 |
Value of total assets at end of year | 2010-12-31 | $44,011,484 |
Value of total assets at beginning of year | 2010-12-31 | $39,990,018 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $8,617 |
Total interest from all sources | 2010-12-31 | $12,073 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $747,597 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $747,597 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $2,297,995 |
Participant contributions at end of year | 2010-12-31 | $262,038 |
Participant contributions at beginning of year | 2010-12-31 | $222,202 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $69,716 |
Other income not declared elsewhere | 2010-12-31 | $414 |
Administrative expenses (other) incurred | 2010-12-31 | $8,617 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $3,983,202 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $44,011,484 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $39,990,018 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $38,837,561 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $34,700,071 |
Interest on participant loans | 2010-12-31 | $12,073 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $4,911,885 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $5,067,745 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $4,260,099 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $219,648 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $3,615,723 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | KREISCHER MILLER |
Accountancy firm EIN | 2010-12-31 | 231980475 |
2022: ALLAN MYERS SALARIED 401(K) RETIREMENT PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: ALLAN MYERS SALARIED 401(K) RETIREMENT PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: ALLAN MYERS SALARIED 401(K) RETIREMENT PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: ALLAN MYERS SALARIED 401(K) RETIREMENT PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: ALLAN MYERS SALARIED 401(K) RETIREMENT PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: ALLAN MYERS SALARIED 401(K) RETIREMENT PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: ALLAN MYERS SALARIED 401(K) RETIREMENT PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: ALLAN MYERS SALARIED 401(K) RETIREMENT PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: ALLAN MYERS SALARIED 401(K) RETIREMENT PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: ALLAN MYERS SALARIED 401(K) RETIREMENT PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: ALLAN MYERS SALARIED 401(K) RETIREMENT PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: ALLAN MYERS SALARIED 401(K) RETIREMENT PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: ALLAN MYERS SALARIED 401(K) RETIREMENT PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | Yes |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: ALLAN MYERS SALARIED 401(K) RETIREMENT PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |