Logo

AMERICAN ANGUS ASSOCIATION DISCRETIONARY DEFINED CONTRIBUTION PLAN 401k Plan overview

Plan NameAMERICAN ANGUS ASSOCIATION DISCRETIONARY DEFINED CONTRIBUTION PLAN
Plan identification number 002

AMERICAN ANGUS ASSOCIATION DISCRETIONARY DEFINED CONTRIBUTION 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

AMERICAN ANGUS ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name:AMERICAN ANGUS ASSOCIATION
Employer identification number (EIN):440605539
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about AMERICAN ANGUS ASSOCIATION

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C2160898

More information about AMERICAN ANGUS ASSOCIATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN ANGUS ASSOCIATION DISCRETIONARY DEFINED CONTRIBUTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022024-01-01KENNY MILLER
0022023-01-01
0022023-01-01KENNY MILLER
0022022-01-01
0022022-01-01KENNY MILLER
0022021-01-01
0022021-01-01KENNY MILLER
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01KENNY MILLER
0022016-01-01RICHARD E WILSON
0022015-01-01RICHARD E WILSON
0022014-01-01RICHARD E WILSON
0022013-01-01RICHARD E. WILSON
0022012-01-01RICHARD E. WILSON
0022011-01-01RICHARD E. WILSON AMERICAN ANGUS ASSOCIATION2012-07-30
0022010-01-01RICHARD E. WILSON
0022009-01-01RICHARD E. WILSON

Financial Data on AMERICAN ANGUS ASSOCIATION DISCRETIONARY DEFINED CONTRIBUTION PLAN

Measure Date Value
2023 : AMERICAN ANGUS ASSOCIATION DISCRETIONARY DEFINED CONTRIBUTION PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$10,925,530
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$3,058,806
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$2,967,752
Value of total corrective distributions2023-12-31$298
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$4,014,265
Value of total assets at end of year2023-12-31$50,018,334
Value of total assets at beginning of year2023-12-31$42,151,610
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$90,756
Total interest from all sources2023-12-31$12,132
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$998,118
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$998,118
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,852,416
Participant contributions at end of year2023-12-31$215,742
Participant contributions at beginning of year2023-12-31$199,173
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$409,120
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$7,866,724
Value of net assets at end of year (total assets less liabilities)2023-12-31$50,018,334
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$42,151,610
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$38,979
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$49,791,031
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$41,700,827
Interest on participant loans2023-12-31$12,132
Value of interest in common/collective trusts at end of year2023-12-31$8,828
Value of interest in common/collective trusts at beginning of year2023-12-31$242,132
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$5,897,517
Net investment gain or loss from common/collective trusts2023-12-31$3,498
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$1,752,729
Employer contributions (assets) at end of year2023-12-31$2,733
Employer contributions (assets) at beginning of year2023-12-31$9,478
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$2,967,752
Contract administrator fees2023-12-31$51,777
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2023-12-31410746749
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$10,925,530
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$3,058,806
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$2,967,752
Value of total corrective distributions2023-01-01$298
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$4,014,265
Value of total assets at end of year2023-01-01$50,018,334
Value of total assets at beginning of year2023-01-01$42,151,610
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$90,756
Total interest from all sources2023-01-01$12,132
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$998,118
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$998,118
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$1,000,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$1,852,416
Participant contributions at end of year2023-01-01$215,742
Participant contributions at beginning of year2023-01-01$199,173
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$409,120
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$7,866,724
Value of net assets at end of year (total assets less liabilities)2023-01-01$50,018,334
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$42,151,610
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Investment advisory and management fees2023-01-01$38,979
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$49,791,031
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$41,700,827
Interest on participant loans2023-01-01$12,132
Value of interest in common/collective trusts at end of year2023-01-01$8,828
Value of interest in common/collective trusts at beginning of year2023-01-01$242,132
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$5,897,517
Net investment gain or loss from common/collective trusts2023-01-01$3,498
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$1,752,729
Employer contributions (assets) at end of year2023-01-01$2,733
Employer contributions (assets) at beginning of year2023-01-01$9,478
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$2,967,752
Contract administrator fees2023-01-01$51,777
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01CLIFTONLARSONALLEN LLP
Accountancy firm EIN2023-01-01410746749
2022 : AMERICAN ANGUS ASSOCIATION DISCRETIONARY DEFINED CONTRIBUTION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-4,117,919
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,734,774
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,604,486
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,409,356
Value of total assets at end of year2022-12-31$42,151,610
Value of total assets at beginning of year2022-12-31$51,004,303
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$130,288
Total interest from all sources2022-12-31$9,496
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$747,375
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$747,375
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,669,543
Participant contributions at end of year2022-12-31$199,173
Participant contributions at beginning of year2022-12-31$345,322
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$34,625
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-8,852,693
Value of net assets at end of year (total assets less liabilities)2022-12-31$42,151,610
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$51,004,303
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$81,516
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$41,700,827
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$50,433,473
Interest on participant loans2022-12-31$9,496
Value of interest in common/collective trusts at end of year2022-12-31$242,132
Value of interest in common/collective trusts at beginning of year2022-12-31$204,578
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-8,289,794
Net investment gain or loss from common/collective trusts2022-12-31$5,648
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,705,188
Employer contributions (assets) at end of year2022-12-31$9,478
Employer contributions (assets) at beginning of year2022-12-31$20,930
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,604,486
Contract administrator fees2022-12-31$48,772
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-4,117,919
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$4,734,774
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$4,604,486
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$3,409,356
Value of total assets at end of year2022-01-01$42,151,610
Value of total assets at beginning of year2022-01-01$51,004,303
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$130,288
Total interest from all sources2022-01-01$9,496
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$747,375
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$747,375
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$1,000,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$1,669,543
Participant contributions at end of year2022-01-01$199,173
Participant contributions at beginning of year2022-01-01$345,322
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$34,625
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-01-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-8,852,693
Value of net assets at end of year (total assets less liabilities)2022-01-01$42,151,610
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$51,004,303
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Investment advisory and management fees2022-01-01$81,516
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$41,700,827
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$50,433,473
Interest on participant loans2022-01-01$9,496
Value of interest in common/collective trusts at end of year2022-01-01$242,132
Value of interest in common/collective trusts at beginning of year2022-01-01$204,578
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-8,289,794
Net investment gain or loss from common/collective trusts2022-01-01$5,648
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$1,705,188
Employer contributions (assets) at end of year2022-01-01$9,478
Employer contributions (assets) at beginning of year2022-01-01$20,930
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$4,604,486
Contract administrator fees2022-01-01$48,772
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-01-01410746749
2021 : AMERICAN ANGUS ASSOCIATION DISCRETIONARY DEFINED CONTRIBUTION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$39,900
Total income from all sources (including contributions)2021-12-31$7,495,724
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$8,362,045
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$8,277,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,183,390
Value of total assets at end of year2021-12-31$51,004,303
Value of total assets at beginning of year2021-12-31$51,910,524
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$85,045
Total interest from all sources2021-12-31$10,853
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,018,412
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,018,412
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,550,063
Participant contributions at end of year2021-12-31$345,322
Participant contributions at beginning of year2021-12-31$269,592
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$43,130
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$194,108
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$17,192
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$39,900
Other income not declared elsewhere2021-12-31$20,621
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-866,321
Value of net assets at end of year (total assets less liabilities)2021-12-31$51,004,303
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$51,870,624
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$0
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$50,433,473
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$48,475,839
Interest on participant loans2021-12-31$10,853
Value of interest in common/collective trusts at end of year2021-12-31$204,578
Value of interest in common/collective trusts at beginning of year2021-12-31$2,669,488
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,222,847
Net investment gain or loss from common/collective trusts2021-12-31$39,601
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,439,219
Employer contributions (assets) at end of year2021-12-31$20,930
Employer contributions (assets) at beginning of year2021-12-31$52,635
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$8,277,000
Contract administrator fees2021-12-31$85,045
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$382,648
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : AMERICAN ANGUS ASSOCIATION DISCRETIONARY DEFINED CONTRIBUTION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$56,933
Total unrealized appreciation/depreciation of assets2020-12-31$56,933
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$39,900
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$66,571
Total income from all sources (including contributions)2020-12-31$8,995,242
Total loss/gain on sale of assets2020-12-31$67,983
Total of all expenses incurred2020-12-31$4,291,539
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,137,353
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,114,344
Value of total assets at end of year2020-12-31$51,910,524
Value of total assets at beginning of year2020-12-31$47,233,492
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$154,186
Total interest from all sources2020-12-31$10,167
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$786,288
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$781,601
Administrative expenses professional fees incurred2020-12-31$70,536
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,505,487
Participant contributions at end of year2020-12-31$269,592
Participant contributions at beginning of year2020-12-31$222,860
Participant contributions at end of year2020-12-31$43,130
Participant contributions at beginning of year2020-12-31$34,981
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$234,833
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$17,192
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$39,349
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$39,900
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$66,571
Other income not declared elsewhere2020-12-31$6
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$16
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,703,703
Value of net assets at end of year (total assets less liabilities)2020-12-31$51,870,624
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$47,166,921
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$83,650
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$48,475,839
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$43,895,068
Interest on participant loans2020-12-31$10,167
Value of interest in common/collective trusts at end of year2020-12-31$2,669,488
Value of interest in common/collective trusts at beginning of year2020-12-31$2,622,319
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,896,400
Net investment gain or loss from common/collective trusts2020-12-31$63,121
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,374,024
Employer contributions (assets) at end of year2020-12-31$52,635
Employer contributions (assets) at beginning of year2020-12-31$30,377
Income. Dividends from common stock2020-12-31$4,687
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,137,353
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$382,648
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$388,522
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$510,719
Aggregate carrying amount (costs) on sale of assets2020-12-31$442,736
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : AMERICAN ANGUS ASSOCIATION DISCRETIONARY DEFINED CONTRIBUTION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$99,248
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$99,248
Total unrealized appreciation/depreciation of assets2019-12-31$99,248
Total unrealized appreciation/depreciation of assets2019-12-31$99,248
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$66,571
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$66,571
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$55,770
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$55,770
Total income from all sources (including contributions)2019-12-31$10,580,157
Total income from all sources (including contributions)2019-12-31$10,580,157
Total loss/gain on sale of assets2019-12-31$2,240
Total loss/gain on sale of assets2019-12-31$2,240
Total of all expenses incurred2019-12-31$3,026,573
Total of all expenses incurred2019-12-31$3,026,573
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,855,108
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,855,108
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,110,011
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,110,011
Value of total assets at end of year2019-12-31$47,233,492
Value of total assets at end of year2019-12-31$47,233,492
Value of total assets at beginning of year2019-12-31$39,669,107
Value of total assets at beginning of year2019-12-31$39,669,107
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$171,465
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$171,465
Total interest from all sources2019-12-31$10,761
Total interest from all sources2019-12-31$10,761
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,049,165
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,049,165
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,044,505
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,044,505
Administrative expenses professional fees incurred2019-12-31$92,213
Administrative expenses professional fees incurred2019-12-31$92,213
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,554,407
Contributions received from participants2019-12-31$1,554,407
Participant contributions at end of year2019-12-31$222,860
Participant contributions at end of year2019-12-31$222,860
Participant contributions at beginning of year2019-12-31$233,916
Participant contributions at beginning of year2019-12-31$233,916
Participant contributions at end of year2019-12-31$34,981
Participant contributions at end of year2019-12-31$34,981
Participant contributions at beginning of year2019-12-31$26,516
Participant contributions at beginning of year2019-12-31$26,516
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$199,613
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$199,613
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$39,349
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$39,349
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$26,756
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$26,756
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$66,571
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$66,571
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$55,770
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$55,770
Other income not declared elsewhere2019-12-31$530
Other income not declared elsewhere2019-12-31$530
Total non interest bearing cash at end of year2019-12-31$16
Total non interest bearing cash at end of year2019-12-31$16
Total non interest bearing cash at beginning of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$7,553,584
Value of net income/loss2019-12-31$7,553,584
Value of net assets at end of year (total assets less liabilities)2019-12-31$47,166,921
Value of net assets at end of year (total assets less liabilities)2019-12-31$47,166,921
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$39,613,337
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$39,613,337
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$79,252
Investment advisory and management fees2019-12-31$79,252
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$43,895,068
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$43,895,068
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$36,819,636
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$36,819,636
Interest on participant loans2019-12-31$10,761
Interest on participant loans2019-12-31$10,761
Value of interest in common/collective trusts at end of year2019-12-31$2,622,319
Value of interest in common/collective trusts at end of year2019-12-31$2,622,319
Value of interest in common/collective trusts at beginning of year2019-12-31$2,251,829
Value of interest in common/collective trusts at beginning of year2019-12-31$2,251,829
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,245,281
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,245,281
Net investment gain or loss from common/collective trusts2019-12-31$62,921
Net investment gain or loss from common/collective trusts2019-12-31$62,921
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,355,991
Contributions received in cash from employer2019-12-31$1,355,991
Employer contributions (assets) at end of year2019-12-31$30,377
Employer contributions (assets) at end of year2019-12-31$30,377
Employer contributions (assets) at beginning of year2019-12-31$28,062
Employer contributions (assets) at beginning of year2019-12-31$28,062
Income. Dividends from common stock2019-12-31$4,660
Income. Dividends from common stock2019-12-31$4,660
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,855,108
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,855,108
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$388,522
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$388,522
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$282,392
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$282,392
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$13,323
Aggregate proceeds on sale of assets2019-12-31$13,323
Aggregate carrying amount (costs) on sale of assets2019-12-31$11,083
Aggregate carrying amount (costs) on sale of assets2019-12-31$11,083
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
Accountancy firm EIN2019-12-31410746749
2018 : AMERICAN ANGUS ASSOCIATION DISCRETIONARY DEFINED CONTRIBUTION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$2,862
Total unrealized appreciation/depreciation of assets2018-12-31$2,862
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$55,770
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$77,069
Total income from all sources (including contributions)2018-12-31$670,839
Total loss/gain on sale of assets2018-12-31$-1,488
Total of all expenses incurred2018-12-31$1,723,728
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,561,798
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,840,011
Value of total assets at end of year2018-12-31$39,669,107
Value of total assets at beginning of year2018-12-31$40,743,295
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$161,930
Total interest from all sources2018-12-31$8,563
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$951,993
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$947,857
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,249,532
Participant contributions at end of year2018-12-31$233,916
Participant contributions at beginning of year2018-12-31$211,773
Participant contributions at end of year2018-12-31$26,516
Participant contributions at beginning of year2018-12-31$20,728
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$223,219
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$26,756
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$17,342
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$55,770
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$77,069
Other income not declared elsewhere2018-12-31$90,332
Administrative expenses (other) incurred2018-12-31$89,411
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$548
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,052,889
Value of net assets at end of year (total assets less liabilities)2018-12-31$39,613,337
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$40,666,226
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$72,519
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$36,819,636
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$38,041,937
Interest on participant loans2018-12-31$8,563
Value of interest in common/collective trusts at end of year2018-12-31$2,251,829
Value of interest in common/collective trusts at beginning of year2018-12-31$2,137,870
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,284,571
Net investment gain or loss from common/collective trusts2018-12-31$63,137
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,367,260
Employer contributions (assets) at end of year2018-12-31$28,062
Employer contributions (assets) at beginning of year2018-12-31$26,782
Income. Dividends from common stock2018-12-31$4,136
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,561,798
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$282,392
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$286,315
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$7,670
Aggregate carrying amount (costs) on sale of assets2018-12-31$9,158
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : AMERICAN ANGUS ASSOCIATION DISCRETIONARY DEFINED CONTRIBUTION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$50,039
Total unrealized appreciation/depreciation of assets2017-12-31$50,039
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$77,069
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$9,171,054
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,844,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,686,501
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,285,489
Value of total assets at end of year2017-12-31$40,743,295
Value of total assets at beginning of year2017-12-31$33,340,107
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$158,434
Total interest from all sources2017-12-31$7,883
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$710,663
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$706,955
Administrative expenses professional fees incurred2017-12-31$76,999
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,157,964
Participant contributions at end of year2017-12-31$211,773
Participant contributions at beginning of year2017-12-31$209,895
Participant contributions at end of year2017-12-31$20,728
Participant contributions at beginning of year2017-12-31$15,042
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,826,642
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$17,342
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$12,922
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$77,069
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$303
Total non interest bearing cash at end of year2017-12-31$548
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$7,326,119
Value of net assets at end of year (total assets less liabilities)2017-12-31$40,666,226
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$33,340,107
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$81,435
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$38,041,937
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$30,368,355
Interest on participant loans2017-12-31$7,883
Value of interest in common/collective trusts at end of year2017-12-31$2,137,870
Value of interest in common/collective trusts at beginning of year2017-12-31$1,390,352
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,079,901
Net investment gain or loss from common/collective trusts2017-12-31$36,776
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,300,883
Employer contributions (assets) at end of year2017-12-31$26,782
Employer contributions (assets) at beginning of year2017-12-31$1,140,132
Income. Dividends from common stock2017-12-31$3,708
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,686,501
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$286,315
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$203,409
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2017-12-31410746749
2016 : AMERICAN ANGUS ASSOCIATION DISCRETIONARY DEFINED CONTRIBUTION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$22,208
Total unrealized appreciation/depreciation of assets2016-12-31$22,208
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$16,552
Total income from all sources (including contributions)2016-12-31$4,773,185
Total loss/gain on sale of assets2016-12-31$-2,746
Total of all expenses incurred2016-12-31$1,355,833
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,247,284
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,778,052
Value of total assets at end of year2016-12-31$33,340,107
Value of total assets at beginning of year2016-12-31$29,939,307
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$108,549
Total interest from all sources2016-12-31$8,443
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$612,283
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$608,718
Administrative expenses professional fees incurred2016-12-31$66,970
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$970,177
Participant contributions at end of year2016-12-31$209,895
Participant contributions at beginning of year2016-12-31$264,690
Participant contributions at end of year2016-12-31$15,042
Participant contributions at beginning of year2016-12-31$15,535
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$667,743
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$12,922
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$12,464
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$16,552
Other income not declared elsewhere2016-12-31$970
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$3,417,352
Value of net assets at end of year (total assets less liabilities)2016-12-31$33,340,107
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$29,922,755
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$41,579
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$30,368,355
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$28,431,267
Interest on participant loans2016-12-31$8,443
Value of interest in common/collective trusts at end of year2016-12-31$1,390,352
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,338,848
Net investment gain or loss from common/collective trusts2016-12-31$15,127
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,140,132
Employer contributions (assets) at end of year2016-12-31$1,140,132
Employer contributions (assets) at beginning of year2016-12-31$1,021,185
Income. Dividends from common stock2016-12-31$3,565
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,247,284
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$203,409
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$194,166
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$15,938
Aggregate carrying amount (costs) on sale of assets2016-12-31$18,684
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-12-31410746749
2015 : AMERICAN ANGUS ASSOCIATION DISCRETIONARY DEFINED CONTRIBUTION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-12,422
Total unrealized appreciation/depreciation of assets2015-12-31$-12,422
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$16,552
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$14,944
Total income from all sources (including contributions)2015-12-31$1,548,514
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$799,721
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$681,963
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,991,366
Value of total assets at end of year2015-12-31$29,939,307
Value of total assets at beginning of year2015-12-31$29,188,906
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$117,758
Total interest from all sources2015-12-31$7,132
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$524,990
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$521,458
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$891,218
Participant contributions at end of year2015-12-31$264,690
Participant contributions at beginning of year2015-12-31$171,371
Participant contributions at end of year2015-12-31$15,535
Participant contributions at beginning of year2015-12-31$14,827
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$78,963
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$12,464
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$11,712
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$16,552
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$14,944
Other income not declared elsewhere2015-12-31$987
Administrative expenses (other) incurred2015-12-31$64,072
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$748,793
Value of net assets at end of year (total assets less liabilities)2015-12-31$29,922,755
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$29,173,962
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$53,686
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$28,431,267
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$27,816,724
Interest on participant loans2015-12-31$7,132
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-963,539
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,021,185
Employer contributions (assets) at end of year2015-12-31$1,021,185
Employer contributions (assets) at beginning of year2015-12-31$980,744
Income. Dividends from common stock2015-12-31$3,532
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$681,963
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$194,166
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$193,528
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2015-12-31410746749
2014 : AMERICAN ANGUS ASSOCIATION DISCRETIONARY DEFINED CONTRIBUTION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$19,385
Total unrealized appreciation/depreciation of assets2014-12-31$19,385
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$14,944
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$13,843
Total income from all sources (including contributions)2014-12-31$3,532,354
Total loss/gain on sale of assets2014-12-31$22,158
Total of all expenses incurred2014-12-31$2,435,399
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,365,894
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,856,944
Value of total assets at end of year2014-12-31$29,188,906
Value of total assets at beginning of year2014-12-31$28,090,850
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$69,505
Total interest from all sources2014-12-31$4,410
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$563,862
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$561,024
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$829,639
Participant contributions at end of year2014-12-31$171,371
Participant contributions at beginning of year2014-12-31$123,913
Participant contributions at end of year2014-12-31$14,827
Participant contributions at beginning of year2014-12-31$13,713
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$46,561
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$11,712
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$14,585
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$14,944
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$13,843
Other income not declared elsewhere2014-12-31$1,209
Administrative expenses (other) incurred2014-12-31$62,701
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$20,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,096,955
Value of net assets at end of year (total assets less liabilities)2014-12-31$29,173,962
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$28,077,007
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$6,804
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$27,816,724
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$26,738,962
Interest on participant loans2014-12-31$4,410
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,064,386
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$980,744
Employer contributions (assets) at end of year2014-12-31$980,744
Employer contributions (assets) at beginning of year2014-12-31$1,001,968
Income. Dividends from common stock2014-12-31$2,838
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,365,894
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$193,528
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$177,709
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$102,838
Aggregate carrying amount (costs) on sale of assets2014-12-31$80,680
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2014-12-31410746749
2013 : AMERICAN ANGUS ASSOCIATION DISCRETIONARY DEFINED CONTRIBUTION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$21,606
Total unrealized appreciation/depreciation of assets2013-12-31$21,606
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$13,843
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$216
Total income from all sources (including contributions)2013-12-31$5,942,538
Total loss/gain on sale of assets2013-12-31$22,353
Total of all expenses incurred2013-12-31$370,809
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$293,896
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,828,964
Value of total assets at end of year2013-12-31$28,090,850
Value of total assets at beginning of year2013-12-31$22,505,494
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$76,913
Total interest from all sources2013-12-31$4,001
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$441,281
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$437,337
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$826,633
Participant contributions at end of year2013-12-31$123,913
Participant contributions at beginning of year2013-12-31$112,664
Participant contributions at end of year2013-12-31$13,713
Participant contributions at beginning of year2013-12-31$13,924
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$363
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$14,585
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$17,778
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$13,843
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$216
Other income not declared elsewhere2013-12-31$4,021
Administrative expenses (other) incurred2013-12-31$76,913
Total non interest bearing cash at end of year2013-12-31$20,000
Total non interest bearing cash at beginning of year2013-12-31$105
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$5,571,729
Value of net assets at end of year (total assets less liabilities)2013-12-31$28,077,007
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$22,505,278
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$26,738,962
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$21,281,040
Interest on participant loans2013-12-31$4,001
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,620,312
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,001,968
Employer contributions (assets) at end of year2013-12-31$1,001,968
Employer contributions (assets) at beginning of year2013-12-31$966,669
Income. Dividends from common stock2013-12-31$3,944
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$293,896
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$177,709
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$113,314
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$214,627
Aggregate carrying amount (costs) on sale of assets2013-12-31$192,274
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2013-12-31410746749
2012 : AMERICAN ANGUS ASSOCIATION DISCRETIONARY DEFINED CONTRIBUTION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$13,314
Total unrealized appreciation/depreciation of assets2012-12-31$13,314
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$216
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$10,714
Total income from all sources (including contributions)2012-12-31$4,317,647
Total loss/gain on sale of assets2012-12-31$-85
Total of all expenses incurred2012-12-31$615,473
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$543,961
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,936,965
Value of total assets at end of year2012-12-31$22,505,494
Value of total assets at beginning of year2012-12-31$18,813,818
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$71,512
Total interest from all sources2012-12-31$3,699
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$506,582
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$505,043
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$781,568
Participant contributions at end of year2012-12-31$112,664
Participant contributions at beginning of year2012-12-31$92,785
Participant contributions at end of year2012-12-31$13,924
Participant contributions at beginning of year2012-12-31$20,052
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$188,728
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$17,778
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$18,706
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$216
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$10,714
Other income not declared elsewhere2012-12-31$1,416
Administrative expenses (other) incurred2012-12-31$71,512
Total non interest bearing cash at end of year2012-12-31$105
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,702,174
Value of net assets at end of year (total assets less liabilities)2012-12-31$22,505,278
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$18,803,104
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$21,281,040
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$17,730,734
Interest on participant loans2012-12-31$3,678
Interest earned on other investments2012-12-31$21
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,855,756
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$966,669
Employer contributions (assets) at end of year2012-12-31$966,669
Employer contributions (assets) at beginning of year2012-12-31$907,291
Income. Dividends from common stock2012-12-31$1,539
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$543,961
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$113,314
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$44,250
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$4,754
Aggregate carrying amount (costs) on sale of assets2012-12-31$4,839
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2012-12-31410746749
2011 : AMERICAN ANGUS ASSOCIATION DISCRETIONARY DEFINED CONTRIBUTION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$2,697
Total unrealized appreciation/depreciation of assets2011-12-31$2,697
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$10,714
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$12,812
Total income from all sources (including contributions)2011-12-31$1,638,797
Total loss/gain on sale of assets2011-12-31$6
Total of all expenses incurred2011-12-31$325,784
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$262,932
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,698,822
Value of total assets at end of year2011-12-31$18,813,818
Value of total assets at beginning of year2011-12-31$17,502,903
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$62,852
Total interest from all sources2011-12-31$4,645
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$396,834
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$396,130
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$791,531
Participant contributions at end of year2011-12-31$92,785
Participant contributions at beginning of year2011-12-31$112,829
Participant contributions at end of year2011-12-31$20,052
Participant contributions at beginning of year2011-12-31$13,785
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$18,706
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$16,105
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$10,714
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$12,812
Other income not declared elsewhere2011-12-31$3,588
Administrative expenses (other) incurred2011-12-31$62,852
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,313,013
Value of net assets at end of year (total assets less liabilities)2011-12-31$18,803,104
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$17,490,091
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$17,730,734
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$16,445,504
Interest on participant loans2011-12-31$4,645
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-467,795
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$907,291
Employer contributions (assets) at end of year2011-12-31$907,291
Employer contributions (assets) at beginning of year2011-12-31$872,312
Income. Dividends from common stock2011-12-31$704
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$262,932
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$44,250
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$42,368
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$820
Aggregate carrying amount (costs) on sale of assets2011-12-31$814
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2011-12-31410746749
2010 : AMERICAN ANGUS ASSOCIATION DISCRETIONARY DEFINED CONTRIBUTION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$2,147
Total unrealized appreciation/depreciation of assets2010-12-31$2,147
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$12,812
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$19,866
Total income from all sources (including contributions)2010-12-31$3,554,567
Total loss/gain on sale of assets2010-12-31$18
Total of all expenses incurred2010-12-31$1,219,928
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,166,419
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,705,309
Value of total assets at end of year2010-12-31$17,502,903
Value of total assets at beginning of year2010-12-31$15,175,318
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$53,509
Total interest from all sources2010-12-31$5,553
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$323,314
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$322,680
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$733,859
Participant contributions at end of year2010-12-31$112,829
Participant contributions at beginning of year2010-12-31$115,526
Participant contributions at end of year2010-12-31$13,785
Participant contributions at beginning of year2010-12-31$10,923
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$99,138
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$16,105
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$15,307
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$12,812
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$19,866
Other income not declared elsewhere2010-12-31$320
Administrative expenses (other) incurred2010-12-31$53,509
Total non interest bearing cash at beginning of year2010-12-31$9,548
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,334,639
Value of net assets at end of year (total assets less liabilities)2010-12-31$17,490,091
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$15,155,452
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$16,445,504
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$14,168,981
Interest on participant loans2010-12-31$5,553
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,517,906
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$872,312
Employer contributions (assets) at end of year2010-12-31$872,312
Employer contributions (assets) at beginning of year2010-12-31$814,603
Income. Dividends from common stock2010-12-31$634
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,166,419
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$42,368
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$40,430
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$227
Aggregate carrying amount (costs) on sale of assets2010-12-31$209
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CLIFTON GUNDERSON LLP
Accountancy firm EIN2010-12-31370802863
2009 : AMERICAN ANGUS ASSOCIATION DISCRETIONARY DEFINED CONTRIBUTION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for AMERICAN ANGUS ASSOCIATION DISCRETIONARY DEFINED CONTRIBUTION PLAN

2023: AMERICAN ANGUS ASSOCIATION DISCRETIONARY DEFINED CONTRIBUTION PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: AMERICAN ANGUS ASSOCIATION DISCRETIONARY DEFINED CONTRIBUTION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: AMERICAN ANGUS ASSOCIATION DISCRETIONARY DEFINED CONTRIBUTION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: AMERICAN ANGUS ASSOCIATION DISCRETIONARY DEFINED CONTRIBUTION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: AMERICAN ANGUS ASSOCIATION DISCRETIONARY DEFINED CONTRIBUTION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: AMERICAN ANGUS ASSOCIATION DISCRETIONARY DEFINED CONTRIBUTION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: AMERICAN ANGUS ASSOCIATION DISCRETIONARY DEFINED CONTRIBUTION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: AMERICAN ANGUS ASSOCIATION DISCRETIONARY DEFINED CONTRIBUTION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: AMERICAN ANGUS ASSOCIATION DISCRETIONARY DEFINED CONTRIBUTION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: AMERICAN ANGUS ASSOCIATION DISCRETIONARY DEFINED CONTRIBUTION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: AMERICAN ANGUS ASSOCIATION DISCRETIONARY DEFINED CONTRIBUTION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: AMERICAN ANGUS ASSOCIATION DISCRETIONARY DEFINED CONTRIBUTION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: AMERICAN ANGUS ASSOCIATION DISCRETIONARY DEFINED CONTRIBUTION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: AMERICAN ANGUS ASSOCIATION DISCRETIONARY DEFINED CONTRIBUTION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: AMERICAN ANGUS ASSOCIATION DISCRETIONARY DEFINED CONTRIBUTION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1