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BILL DORAN COMPANY EMPLOYEE SAVINGS AND RETIREMENT PLAN 401k Plan overview

Plan NameBILL DORAN COMPANY EMPLOYEE SAVINGS AND RETIREMENT PLAN
Plan identification number 001

BILL DORAN COMPANY EMPLOYEE SAVINGS AND RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BILL DORAN COMPANY, INC has sponsored the creation of one or more 401k plans.

Company Name:BILL DORAN COMPANY, INC
Employer identification number (EIN):362086467
NAIC Classification:424930
NAIC Description:Flower, Nursery Stock, and Florists' Supplies Merchant Wholesalers

Additional information about BILL DORAN COMPANY, INC

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1977-01-06
Company Identification Number: 0004012606
Legal Registered Office Address: 619 W JEFFERSON ST

ROCKFORD
United States of America (USA)
61103

More information about BILL DORAN COMPANY, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BILL DORAN COMPANY EMPLOYEE SAVINGS AND RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01WILLIAM LAFEVER2022-08-22 WILLIAM LAFEVER2022-08-22
0012020-01-01WILLIAM LAFEVER2021-08-27 WILLIAM LAFEVER2021-08-27
0012019-01-01WILLIAM LAFEVER2020-07-16 WILLIAM LAFEVER2020-07-16
0012018-01-01
0012017-01-01WILLIAM LAFEVER WILLIAM LAFEVER2018-10-07
0012016-01-01WILLIAM LAFEVER WILLIAM LAFEVER2017-08-15
0012015-01-01WILLIAM LAFEVER WILLIAM LAFEVER2016-06-17
0012014-01-01WILLIAM LAFEVER WILLIAM LAFEVER2015-07-30
0012013-01-01WILLIAM LAFEVER WILLIAM LAFEVER2014-06-24
0012012-01-01WILLIAM LAFEVER WILLIAM LAFEVER2013-07-02
0012011-01-01WILLIAM LAFEVER WILLIAM LAFEVER2012-07-11
0012010-01-01WILLIAM LAFEVER WILLIAM LAFEVER2011-09-27
0012009-01-01WILLIAM LAFEVER WILLIAM LAFEVER2010-07-15

Plan Statistics for BILL DORAN COMPANY EMPLOYEE SAVINGS AND RETIREMENT PLAN

401k plan membership statisitcs for BILL DORAN COMPANY EMPLOYEE SAVINGS AND RETIREMENT PLAN

Measure Date Value
2023: BILL DORAN COMPANY EMPLOYEE SAVINGS AND RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01537
Total number of active participants reported on line 7a of the Form 55002023-01-01491
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0143
Total of all active and inactive participants2023-01-01534
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01534
Number of participants with account balances2023-01-01345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0115
2022: BILL DORAN COMPANY EMPLOYEE SAVINGS AND RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01438
Total number of active participants reported on line 7a of the Form 55002022-01-01496
Number of retired or separated participants receiving benefits2022-01-016
Number of other retired or separated participants entitled to future benefits2022-01-0135
Total of all active and inactive participants2022-01-01537
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01537
Number of participants with account balances2022-01-01360
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0112
2021: BILL DORAN COMPANY EMPLOYEE SAVINGS AND RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01403
Total number of active participants reported on line 7a of the Form 55002021-01-01455
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0149
Total of all active and inactive participants2021-01-01504
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01504
Number of participants with account balances2021-01-01290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0116
2020: BILL DORAN COMPANY EMPLOYEE SAVINGS AND RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01353
Total number of active participants reported on line 7a of the Form 55002020-01-01284
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01101
Total of all active and inactive participants2020-01-01385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01385
Number of participants with account balances2020-01-01296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0112
2019: BILL DORAN COMPANY EMPLOYEE SAVINGS AND RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01337
Total number of active participants reported on line 7a of the Form 55002019-01-01268
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0170
Total of all active and inactive participants2019-01-01338
Total participants2019-01-01338
Number of participants with account balances2019-01-01242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-017
2018: BILL DORAN COMPANY EMPLOYEE SAVINGS AND RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01320
Total number of active participants reported on line 7a of the Form 55002018-01-01255
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0128
Total of all active and inactive participants2018-01-01283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01284
Number of participants with account balances2018-01-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2017: BILL DORAN COMPANY EMPLOYEE SAVINGS AND RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01313
Total number of active participants reported on line 7a of the Form 55002017-01-01248
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0147
Total of all active and inactive participants2017-01-01295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01296
Number of participants with account balances2017-01-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-019
2016: BILL DORAN COMPANY EMPLOYEE SAVINGS AND RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01347
Total number of active participants reported on line 7a of the Form 55002016-01-01288
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0126
Total of all active and inactive participants2016-01-01314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01314
Number of participants with account balances2016-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BILL DORAN COMPANY EMPLOYEE SAVINGS AND RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01345
Total number of active participants reported on line 7a of the Form 55002015-01-01235
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0191
Total of all active and inactive participants2015-01-01326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01326
Number of participants with account balances2015-01-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: BILL DORAN COMPANY EMPLOYEE SAVINGS AND RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01358
Total number of active participants reported on line 7a of the Form 55002014-01-01242
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0188
Total of all active and inactive participants2014-01-01330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01330
Number of participants with account balances2014-01-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: BILL DORAN COMPANY EMPLOYEE SAVINGS AND RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01357
Total number of active participants reported on line 7a of the Form 55002013-01-01241
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0185
Total of all active and inactive participants2013-01-01326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01326
Number of participants with account balances2013-01-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: BILL DORAN COMPANY EMPLOYEE SAVINGS AND RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01354
Total number of active participants reported on line 7a of the Form 55002012-01-01242
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0195
Total of all active and inactive participants2012-01-01337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01337
Number of participants with account balances2012-01-01236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: BILL DORAN COMPANY EMPLOYEE SAVINGS AND RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01348
Total number of active participants reported on line 7a of the Form 55002011-01-01238
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01104
Total of all active and inactive participants2011-01-01342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01343
Number of participants with account balances2011-01-01248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-019
2010: BILL DORAN COMPANY EMPLOYEE SAVINGS AND RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01355
Total number of active participants reported on line 7a of the Form 55002010-01-01226
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01102
Total of all active and inactive participants2010-01-01328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01328
Number of participants with account balances2010-01-01255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-016
2009: BILL DORAN COMPANY EMPLOYEE SAVINGS AND RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01338
Total number of active participants reported on line 7a of the Form 55002009-01-01237
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0198
Total of all active and inactive participants2009-01-01335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01336
Number of participants with account balances2009-01-01258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0110

Financial Data on BILL DORAN COMPANY EMPLOYEE SAVINGS AND RETIREMENT PLAN

Measure Date Value
2023 : BILL DORAN COMPANY EMPLOYEE SAVINGS AND RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$2,184,949
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$570,435
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$513,727
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$866,379
Value of total assets at end of year2023-12-31$9,618,719
Value of total assets at beginning of year2023-12-31$8,004,205
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$56,708
Total interest from all sources2023-12-31$3,242
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$166,142
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$166,142
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$770,445
Participant contributions at end of year2023-12-31$41,317
Participant contributions at beginning of year2023-12-31$56,151
Participant contributions at end of year2023-12-31$26,347
Participant contributions at beginning of year2023-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$52,073
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$1,614,514
Value of net assets at end of year (total assets less liabilities)2023-12-31$9,618,719
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$8,004,205
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$8,857,240
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$7,250,250
Interest on participant loans2023-12-31$3,242
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$649,954
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$658,477
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$658,477
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$1,149,186
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$43,861
Employer contributions (assets) at end of year2023-12-31$43,861
Employer contributions (assets) at beginning of year2023-12-31$39,327
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$513,727
Contract administrator fees2023-12-31$56,708
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-31Yes
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31WIPFLI LLP
Accountancy firm EIN2023-12-31390758449
2022 : BILL DORAN COMPANY EMPLOYEE SAVINGS AND RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-364,550
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$544,385
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$498,329
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$780,770
Value of total assets at end of year2022-12-31$8,004,205
Value of total assets at beginning of year2022-12-31$8,913,140
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$46,056
Total interest from all sources2022-12-31$6,988
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$690,650
Participant contributions at end of year2022-12-31$56,151
Participant contributions at beginning of year2022-12-31$92,908
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$50,793
Administrative expenses (other) incurred2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-908,935
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,004,205
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$8,913,140
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$7,250,250
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$8,426,666
Interest on participant loans2022-12-31$3,832
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$658,477
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$3,156
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$362,408
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,152,308
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$39,327
Employer contributions (assets) at end of year2022-12-31$39,327
Employer contributions (assets) at beginning of year2022-12-31$31,158
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$498,329
Contract administrator fees2022-12-31$46,056
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WIPFLI LLP
Accountancy firm EIN2022-12-31390758449
2021 : BILL DORAN COMPANY EMPLOYEE SAVINGS AND RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$2,101,651
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$956,803
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$947,513
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$911,809
Value of total assets at end of year2021-12-31$8,913,140
Value of total assets at beginning of year2021-12-31$7,768,292
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$9,290
Total interest from all sources2021-12-31$7,524
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$484,164
Participant contributions at end of year2021-12-31$92,908
Participant contributions at beginning of year2021-12-31$102,163
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$397,449
Administrative expenses (other) incurred2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$1,144,848
Value of net assets at end of year (total assets less liabilities)2021-12-31$8,913,140
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,768,292
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$8,426,666
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$7,248,046
Interest on participant loans2021-12-31$7,524
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$362,408
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$397,225
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,182,318
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$30,196
Employer contributions (assets) at end of year2021-12-31$31,158
Employer contributions (assets) at beginning of year2021-12-31$20,858
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$947,513
Contract administrator fees2021-12-31$9,290
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31WIPFLI LLP
Accountancy firm EIN2021-12-31390758449
2020 : BILL DORAN COMPANY EMPLOYEE SAVINGS AND RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$2,041,443
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$123,797
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$120,912
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,230,892
Value of total assets at end of year2020-12-31$7,768,292
Value of total assets at beginning of year2020-12-31$5,850,646
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,885
Total interest from all sources2020-12-31$5,376
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$330,091
Participant contributions at end of year2020-12-31$102,163
Participant contributions at beginning of year2020-12-31$133,781
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$882,512
Administrative expenses (other) incurred2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,917,646
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,768,292
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,850,646
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$7,248,046
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,295,941
Interest on participant loans2020-12-31$5,927
Interest earned on other investments2020-12-31$-551
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$397,225
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$391,107
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$805,175
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$18,289
Employer contributions (assets) at end of year2020-12-31$20,858
Employer contributions (assets) at beginning of year2020-12-31$29,817
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$120,912
Contract administrator fees2020-12-31$2,885
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WIPFLI LLP
Accountancy firm EIN2020-12-31390758449
2019 : BILL DORAN COMPANY EMPLOYEE SAVINGS AND RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,376,905
Total of all expenses incurred2019-12-31$437,421
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$409,583
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$360,213
Value of total assets at end of year2019-12-31$5,850,646
Value of total assets at beginning of year2019-12-31$4,911,162
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$27,838
Total interest from all sources2019-12-31$7,845
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$316,488
Participant contributions at end of year2019-12-31$133,781
Participant contributions at beginning of year2019-12-31$114,021
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$16,483
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$3,214
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$939,484
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,850,646
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,911,162
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,295,941
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,160,596
Interest on participant loans2019-12-31$6,228
Interest earned on other investments2019-12-31$1,617
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$391,107
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$614,567
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,008,847
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$27,242
Employer contributions (assets) at end of year2019-12-31$29,817
Employer contributions (assets) at beginning of year2019-12-31$18,764
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$409,583
Contract administrator fees2019-12-31$27,838
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WIPFLI LLP
Accountancy firm EIN2019-12-31390758449
2018 : BILL DORAN COMPANY EMPLOYEE SAVINGS AND RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$55,263
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$502,080
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$463,886
Value of total corrective distributions2018-12-31$1,093
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$335,784
Value of total assets at end of year2018-12-31$4,911,162
Value of total assets at beginning of year2018-12-31$5,357,979
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$37,101
Total interest from all sources2018-12-31$10,157
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$37,101
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$266,952
Participant contributions at end of year2018-12-31$114,021
Participant contributions at beginning of year2018-12-31$116,286
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$50,035
Other income not declared elsewhere2018-12-31$18,249
Administrative expenses (other) incurred2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$3,214
Total non interest bearing cash at beginning of year2018-12-31$3,189
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-446,817
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,911,162
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,357,979
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,160,596
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,463,233
Interest on participant loans2018-12-31$4,942
Interest earned on other investments2018-12-31$5,215
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$614,567
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$760,337
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-308,927
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$18,797
Employer contributions (assets) at end of year2018-12-31$18,764
Employer contributions (assets) at beginning of year2018-12-31$14,934
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$463,886
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WIPFLI LLP
Accountancy firm EIN2018-12-31390758449
2017 : BILL DORAN COMPANY EMPLOYEE SAVINGS AND RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$1,494,465
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$265,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$243,602
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$868,062
Value of total assets at end of year2017-12-31$5,357,979
Value of total assets at beginning of year2017-12-31$4,128,887
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$21,771
Total interest from all sources2017-12-31$9,803
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$21,771
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$240,151
Participant contributions at end of year2017-12-31$116,286
Participant contributions at beginning of year2017-12-31$107,427
Participant contributions at beginning of year2017-12-31$8,567
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$612,977
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$1,576
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$10,759
Administrative expenses (other) incurred2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$3,189
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,229,092
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,357,979
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,128,887
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,463,233
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,264,062
Interest on participant loans2017-12-31$4,572
Interest earned on other investments2017-12-31$5,231
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$760,337
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$732,501
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$605,841
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$14,934
Employer contributions (assets) at end of year2017-12-31$14,934
Employer contributions (assets) at beginning of year2017-12-31$14,754
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$243,602
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WIPFLI LLP
Accountancy firm EIN2017-12-31390758449
2016 : BILL DORAN COMPANY EMPLOYEE SAVINGS AND RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$41
Total income from all sources (including contributions)2016-12-31$487,605
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$466,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$447,858
Value of total corrective distributions2016-12-31$314
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$223,592
Value of total assets at end of year2016-12-31$4,128,887
Value of total assets at beginning of year2016-12-31$4,107,656
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$18,161
Total interest from all sources2016-12-31$9,097
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$18,161
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$208,838
Participant contributions at end of year2016-12-31$107,427
Participant contributions at beginning of year2016-12-31$130,744
Participant contributions at end of year2016-12-31$8,567
Participant contributions at beginning of year2016-12-31$7,016
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$1,576
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$1,667
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$41
Administrative expenses (other) incurred2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$21,272
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,128,887
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,107,615
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,264,062
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,657,461
Interest on participant loans2016-12-31$5,134
Interest earned on other investments2016-12-31$3,963
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$732,501
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$298,320
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$254,916
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$14,754
Employer contributions (assets) at end of year2016-12-31$14,754
Employer contributions (assets) at beginning of year2016-12-31$12,448
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$447,858
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WIPFLI LLP
Accountancy firm EIN2016-12-31390758449
2015 : BILL DORAN COMPANY EMPLOYEE SAVINGS AND RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$41
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$136,744
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$214,645
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$200,459
Value of total corrective distributions2015-12-31$89
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$207,322
Value of total assets at end of year2015-12-31$4,107,656
Value of total assets at beginning of year2015-12-31$4,185,516
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$14,097
Total interest from all sources2015-12-31$7,090
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$14,097
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$194,874
Participant contributions at end of year2015-12-31$130,744
Participant contributions at beginning of year2015-12-31$97,558
Participant contributions at end of year2015-12-31$7,016
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$1,667
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$41
Administrative expenses (other) incurred2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-77,901
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,107,615
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,185,516
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,657,461
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,797,091
Interest on participant loans2015-12-31$4,856
Interest earned on other investments2015-12-31$2,234
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$298,320
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$280,867
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-77,668
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$12,448
Employer contributions (assets) at end of year2015-12-31$12,448
Employer contributions (assets) at beginning of year2015-12-31$10,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$200,459
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WIPFLI LLP
Accountancy firm EIN2015-12-31390758449
2014 : BILL DORAN COMPANY EMPLOYEE SAVINGS AND RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$433,894
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$611,382
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$596,978
Value of total corrective distributions2014-12-31$1,078
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$213,680
Value of total assets at end of year2014-12-31$4,185,516
Value of total assets at beginning of year2014-12-31$4,363,004
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$13,326
Total interest from all sources2014-12-31$4,326
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$13,326
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$203,675
Participant contributions at end of year2014-12-31$97,558
Participant contributions at beginning of year2014-12-31$89,869
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Administrative expenses (other) incurred2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-177,488
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,185,516
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,363,004
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$3,797,091
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,243,116
Interest on participant loans2014-12-31$3,806
Interest earned on other investments2014-12-31$520
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$280,867
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$20,258
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$215,888
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$10,005
Employer contributions (assets) at end of year2014-12-31$10,000
Employer contributions (assets) at beginning of year2014-12-31$9,761
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$596,978
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BEGGIN TIP LAMM LLC
Accountancy firm EIN2014-12-31273238017
2013 : BILL DORAN COMPANY EMPLOYEE SAVINGS AND RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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$1,097,776
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$262,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$249,120
Value of total corrective distributions2013-12-31$195
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$471,316
Value of total assets at end of year2013-12-31$4,363,004
Value of total assets at beginning of year2013-12-31$3,527,437
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$12,894
Total interest from all sources2013-12-31$3,793
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$12,894
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$400,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$206,487
Participant contributions at end of year2013-12-31$89,869
Participant contributions at beginning of year2013-12-31$98,426
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$255,068
Other income not declared elsewhere2013-12-31$20,258
Administrative expenses (other) incurred2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$835,567
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,363,004
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,527,437
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$4,243,116
Value of interest in pooled separate accounts at beginning of year2013-12-31$3,401,389
Interest on participant loans2013-12-31$3,793
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$20,258
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$20,122
Net investment gain/loss from pooled separate accounts2013-12-31$602,409
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$9,761
Employer contributions (assets) at end of year2013-12-31$9,761
Employer contributions (assets) at beginning of year2013-12-31$7,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$249,120
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WEINBERG & CO.
Accountancy firm EIN2013-12-31363808744
2012 : BILL DORAN COMPANY EMPLOYEE SAVINGS AND RETIREMENT PLAN 2012 401k financial data
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$613,633
Total of all expenses incurred2012-12-31$393,347
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$381,816
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$222,079
Value of total assets at end of year2012-12-31$3,527,437
Value of total assets at beginning of year2012-12-31$3,307,151
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$11,531
Total interest from all sources2012-12-31$4,903
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$400,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$214,579
Participant contributions at end of year2012-12-31$98,426
Participant contributions at beginning of year2012-12-31$116,052
Other income not declared elsewhere2012-12-31$480
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$220,286
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,527,437
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,307,151
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$3,401,389
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,135,444
Interest on participant loans2012-12-31$4,903
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$20,122
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$50,655
Net investment gain/loss from pooled separate accounts2012-12-31$386,171
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$7,500
Employer contributions (assets) at end of year2012-12-31$7,500
Employer contributions (assets) at beginning of year2012-12-31$5,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$381,816
Contract administrator fees2012-12-31$11,531
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WEINBERG & CO.
Accountancy firm EIN2012-12-31363808744
2011 : BILL DORAN COMPANY EMPLOYEE SAVINGS AND RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$494
Total income from all sources (including contributions)2011-12-31$115,775
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$199,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$182,778
Value of total corrective distributions2011-12-31$4,838
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$229,832
Value of total assets at end of year2011-12-31$3,307,151
Value of total assets at beginning of year2011-12-31$3,391,525
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$12,039
Total interest from all sources2011-12-31$5,651
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$400,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$224,832
Participant contributions at end of year2011-12-31$116,052
Participant contributions at beginning of year2011-12-31$113,134
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$494
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-83,880
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,307,151
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,391,031
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$3,135,444
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,252,190
Interest on participant loans2011-12-31$5,651
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$50,655
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$21,201
Net investment gain/loss from pooled separate accounts2011-12-31$-119,708
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$5,000
Employer contributions (assets) at end of year2011-12-31$5,000
Employer contributions (assets) at beginning of year2011-12-31$5,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$182,778
Contract administrator fees2011-12-31$12,039
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WEINBERG & CO.
Accountancy firm EIN2011-12-31363808744
2010 : BILL DORAN COMPANY EMPLOYEE SAVINGS AND RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$494
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$537,930
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$451,924
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$435,338
Value of total corrective distributions2010-12-31$4,696
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$245,394
Value of total assets at end of year2010-12-31$3,391,525
Value of total assets at beginning of year2010-12-31$3,305,025
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$11,890
Total interest from all sources2010-12-31$5,953
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$400,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$237,235
Participant contributions at end of year2010-12-31$113,134
Participant contributions at beginning of year2010-12-31$99,910
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$3,159
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$494
Other income not declared elsewhere2010-12-31$270
Administrative expenses (other) incurred2010-12-31$857
Total non interest bearing cash at beginning of year2010-12-31$2,041
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$86,006
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,391,031
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,305,025
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$3,252,190
Value of interest in pooled separate accounts at beginning of year2010-12-31$3,190,049
Interest on participant loans2010-12-31$5,953
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$21,201
Net investment gain/loss from pooled separate accounts2010-12-31$286,313
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$5,000
Employer contributions (assets) at end of year2010-12-31$5,000
Employer contributions (assets) at beginning of year2010-12-31$13,025
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$435,338
Contract administrator fees2010-12-31$11,033
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WEINBERG & CO.
Accountancy firm EIN2010-12-31363808744

Form 5500 Responses for BILL DORAN COMPANY EMPLOYEE SAVINGS AND RETIREMENT PLAN

2023: BILL DORAN COMPANY EMPLOYEE SAVINGS AND RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: BILL DORAN COMPANY EMPLOYEE SAVINGS AND RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BILL DORAN COMPANY EMPLOYEE SAVINGS AND RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BILL DORAN COMPANY EMPLOYEE SAVINGS AND RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BILL DORAN COMPANY EMPLOYEE SAVINGS AND RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BILL DORAN COMPANY EMPLOYEE SAVINGS AND RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BILL DORAN COMPANY EMPLOYEE SAVINGS AND RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BILL DORAN COMPANY EMPLOYEE SAVINGS AND RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BILL DORAN COMPANY EMPLOYEE SAVINGS AND RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BILL DORAN COMPANY EMPLOYEE SAVINGS AND RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BILL DORAN COMPANY EMPLOYEE SAVINGS AND RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BILL DORAN COMPANY EMPLOYEE SAVINGS AND RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BILL DORAN COMPANY EMPLOYEE SAVINGS AND RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BILL DORAN COMPANY EMPLOYEE SAVINGS AND RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BILL DORAN COMPANY EMPLOYEE SAVINGS AND RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number81D609
Policy instance 1
Insurance contract or identification number81D609
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?5
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number81D609
Policy instance 1
Insurance contract or identification number81D609
Number of Individuals Covered288
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?5
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number81D609
Policy instance 1
Insurance contract or identification number81D609
Number of Individuals Covered309
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,443
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees4443
Additional information about fees paid to insurance brokerSERVICE FEES
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512025-000
Policy instance 1
Insurance contract or identification number512025-000
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,984
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1984
Additional information about fees paid to insurance brokerSERVICE FEES
Insurance broker organization code?5
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number81D609
Policy instance 2
Insurance contract or identification number81D609
Number of Individuals Covered214
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $15,221
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees15221
Additional information about fees paid to insurance brokerSERVICE FEES
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512025-000
Policy instance 1
Insurance contract or identification number512025-000
Number of Individuals Covered172
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,584
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2584
Additional information about fees paid to insurance brokerSERVICE FEES
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512025-000
Policy instance 1
Insurance contract or identification number512025-000
Number of Individuals Covered176
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $463
Total amount of fees paid to insurance companyUSD $2,428
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2428
Additional information about fees paid to insurance brokerSERVICE FEES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $463
Insurance broker nameFIRST HEARTLAND CAPITAL INC

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