401k Plan data: BJORNSEN INVESTMENT CORPORATION PROFIT SHARE & 401(K) PLAN plan

BJORNSEN INVESTMENT CORPORATION PROFIT SHARE & 401(K) PLAN 401k Plan overview

Plan Name	BJORNSEN INVESTMENT CORPORATION PROFIT SHARE & 401(K) PLAN
Plan identification number	006

BJORNSEN INVESTMENT CORPORATION PROFIT SHARE & 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BJORNSEN INVESTMENT CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: BJORNSEN INVESTMENT CORPORATION

Employer identification number (EIN): 420818618

NAIC Classification: 531190
NAIC Description: Lessors of Other Real Estate Property

Additional information about BJORNSEN INVESTMENT CORPORATION

Jurisdiction of Incorporation: Iowa Secretary of State Business Entities

Incorporation Date: 1957-12-23

Company Identification Number: 004648

Legal Registered Office Address: 5340 N PARK PL NE #110

CEDAR RAPIDS
United States of America (USA)
52402

More information about BJORNSEN INVESTMENT CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BJORNSEN INVESTMENT CORPORATION PROFIT SHARE & 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
006 2020-04-01
006 2019-04-01
006 2018-04-01
006 2017-04-01 GREGORY BJORNSEN
006 2017-04-01 GREGORY BJORNSEN
006 2016-04-01 GREGORY BJORNSEN
006 2015-04-01 GREGORY BJORNSEN
006 2014-04-01 GREGORY BJORNSEN
006 2013-04-01 KATHLEEN SULLIVAN
006 2012-04-01 GREGORY BJORNSEN GREGORY BJORNSEN 2013-08-22
006 2011-04-01 GREGORY BJORNSEN
006 2010-04-01 GREGORY BJORNSEN

Plan Statistics for BJORNSEN INVESTMENT CORPORATION PROFIT SHARE & 401(K) PLAN

401k plan membership statisitcs for BJORNSEN INVESTMENT CORPORATION PROFIT SHARE & 401(K) PLAN

Measure Date Value
2020: BJORNSEN INVESTMENT CORPORATION PROFIT SHARE & 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-04-01 7
Total number of active participants reported on line 7a of the Form 5500 2020-04-01 7
Number of retired or separated participants receiving benefits 2020-04-01 0
Number of other retired or separated participants entitled to future benefits 2020-04-01 0
Total of all active and inactive participants 2020-04-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-04-01 0
Total participants 2020-04-01 7
Number of participants with account balances 2020-04-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-04-01 0
2019: BJORNSEN INVESTMENT CORPORATION PROFIT SHARE & 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-04-01 7
Total number of active participants reported on line 7a of the Form 5500 2019-04-01 7
Number of retired or separated participants receiving benefits 2019-04-01 0
Number of other retired or separated participants entitled to future benefits 2019-04-01 0
Total of all active and inactive participants 2019-04-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-04-01 0
Total participants 2019-04-01 7
Number of participants with account balances 2019-04-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-04-01 0
2018: BJORNSEN INVESTMENT CORPORATION PROFIT SHARE & 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-04-01 7
Total number of active participants reported on line 7a of the Form 5500 2018-04-01 6
Number of retired or separated participants receiving benefits 2018-04-01 0
Number of other retired or separated participants entitled to future benefits 2018-04-01 0
Total of all active and inactive participants 2018-04-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-04-01 1
Total participants 2018-04-01 7
Number of participants with account balances 2018-04-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-04-01 0
2017: BJORNSEN INVESTMENT CORPORATION PROFIT SHARE & 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-04-01 7
Total number of active participants reported on line 7a of the Form 5500 2017-04-01 7
Number of retired or separated participants receiving benefits 2017-04-01 0
Number of other retired or separated participants entitled to future benefits 2017-04-01 0
Total of all active and inactive participants 2017-04-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-04-01 0
Total participants 2017-04-01 7
Number of participants with account balances 2017-04-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-04-01 0
2016: BJORNSEN INVESTMENT CORPORATION PROFIT SHARE & 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-04-01 6
Total number of active participants reported on line 7a of the Form 5500 2016-04-01 7
Number of retired or separated participants receiving benefits 2016-04-01 0
Number of other retired or separated participants entitled to future benefits 2016-04-01 0
Total of all active and inactive participants 2016-04-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-04-01 0
Total participants 2016-04-01 7
Number of participants with account balances 2016-04-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-04-01 0
2015: BJORNSEN INVESTMENT CORPORATION PROFIT SHARE & 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-04-01 6
Total number of active participants reported on line 7a of the Form 5500 2015-04-01 6
Number of retired or separated participants receiving benefits 2015-04-01 0
Number of other retired or separated participants entitled to future benefits 2015-04-01 0
Total of all active and inactive participants 2015-04-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-04-01 0
Total participants 2015-04-01 6
Number of participants with account balances 2015-04-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-04-01 0
2014: BJORNSEN INVESTMENT CORPORATION PROFIT SHARE & 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-04-01 6
Total number of active participants reported on line 7a of the Form 5500 2014-04-01 6
Number of retired or separated participants receiving benefits 2014-04-01 0
Number of other retired or separated participants entitled to future benefits 2014-04-01 0
Total of all active and inactive participants 2014-04-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-04-01 0
Total participants 2014-04-01 6
Number of participants with account balances 2014-04-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-04-01 0
2013: BJORNSEN INVESTMENT CORPORATION PROFIT SHARE & 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-04-01 6
Total number of active participants reported on line 7a of the Form 5500 2013-04-01 6
Number of retired or separated participants receiving benefits 2013-04-01 0
Number of other retired or separated participants entitled to future benefits 2013-04-01 0
Total of all active and inactive participants 2013-04-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-04-01 0
Total participants 2013-04-01 6
Number of participants with account balances 2013-04-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-04-01 0
2012: BJORNSEN INVESTMENT CORPORATION PROFIT SHARE & 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-04-01 6
Total number of active participants reported on line 7a of the Form 5500 2012-04-01 6
Number of retired or separated participants receiving benefits 2012-04-01 0
Number of other retired or separated participants entitled to future benefits 2012-04-01 0
Total of all active and inactive participants 2012-04-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-04-01 0
Total participants 2012-04-01 6
Number of participants with account balances 2012-04-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-04-01 0
2011: BJORNSEN INVESTMENT CORPORATION PROFIT SHARE & 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-04-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-04-01 6
Number of retired or separated participants receiving benefits 2011-04-01 0
Number of other retired or separated participants entitled to future benefits 2011-04-01 0
Total of all active and inactive participants 2011-04-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-04-01 0
Total participants 2011-04-01 6
Number of participants with account balances 2011-04-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-04-01 0
2010: BJORNSEN INVESTMENT CORPORATION PROFIT SHARE & 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-04-01 7
Total number of active participants reported on line 7a of the Form 5500 2010-04-01 6
Number of retired or separated participants receiving benefits 2010-04-01 0
Number of other retired or separated participants entitled to future benefits 2010-04-01 0
Total of all active and inactive participants 2010-04-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-04-01 0
Total participants 2010-04-01 6
Number of participants with account balances 2010-04-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-04-01 0

Measure	Date	Value
2020: BJORNSEN INVESTMENT CORPORATION PROFIT SHARE & 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-04-01	7
Total number of active participants reported on line 7a of the Form 5500	2020-04-01	7
Number of retired or separated participants receiving benefits	2020-04-01	0
Number of other retired or separated participants entitled to future benefits	2020-04-01	0
Total of all active and inactive participants	2020-04-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-04-01	0
Total participants	2020-04-01	7
Number of participants with account balances	2020-04-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-04-01	0
2019: BJORNSEN INVESTMENT CORPORATION PROFIT SHARE & 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-04-01	7
Total number of active participants reported on line 7a of the Form 5500	2019-04-01	7
Number of retired or separated participants receiving benefits	2019-04-01	0
Number of other retired or separated participants entitled to future benefits	2019-04-01	0
Total of all active and inactive participants	2019-04-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-04-01	0
Total participants	2019-04-01	7
Number of participants with account balances	2019-04-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-04-01	0
2018: BJORNSEN INVESTMENT CORPORATION PROFIT SHARE & 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-04-01	7
Total number of active participants reported on line 7a of the Form 5500	2018-04-01	6
Number of retired or separated participants receiving benefits	2018-04-01	0
Number of other retired or separated participants entitled to future benefits	2018-04-01	0
Total of all active and inactive participants	2018-04-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-04-01	1
Total participants	2018-04-01	7
Number of participants with account balances	2018-04-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-04-01	0
2017: BJORNSEN INVESTMENT CORPORATION PROFIT SHARE & 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-04-01	7
Total number of active participants reported on line 7a of the Form 5500	2017-04-01	7
Number of retired or separated participants receiving benefits	2017-04-01	0
Number of other retired or separated participants entitled to future benefits	2017-04-01	0
Total of all active and inactive participants	2017-04-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-04-01	0
Total participants	2017-04-01	7
Number of participants with account balances	2017-04-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-04-01	0
2016: BJORNSEN INVESTMENT CORPORATION PROFIT SHARE & 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-04-01	6
Total number of active participants reported on line 7a of the Form 5500	2016-04-01	7
Number of retired or separated participants receiving benefits	2016-04-01	0
Number of other retired or separated participants entitled to future benefits	2016-04-01	0
Total of all active and inactive participants	2016-04-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-04-01	0
Total participants	2016-04-01	7
Number of participants with account balances	2016-04-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-04-01	0
2015: BJORNSEN INVESTMENT CORPORATION PROFIT SHARE & 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-04-01	6
Total number of active participants reported on line 7a of the Form 5500	2015-04-01	6
Number of retired or separated participants receiving benefits	2015-04-01	0
Number of other retired or separated participants entitled to future benefits	2015-04-01	0
Total of all active and inactive participants	2015-04-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-04-01	0
Total participants	2015-04-01	6
Number of participants with account balances	2015-04-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-04-01	0
2014: BJORNSEN INVESTMENT CORPORATION PROFIT SHARE & 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-04-01	6
Total number of active participants reported on line 7a of the Form 5500	2014-04-01	6
Number of retired or separated participants receiving benefits	2014-04-01	0
Number of other retired or separated participants entitled to future benefits	2014-04-01	0
Total of all active and inactive participants	2014-04-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-04-01	0
Total participants	2014-04-01	6
Number of participants with account balances	2014-04-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-04-01	0
2013: BJORNSEN INVESTMENT CORPORATION PROFIT SHARE & 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-04-01	6
Total number of active participants reported on line 7a of the Form 5500	2013-04-01	6
Number of retired or separated participants receiving benefits	2013-04-01	0
Number of other retired or separated participants entitled to future benefits	2013-04-01	0
Total of all active and inactive participants	2013-04-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-04-01	0
Total participants	2013-04-01	6
Number of participants with account balances	2013-04-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-04-01	0
2012: BJORNSEN INVESTMENT CORPORATION PROFIT SHARE & 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-04-01	6
Total number of active participants reported on line 7a of the Form 5500	2012-04-01	6
Number of retired or separated participants receiving benefits	2012-04-01	0
Number of other retired or separated participants entitled to future benefits	2012-04-01	0
Total of all active and inactive participants	2012-04-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-04-01	0
Total participants	2012-04-01	6
Number of participants with account balances	2012-04-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-04-01	0
2011: BJORNSEN INVESTMENT CORPORATION PROFIT SHARE & 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-04-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-04-01	6
Number of retired or separated participants receiving benefits	2011-04-01	0
Number of other retired or separated participants entitled to future benefits	2011-04-01	0
Total of all active and inactive participants	2011-04-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-04-01	0
Total participants	2011-04-01	6
Number of participants with account balances	2011-04-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-04-01	0
2010: BJORNSEN INVESTMENT CORPORATION PROFIT SHARE & 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-04-01	7
Total number of active participants reported on line 7a of the Form 5500	2010-04-01	6
Number of retired or separated participants receiving benefits	2010-04-01	0
Number of other retired or separated participants entitled to future benefits	2010-04-01	0
Total of all active and inactive participants	2010-04-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-04-01	0
Total participants	2010-04-01	6
Number of participants with account balances	2010-04-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-04-01	0

Financial Data on BJORNSEN INVESTMENT CORPORATION PROFIT SHARE & 401(K) PLAN

Measure	Date	Value
2020 : BJORNSEN INVESTMENT CORPORATION PROFIT SHARE & 401(K) PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$1,627,407
Expenses. Total of all expenses incurred	2020-12-31	$0
Benefits paid (including direct rollovers)	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$6,463,102
Total plan assets at beginning of year	2020-12-31	$4,835,695
Value of fidelity bond covering the plan	2020-12-31	$1,000,000
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$108,610
Assets. Value of loans (other than to participants)	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$1,353,811
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$1,627,407
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$6,463,102
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$4,835,695
Assets. Value of participant loans	2020-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$0
Assets. Value of employer real property	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$164,986
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$0
Transfers to/from the plan	2020-03-31	$0
Total plan liabilities at end of year	2020-03-31	$0
Total plan liabilities at beginning of year	2020-03-31	$0
Total income from all sources	2020-03-31	$165,581
Expenses. Total of all expenses incurred	2020-03-31	$1,288,550
Benefits paid (including direct rollovers)	2020-03-31	$1,288,550
Total plan assets at end of year	2020-03-31	$4,835,695
Total plan assets at beginning of year	2020-03-31	$5,958,664
Value of fidelity bond covering the plan	2020-03-31	$1,000,000
Total contributions received or receivable from participants	2020-03-31	$131,670
Expenses. Other expenses not covered elsewhere	2020-03-31	$0
Contributions received from other sources (not participants or employers)	2020-03-31	$0
Other income received	2020-03-31	$-140,004
Noncash contributions received	2020-03-31	$0
Net income (gross income less expenses)	2020-03-31	$-1,122,969
Net plan assets at end of year (total assets less liabilities)	2020-03-31	$4,835,695
Net plan assets at beginning of year (total assets less liabilities)	2020-03-31	$5,958,664
Total contributions received or receivable from employer(s)	2020-03-31	$173,915
Value of certain deemed distributions of participant loans	2020-03-31	$0
Value of corrective distributions	2020-03-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-03-31	$0
2019 : BJORNSEN INVESTMENT CORPORATION PROFIT SHARE & 401(K) PLAN 2019 401k financial data
Transfers to/from the plan	2019-03-31	$0
Total plan liabilities at end of year	2019-03-31	$0
Total plan liabilities at beginning of year	2019-03-31	$0
Total income from all sources	2019-03-31	$591,535
Expenses. Total of all expenses incurred	2019-03-31	$71,832
Benefits paid (including direct rollovers)	2019-03-31	$71,832
Total plan assets at end of year	2019-03-31	$5,958,664
Total plan assets at beginning of year	2019-03-31	$5,438,961
Value of fidelity bond covering the plan	2019-03-31	$1,000,000
Total contributions received or receivable from participants	2019-03-31	$138,529
Expenses. Other expenses not covered elsewhere	2019-03-31	$0
Contributions received from other sources (not participants or employers)	2019-03-31	$0
Other income received	2019-03-31	$277,676
Noncash contributions received	2019-03-31	$0
Net income (gross income less expenses)	2019-03-31	$519,703
Net plan assets at end of year (total assets less liabilities)	2019-03-31	$5,958,664
Net plan assets at beginning of year (total assets less liabilities)	2019-03-31	$5,438,961
Total contributions received or receivable from employer(s)	2019-03-31	$175,330
Value of certain deemed distributions of participant loans	2019-03-31	$0
Value of corrective distributions	2019-03-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-03-31	$0
2018 : BJORNSEN INVESTMENT CORPORATION PROFIT SHARE & 401(K) PLAN 2018 401k financial data
Transfers to/from the plan	2018-03-31	$0
Total plan liabilities at end of year	2018-03-31	$0
Total plan liabilities at beginning of year	2018-03-31	$0
Total income from all sources	2018-03-31	$570,392
Expenses. Total of all expenses incurred	2018-03-31	$66,343
Benefits paid (including direct rollovers)	2018-03-31	$66,343
Total plan assets at end of year	2018-03-31	$5,438,961
Total plan assets at beginning of year	2018-03-31	$4,934,912
Value of fidelity bond covering the plan	2018-03-31	$1,000,000
Total contributions received or receivable from participants	2018-03-31	$124,348
Expenses. Other expenses not covered elsewhere	2018-03-31	$0
Contributions received from other sources (not participants or employers)	2018-03-31	$0
Other income received	2018-03-31	$271,845
Noncash contributions received	2018-03-31	$0
Net income (gross income less expenses)	2018-03-31	$504,049
Net plan assets at end of year (total assets less liabilities)	2018-03-31	$5,438,961
Net plan assets at beginning of year (total assets less liabilities)	2018-03-31	$4,934,912
Total contributions received or receivable from employer(s)	2018-03-31	$174,199
Value of certain deemed distributions of participant loans	2018-03-31	$0
Value of corrective distributions	2018-03-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-03-31	$0
2017 : BJORNSEN INVESTMENT CORPORATION PROFIT SHARE & 401(K) PLAN 2017 401k financial data
Transfers to/from the plan	2017-03-31	$0
Total plan liabilities at end of year	2017-03-31	$0
Total plan liabilities at beginning of year	2017-03-31	$0
Total income from all sources	2017-03-31	$521,562
Expenses. Total of all expenses incurred	2017-03-31	$61,644
Benefits paid (including direct rollovers)	2017-03-31	$61,644
Total plan assets at end of year	2017-03-31	$4,934,912
Total plan assets at beginning of year	2017-03-31	$4,474,994
Value of fidelity bond covering the plan	2017-03-31	$1,000,000
Total contributions received or receivable from participants	2017-03-31	$123,542
Expenses. Other expenses not covered elsewhere	2017-03-31	$0
Contributions received from other sources (not participants or employers)	2017-03-31	$0
Other income received	2017-03-31	$229,695
Noncash contributions received	2017-03-31	$0
Net income (gross income less expenses)	2017-03-31	$459,918
Net plan assets at end of year (total assets less liabilities)	2017-03-31	$4,934,912
Net plan assets at beginning of year (total assets less liabilities)	2017-03-31	$4,474,994
Total contributions received or receivable from employer(s)	2017-03-31	$168,325
Value of certain deemed distributions of participant loans	2017-03-31	$0
Value of corrective distributions	2017-03-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-03-31	$0
2016 : BJORNSEN INVESTMENT CORPORATION PROFIT SHARE & 401(K) PLAN 2016 401k financial data
Transfers to/from the plan	2016-03-31	$0
Total plan liabilities at end of year	2016-03-31	$0
Total plan liabilities at beginning of year	2016-03-31	$0
Total income from all sources	2016-03-31	$226,561
Expenses. Total of all expenses incurred	2016-03-31	$58,650
Benefits paid (including direct rollovers)	2016-03-31	$58,650
Total plan assets at end of year	2016-03-31	$4,474,994
Total plan assets at beginning of year	2016-03-31	$4,307,083
Value of fidelity bond covering the plan	2016-03-31	$1,000,000
Total contributions received or receivable from participants	2016-03-31	$98,359
Expenses. Other expenses not covered elsewhere	2016-03-31	$0
Contributions received from other sources (not participants or employers)	2016-03-31	$0
Other income received	2016-03-31	$-47,764
Noncash contributions received	2016-03-31	$0
Net income (gross income less expenses)	2016-03-31	$167,911
Net plan assets at end of year (total assets less liabilities)	2016-03-31	$4,474,994
Net plan assets at beginning of year (total assets less liabilities)	2016-03-31	$4,307,083
Total contributions received or receivable from employer(s)	2016-03-31	$175,966
Value of certain deemed distributions of participant loans	2016-03-31	$0
Value of corrective distributions	2016-03-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-03-31	$0
2015 : BJORNSEN INVESTMENT CORPORATION PROFIT SHARE & 401(K) PLAN 2015 401k financial data
Transfers to/from the plan	2015-03-31	$0
Total plan liabilities at end of year	2015-03-31	$0
Total plan liabilities at beginning of year	2015-03-31	$0
Total income from all sources	2015-03-31	$493,468
Expenses. Total of all expenses incurred	2015-03-31	$51,983
Benefits paid (including direct rollovers)	2015-03-31	$51,983
Total plan assets at end of year	2015-03-31	$4,307,083
Total plan assets at beginning of year	2015-03-31	$3,865,598
Value of fidelity bond covering the plan	2015-03-31	$1,000,000
Total contributions received or receivable from participants	2015-03-31	$82,789
Expenses. Other expenses not covered elsewhere	2015-03-31	$0
Contributions received from other sources (not participants or employers)	2015-03-31	$0
Other income received	2015-03-31	$233,828
Noncash contributions received	2015-03-31	$0
Net income (gross income less expenses)	2015-03-31	$441,485
Net plan assets at end of year (total assets less liabilities)	2015-03-31	$4,307,083
Net plan assets at beginning of year (total assets less liabilities)	2015-03-31	$3,865,598
Total contributions received or receivable from employer(s)	2015-03-31	$176,851
Value of certain deemed distributions of participant loans	2015-03-31	$0
Value of corrective distributions	2015-03-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-03-31	$0
2014 : BJORNSEN INVESTMENT CORPORATION PROFIT SHARE & 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-03-31	$0
Total plan liabilities at end of year	2014-03-31	$0
Total income from all sources	2014-03-31	$569,496
Expenses. Total of all expenses incurred	2014-03-31	$41,674
Benefits paid (including direct rollovers)	2014-03-31	$41,674
Total plan assets at end of year	2014-03-31	$3,865,598
Total plan assets at beginning of year	2014-03-31	$3,337,776
Value of fidelity bond covering the plan	2014-03-31	$1,000,000
Total contributions received or receivable from participants	2014-03-31	$82,368
Expenses. Other expenses not covered elsewhere	2014-03-31	$0
Contributions received from other sources (not participants or employers)	2014-03-31	$0
Other income received	2014-03-31	$314,076
Noncash contributions received	2014-03-31	$0
Net income (gross income less expenses)	2014-03-31	$527,822
Net plan assets at end of year (total assets less liabilities)	2014-03-31	$3,865,598
Net plan assets at beginning of year (total assets less liabilities)	2014-03-31	$3,337,776
Total contributions received or receivable from employer(s)	2014-03-31	$173,052
Value of certain deemed distributions of participant loans	2014-03-31	$0
Value of corrective distributions	2014-03-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-03-31	$0
2013 : BJORNSEN INVESTMENT CORPORATION PROFIT SHARE & 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-03-31	$555,627
Expenses. Total of all expenses incurred	2013-03-31	$36,849
Benefits paid (including direct rollovers)	2013-03-31	$36,849
Total plan assets at end of year	2013-03-31	$3,337,776
Total plan assets at beginning of year	2013-03-31	$2,818,998
Value of fidelity bond covering the plan	2013-03-31	$1,000,000
Total contributions received or receivable from participants	2013-03-31	$80,072
Other income received	2013-03-31	$307,126
Net income (gross income less expenses)	2013-03-31	$518,778
Net plan assets at end of year (total assets less liabilities)	2013-03-31	$3,337,776
Net plan assets at beginning of year (total assets less liabilities)	2013-03-31	$2,818,998
Total contributions received or receivable from employer(s)	2013-03-31	$168,429
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-03-31	$0
2012 : BJORNSEN INVESTMENT CORPORATION PROFIT SHARE & 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-03-31	$353,950
Expenses. Total of all expenses incurred	2012-03-31	$32,453
Benefits paid (including direct rollovers)	2012-03-31	$32,453
Total plan assets at end of year	2012-03-31	$2,818,998
Total plan assets at beginning of year	2012-03-31	$2,497,501
Value of fidelity bond covering the plan	2012-03-31	$1,000,000
Total contributions received or receivable from participants	2012-03-31	$73,806
Contributions received from other sources (not participants or employers)	2012-03-31	$961
Other income received	2012-03-31	$113,411
Net income (gross income less expenses)	2012-03-31	$321,497
Net plan assets at end of year (total assets less liabilities)	2012-03-31	$2,818,998
Net plan assets at beginning of year (total assets less liabilities)	2012-03-31	$2,497,501
Total contributions received or receivable from employer(s)	2012-03-31	$165,772
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-03-31	$0
2011 : BJORNSEN INVESTMENT CORPORATION PROFIT SHARE & 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-03-31	$312,432
Expenses. Total of all expenses incurred	2011-03-31	$463,864
Benefits paid (including direct rollovers)	2011-03-31	$463,680
Total plan assets at end of year	2011-03-31	$2,497,501
Total plan assets at beginning of year	2011-03-31	$2,648,933
Value of fidelity bond covering the plan	2011-03-31	$1,000,000
Total contributions received or receivable from participants	2011-03-31	$68,537
Other income received	2011-03-31	$221,240
Net income (gross income less expenses)	2011-03-31	$-151,432
Net plan assets at end of year (total assets less liabilities)	2011-03-31	$2,497,501
Net plan assets at beginning of year (total assets less liabilities)	2011-03-31	$2,648,933
Total contributions received or receivable from employer(s)	2011-03-31	$22,655
Expenses. Administrative service providers (salaries,fees and commissions)	2011-03-31	$184
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-03-31	$0

Form 5500 Responses for BJORNSEN INVESTMENT CORPORATION PROFIT SHARE & 401(K) PLAN

2020: BJORNSEN INVESTMENT CORPORATION PROFIT SHARE & 401(K) PLAN 2020 form 5500 responses
2020-04-01	Type of plan entity	Single employer plan
2020-04-01	This submission is the final filing	No
2020-04-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2020-04-01	Plan is a collectively bargained plan	No
2020-04-01	Plan funding arrangement – Trust	Yes
2020-04-01	Plan benefit arrangement - Trust	Yes
2019: BJORNSEN INVESTMENT CORPORATION PROFIT SHARE & 401(K) PLAN 2019 form 5500 responses
2019-04-01	Type of plan entity	Single employer plan
2019-04-01	Submission has been amended	No
2019-04-01	This submission is the final filing	No
2019-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-04-01	Plan is a collectively bargained plan	No
2019-04-01	Plan funding arrangement – Trust	Yes
2019-04-01	Plan benefit arrangement - Trust	Yes
2018: BJORNSEN INVESTMENT CORPORATION PROFIT SHARE & 401(K) PLAN 2018 form 5500 responses
2018-04-01	Type of plan entity	Single employer plan
2018-04-01	Submission has been amended	No
2018-04-01	This submission is the final filing	No
2018-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-04-01	Plan is a collectively bargained plan	No
2018-04-01	Plan funding arrangement – Trust	Yes
2018-04-01	Plan benefit arrangement - Trust	Yes
2017: BJORNSEN INVESTMENT CORPORATION PROFIT SHARE & 401(K) PLAN 2017 form 5500 responses
2017-04-01	Type of plan entity	Single employer plan
2017-04-01	Submission has been amended	No
2017-04-01	This submission is the final filing	No
2017-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-04-01	Plan is a collectively bargained plan	No
2017-04-01	Plan funding arrangement – Trust	Yes
2017-04-01	Plan benefit arrangement - Trust	Yes
2016: BJORNSEN INVESTMENT CORPORATION PROFIT SHARE & 401(K) PLAN 2016 form 5500 responses
2016-04-01	Type of plan entity	Single employer plan
2016-04-01	Submission has been amended	No
2016-04-01	This submission is the final filing	No
2016-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-04-01	Plan is a collectively bargained plan	No
2016-04-01	Plan funding arrangement – Trust	Yes
2016-04-01	Plan benefit arrangement - Trust	Yes
2015: BJORNSEN INVESTMENT CORPORATION PROFIT SHARE & 401(K) PLAN 2015 form 5500 responses
2015-04-01	Type of plan entity	Single employer plan
2015-04-01	Submission has been amended	No
2015-04-01	This submission is the final filing	No
2015-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-04-01	Plan is a collectively bargained plan	No
2015-04-01	Plan funding arrangement – Trust	Yes
2015-04-01	Plan benefit arrangement - Trust	Yes
2014: BJORNSEN INVESTMENT CORPORATION PROFIT SHARE & 401(K) PLAN 2014 form 5500 responses
2014-04-01	Type of plan entity	Single employer plan
2014-04-01	Submission has been amended	No
2014-04-01	This submission is the final filing	No
2014-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-04-01	Plan is a collectively bargained plan	No
2014-04-01	Plan funding arrangement – Trust	Yes
2014-04-01	Plan benefit arrangement - Trust	Yes
2013: BJORNSEN INVESTMENT CORPORATION PROFIT SHARE & 401(K) PLAN 2013 form 5500 responses
2013-04-01	Type of plan entity	Single employer plan
2013-04-01	Submission has been amended	No
2013-04-01	This submission is the final filing	No
2013-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-04-01	Plan is a collectively bargained plan	No
2013-04-01	Plan funding arrangement – Trust	Yes
2013-04-01	Plan benefit arrangement - Trust	Yes
2012: BJORNSEN INVESTMENT CORPORATION PROFIT SHARE & 401(K) PLAN 2012 form 5500 responses
2012-04-01	Type of plan entity	Single employer plan
2012-04-01	Submission has been amended	No
2012-04-01	This submission is the final filing	No
2012-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-04-01	Plan funding arrangement – Trust	Yes
2012-04-01	Plan benefit arrangement - Trust	Yes
2011: BJORNSEN INVESTMENT CORPORATION PROFIT SHARE & 401(K) PLAN 2011 form 5500 responses
2011-04-01	Type of plan entity	Single employer plan
2011-04-01	Submission has been amended	No
2011-04-01	This submission is the final filing	No
2011-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-04-01	Plan is a collectively bargained plan	No
2011-04-01	Plan funding arrangement – Trust	Yes
2011-04-01	Plan benefit arrangement - Trust	Yes
2010: BJORNSEN INVESTMENT CORPORATION PROFIT SHARE & 401(K) PLAN 2010 form 5500 responses
2010-04-01	Type of plan entity	Single employer plan
2010-04-01	Submission has been amended	No
2010-04-01	This submission is the final filing	No
2010-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-04-01	Plan funding arrangement – Insurance	Yes
2010-04-01	Plan funding arrangement – Trust	Yes
2010-04-01	Plan benefit arrangement – Insurance	Yes
2010-04-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

386056

Policy instance

Insurance contract or identification number	386056
Number of Individuals Covered	0
Insurance policy start date	2010-04-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $1,091
Total amount of fees paid to insurance company	USD $46
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	BJORNSEN INVESTMENT CORPORATION
Employer identification number (EIN):	420818618
NAIC Classification:	531190
NAIC Description:	Lessors of Other Real Estate Property

Jurisdiction of Incorporation:	Iowa Secretary of State Business Entities
Incorporation Date:	1957-12-23
Company Identification Number:	004648
Legal Registered Office Address:	5340 N PARK PL NE #110 CEDAR RAPIDS United States of America (USA) 52402