BUCHANAN HAULING & RIGGING, INC. has sponsored the creation of one or more 401k plans.
Additional information about BUCHANAN HAULING & RIGGING, INC.
Measure | Date | Value |
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2022 : BUCHANAN HAULING 401K PLAN 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 | $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 | $1,007,228 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $639,178 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $607,469 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $2,361,975 |
Value of total assets at end of year | 2022-12-31 | $7,822,262 |
Value of total assets at beginning of year | 2022-12-31 | $7,454,212 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $31,709 |
Total interest from all sources | 2022-12-31 | $5,032 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $425,922 |
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 | $425,922 |
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 | $1,482,743 |
Participant contributions at end of year | 2022-12-31 | $158,257 |
Participant contributions at beginning of year | 2022-12-31 | $119,525 |
Participant contributions at end of year | 2022-12-31 | $18,921 |
Participant contributions at beginning of year | 2022-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $78,307 |
Other income not declared elsewhere | 2022-12-31 | $495 |
Administrative expenses (other) incurred | 2022-12-31 | $31,709 |
Total non interest bearing cash at end of year | 2022-12-31 | $497 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $11 |
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 | $368,050 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $7,822,262 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $7,454,212 |
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 | $7,634,116 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $7,334,643 |
Interest on participant loans | 2022-12-31 | $5,032 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,786,196 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $800,925 |
Employer contributions (assets) at end of year | 2022-12-31 | $10,471 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $33 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $607,469 |
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 | BADEN GAGE & SCHROEDER, LLC |
Accountancy firm EIN | 2022-12-31 | 351939627 |
2021 : BUCHANAN HAULING 401K PLAN 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 | $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 | $2,564,546 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $1,025,531 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $978,703 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $7,361 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,525,854 |
Value of total assets at end of year | 2021-12-31 | $7,454,212 |
Value of total assets at beginning of year | 2021-12-31 | $5,915,197 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $39,467 |
Total interest from all sources | 2021-12-31 | $2,488 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $386,773 |
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 | $386,773 |
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 | $976,518 |
Participant contributions at end of year | 2021-12-31 | $119,525 |
Participant contributions at beginning of year | 2021-12-31 | $57,188 |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at beginning of year | 2021-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $32,338 |
Other income not declared elsewhere | 2021-12-31 | $1,777 |
Administrative expenses (other) incurred | 2021-12-31 | $39,467 |
Total non interest bearing cash at end of year | 2021-12-31 | $11 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $713 |
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 | $1,539,015 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $7,454,212 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $5,915,197 |
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 | $7,334,643 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $5,857,296 |
Interest on participant loans | 2021-12-31 | $2,488 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $647,654 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $516,998 |
Employer contributions (assets) at end of year | 2021-12-31 | $33 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $978,703 |
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 | BADEN GAGE & SCHROEDER, LLC |
Accountancy firm EIN | 2021-12-31 | 351939627 |
2020 : BUCHANAN HAULING 401K PLAN 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 | $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 | $1,935,721 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $450,036 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $402,708 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,059,923 |
Value of total assets at end of year | 2020-12-31 | $5,915,197 |
Value of total assets at beginning of year | 2020-12-31 | $4,429,512 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $47,328 |
Total interest from all sources | 2020-12-31 | $5,091 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $65,299 |
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 | $65,299 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $445,000 |
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 | $703,903 |
Participant contributions at end of year | 2020-12-31 | $57,188 |
Participant contributions at beginning of year | 2020-12-31 | $79,397 |
Participant contributions at end of year | 2020-12-31 | $0 |
Participant contributions at beginning of year | 2020-12-31 | $9,435 |
Other income not declared elsewhere | 2020-12-31 | $27,745 |
Administrative expenses (other) incurred | 2020-12-31 | $47,328 |
Total non interest bearing cash at end of year | 2020-12-31 | $713 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $17,005 |
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 | $1,485,685 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $5,915,197 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $4,429,512 |
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 | $5,857,296 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $4,319,875 |
Interest on participant loans | 2020-12-31 | $5,091 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $777,663 |
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 | 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 | $356,020 |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $3,800 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $402,708 |
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 | BADEN GAGE & SCHROEDER, LLC |
Accountancy firm EIN | 2020-12-31 | 351939627 |
2019 : BUCHANAN HAULING 401K PLAN 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 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $1,613 |
Total income from all sources (including contributions) | 2019-12-31 | $1,998,045 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $318,682 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $270,058 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,228,182 |
Value of total assets at end of year | 2019-12-31 | $4,429,512 |
Value of total assets at beginning of year | 2019-12-31 | $2,751,762 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $48,624 |
Total interest from all sources | 2019-12-31 | $4,848 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $55,356 |
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 | $55,356 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $400,000 |
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 | $701,253 |
Participant contributions at end of year | 2019-12-31 | $79,397 |
Participant contributions at beginning of year | 2019-12-31 | $95,847 |
Participant contributions at end of year | 2019-12-31 | $9,435 |
Participant contributions at beginning of year | 2019-12-31 | $7,841 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $147,187 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $1,613 |
Other income not declared elsewhere | 2019-12-31 | $30,475 |
Administrative expenses (other) incurred | 2019-12-31 | $48,624 |
Total non interest bearing cash at end of year | 2019-12-31 | $17,005 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $688 |
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 | $1,679,363 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $4,429,512 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,750,149 |
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 | $4,319,875 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $2,642,847 |
Income. Interest from loans (other than to participants) | 2019-12-31 | $4,848 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $679,184 |
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 | $379,742 |
Employer contributions (assets) at end of year | 2019-12-31 | $3,800 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $4,539 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $270,058 |
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 | BADEN GAGE & SCHROEDER, LLC |
Accountancy firm EIN | 2019-12-31 | 351939627 |
2018 : BUCHANAN HAULING 401K PLAN 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 | $1,613 |
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 | $843,417 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $177,484 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $149,282 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,040,336 |
Value of total assets at end of year | 2018-12-31 | $2,751,762 |
Value of total assets at beginning of year | 2018-12-31 | $2,084,216 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $28,202 |
Total interest from all sources | 2018-12-31 | $3,672 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $35,232 |
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 | $35,232 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $82,000 |
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 | $646,560 |
Participant contributions at end of year | 2018-12-31 | $95,847 |
Participant contributions at beginning of year | 2018-12-31 | $60,878 |
Participant contributions at end of year | 2018-12-31 | $7,841 |
Participant contributions at beginning of year | 2018-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $66,008 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $1,613 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $0 |
Other income not declared elsewhere | 2018-12-31 | $28,363 |
Administrative expenses (other) incurred | 2018-12-31 | $28,202 |
Total non interest bearing cash at end of year | 2018-12-31 | $688 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $665,933 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $2,750,149 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,084,216 |
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 | $2,642,847 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $2,023,338 |
Interest on participant loans | 2018-12-31 | $3,672 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-264,186 |
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 | Yes |
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 | $327,768 |
Employer contributions (assets) at end of year | 2018-12-31 | $4,539 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $149,282 |
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 | 2018-12-31 | No |
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 | BADEN GAGE & SCHROEDER, LLC |
Accountancy firm EIN | 2018-12-31 | 351939627 |
2017 : BUCHANAN HAULING 401K PLAN 2017 401k financial data |
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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 | $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 | $693,595 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $70,271 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $64,981 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $445,963 |
Value of total assets at end of year | 2017-12-31 | $2,084,216 |
Value of total assets at beginning of year | 2017-12-31 | $1,460,892 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $5,290 |
Total interest from all sources | 2017-12-31 | $2,362 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $245,270 |
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 | $245,270 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $82,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | Yes |
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 | $334,506 |
Participant contributions at end of year | 2017-12-31 | $60,878 |
Participant contributions at beginning of year | 2017-12-31 | $22,810 |
Administrative expenses (other) incurred | 2017-12-31 | $5,290 |
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 | $623,324 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $2,084,216 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,460,892 |
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 | $2,023,338 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $1,438,082 |
Interest on participant loans | 2017-12-31 | $2,362 |
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 | 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 | $111,457 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $64,981 |
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 | 2017-12-31 | Yes |
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 | BADEN GAGE & SCHROEDER, LLC |
Accountancy firm EIN | 2017-12-31 | 351939627 |
2016 : BUCHANAN HAULING 401K 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 | $0 |
Total transfer of assets from this plan | 2016-12-31 | $0 |
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 | $804,115 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $160,701 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $118,687 |
Value of total corrective distributions | 2016-12-31 | $40,589 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $741,257 |
Value of total assets at end of year | 2016-12-31 | $1,460,892 |
Value of total assets at beginning of year | 2016-12-31 | $817,478 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $1,425 |
Total interest from all sources | 2016-12-31 | $511 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $37,769 |
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 | $37,769 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $82,000 |
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 | $251,142 |
Participant contributions at end of year | 2016-12-31 | $22,810 |
Participant contributions at beginning of year | 2016-12-31 | $16,813 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $406,773 |
Other income not declared elsewhere | 2016-12-31 | $3 |
Administrative expenses (other) incurred | 2016-12-31 | $1,425 |
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 | $643,414 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $1,460,892 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $817,478 |
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 | $1,438,082 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $800,665 |
Interest on participant loans | 2016-12-31 | $511 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $24,575 |
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 | 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 | $83,342 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $118,687 |
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 | BADEN GAGE & SCHROEDER, LLC |
Accountancy firm EIN | 2016-12-31 | 351939627 |
2015 : BUCHANAN HAULING 401K 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 | $0 |
Total transfer of assets from this plan | 2015-12-31 | $0 |
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 | $237,427 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $34,247 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $10,698 |
Value of total corrective distributions | 2015-12-31 | $22,574 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $239,726 |
Value of total assets at end of year | 2015-12-31 | $817,478 |
Value of total assets at beginning of year | 2015-12-31 | $614,298 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $975 |
Total interest from all sources | 2015-12-31 | $1,039 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $57,700 |
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 | $57,700 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $62,000 |
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 | $173,369 |
Participant contributions at end of year | 2015-12-31 | $16,813 |
Participant contributions at beginning of year | 2015-12-31 | $26,051 |
Administrative expenses (other) incurred | 2015-12-31 | $975 |
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 | $203,180 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $817,478 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $614,298 |
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 | $800,665 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $588,247 |
Interest on participant loans | 2015-12-31 | $1,039 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-61,038 |
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 | $66,357 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $10,698 |
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 | BADEN GAGE & SCHROEDER, LLC |
Accountancy firm EIN | 2015-12-31 | 351939627 |
2014 : BUCHANAN HAULING 401K 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 | $0 |
Total transfer of assets from this plan | 2014-12-31 | $0 |
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 | $192,073 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $86,671 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $77,820 |
Value of total corrective distributions | 2014-12-31 | $8,376 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $163,753 |
Value of total assets at end of year | 2014-12-31 | $614,298 |
Value of total assets at beginning of year | 2014-12-31 | $508,896 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $475 |
Total interest from all sources | 2014-12-31 | $1,676 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $62,849 |
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 | $62,849 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $51,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $118,590 |
Participant contributions at end of year | 2014-12-31 | $26,051 |
Participant contributions at beginning of year | 2014-12-31 | $37,761 |
Administrative expenses (other) incurred | 2014-12-31 | $475 |
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 | $105,402 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $614,298 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $508,896 |
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 | $588,247 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $471,135 |
Interest on participant loans | 2014-12-31 | $1,676 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-36,205 |
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 | $45,163 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $77,820 |
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 | BADEN GAGE & SCHROEDER, LLC |
Accountancy firm EIN | 2014-12-31 | 351939627 |
2013 : BUCHANAN HAULING 401K PLAN 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 | $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 | $168,856 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $44,251 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $23,772 |
Value of total corrective distributions | 2013-12-31 | $20,204 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $100,442 |
Value of total assets at end of year | 2013-12-31 | $508,896 |
Value of total assets at beginning of year | 2013-12-31 | $384,291 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $275 |
Total interest from all sources | 2013-12-31 | $2,159 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $26,884 |
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 | $26,884 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $39,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $74,858 |
Participant contributions at end of year | 2013-12-31 | $37,761 |
Participant contributions at beginning of year | 2013-12-31 | $42,828 |
Administrative expenses (other) incurred | 2013-12-31 | $275 |
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 | $124,605 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $508,896 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $384,291 |
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 | $471,135 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $341,463 |
Interest on participant loans | 2013-12-31 | $2,159 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $39,371 |
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 | $25,584 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $23,772 |
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 | COUCH & COMPANY |
Accountancy firm EIN | 2013-12-31 | 352004721 |
2012 : BUCHANAN HAULING 401K PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
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 | $123,932 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $8,882 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $8,482 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $92,844 |
Value of total assets at end of year | 2012-12-31 | $384,291 |
Value of total assets at beginning of year | 2012-12-31 | $269,241 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $400 |
Total interest from all sources | 2012-12-31 | $1,976 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $4,916 |
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 | $4,916 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $27,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $68,874 |
Participant contributions at end of year | 2012-12-31 | $42,828 |
Participant contributions at beginning of year | 2012-12-31 | $16,597 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $10,665 |
Administrative expenses (other) incurred | 2012-12-31 | $400 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $115,050 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $384,291 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $269,241 |
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 | $341,463 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $252,644 |
Interest on participant loans | 2012-12-31 | $1,976 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $24,196 |
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 | $13,305 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $8,482 |
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 | BADEN GAGE & SCHROEDER, LLC |
Accountancy firm EIN | 2012-12-31 | 351939627 |
2009 : BUCHANAN HAULING 401K PLAN 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 |