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GEORGE BUTLER ASSOCIATES, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameGEORGE BUTLER ASSOCIATES, INC. PROFIT SHARING PLAN
Plan identification number 001

GEORGE BUTLER ASSOCIATES, INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • 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) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

GEORGE BUTLER ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:GEORGE BUTLER ASSOCIATES, INC.
Employer identification number (EIN):430919641
NAIC Classification:541330
NAIC Description:Engineering Services

Additional information about GEORGE BUTLER ASSOCIATES, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1970-10-13
Company Identification Number: 371239
Legal Registered Office Address: 1215 HEIDI LN

LAKELAND

33803

More information about GEORGE BUTLER ASSOCIATES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GEORGE BUTLER ASSOCIATES, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-10-01
0012020-10-01
0012019-10-01
0012018-10-01
0012017-10-01
0012016-10-01SHAUN M. KOTWITZ SHAUN M. KOTWITZ2018-04-12
0012016-07-01
0012015-07-01
0012014-07-01
0012013-07-01SHAUN M. KOTWITZ
0012012-07-01SHAUN M. KOTWITZ
0012011-07-01SHAUN M. KOTWITZ
0012009-07-01STEPHANIE WINTERS

Plan Statistics for GEORGE BUTLER ASSOCIATES, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for GEORGE BUTLER ASSOCIATES, INC. PROFIT SHARING PLAN

Measure Date Value
2021: GEORGE BUTLER ASSOCIATES, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-01453
Total number of active participants reported on line 7a of the Form 55002021-10-01467
Number of retired or separated participants receiving benefits2021-10-010
Number of other retired or separated participants entitled to future benefits2021-10-0194
Total of all active and inactive participants2021-10-01561
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-012
Total participants2021-10-01563
Number of participants with account balances2021-10-01520
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-0126
2020: GEORGE BUTLER ASSOCIATES, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-01380
Total number of active participants reported on line 7a of the Form 55002020-10-01358
Number of retired or separated participants receiving benefits2020-10-010
Number of other retired or separated participants entitled to future benefits2020-10-0184
Total of all active and inactive participants2020-10-01442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-012
Total participants2020-10-01444
Number of participants with account balances2020-10-01420
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-0112
2019: GEORGE BUTLER ASSOCIATES, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-01338
Total number of active participants reported on line 7a of the Form 55002019-10-01298
Number of retired or separated participants receiving benefits2019-10-010
Number of other retired or separated participants entitled to future benefits2019-10-0182
Total of all active and inactive participants2019-10-01380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-012
Total participants2019-10-01382
Number of participants with account balances2019-10-01366
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-017
2018: GEORGE BUTLER ASSOCIATES, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-01313
Total number of active participants reported on line 7a of the Form 55002018-10-01262
Number of retired or separated participants receiving benefits2018-10-010
Number of other retired or separated participants entitled to future benefits2018-10-0175
Total of all active and inactive participants2018-10-01337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-011
Total participants2018-10-01338
Number of participants with account balances2018-10-01327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-0110
2017: GEORGE BUTLER ASSOCIATES, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-01290
Total number of active participants reported on line 7a of the Form 55002017-10-01241
Number of retired or separated participants receiving benefits2017-10-010
Number of other retired or separated participants entitled to future benefits2017-10-0170
Total of all active and inactive participants2017-10-01311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-012
Total participants2017-10-01313
Number of participants with account balances2017-10-01303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-018
2016: GEORGE BUTLER ASSOCIATES, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-01267
Total number of active participants reported on line 7a of the Form 55002016-10-01226
Number of retired or separated participants receiving benefits2016-10-010
Number of other retired or separated participants entitled to future benefits2016-10-0162
Total of all active and inactive participants2016-10-01288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-012
Total participants2016-10-01290
Number of participants with account balances2016-10-01285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-011
Total participants, beginning-of-year2016-07-01257
Total number of active participants reported on line 7a of the Form 55002016-07-01185
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0180
Total of all active and inactive participants2016-07-01265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-012
Total participants2016-07-01267
Number of participants with account balances2016-07-01260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-012
2015: GEORGE BUTLER ASSOCIATES, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01241
Total number of active participants reported on line 7a of the Form 55002015-07-01181
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0174
Total of all active and inactive participants2015-07-01255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-012
Total participants2015-07-01257
Number of participants with account balances2015-07-01262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-015
2014: GEORGE BUTLER ASSOCIATES, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01277
Total number of active participants reported on line 7a of the Form 55002014-07-01164
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0175
Total of all active and inactive participants2014-07-01239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-012
Total participants2014-07-01241
Number of participants with account balances2014-07-01241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-013
2013: GEORGE BUTLER ASSOCIATES, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01281
Total number of active participants reported on line 7a of the Form 55002013-07-01199
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0175
Total of all active and inactive participants2013-07-01274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-013
Total participants2013-07-01277
Number of participants with account balances2013-07-01266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-014
2012: GEORGE BUTLER ASSOCIATES, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01297
Total number of active participants reported on line 7a of the Form 55002012-07-01189
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0186
Total of all active and inactive participants2012-07-01275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-013
Total participants2012-07-01278
Number of participants with account balances2012-07-01261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-011
2011: GEORGE BUTLER ASSOCIATES, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01206
Total number of active participants reported on line 7a of the Form 55002011-07-01201
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0194
Total of all active and inactive participants2011-07-01295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01295
Number of participants with account balances2011-07-01274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2009: GEORGE BUTLER ASSOCIATES, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01320
Total number of active participants reported on line 7a of the Form 55002009-07-01212
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0185
Total of all active and inactive participants2009-07-01297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01297
Number of participants with account balances2009-07-01280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-014

Financial Data on GEORGE BUTLER ASSOCIATES, INC. PROFIT SHARING PLAN

Measure Date Value
2022 : GEORGE BUTLER ASSOCIATES, INC. PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total income from all sources (including contributions)2022-09-30$-5,022,676
Total loss/gain on sale of assets2022-09-30$0
Total of all expenses incurred2022-09-30$3,319,810
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$3,229,592
Value of total corrective distributions2022-09-30$171
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$7,100,313
Value of total assets at end of year2022-09-30$50,180,738
Value of total assets at beginning of year2022-09-30$58,523,224
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$90,047
Total interest from all sources2022-09-30$14,388
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$547,410
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-09-30$547,410
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$500,000
If this is an individual account plan, was there a blackout period2022-09-30No
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Contributions received from participants2022-09-30$3,603,265
Participant contributions at end of year2022-09-30$397,101
Participant contributions at beginning of year2022-09-30$428,892
Participant contributions at end of year2022-09-30$3,144
Income. Received or receivable in cash from other sources (including rollovers)2022-09-30$1,567,226
Other income not declared elsewhere2022-09-30$324
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Value of net income/loss2022-09-30$-8,342,486
Value of net assets at end of year (total assets less liabilities)2022-09-30$50,180,738
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$58,523,224
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Investment advisory and management fees2022-09-30$33,743
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-09-30$35,742,203
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-09-30$50,667,313
Value of interest in pooled separate accounts at end of year2022-09-30$1,875,097
Interest on participant loans2022-09-30$14,388
Value of interest in common/collective trusts at end of year2022-09-30$12,161,688
Value of interest in common/collective trusts at beginning of year2022-09-30$7,427,019
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-09-30$-9,768,299
Net investment gain/loss from pooled separate accounts2022-09-30$-507,206
Net investment gain or loss from common/collective trusts2022-09-30$-2,409,606
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30No
Was there a failure to transmit to the plan any participant contributions2022-09-30No
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Contributions received in cash from employer2022-09-30$1,929,822
Employer contributions (assets) at end of year2022-09-30$1,505
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$3,229,592
Contract administrator fees2022-09-30$56,304
Did the plan have assets held for investment2022-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
Accountancy firm name2022-09-30RSM US LLP
Accountancy firm EIN2022-09-30420714325
2021 : GEORGE BUTLER ASSOCIATES, INC. PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total income from all sources (including contributions)2021-09-30$17,101,418
Total loss/gain on sale of assets2021-09-30$0
Total of all expenses incurred2021-09-30$4,368,924
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$4,267,502
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$5,957,961
Value of total assets at end of year2021-09-30$58,523,224
Value of total assets at beginning of year2021-09-30$45,790,730
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$101,422
Total interest from all sources2021-09-30$21,922
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$501,302
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-09-30$501,302
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$500,000
If this is an individual account plan, was there a blackout period2021-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-09-30$0
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Contributions received from participants2021-09-30$2,873,464
Participant contributions at end of year2021-09-30$428,892
Participant contributions at beginning of year2021-09-30$623,489
Income. Received or receivable in cash from other sources (including rollovers)2021-09-30$1,853,144
Other income not declared elsewhere2021-09-30$1,704
Administrative expenses (other) incurred2021-09-30$62,099
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Value of net income/loss2021-09-30$12,732,494
Value of net assets at end of year (total assets less liabilities)2021-09-30$58,523,224
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$45,790,730
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Investment advisory and management fees2021-09-30$11,248
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-09-30$50,667,313
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-09-30$42,674,375
Interest on participant loans2021-09-30$21,922
Value of interest in common/collective trusts at end of year2021-09-30$7,427,019
Value of interest in common/collective trusts at beginning of year2021-09-30$2,492,866
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-09-30$9,635,833
Net investment gain or loss from common/collective trusts2021-09-30$982,696
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30No
Was there a failure to transmit to the plan any participant contributions2021-09-30No
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Contributions received in cash from employer2021-09-30$1,231,353
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$4,267,502
Contract administrator fees2021-09-30$28,075
Did the plan have assets held for investment2021-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30No
Opinion of an independent qualified public accountant for this plan2021-09-30Disclaimer
Accountancy firm name2021-09-30RSM US LLP
Accountancy firm EIN2021-09-30420714325
2020 : GEORGE BUTLER ASSOCIATES, INC. PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$1,331
Total income from all sources (including contributions)2020-09-30$8,330,451
Total loss/gain on sale of assets2020-09-30$0
Total of all expenses incurred2020-09-30$4,052,777
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$3,953,751
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$2,939,379
Value of total assets at end of year2020-09-30$45,790,730
Value of total assets at beginning of year2020-09-30$41,514,387
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$99,026
Total interest from all sources2020-09-30$30,027
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$620,885
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-09-30$620,885
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$500,000
If this is an individual account plan, was there a blackout period2020-09-30Yes
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Contributions received from participants2020-09-30$1,938,487
Participant contributions at end of year2020-09-30$623,489
Participant contributions at beginning of year2020-09-30$487,348
Income. Received or receivable in cash from other sources (including rollovers)2020-09-30$9,401
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-09-30$1,331
Other income not declared elsewhere2020-09-30$-29
Administrative expenses (other) incurred2020-09-30$99,026
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$4,277,674
Value of net assets at end of year (total assets less liabilities)2020-09-30$45,790,730
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$41,513,056
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-30$42,674,375
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-30$40,014,433
Interest on participant loans2020-09-30$30,027
Value of interest in common/collective trusts at end of year2020-09-30$2,492,866
Value of interest in common/collective trusts at beginning of year2020-09-30$1,012,606
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-09-30$4,464,430
Net investment gain or loss from common/collective trusts2020-09-30$275,759
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30No
Was there a failure to transmit to the plan any participant contributions2020-09-30No
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Contributions received in cash from employer2020-09-30$991,491
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$3,953,751
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-09-30Yes
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30Yes
Opinion of an independent qualified public accountant for this plan2020-09-30Disclaimer
Accountancy firm name2020-09-30RSM US LLP
Accountancy firm EIN2020-09-30420714325
2019 : GEORGE BUTLER ASSOCIATES, INC. PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$1,331
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$935
Total income from all sources (including contributions)2019-09-30$3,434,987
Total loss/gain on sale of assets2019-09-30$0
Total of all expenses incurred2019-09-30$2,568,670
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$2,438,078
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$3,050,734
Value of total assets at end of year2019-09-30$41,514,387
Value of total assets at beginning of year2019-09-30$40,647,674
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$130,592
Total interest from all sources2019-09-30$19,968
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$566,542
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-09-30$566,542
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$500,000
If this is an individual account plan, was there a blackout period2019-09-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Contributions received from participants2019-09-30$1,838,290
Participant contributions at end of year2019-09-30$487,348
Participant contributions at beginning of year2019-09-30$384,760
Income. Received or receivable in cash from other sources (including rollovers)2019-09-30$63,127
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-09-30$1,331
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-09-30$935
Other income not declared elsewhere2019-09-30$1,412
Administrative expenses (other) incurred2019-09-30$130,592
Total non interest bearing cash at beginning of year2019-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$866,317
Value of net assets at end of year (total assets less liabilities)2019-09-30$41,513,056
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$40,646,739
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-09-30$40,014,433
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-09-30$40,262,914
Interest on participant loans2019-09-30$19,968
Value of interest in common/collective trusts at end of year2019-09-30$1,012,606
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-09-30$-203,669
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30No
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Contributions received in cash from employer2019-09-30$1,149,317
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$2,438,078
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-09-30Yes
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30Yes
Opinion of an independent qualified public accountant for this plan2019-09-30Disclaimer
Accountancy firm name2019-09-30RSM US LLP
Accountancy firm EIN2019-09-30420714325
2018 : GEORGE BUTLER ASSOCIATES, INC. PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$935
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total income from all sources (including contributions)2018-09-30$6,533,545
Total loss/gain on sale of assets2018-09-30$0
Total of all expenses incurred2018-09-30$3,809,592
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$3,676,808
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$1,943,888
Value of total assets at end of year2018-09-30$40,647,674
Value of total assets at beginning of year2018-09-30$37,922,786
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$132,784
Total interest from all sources2018-09-30$14,923
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$374,259
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-09-30$374,259
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$500,000
If this is an individual account plan, was there a blackout period2018-09-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Contributions received from participants2018-09-30$1,380,614
Participant contributions at end of year2018-09-30$384,760
Participant contributions at beginning of year2018-09-30$397,197
Income. Received or receivable in cash from other sources (including rollovers)2018-09-30$117,933
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-09-30$935
Other income not declared elsewhere2018-09-30$0
Administrative expenses (other) incurred2018-09-30$132,784
Total non interest bearing cash at end of year2018-09-30$0
Total non interest bearing cash at beginning of year2018-09-30$4
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$2,723,953
Value of net assets at end of year (total assets less liabilities)2018-09-30$40,646,739
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$37,922,786
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$40,262,914
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$37,525,585
Interest on participant loans2018-09-30$14,923
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-09-30$4,200,475
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30No
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Contributions received in cash from employer2018-09-30$445,341
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$3,676,808
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-09-30Yes
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30RSM US LLP
Accountancy firm EIN2018-09-30420714325
2017 : GEORGE BUTLER ASSOCIATES, INC. PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total income from all sources (including contributions)2017-09-30$7,542,562
Total loss/gain on sale of assets2017-09-30$0
Total of all expenses incurred2017-09-30$4,623,436
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$4,499,830
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$1,983,483
Value of total assets at end of year2017-09-30$37,922,786
Value of total assets at beginning of year2017-09-30$35,003,660
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$123,606
Total interest from all sources2017-09-30$14,349
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$408,707
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-09-30$408,707
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$500,000
If this is an individual account plan, was there a blackout period2017-09-30No
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Contributions received from participants2017-09-30$1,370,760
Participant contributions at end of year2017-09-30$397,197
Participant contributions at beginning of year2017-09-30$437,177
Income. Received or receivable in cash from other sources (including rollovers)2017-09-30$91,119
Administrative expenses (other) incurred2017-09-30$123,606
Total non interest bearing cash at end of year2017-09-30$4
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$2,919,126
Value of net assets at end of year (total assets less liabilities)2017-09-30$37,922,786
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$35,003,660
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-09-30$37,525,585
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-09-30$34,566,483
Interest on participant loans2017-09-30$14,349
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-09-30$5,136,023
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30No
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Contributions received in cash from employer2017-09-30$521,604
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$4,499,830
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30Yes
Opinion of an independent qualified public accountant for this plan2017-09-30Disclaimer
Accountancy firm name2017-09-30RSM US LLP
Accountancy firm EIN2017-09-30420714325
2016 : GEORGE BUTLER ASSOCIATES, INC. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-09-30$1,980,943
Total of all expenses incurred2016-09-30$274,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$243,163
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$331,328
Value of total assets at end of year2016-09-30$35,003,660
Value of total assets at beginning of year2016-09-30$33,297,463
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$31,583
Total interest from all sources2016-09-30$3,415
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$56,526
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-09-30$56,526
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$500,000
If this is an individual account plan, was there a blackout period2016-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Contributions received from participants2016-09-30$313,156
Participant contributions at end of year2016-09-30$437,177
Participant contributions at beginning of year2016-09-30$376,665
Income. Received or receivable in cash from other sources (including rollovers)2016-09-30$18,172
Administrative expenses (other) incurred2016-09-30$14,632
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$1,706,197
Value of net assets at end of year (total assets less liabilities)2016-09-30$35,003,660
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$33,297,463
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Investment advisory and management fees2016-09-30$16,951
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-09-30$34,566,483
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-09-30$32,920,798
Interest on participant loans2016-09-30$3,415
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-09-30$1,589,674
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30No
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$243,163
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30Yes
Opinion of an independent qualified public accountant for this plan2016-09-30Disclaimer
Accountancy firm name2016-09-30RSM US LLP
Accountancy firm EIN2016-09-30420714325
Total income from all sources (including contributions)2016-06-30$2,139,869
Total of all expenses incurred2016-06-30$3,571,603
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$3,456,984
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$1,991,611
Value of total assets at end of year2016-06-30$33,297,463
Value of total assets at beginning of year2016-06-30$34,729,197
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$114,619
Total interest from all sources2016-06-30$12,099
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$415,884
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$415,884
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$1,324,246
Participant contributions at end of year2016-06-30$376,665
Participant contributions at beginning of year2016-06-30$380,685
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$227,579
Administrative expenses (other) incurred2016-06-30$47,586
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-1,431,734
Value of net assets at end of year (total assets less liabilities)2016-06-30$33,297,463
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$34,729,197
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$67,033
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$32,920,798
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$34,348,512
Interest on participant loans2016-06-30$12,099
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-279,725
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$439,786
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$3,456,984
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30RSM US LLP
Accountancy firm EIN2016-06-30420714325
2015 : GEORGE BUTLER ASSOCIATES, INC. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-06-30$2,609,382
Total of all expenses incurred2015-06-30$2,530,309
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$2,406,524
Expenses. Certain deemed distributions of participant loans2015-06-30$2,979
Value of total corrective distributions2015-06-30$956
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$1,713,654
Value of total assets at end of year2015-06-30$34,729,197
Value of total assets at beginning of year2015-06-30$34,650,124
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$119,850
Total interest from all sources2015-06-30$13,100
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$2,224,151
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$2,224,151
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$1,241,549
Participant contributions at end of year2015-06-30$380,685
Participant contributions at beginning of year2015-06-30$398,266
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$26,443
Other income not declared elsewhere2015-06-30$66
Administrative expenses (other) incurred2015-06-30$52,494
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$79,073
Value of net assets at end of year (total assets less liabilities)2015-06-30$34,729,197
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$34,650,124
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$67,356
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$34,348,512
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$34,251,858
Interest on participant loans2015-06-30$13,100
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$-1,341,589
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$445,662
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$2,406,524
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30RSM US LLP
Accountancy firm EIN2015-06-30420714325
2014 : GEORGE BUTLER ASSOCIATES, INC. PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$7,684,420
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$1,178,615
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$1,062,285
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$1,518,623
Value of total assets at end of year2014-06-30$34,650,124
Value of total assets at beginning of year2014-06-30$28,144,319
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$116,330
Total interest from all sources2014-06-30$12,309
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$1,614,187
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$1,614,187
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$1,106,997
Participant contributions at end of year2014-06-30$398,266
Participant contributions at beginning of year2014-06-30$416,782
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$12,218
Administrative expenses (other) incurred2014-06-30$39,703
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$6,505,805
Value of net assets at end of year (total assets less liabilities)2014-06-30$34,650,124
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$28,144,319
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$76,627
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$34,251,858
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$27,727,537
Interest on participant loans2014-06-30$12,248
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$61
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$4,539,301
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$399,408
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$1,062,285
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Aggregate proceeds on sale of assets2014-06-30$1,675,385
Aggregate carrying amount (costs) on sale of assets2014-06-30$1,675,385
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30MCGLADREY LLP
Accountancy firm EIN2014-06-30420714325
2013 : GEORGE BUTLER ASSOCIATES, INC. PROFIT SHARING PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$5,191,935
Total of all expenses incurred2013-06-30$2,140,205
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$2,084,182
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$1,371,619
Value of total assets at end of year2013-06-30$28,144,319
Value of total assets at beginning of year2013-06-30$25,092,589
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$56,023
Total interest from all sources2013-06-30$12,201
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$364,720
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$364,720
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$944,141
Participant contributions at end of year2013-06-30$416,782
Participant contributions at beginning of year2013-06-30$430,201
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$46,573
Administrative expenses (other) incurred2013-06-30$56,023
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$3,051,730
Value of net assets at end of year (total assets less liabilities)2013-06-30$28,144,319
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$25,092,589
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$27,727,537
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$24,662,388
Interest on participant loans2013-06-30$12,201
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$3,443,395
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$380,905
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$2,084,182
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30MCGLADREY LLP
Accountancy firm EIN2013-06-30420714325
2012 : GEORGE BUTLER ASSOCIATES, INC. PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$472,169
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$2,758,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$2,662,051
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$1,346,659
Value of total assets at end of year2012-06-30$25,092,589
Value of total assets at beginning of year2012-06-30$27,378,624
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$96,153
Total interest from all sources2012-06-30$15,932
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$252,712
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$252,712
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$1,007,396
Participant contributions at end of year2012-06-30$430,201
Participant contributions at beginning of year2012-06-30$480,475
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$17,423
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-2,286,035
Value of net assets at end of year (total assets less liabilities)2012-06-30$25,092,589
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$27,378,624
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$96,153
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$24,662,388
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$26,898,149
Income. Interest from loans (other than to participants)2012-06-30$15,932
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-1,143,134
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$321,840
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$2,662,051
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30MCGLADERY LLP
Accountancy firm EIN2012-06-30420714325
2011 : GEORGE BUTLER ASSOCIATES, INC. PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$7,230,727
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$3,178,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$3,094,013
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$1,329,577
Value of total assets at end of year2011-06-30$27,378,624
Value of total assets at beginning of year2011-06-30$23,326,222
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$84,312
Total interest from all sources2011-06-30$19,005
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$290,193
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$290,193
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$1,031,243
Participant contributions at end of year2011-06-30$480,475
Participant contributions at beginning of year2011-06-30$449,853
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$27,251
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$4,052,402
Value of net assets at end of year (total assets less liabilities)2011-06-30$27,378,624
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$23,326,222
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$84,312
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$26,898,149
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$22,876,369
Income. Interest from loans (other than to participants)2011-06-30$19,005
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$5,591,952
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$271,083
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$3,094,013
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30MCGLADREY & PULLEN, LLP
Accountancy firm EIN2011-06-30420714325
2010 : GEORGE BUTLER ASSOCIATES, INC. PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for GEORGE BUTLER ASSOCIATES, INC. PROFIT SHARING PLAN

2021: GEORGE BUTLER ASSOCIATES, INC. PROFIT SHARING PLAN 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planNo
2021-10-01Plan funding arrangement – InsuranceYes
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement – InsuranceYes
2021-10-01Plan benefit arrangement - TrustYes
2020: GEORGE BUTLER ASSOCIATES, INC. PROFIT SHARING PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement - TrustYes
2019: GEORGE BUTLER ASSOCIATES, INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement - TrustYes
2018: GEORGE BUTLER ASSOCIATES, INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement - TrustYes
2017: GEORGE BUTLER ASSOCIATES, INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement - TrustYes
2016: GEORGE BUTLER ASSOCIATES, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement - TrustYes
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: GEORGE BUTLER ASSOCIATES, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: GEORGE BUTLER ASSOCIATES, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: GEORGE BUTLER ASSOCIATES, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: GEORGE BUTLER ASSOCIATES, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: GEORGE BUTLER ASSOCIATES, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2009: GEORGE BUTLER ASSOCIATES, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number365160
Policy instance 1
Insurance contract or identification number365160
Number of Individuals Covered563
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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