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BUCKLE 401(K) PLAN 401k Plan overview

Plan NameBUCKLE 401(K) PLAN
Plan identification number 001

BUCKLE 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE BUCKLE, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE BUCKLE, INC.
Employer identification number (EIN):470366193
NAIC Classification:448190
NAIC Description:Other Clothing Stores

Additional information about THE BUCKLE, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1988-01-11
Company Identification Number: 0007523506
Legal Registered Office Address: PO BOX 1480

KEARNEY
United States of America (USA)
68848

More information about THE BUCKLE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BUCKLE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01TOM HEACOCK TOM HEACOCK2018-10-15
0012016-01-01TOM HEACOCK TOM HEACOCK2017-10-13
0012015-01-01TOM HEACOCK TOM HEACOCK2016-10-13
0012014-01-01TOM HEACOCK TOM HEACOCK2015-10-14
0012013-01-01TOM HEACOCK TOM HEACOCK2014-10-10
0012012-02-01TOM HEACOCK TOM HEACOCK2013-07-30
0012011-02-01TOM HEACOCK TOM HEACOCK2012-11-12
0012010-02-01TOM HEACOCK TOM HEACOCK2011-08-30
0012009-02-01TOM HEACOCK TOM HEACOCK2010-08-24

Plan Statistics for BUCKLE 401(K) PLAN

401k plan membership statisitcs for BUCKLE 401(K) PLAN

Measure Date Value
2022: BUCKLE 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013,411
Total number of active participants reported on line 7a of the Form 55002022-01-012,351
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01684
Total of all active and inactive participants2022-01-013,035
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-013,035
Number of participants with account balances2022-01-013,010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01261
2021: BUCKLE 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,481
Total number of active participants reported on line 7a of the Form 55002021-01-012,669
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-01575
Total of all active and inactive participants2021-01-013,247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-013,247
Number of participants with account balances2021-01-013,101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01369
2020: BUCKLE 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013,506
Total number of active participants reported on line 7a of the Form 55002020-01-012,777
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-01531
Total of all active and inactive participants2020-01-013,311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-013,311
Number of participants with account balances2020-01-013,105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01390
2019: BUCKLE 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013,429
Total number of active participants reported on line 7a of the Form 55002019-01-012,844
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-01467
Total of all active and inactive participants2019-01-013,314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-013,314
Number of participants with account balances2019-01-013,091
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01382
2018: BUCKLE 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013,546
Total number of active participants reported on line 7a of the Form 55002018-01-012,874
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01394
Total of all active and inactive participants2018-01-013,268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-013,268
Number of participants with account balances2018-01-013,056
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01442
2017: BUCKLE 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013,291
Total number of active participants reported on line 7a of the Form 55002017-01-012,991
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-01324
Total of all active and inactive participants2017-01-013,318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-013,318
Number of participants with account balances2017-01-013,143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01441
2016: BUCKLE 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013,441
Total number of active participants reported on line 7a of the Form 55002016-01-013,091
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-01296
Total of all active and inactive participants2016-01-013,388
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-013,388
Number of participants with account balances2016-01-013,201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01450
2015: BUCKLE 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013,218
Total number of active participants reported on line 7a of the Form 55002015-01-012,930
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01268
Total of all active and inactive participants2015-01-013,198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-013,198
Number of participants with account balances2015-01-013,042
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01466
2014: BUCKLE 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,996
Total number of active participants reported on line 7a of the Form 55002014-01-012,978
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01240
Total of all active and inactive participants2014-01-013,218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-013,218
Number of participants with account balances2014-01-013,034
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01364
2013: BUCKLE 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,898
Total number of active participants reported on line 7a of the Form 55002013-01-012,804
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01192
Total of all active and inactive participants2013-01-012,996
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012,996
Number of participants with account balances2013-01-012,828
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01406
2012: BUCKLE 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-02-012,548
Total number of active participants reported on line 7a of the Form 55002012-02-012,743
Number of retired or separated participants receiving benefits2012-02-010
Number of other retired or separated participants entitled to future benefits2012-02-01155
Total of all active and inactive participants2012-02-012,898
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-02-010
Total participants2012-02-012,898
Number of participants with account balances2012-02-012,776
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-02-01860
2011: BUCKLE 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-02-012,665
Total number of active participants reported on line 7a of the Form 55002011-02-012,408
Number of retired or separated participants receiving benefits2011-02-010
Number of other retired or separated participants entitled to future benefits2011-02-01140
Total of all active and inactive participants2011-02-012,548
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-02-010
Total participants2011-02-012,548
Number of participants with account balances2011-02-012,475
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-02-011,106
2010: BUCKLE 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-02-012,377
Total number of active participants reported on line 7a of the Form 55002010-02-011,983
Number of retired or separated participants receiving benefits2010-02-010
Number of other retired or separated participants entitled to future benefits2010-02-01682
Total of all active and inactive participants2010-02-012,665
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-02-010
Total participants2010-02-012,665
Number of participants with account balances2010-02-012,389
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-02-01352
2009: BUCKLE 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-02-012,156
Total number of active participants reported on line 7a of the Form 55002009-02-011,801
Number of retired or separated participants receiving benefits2009-02-011
Number of other retired or separated participants entitled to future benefits2009-02-01575
Total of all active and inactive participants2009-02-012,377
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-02-010
Total participants2009-02-012,377
Number of participants with account balances2009-02-012,222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-02-01246

Financial Data on BUCKLE 401(K) PLAN

Measure Date Value
2022 : BUCKLE 401(K) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$5,550,995
Total unrealized appreciation/depreciation of assets2022-12-31$5,550,995
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$0
Total income from all sources (including contributions)2022-12-31$-16,466,064
Total loss/gain on sale of assets2022-12-31$-470,371
Total of all expenses incurred2022-12-31$11,172,780
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$10,821,880
Expenses. Certain deemed distributions of participant loans2022-12-31$9,692
Value of total corrective distributions2022-12-31$39,534
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$11,030,483
Value of total assets at end of year2022-12-31$148,688,415
Value of total assets at beginning of year2022-12-31$176,327,259
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$301,674
Total interest from all sources2022-12-31$-335,916
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$536,543
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$260,345
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 period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$7,960,963
Participant contributions at end of year2022-12-31$1,449,451
Participant contributions at beginning of year2022-12-31$1,344,809
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$432,896
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$2,474
Other income not declared elsewhere2022-12-31$-4,003,720
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$-27,638,844
Value of net assets at end of year (total assets less liabilities)2022-12-31$148,688,415
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$176,327,259
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$19,925,417
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$24,664,759
Interest on participant loans2022-12-31$74,377
Interest earned on other investments2022-12-31$-410,293
Value of interest in common/collective trusts at end of year2022-12-31$106,943,909
Value of interest in common/collective trusts at beginning of year2022-12-31$123,920,299
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$5,362,825
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,713,661
Net investment gain or loss from common/collective trusts2022-12-31$-23,060,417
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$17,733,685
Assets. Invements in employer securities at beginning of year2022-12-31$18,636,651
Contributions received in cash from employer2022-12-31$2,636,624
Employer contributions (assets) at end of year2022-12-31$2,635,953
Employer contributions (assets) at beginning of year2022-12-31$2,397,916
Income. Dividends from common stock2022-12-31$276,198
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$10,819,406
Contract administrator fees2022-12-31$301,674
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$2,827,093
Aggregate carrying amount (costs) on sale of assets2022-12-31$3,297,464
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2022-12-31133891517
2021 : BUCKLE 401(K) PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$7,584,293
Total unrealized appreciation/depreciation of assets2021-12-31$7,584,293
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$38,978,571
Total loss/gain on sale of assets2021-12-31$812,549
Total of all expenses incurred2021-12-31$16,028,882
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$15,500,278
Expenses. Certain deemed distributions of participant loans2021-12-31$10,010
Value of total corrective distributions2021-12-31$44,732
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$9,812,210
Value of total assets at end of year2021-12-31$176,327,259
Value of total assets at beginning of year2021-12-31$153,377,570
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$473,862
Total interest from all sources2021-12-31$70,648
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,188,645
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$3,188,645
Administrative expenses professional fees incurred2021-12-31$0
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$7,228,442
Participant contributions at end of year2021-12-31$1,344,809
Participant contributions at beginning of year2021-12-31$1,401,235
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$243,982
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$185,852
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$473,862
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$22,949,689
Value of net assets at end of year (total assets less liabilities)2021-12-31$176,327,259
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$153,377,570
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$24,664,759
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$24,149,225
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$70,648
Value of interest in common/collective trusts at end of year2021-12-31$123,920,299
Value of interest in common/collective trusts at beginning of year2021-12-31$105,331,718
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$5,362,825
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$6,598,189
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$332,605
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$17,177,621
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
Assets. Invements in employer securities at end of year2021-12-31$18,636,651
Assets. Invements in employer securities at beginning of year2021-12-31$13,596,629
Contributions received in cash from employer2021-12-31$2,397,916
Employer contributions (assets) at end of year2021-12-31$2,397,916
Employer contributions (assets) at beginning of year2021-12-31$2,056,592
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$15,500,278
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
Aggregate proceeds on sale of assets2021-12-31$7,768,705
Aggregate carrying amount (costs) on sale of assets2021-12-31$6,956,156
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2021-12-31133891517
2020 : BUCKLE 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$2,990,834
Total unrealized appreciation/depreciation of assets2020-12-31$2,990,834
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$32,602,016
Total loss/gain on sale of assets2020-12-31$-2,339
Total of all expenses incurred2020-12-31$10,204,807
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$9,750,573
Value of total corrective distributions2020-12-31$62,992
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$8,427,907
Value of total assets at end of year2020-12-31$153,377,570
Value of total assets at beginning of year2020-12-31$130,980,361
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$391,242
Total interest from all sources2020-12-31$81,622
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,477,888
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$1,477,888
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$6,259,964
Participant contributions at end of year2020-12-31$1,401,235
Participant contributions at beginning of year2020-12-31$1,703,798
Participant contributions at end of year2020-12-31$243,982
Participant contributions at beginning of year2020-12-31$14
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$111,351
Administrative expenses (other) incurred2020-12-31$391,242
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$22,397,209
Value of net assets at end of year (total assets less liabilities)2020-12-31$153,377,570
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$130,980,361
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$24,149,225
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$18,420,779
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$81,622
Value of interest in common/collective trusts at end of year2020-12-31$105,331,718
Value of interest in common/collective trusts at beginning of year2020-12-31$91,250,757
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$6,598,189
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$4,228,166
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,572,767
Net investment gain or loss from common/collective trusts2020-12-31$16,053,337
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
Assets. Invements in employer securities at end of year2020-12-31$13,596,629
Assets. Invements in employer securities at beginning of year2020-12-31$13,310,129
Contributions received in cash from employer2020-12-31$2,056,592
Employer contributions (assets) at end of year2020-12-31$2,056,592
Employer contributions (assets) at beginning of year2020-12-31$2,066,718
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$9,750,573
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$2,837,264
Aggregate carrying amount (costs) on sale of assets2020-12-31$2,839,603
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2020-12-31133891517
2019 : BUCKLE 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$4,745,663
Total unrealized appreciation/depreciation of assets2019-12-31$4,745,663
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$35,697,976
Total loss/gain on sale of assets2019-12-31$-132,291
Total of all expenses incurred2019-12-31$10,284,129
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,802,119
Value of total corrective distributions2019-12-31$84,299
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,800,547
Value of total assets at end of year2019-12-31$130,980,361
Value of total assets at beginning of year2019-12-31$105,566,514
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$397,711
Total interest from all sources2019-12-31$90,559
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,003,457
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$1,003,457
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
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
Contributions received from participants2019-12-31$6,575,906
Participant contributions at end of year2019-12-31$1,703,798
Participant contributions at beginning of year2019-12-31$1,651,616
Participant contributions at end of year2019-12-31$14
Participant contributions at beginning of year2019-12-31$92
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$157,923
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$397,711
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$25,413,847
Value of net assets at end of year (total assets less liabilities)2019-12-31$130,980,361
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$105,566,514
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$18,420,779
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$15,024,608
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$90,559
Value of interest in common/collective trusts at end of year2019-12-31$91,250,757
Value of interest in common/collective trusts at beginning of year2019-12-31$73,232,176
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,228,166
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,881,502
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,237,517
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$17,952,524
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$13,310,129
Assets. Invements in employer securities at beginning of year2019-12-31$9,787,188
Contributions received in cash from employer2019-12-31$2,066,718
Employer contributions (assets) at end of year2019-12-31$2,066,718
Employer contributions (assets) at beginning of year2019-12-31$1,989,332
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$9,802,119
Contract administrator fees2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$2,725,424
Aggregate carrying amount (costs) on sale of assets2019-12-31$2,857,715
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2019-12-31133891517
2018 : BUCKLE 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-533,749
Total unrealized appreciation/depreciation of assets2018-12-31$-533,749
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,389,801
Total loss/gain on sale of assets2018-12-31$-235,019
Total of all expenses incurred2018-12-31$10,325,323
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$9,800,970
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$99,165
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$8,700,730
Value of total assets at end of year2018-12-31$105,566,514
Value of total assets at beginning of year2018-12-31$114,502,036
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$425,188
Total interest from all sources2018-12-31$88,132
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,364,507
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$1,364,507
Administrative expenses professional fees incurred2018-12-31$0
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$6,225,693
Participant contributions at end of year2018-12-31$1,651,616
Participant contributions at beginning of year2018-12-31$1,879,961
Participant contributions at end of year2018-12-31$92
Participant contributions at beginning of year2018-12-31$920
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$484,324
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Administrative expenses (other) incurred2018-12-31$425,188
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-8,935,522
Value of net assets at end of year (total assets less liabilities)2018-12-31$105,566,514
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$114,502,036
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$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$15,024,608
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$17,749,597
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$88,132
Value of interest in common/collective trusts at end of year2018-12-31$73,232,176
Value of interest in common/collective trusts at beginning of year2018-12-31$78,431,438
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$3,881,502
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$3,655,309
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,562,304
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$-5,432,496
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
Assets. Invements in employer securities at end of year2018-12-31$9,787,188
Assets. Invements in employer securities at beginning of year2018-12-31$10,782,431
Contributions received in cash from employer2018-12-31$1,990,713
Employer contributions (assets) at end of year2018-12-31$1,989,332
Employer contributions (assets) at beginning of year2018-12-31$2,002,380
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$9,800,970
Contract administrator fees2018-12-31$0
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$262,277
Aggregate carrying amount (costs) on sale of assets2018-12-31$497,296
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31DELOITTE AND TOUCHE LLP
Accountancy firm EIN2018-12-31133891517
2017 : BUCKLE 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$1,908,007
Total unrealized appreciation/depreciation of assets2017-12-31$1,908,007
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$26,560,015
Total loss/gain on sale of assets2017-12-31$-673,629
Total of all expenses incurred2017-12-31$6,084,014
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,672,852
Expenses. Certain deemed distributions of participant loans2017-12-31$3,880
Value of total corrective distributions2017-12-31$112,021
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$8,026,706
Value of total assets at end of year2017-12-31$114,502,036
Value of total assets at beginning of year2017-12-31$94,026,035
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$295,261
Total interest from all sources2017-12-31$77,778
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,232,336
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$1,232,336
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$5,839,306
Participant contributions at end of year2017-12-31$1,879,961
Participant contributions at beginning of year2017-12-31$1,511,432
Participant contributions at end of year2017-12-31$920
Participant contributions at beginning of year2017-12-31$950
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$184,229
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$295,261
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$20,476,001
Value of net assets at end of year (total assets less liabilities)2017-12-31$114,502,036
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$94,026,035
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$17,749,597
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$77,326,667
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$77,778
Value of interest in common/collective trusts at end of year2017-12-31$78,431,438
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$3,655,309
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$3,136,825
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$10,952,743
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$5,036,074
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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
Assets. Invements in employer securities at end of year2017-12-31$10,782,431
Assets. Invements in employer securities at beginning of year2017-12-31$10,004,776
Contributions received in cash from employer2017-12-31$2,003,171
Employer contributions (assets) at end of year2017-12-31$2,002,380
Employer contributions (assets) at beginning of year2017-12-31$2,045,385
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,672,852
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
Aggregate proceeds on sale of assets2017-12-31$519,164
Aggregate carrying amount (costs) on sale of assets2017-12-31$1,192,793
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2017-12-31133891517
2016 : BUCKLE 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-1,818,117
Total unrealized appreciation/depreciation of assets2016-12-31$-1,818,117
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$11,173,640
Total loss/gain on sale of assets2016-12-31$-525,372
Total of all expenses incurred2016-12-31$5,832,652
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,420,554
Expenses. Certain deemed distributions of participant loans2016-12-31$2,139
Value of total corrective distributions2016-12-31$123,072
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$8,082,938
Value of total assets at end of year2016-12-31$94,026,035
Value of total assets at beginning of year2016-12-31$88,685,047
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$286,887
Total interest from all sources2016-12-31$63,638
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$3,037,958
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$3,037,958
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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$5,904,171
Participant contributions at end of year2016-12-31$1,511,432
Participant contributions at beginning of year2016-12-31$1,476,135
Participant contributions at end of year2016-12-31$950
Participant contributions at beginning of year2016-12-31$523
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$133,382
Administrative expenses (other) incurred2016-12-31$286,887
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$5,340,988
Value of net assets at end of year (total assets less liabilities)2016-12-31$94,026,035
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$88,685,047
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$77,326,667
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$69,961,662
Interest on participant loans2016-12-31$63,638
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$3,136,825
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$3,176,069
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,332,595
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
Assets. Invements in employer securities at end of year2016-12-31$10,004,776
Assets. Invements in employer securities at beginning of year2016-12-31$12,042,522
Contributions received in cash from employer2016-12-31$2,045,385
Employer contributions (assets) at end of year2016-12-31$2,045,385
Employer contributions (assets) at beginning of year2016-12-31$2,028,136
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,420,554
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$1,011,325
Aggregate carrying amount (costs) on sale of assets2016-12-31$1,536,697
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2016-12-31133891517
2015 : BUCKLE 401(K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-6,881,423
Total unrealized appreciation/depreciation of assets2015-12-31$-6,881,423
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$791,672
Total loss/gain on sale of assets2015-12-31$-31,708
Total of all expenses incurred2015-12-31$5,548,401
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,202,047
Value of total corrective distributions2015-12-31$118,619
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$7,693,937
Value of total assets at end of year2015-12-31$88,685,047
Value of total assets at beginning of year2015-12-31$93,441,776
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$227,735
Total interest from all sources2015-12-31$56,715
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$3,572,653
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$3,572,653
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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$5,653,759
Participant contributions at end of year2015-12-31$1,476,135
Participant contributions at beginning of year2015-12-31$1,276,486
Participant contributions at end of year2015-12-31$523
Participant contributions at beginning of year2015-12-31$138
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$11,603
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Administrative expenses (other) incurred2015-12-31$227,735
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-4,756,729
Value of net assets at end of year (total assets less liabilities)2015-12-31$88,685,047
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$93,441,776
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$69,961,662
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$67,751,807
Interest on participant loans2015-12-31$56,715
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$3,176,069
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$3,277,845
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,618,502
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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
Assets. Invements in employer securities at end of year2015-12-31$12,042,522
Assets. Invements in employer securities at beginning of year2015-12-31$19,230,306
Contributions received in cash from employer2015-12-31$2,028,575
Employer contributions (assets) at end of year2015-12-31$2,028,136
Employer contributions (assets) at beginning of year2015-12-31$1,905,194
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,202,047
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
Aggregate proceeds on sale of assets2015-12-31$2,310,589
Aggregate carrying amount (costs) on sale of assets2015-12-31$2,342,297
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2015-12-31133891517
2014 : BUCKLE 401(K) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$550,407
Total unrealized appreciation/depreciation of assets2014-12-31$550,407
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$11,390,973
Total loss/gain on sale of assets2014-12-31$52,305
Total of all expenses incurred2014-12-31$3,847,687
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,652,240
Value of total corrective distributions2014-12-31$131,709
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$7,085,656
Value of total assets at end of year2014-12-31$93,441,776
Value of total assets at beginning of year2014-12-31$85,898,490
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$63,738
Total interest from all sources2014-12-31$55,278
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,894,989
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$2,894,989
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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$5,072,639
Participant contributions at end of year2014-12-31$1,276,486
Participant contributions at beginning of year2014-12-31$1,292,024
Participant contributions at end of year2014-12-31$138
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$107,604
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Administrative expenses (other) incurred2014-12-31$63,738
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$7,543,286
Value of net assets at end of year (total assets less liabilities)2014-12-31$93,441,776
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$85,898,490
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$67,751,807
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$60,110,313
Interest on participant loans2014-12-31$55,278
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$3,277,845
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,417,654
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$752,338
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
Assets. Invements in employer securities at end of year2014-12-31$19,230,306
Assets. Invements in employer securities at beginning of year2014-12-31$20,276,210
Contributions received in cash from employer2014-12-31$1,905,413
Employer contributions (assets) at end of year2014-12-31$1,905,194
Employer contributions (assets) at beginning of year2014-12-31$1,802,289
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,652,240
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$1,437,657
Aggregate carrying amount (costs) on sale of assets2014-12-31$1,385,352
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2014-12-31133891517
2013 : BUCKLE 401(K) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$3,106,090
Total unrealized appreciation/depreciation of assets2013-12-31$3,106,090
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$21,382,750
Total loss/gain on sale of assets2013-12-31$28,403
Total of all expenses incurred2013-12-31$3,426,120
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,195,436
Expenses. Certain deemed distributions of participant loans2013-12-31$2,728
Value of total corrective distributions2013-12-31$157,740
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$6,802,752
Value of total assets at end of year2013-12-31$85,898,490
Value of total assets at beginning of year2013-12-31$67,941,860
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$70,216
Total interest from all sources2013-12-31$47,399
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,845,488
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$1,845,488
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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$4,793,720
Participant contributions at end of year2013-12-31$1,292,024
Participant contributions at beginning of year2013-12-31$901,292
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$78
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$203,252
Administrative expenses (other) incurred2013-12-31$70,216
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$17,956,630
Value of net assets at end of year (total assets less liabilities)2013-12-31$85,898,490
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$67,941,860
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$60,110,313
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$45,570,022
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$47,399
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,417,654
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,181,232
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$9,552,618
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
Assets. Invements in employer securities at end of year2013-12-31$20,276,210
Assets. Invements in employer securities at beginning of year2013-12-31$17,700,362
Contributions received in cash from employer2013-12-31$1,805,780
Employer contributions (assets) at end of year2013-12-31$1,802,289
Employer contributions (assets) at beginning of year2013-12-31$1,588,874
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,195,436
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$481,028
Aggregate carrying amount (costs) on sale of assets2013-12-31$452,625
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2013-12-31133891517
2012 : BUCKLE 401(K) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$2,202,803
Total unrealized appreciation/depreciation of assets2012-12-31$2,202,803
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$12,109,949
Total loss/gain on sale of assets2012-12-31$-7,969
Total of all expenses incurred2012-12-31$2,200,152
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,020,219
Expenses. Certain deemed distributions of participant loans2012-12-31$1,014
Value of total corrective distributions2012-12-31$123,008
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,780,211
Value of total assets at end of year2012-12-31$67,941,860
Value of total assets at beginning of year2012-12-31$58,032,063
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$55,911
Total interest from all sources2012-12-31$35,558
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$901,862
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$901,862
Administrative expenses professional fees incurred2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
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$4,181,332
Participant contributions at end of year2012-12-31$901,292
Participant contributions at beginning of year2012-12-31$728,379
Participant contributions at end of year2012-12-31$78
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$10,005
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Administrative expenses (other) incurred2012-12-31$55,911
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$9,909,797
Value of net assets at end of year (total assets less liabilities)2012-12-31$67,941,860
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$58,032,063
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
Investment advisory and management fees2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$45,570,022
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$38,389,108
Value of interest in pooled separate accounts at end of year2012-12-31$0
Value of interest in pooled separate accounts at beginning of year2012-12-31$0
Interest on participant loans2012-12-31$35,558
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,181,232
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,825,491
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,197,484
Net investment gain/loss from pooled separate accounts2012-12-31$0
Net investment gain or loss from common/collective trusts2012-12-31$0
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
Assets. Invements in employer securities at end of year2012-12-31$17,700,362
Assets. Invements in employer securities at beginning of year2012-12-31$15,767,560
Contributions received in cash from employer2012-12-31$1,588,874
Employer contributions (assets) at end of year2012-12-31$1,588,874
Employer contributions (assets) at beginning of year2012-12-31$1,321,525
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,020,219
Contract administrator fees2012-12-31$0
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$206,061
Aggregate carrying amount (costs) on sale of assets2012-12-31$214,030
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31DELOITTE AND TOUCHE, LLP
Accountancy firm EIN2012-12-31133891517
Unrealized appreciation/depreciation of other (non real estate) assets2012-01-31$3,593,380
Total unrealized appreciation/depreciation of assets2012-01-31$3,593,380
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-01-31$0
Total income from all sources (including contributions)2012-01-31$9,325,542
Total loss/gain on sale of assets2012-01-31$54,772
Total of all expenses incurred2012-01-31$3,430,388
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-01-31$3,241,694
Expenses. Certain deemed distributions of participant loans2012-01-31$0
Value of total corrective distributions2012-01-31$134,515
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-01-31$5,426,906
Value of total assets at end of year2012-01-31$58,032,063
Value of total assets at beginning of year2012-01-31$52,136,909
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-01-31$54,179
Total interest from all sources2012-01-31$38,855
Total dividends received (eg from common stock, registered investment company shares)2012-01-31$617,947
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-01-31$549,496
Administrative expenses professional fees incurred2012-01-31$0
Was this plan covered by a fidelity bond2012-01-31Yes
Value of fidelity bond cover2012-01-31$1,000,000
If this is an individual account plan, was there a blackout period2012-01-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-01-31$0
Were there any nonexempt tranactions with any party-in-interest2012-01-31No
Contributions received from participants2012-01-31$3,833,511
Participant contributions at end of year2012-01-31$728,379
Participant contributions at beginning of year2012-01-31$741,003
Participant contributions at end of year2012-01-31$0
Participant contributions at beginning of year2012-01-31$881
Assets. Other investments not covered elsewhere at end of year2012-01-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-01-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-01-31$262,971
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-01-31$0
Other income not declared elsewhere2012-01-31$0
Administrative expenses (other) incurred2012-01-31$54,179
Liabilities. Value of operating payables at end of year2012-01-31$0
Liabilities. Value of operating payables at beginning of year2012-01-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-01-31No
Value of net income/loss2012-01-31$5,895,154
Value of net assets at end of year (total assets less liabilities)2012-01-31$58,032,063
Value of net assets at beginning of year (total assets less liabilities)2012-01-31$52,136,909
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-01-31No
Were any leases to which the plan was party in default or uncollectible2012-01-31No
Investment advisory and management fees2012-01-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-01-31$38,389,108
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-01-31$36,160,943
Value of interest in pooled separate accounts at end of year2012-01-31$0
Value of interest in pooled separate accounts at beginning of year2012-01-31$0
Interest on participant loans2012-01-31$36,678
Interest earned on other investments2012-01-31$0
Value of interest in common/collective trusts at end of year2012-01-31$0
Value of interest in common/collective trusts at beginning of year2012-01-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-01-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-01-31$1,629,671
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-01-31$1,629,671
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-01-31$2,177
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-01-31$1,825,491
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-01-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2012-01-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-01-31$-406,318
Net investment gain/loss from pooled separate accounts2012-01-31$0
Net investment gain or loss from common/collective trusts2012-01-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-01-31Yes
Was there a failure to transmit to the plan any participant contributions2012-01-31No
Has the plan failed to provide any benefit when due under the plan2012-01-31No
Assets. Invements in employer securities at end of year2012-01-31$15,767,560
Assets. Invements in employer securities at beginning of year2012-01-31$12,318,658
Contributions received in cash from employer2012-01-31$1,330,424
Employer contributions (assets) at end of year2012-01-31$1,321,525
Employer contributions (assets) at beginning of year2012-01-31$1,285,753
Income. Dividends from common stock2012-01-31$68,451
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-01-31$3,241,694
Contract administrator fees2012-01-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-01-31Yes
Did the plan have assets held for investment2012-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-01-31No
Aggregate proceeds on sale of assets2012-01-31$956,559
Aggregate carrying amount (costs) on sale of assets2012-01-31$901,787
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-01-31No
Opinion of an independent qualified public accountant for this plan2012-01-31Unqualified
Accountancy firm name2012-01-31DELOITTE AND TOUCHE, LLP
Accountancy firm EIN2012-01-31133891517
2011 : BUCKLE 401(K) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-01-31$1,654,907
Total unrealized appreciation/depreciation of assets2011-01-31$1,654,907
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-01-31$0
Total income from all sources (including contributions)2011-01-31$13,358,493
Total loss/gain on sale of assets2011-01-31$24,003
Total of all expenses incurred2011-01-31$3,685,965
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-01-31$3,562,740
Value of total corrective distributions2011-01-31$113,373
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-01-31$4,862,144
Value of total assets at end of year2011-01-31$52,136,909
Value of total assets at beginning of year2011-01-31$42,464,381
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-01-31$9,852
Total interest from all sources2011-01-31$41,917
Total dividends received (eg from common stock, registered investment company shares)2011-01-31$1,874,873
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-01-31$800,450
Was this plan covered by a fidelity bond2011-01-31Yes
Value of fidelity bond cover2011-01-31$1,000,000
If this is an individual account plan, was there a blackout period2011-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-01-31$0
Were there any nonexempt tranactions with any party-in-interest2011-01-31No
Contributions received from participants2011-01-31$3,496,494
Participant contributions at end of year2011-01-31$741,003
Participant contributions at beginning of year2011-01-31$666,158
Participant contributions at end of year2011-01-31$881
Participant contributions at beginning of year2011-01-31$156
Income. Received or receivable in cash from other sources (including rollovers)2011-01-31$2,290
Administrative expenses (other) incurred2011-01-31$9,852
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-01-31No
Value of net income/loss2011-01-31$9,672,528
Value of net assets at end of year (total assets less liabilities)2011-01-31$52,136,909
Value of net assets at beginning of year (total assets less liabilities)2011-01-31$42,464,381
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-01-31No
Were any leases to which the plan was party in default or uncollectible2011-01-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-01-31$36,160,943
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-01-31$28,358,069
Interest on participant loans2011-01-31$40,665
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-01-31$1,629,671
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-01-31$2,682,671
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-01-31$2,682,671
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-01-31$1,252
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-01-31$4,900,649
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-01-31No
Was there a failure to transmit to the plan any participant contributions2011-01-31No
Has the plan failed to provide any benefit when due under the plan2011-01-31No
Assets. Invements in employer securities at end of year2011-01-31$12,318,658
Assets. Invements in employer securities at beginning of year2011-01-31$9,553,857
Contributions received in cash from employer2011-01-31$1,363,360
Employer contributions (assets) at end of year2011-01-31$1,285,753
Employer contributions (assets) at beginning of year2011-01-31$1,203,470
Income. Dividends from common stock2011-01-31$1,074,423
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-01-31$3,562,740
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-01-31No
Did the plan have assets held for investment2011-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-01-31No
Aggregate proceeds on sale of assets2011-01-31$738,903
Aggregate carrying amount (costs) on sale of assets2011-01-31$714,900
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-01-31No
Opinion of an independent qualified public accountant for this plan2011-01-31Unqualified
Accountancy firm name2011-01-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2011-01-31133891517
2010 : BUCKLE 401(K) PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-01-31$0

Form 5500 Responses for BUCKLE 401(K) PLAN

2022: BUCKLE 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BUCKLE 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BUCKLE 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BUCKLE 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BUCKLE 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BUCKLE 401(K) 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BUCKLE 401(K) 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BUCKLE 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BUCKLE 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BUCKLE 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BUCKLE 401(K) PLAN 2012 form 5500 responses
2012-02-01Type of plan entitySingle employer plan
2012-02-01Submission has been amendedNo
2012-02-01This submission is the final filingNo
2012-02-01This return/report is a short plan year return/report (less than 12 months)Yes
2012-02-01Plan is a collectively bargained planNo
2012-02-01Plan funding arrangement – InsuranceYes
2012-02-01Plan funding arrangement – TrustYes
2012-02-01Plan benefit arrangement – InsuranceYes
2012-02-01Plan benefit arrangement - TrustYes
2011: BUCKLE 401(K) PLAN 2011 form 5500 responses
2011-02-01Type of plan entitySingle employer plan
2011-02-01Submission has been amendedNo
2011-02-01This submission is the final filingNo
2011-02-01This return/report is a short plan year return/report (less than 12 months)No
2011-02-01Plan is a collectively bargained planNo
2011-02-01Plan funding arrangement – InsuranceYes
2011-02-01Plan funding arrangement – TrustYes
2011-02-01Plan benefit arrangement – InsuranceYes
2011-02-01Plan benefit arrangement - TrustYes
2010: BUCKLE 401(K) PLAN 2010 form 5500 responses
2010-02-01Type of plan entitySingle employer plan
2010-02-01Submission has been amendedNo
2010-02-01This submission is the final filingNo
2010-02-01This return/report is a short plan year return/report (less than 12 months)No
2010-02-01Plan is a collectively bargained planNo
2010-02-01Plan funding arrangement – TrustYes
2010-02-01Plan benefit arrangement - TrustYes
2009: BUCKLE 401(K) PLAN 2009 form 5500 responses
2009-02-01Type of plan entitySingle employer plan
2009-02-01Submission has been amendedNo
2009-02-01This submission is the final filingNo
2009-02-01This return/report is a short plan year return/report (less than 12 months)No
2009-02-01Plan is a collectively bargained planNo
2009-02-01Plan funding arrangement – TrustYes
2009-02-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60627
Policy instance 1
Insurance contract or identification numberMR 60627
Number of Individuals Covered3095
Insurance policy start date2022-01-01
Insurance policy end date2022-06-10
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60627
Policy instance 1
Insurance contract or identification numberMR 60627
Number of Individuals Covered3247
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60627
Policy instance 1
Insurance contract or identification numberMR 60627
Number of Individuals Covered3311
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60627
Policy instance 1
Insurance contract or identification numberMR 60627
Number of Individuals Covered3314
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60627
Policy instance 1
Insurance contract or identification numberMR 60627
Number of Individuals Covered3268
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60627
Policy instance 1
Insurance contract or identification numberMR 60627
Number of Individuals Covered3318
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60627
Policy instance 1
Insurance contract or identification numberMR 60627
Number of Individuals Covered3198
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60627
Policy instance 1
Insurance contract or identification numberMR 60627
Number of Individuals Covered3218
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $2,399
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,399
Insurance broker organization code?4
Insurance broker nameMORGAN STANLEY INS SERVICES INC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60627
Policy instance 1
Insurance contract or identification numberMR 60627
Number of Individuals Covered2996
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $8,604
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,604
Insurance broker organization code?4
Insurance broker nameMORGAN STANLEY INS SERVICES INC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60627
Policy instance 1
Insurance contract or identification numberMR 60627
Number of Individuals Covered2898
Insurance policy start date2012-02-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $4,095
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,095
Insurance broker organization code?4
Insurance broker nameMORGAN STANLEY INS SERVICES INC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60627
Policy instance 1
Insurance contract or identification numberMR 60627
Number of Individuals Covered2548
Insurance policy start date2011-02-01
Insurance policy end date2012-01-31
Total amount of commissions paid to insurance brokerUSD $2,511
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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