MILLWOOD, INC. has sponsored the creation of one or more 401k plans.
Additional information about MILLWOOD, INC.
Submission information for form 5500 for 401k plan MILLWOOD, INC 401K PROFIT SHARING PLAN & TRUST
401k plan membership statisitcs for MILLWOOD, INC 401K PROFIT SHARING PLAN & TRUST
Measure | Date | Value |
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2022 : MILLWOOD, INC 401K PROFIT SHARING PLAN & TRUST 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $214,439 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $124,118 |
Total income from all sources (including contributions) | 2022-12-31 | $-1,312,533 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $2,130,024 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,764,874 |
Value of total corrective distributions | 2022-12-31 | $199,278 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $3,496,232 |
Value of total assets at end of year | 2022-12-31 | $25,750,503 |
Value of total assets at beginning of year | 2022-12-31 | $29,102,739 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $165,872 |
Total interest from all sources | 2022-12-31 | $21,129 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $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 | $2,735,903 |
Participant contributions at end of year | 2022-12-31 | $659,498 |
Participant contributions at beginning of year | 2022-12-31 | $569,086 |
Participant contributions at end of year | 2022-12-31 | $10,893 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $311,670 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $15,161 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $1,935 |
Total non interest bearing cash at end of year | 2022-12-31 | $2,145 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $1,174 |
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 | $-3,442,557 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $25,536,064 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $28,978,621 |
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 | $11,721,580 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $14,503,665 |
Interest on participant loans | 2022-12-31 | $21,129 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $12,656,740 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $13,445,573 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $697,659 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $583,241 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-4,829,894 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
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 | $448,659 |
Employer contributions (assets) at end of year | 2022-12-31 | $1,988 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,764,874 |
Contract administrator fees | 2022-12-31 | $165,872 |
Liabilities. Value of benefit claims payable at end of year | 2022-12-31 | $199,278 |
Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $122,183 |
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 | Disclaimer |
Accountancy firm name | 2022-12-31 | O'CONNOR, HOSO & LOREE, LLC |
Accountancy firm EIN | 2022-12-31 | 562470951 |
2021 : MILLWOOD, INC 401K PROFIT SHARING PLAN & TRUST 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $124,118 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $160,272 |
Total income from all sources (including contributions) | 2021-12-31 | $6,555,320 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $3,099,547 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $2,813,902 |
Value of total corrective distributions | 2021-12-31 | $122,183 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $2,958,457 |
Value of total assets at end of year | 2021-12-31 | $29,102,739 |
Value of total assets at beginning of year | 2021-12-31 | $25,683,120 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $163,462 |
Total interest from all sources | 2021-12-31 | $18,280 |
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 year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $2,506,366 |
Participant contributions at end of year | 2021-12-31 | $569,086 |
Participant contributions at beginning of year | 2021-12-31 | $505,151 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $21,753 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $1,935 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $1,353 |
Total non interest bearing cash at end of year | 2021-12-31 | $1,174 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $1,329 |
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 | $3,455,773 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $28,978,621 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $25,522,848 |
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 | $14,503,665 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $12,746,864 |
Interest on participant loans | 2021-12-31 | $18,280 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $13,445,573 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $11,575,177 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $583,241 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $854,599 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $3,578,583 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $430,338 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $2,813,902 |
Contract administrator fees | 2021-12-31 | $163,462 |
Liabilities. Value of benefit claims payable at end of year | 2021-12-31 | $122,183 |
Liabilities. Value of benefit claims payable at beginning of year | 2021-12-31 | $158,919 |
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 | Disclaimer |
Accountancy firm name | 2021-12-31 | O'CONNOR, HOSO & LOREE, LLC |
Accountancy firm EIN | 2021-12-31 | 562470951 |
2020 : MILLWOOD, INC 401K PROFIT SHARING PLAN & TRUST 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $160,272 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $184,778 |
Total income from all sources (including contributions) | 2020-12-31 | $6,442,726 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $1,057,498 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $759,327 |
Value of total corrective distributions | 2020-12-31 | $158,919 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $2,685,560 |
Value of total assets at end of year | 2020-12-31 | $25,683,120 |
Value of total assets at beginning of year | 2020-12-31 | $20,322,398 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $139,252 |
Total interest from all sources | 2020-12-31 | $20,003 |
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 year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $2,238,521 |
Participant contributions at end of year | 2020-12-31 | $505,151 |
Participant contributions at beginning of year | 2020-12-31 | $397,665 |
Participant contributions at beginning of year | 2020-12-31 | $225 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $52,679 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $1,353 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $1,650 |
Total non interest bearing cash at end of year | 2020-12-31 | $1,329 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $1,512 |
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 | $5,385,228 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $25,522,848 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $20,137,620 |
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 | $12,746,864 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $10,188,424 |
Interest on participant loans | 2020-12-31 | $20,003 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $11,575,177 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $9,251,670 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $854,599 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $482,846 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $3,737,163 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
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 | $394,360 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $56 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $759,327 |
Contract administrator fees | 2020-12-31 | $139,252 |
Liabilities. Value of benefit claims payable at end of year | 2020-12-31 | $158,919 |
Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $183,128 |
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 | O'CONNOR, HOSO & LOREE, LLC |
Accountancy firm EIN | 2020-12-31 | 562470951 |
2019 : MILLWOOD, INC 401K PROFIT SHARING PLAN & TRUST 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $184,778 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $171,159 |
Total income from all sources (including contributions) | 2019-12-31 | $6,022,254 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $1,979,448 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,668,133 |
Value of total corrective distributions | 2019-12-31 | $179,695 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,347,525 |
Value of total assets at end of year | 2019-12-31 | $20,322,398 |
Value of total assets at beginning of year | 2019-12-31 | $16,265,973 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $131,620 |
Total interest from all sources | 2019-12-31 | $17,360 |
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 year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $1,997,431 |
Participant contributions at end of year | 2019-12-31 | $397,665 |
Participant contributions at beginning of year | 2019-12-31 | $334,830 |
Participant contributions at end of year | 2019-12-31 | $225 |
Participant contributions at beginning of year | 2019-12-31 | $65,907 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $9,758 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $1,650 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $1,446 |
Total non interest bearing cash at end of year | 2019-12-31 | $1,512 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $1,449 |
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 | $4,042,806 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $20,137,620 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $16,094,814 |
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 | $10,188,424 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $8,260,686 |
Interest on participant loans | 2019-12-31 | $17,360 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $9,251,670 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $7,150,744 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $482,846 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $443,285 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $2,127,266 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $1,530,103 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
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 | $340,336 |
Employer contributions (assets) at end of year | 2019-12-31 | $56 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $9,072 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,668,133 |
Contract administrator fees | 2019-12-31 | $131,620 |
Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $183,128 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $169,713 |
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 | O'CONNOR, HOSO & LOREE, LLC |
Accountancy firm EIN | 2019-12-31 | 562470951 |
2018 : MILLWOOD, INC 401K PROFIT SHARING PLAN & TRUST 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $171,159 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $235,903 |
Total income from all sources (including contributions) | 2018-12-31 | $1,557,615 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,651,609 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,368,293 |
Value of total corrective distributions | 2018-12-31 | $168,323 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $2,085,793 |
Value of total assets at end of year | 2018-12-31 | $16,265,973 |
Value of total assets at beginning of year | 2018-12-31 | $16,424,711 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $114,993 |
Total interest from all sources | 2018-12-31 | $16,056 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $347,781 |
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 | $347,781 |
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 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $1,770,096 |
Participant contributions at end of year | 2018-12-31 | $334,830 |
Participant contributions at beginning of year | 2018-12-31 | $338,703 |
Participant contributions at end of year | 2018-12-31 | $65,907 |
Participant contributions at beginning of year | 2018-12-31 | $67,589 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $7,709 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $1,446 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $1,008 |
Total non interest bearing cash at end of year | 2018-12-31 | $1,449 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $1,011 |
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 | $-93,994 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $16,094,814 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $16,188,808 |
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 | $8,260,686 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $8,761,212 |
Interest on participant loans | 2018-12-31 | $16,056 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $7,150,744 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $6,966,022 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $443,285 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $281,099 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $450,213 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $-1,342,228 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
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 | $307,988 |
Employer contributions (assets) at end of year | 2018-12-31 | $9,072 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $9,075 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,368,293 |
Contract administrator fees | 2018-12-31 | $114,993 |
Liabilities. Value of benefit claims payable at end of year | 2018-12-31 | $169,713 |
Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $234,895 |
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 | O'CONNOR, HOSO & LOREE, LLC |
Accountancy firm EIN | 2018-12-31 | 562470951 |
2017 : MILLWOOD, INC 401K PROFIT SHARING PLAN & TRUST 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $235,903 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $197,180 |
Total income from all sources (including contributions) | 2017-12-31 | $4,485,761 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $2,265,337 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,911,116 |
Value of total corrective distributions | 2017-12-31 | $234,895 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $2,315,329 |
Value of total assets at end of year | 2017-12-31 | $16,424,711 |
Value of total assets at beginning of year | 2017-12-31 | $14,165,564 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $119,326 |
Total interest from all sources | 2017-12-31 | $12,112 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $311,387 |
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 | $311,387 |
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 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $1,674,713 |
Participant contributions at end of year | 2017-12-31 | $338,703 |
Participant contributions at beginning of year | 2017-12-31 | $407,479 |
Participant contributions at end of year | 2017-12-31 | $67,589 |
Participant contributions at beginning of year | 2017-12-31 | $57,238 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $343,330 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $1,008 |
Total non interest bearing cash at end of year | 2017-12-31 | $1,011 |
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 | $2,220,424 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $16,188,808 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $13,968,384 |
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 | $8,761,212 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $8,596,042 |
Interest on participant loans | 2017-12-31 | $12,112 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $6,966,022 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $4,841,834 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $281,099 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $257,713 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $1,080,081 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $766,852 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
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 | $297,286 |
Employer contributions (assets) at end of year | 2017-12-31 | $9,075 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $5,258 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,911,116 |
Contract administrator fees | 2017-12-31 | $119,326 |
Liabilities. Value of benefit claims payable at end of year | 2017-12-31 | $234,895 |
Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $197,180 |
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 | O'CONNOR, HOSO & LOREE, LLC |
Accountancy firm EIN | 2017-12-31 | 562470951 |
2016 : MILLWOOD, INC 401K PROFIT SHARING PLAN & TRUST 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $197,180 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $215,064 |
Total income from all sources (including contributions) | 2016-12-31 | $2,940,798 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $1,241,664 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $951,952 |
Value of total corrective distributions | 2016-12-31 | $197,180 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,879,945 |
Value of total assets at end of year | 2016-12-31 | $14,165,564 |
Value of total assets at beginning of year | 2016-12-31 | $12,484,314 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $92,532 |
Total interest from all sources | 2016-12-31 | $18,646 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $223,989 |
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 | $223,989 |
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 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $1,529,615 |
Participant contributions at end of year | 2016-12-31 | $407,479 |
Participant contributions at beginning of year | 2016-12-31 | $408,954 |
Participant contributions at end of year | 2016-12-31 | $57,238 |
Participant contributions at beginning of year | 2016-12-31 | $46,784 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $69,013 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $1,068 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $679 |
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 | $1,699,134 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $13,968,384 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $12,269,250 |
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 | $8,596,042 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $7,670,476 |
Interest on participant loans | 2016-12-31 | $12,915 |
Interest earned on other investments | 2016-12-31 | $5,731 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $4,841,834 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $4,163,644 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $257,713 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $184,101 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $475,145 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $343,073 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
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 | $281,317 |
Employer contributions (assets) at end of year | 2016-12-31 | $5,258 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $9,676 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $951,952 |
Contract administrator fees | 2016-12-31 | $92,532 |
Liabilities. Value of benefit claims payable at end of year | 2016-12-31 | $197,180 |
Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $213,996 |
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 | O'CONNOR, HOSO & LOREE, LLC |
Accountancy firm EIN | 2016-12-31 | 562470951 |
2015 : MILLWOOD, INC 401K PROFIT SHARING PLAN & TRUST 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $215,064 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $192,292 |
Total income from all sources (including contributions) | 2015-12-31 | $1,584,680 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $489,078 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $402,840 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,573,782 |
Value of total assets at end of year | 2015-12-31 | $12,484,314 |
Value of total assets at beginning of year | 2015-12-31 | $11,365,940 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $86,238 |
Total interest from all sources | 2015-12-31 | $15,569 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $230,807 |
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 | $230,807 |
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 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $1,279,941 |
Participant contributions at end of year | 2015-12-31 | $408,954 |
Participant contributions at beginning of year | 2015-12-31 | $403,543 |
Participant contributions at end of year | 2015-12-31 | $46,784 |
Participant contributions at beginning of year | 2015-12-31 | $37,928 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $54,856 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $1,068 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $519 |
Total non interest bearing cash at end of year | 2015-12-31 | $679 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $1,189 |
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 | $1,095,602 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $12,269,250 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $11,173,648 |
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 | $7,670,476 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $6,993,325 |
Interest on participant loans | 2015-12-31 | $12,792 |
Interest earned on other investments | 2015-12-31 | $2,777 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $4,163,644 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $3,837,192 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $184,101 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $85,281 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-213,788 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $-21,690 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
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 | $238,985 |
Employer contributions (assets) at end of year | 2015-12-31 | $9,676 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $7,482 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $402,840 |
Contract administrator fees | 2015-12-31 | $86,238 |
Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $213,996 |
Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $191,773 |
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 | O'CONNOR, HOSO & LOREE, LLC |
Accountancy firm EIN | 2015-12-31 | 562470951 |
2014 : MILLWOOD, INC 401K PROFIT SHARING PLAN & TRUST 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $192,292 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $111,406 |
Total income from all sources (including contributions) | 2014-12-31 | $2,152,614 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $699,935 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $624,652 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,295,716 |
Value of total assets at end of year | 2014-12-31 | $11,365,940 |
Value of total assets at beginning of year | 2014-12-31 | $9,832,375 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $75,283 |
Total interest from all sources | 2014-12-31 | $13,421 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $211,810 |
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 | $211,810 |
Administrative expenses professional fees incurred | 2014-12-31 | $66,233 |
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 | $1,027,877 |
Participant contributions at end of year | 2014-12-31 | $403,543 |
Participant contributions at beginning of year | 2014-12-31 | $352,864 |
Participant contributions at end of year | 2014-12-31 | $37,928 |
Participant contributions at beginning of year | 2014-12-31 | $39,337 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $74,842 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $519 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $310 |
Total non interest bearing cash at end of year | 2014-12-31 | $1,189 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $310 |
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 | $1,452,679 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $11,173,648 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $9,720,969 |
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 | $6,993,325 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $6,161,312 |
Interest on participant loans | 2014-12-31 | $11,750 |
Interest earned on other investments | 2014-12-31 | $1,671 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $3,837,192 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $3,230,108 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $85,281 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $41,594 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $389,439 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $242,228 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
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 | $192,997 |
Employer contributions (assets) at end of year | 2014-12-31 | $7,482 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $6,850 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $624,652 |
Contract administrator fees | 2014-12-31 | $9,050 |
Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $191,773 |
Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $111,096 |
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 | O'CONNOR, HOSO, & LOREE, LLC |
Accountancy firm EIN | 2014-12-31 | 562470951 |
2013 : MILLWOOD, INC 401K PROFIT SHARING PLAN & TRUST 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $111,406 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $119,459 |
Total income from all sources (including contributions) | 2013-12-31 | $2,714,644 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $471,570 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $405,876 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,115,438 |
Value of total assets at end of year | 2013-12-31 | $9,832,375 |
Value of total assets at beginning of year | 2013-12-31 | $7,597,354 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $65,694 |
Total interest from all sources | 2013-12-31 | $11,566 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $166,300 |
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 | $166,300 |
Administrative expenses professional fees incurred | 2013-12-31 | $26,973 |
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 | $896,593 |
Participant contributions at end of year | 2013-12-31 | $352,864 |
Participant contributions at beginning of year | 2013-12-31 | $251,446 |
Participant contributions at end of year | 2013-12-31 | $39,337 |
Participant contributions at beginning of year | 2013-12-31 | $31,211 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $48,290 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $310 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $539 |
Total non interest bearing cash at end of year | 2013-12-31 | $310 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $537 |
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 | $2,243,074 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $9,720,969 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $7,477,895 |
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 | $6,161,312 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $4,782,418 |
Interest on participant loans | 2013-12-31 | $10,664 |
Interest earned on other investments | 2013-12-31 | $902 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $3,230,108 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $2,496,771 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $41,594 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $29,693 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $922,191 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $499,149 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
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 | $170,555 |
Employer contributions (assets) at end of year | 2013-12-31 | $6,850 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $5,278 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $405,876 |
Contract administrator fees | 2013-12-31 | $38,721 |
Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $111,096 |
Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $118,920 |
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 | O'CONNOR, HOSO, & LOREE, LLC |
Accountancy firm EIN | 2013-12-31 | 562470951 |
2012 : MILLWOOD, INC 401K PROFIT SHARING PLAN & TRUST 2012 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $3,581 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $3,581 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $119,459 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $99,892 |
Total income from all sources (including contributions) | 2012-12-31 | $2,232,904 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $461,221 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $418,634 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,526,755 |
Value of total assets at end of year | 2012-12-31 | $7,597,354 |
Value of total assets at beginning of year | 2012-12-31 | $5,806,104 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $42,587 |
Total interest from all sources | 2012-12-31 | $10,453 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $108,989 |
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 | $108,989 |
Administrative expenses professional fees incurred | 2012-12-31 | $37,652 |
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 | $811,152 |
Participant contributions at end of year | 2012-12-31 | $251,446 |
Participant contributions at beginning of year | 2012-12-31 | $254,650 |
Participant contributions at end of year | 2012-12-31 | $31,211 |
Participant contributions at beginning of year | 2012-12-31 | $19,336 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $557,730 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $539 |
Total non interest bearing cash at end of year | 2012-12-31 | $537 |
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 | $1,771,683 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $7,477,895 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $5,706,212 |
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 | $4,782,418 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $5,528,892 |
Interest on participant loans | 2012-12-31 | $10,453 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $2,496,771 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $29,693 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $471,196 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $111,930 |
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 | $157,873 |
Employer contributions (assets) at end of year | 2012-12-31 | $5,278 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $3,226 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $418,634 |
Contract administrator fees | 2012-12-31 | $4,935 |
Liabilities. Value of benefit claims payable at end of year | 2012-12-31 | $118,920 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $99,892 |
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 | O'CONNOR, HOSO & LUREE, LLC |
Accountancy firm EIN | 2012-12-31 | 562470951 |
2011 : MILLWOOD, INC 401K PROFIT SHARING PLAN & TRUST 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $99,892 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $105,298 |
Total income from all sources (including contributions) | 2011-12-31 | $825,371 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $373,285 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $307,180 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $49,980 |
Value of total corrective distributions | 2011-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,073,349 |
Value of total assets at end of year | 2011-12-31 | $5,806,104 |
Value of total assets at beginning of year | 2011-12-31 | $5,359,424 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $16,125 |
Total interest from all sources | 2011-12-31 | $12,936 |
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 year | 2011-12-31 | No |
Administrative expenses professional fees incurred | 2011-12-31 | $0 |
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 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $630,508 |
Participant contributions at end of year | 2011-12-31 | $254,650 |
Participant contributions at beginning of year | 2011-12-31 | $274,060 |
Participant contributions at end of year | 2011-12-31 | $19,336 |
Participant contributions at beginning of year | 2011-12-31 | $3,336 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $310,947 |
Administrative expenses (other) incurred | 2011-12-31 | $0 |
Total non interest bearing cash at end of year | 2011-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $3,906 |
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 | $452,086 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $5,706,212 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $5,254,126 |
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 |
Investment advisory and management fees | 2011-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $5,528,892 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $5,077,404 |
Interest on participant loans | 2011-12-31 | $12,936 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $-260,914 |
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 | $131,894 |
Employer contributions (assets) at end of year | 2011-12-31 | $3,226 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $718 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $307,180 |
Contract administrator fees | 2011-12-31 | $16,125 |
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 | Yes |
Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $99,892 |
Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $105,298 |
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 | O'CONNOR, HOSO AND LOREE, LLC |
Accountancy firm EIN | 2011-12-31 | 562470951 |
2010 : MILLWOOD, INC 401K PROFIT SHARING PLAN & TRUST 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $105,298 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $105,918 |
Total income from all sources (including contributions) | 2010-12-31 | $1,356,630 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $211,507 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $78,633 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $3,423 |
Value of total corrective distributions | 2010-12-31 | $105,298 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $751,526 |
Value of total assets at end of year | 2010-12-31 | $5,359,424 |
Value of total assets at beginning of year | 2010-12-31 | $4,214,921 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $24,153 |
Total interest from all sources | 2010-12-31 | $10,074 |
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 year | 2010-12-31 | No |
Administrative expenses professional fees incurred | 2010-12-31 | $0 |
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 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $634,118 |
Participant contributions at end of year | 2010-12-31 | $274,060 |
Participant contributions at beginning of year | 2010-12-31 | $116,178 |
Participant contributions at end of year | 2010-12-31 | $3,336 |
Participant contributions at beginning of year | 2010-12-31 | $17,116 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $7,705 |
Administrative expenses (other) incurred | 2010-12-31 | $11,364 |
Total non interest bearing cash at end of year | 2010-12-31 | $3,906 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $3,573 |
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 | $1,145,123 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $5,254,126 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $4,109,003 |
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 |
Investment advisory and management fees | 2010-12-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $5,077,404 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $4,074,415 |
Interest on participant loans | 2010-12-31 | $10,074 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $595,030 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
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 |
Contributions received in cash from employer | 2010-12-31 | $109,703 |
Employer contributions (assets) at end of year | 2010-12-31 | $718 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $3,639 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $78,633 |
Contract administrator fees | 2010-12-31 | $12,789 |
Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $105,298 |
Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $105,918 |
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 | O'CONNOR, HOSO AND LOREE, LLC |
Accountancy firm EIN | 2010-12-31 | 562470951 |
2009 : MILLWOOD, INC 401K PROFIT SHARING PLAN & TRUST 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |