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SMITH & LOVELESS RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES 401k Plan overview

Plan NameSMITH & LOVELESS RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES
Plan identification number 002

SMITH & LOVELESS RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SMITH & LOVELESS, INC. has sponsored the creation of one or more 401k plans.

Company Name:SMITH & LOVELESS, INC.
Employer identification number (EIN):480924021
NAIC Classification:333900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SMITH & LOVELESS RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022017-01-01DAVID FERBEZAR DAVID FERBEZAR2017-11-16
0022016-01-01DAVID FERBEZAR DAVID FERBEZAR2017-10-03
0022015-01-01DAVID FERBEZAR DAVID FERBEZAR2016-08-04
0022015-01-01DAVID FERBEZAR DAVID FERBEZAR2016-08-03
0022014-01-01DAVID FERBEZAR
0022013-01-01DAVID FERBEZAR
0022012-01-01DAVID FERBEZAR
0022011-01-01DAVID FERBEZAR
0022009-01-01DAVID FERBEZAR

Plan Statistics for SMITH & LOVELESS RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES

401k plan membership statisitcs for SMITH & LOVELESS RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES

Measure Date Value
2017: SMITH & LOVELESS RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES 2017 401k membership
Total participants, beginning-of-year2017-01-01118
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SMITH & LOVELESS RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES 2016 401k membership
Market value of plan assets2016-12-316,337,288
Acturial value of plan assets2016-12-316,618,745
Funding target for retired participants and beneficiaries receiving payment2016-12-313,901,019
Number of terminated vested participants2016-12-3118
Fundng target for terminated vested participants2016-12-31236,870
Active participant vested funding target2016-12-31954,251
Number of active participants2016-12-3126
Total funding liabilities for active participants2016-12-31954,251
Total participant count2016-12-31120
Total funding target for all participants2016-12-315,092,140
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3178,036
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-3178,036
Present value of excess contributions2016-12-31190,408
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31202,156
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-3177,115
Total employer contributions2016-12-31120,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31118,890
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-310
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-31118,890
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01120
Total number of active participants reported on line 7a of the Form 55002016-01-0121
Number of retired or separated participants receiving benefits2016-01-0151
Number of other retired or separated participants entitled to future benefits2016-01-0120
Total of all active and inactive participants2016-01-0192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0126
Total participants2016-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SMITH & LOVELESS RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES 2015 401k membership
Total participants, beginning-of-year2015-01-01122
Total number of active participants reported on line 7a of the Form 55002015-01-0126
Number of retired or separated participants receiving benefits2015-01-0152
Number of other retired or separated participants entitled to future benefits2015-01-0118
Total of all active and inactive participants2015-01-0196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0124
Total participants2015-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SMITH & LOVELESS RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES 2014 401k membership
Total participants, beginning-of-year2014-01-01126
Total number of active participants reported on line 7a of the Form 55002014-01-0128
Number of retired or separated participants receiving benefits2014-01-0155
Number of other retired or separated participants entitled to future benefits2014-01-0117
Total of all active and inactive participants2014-01-01100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0122
Total participants2014-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SMITH & LOVELESS RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES 2013 401k membership
Total participants, beginning-of-year2013-01-01127
Total number of active participants reported on line 7a of the Form 55002013-01-0132
Number of retired or separated participants receiving benefits2013-01-0152
Number of other retired or separated participants entitled to future benefits2013-01-0118
Total of all active and inactive participants2013-01-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0124
Total participants2013-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SMITH & LOVELESS RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES 2012 401k membership
Total participants, beginning-of-year2012-01-01131
Total number of active participants reported on line 7a of the Form 55002012-01-0133
Number of retired or separated participants receiving benefits2012-01-0154
Number of other retired or separated participants entitled to future benefits2012-01-0119
Total of all active and inactive participants2012-01-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0122
Total participants2012-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SMITH & LOVELESS RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES 2011 401k membership
Total participants, beginning-of-year2011-01-01132
Total number of active participants reported on line 7a of the Form 55002011-01-0133
Number of retired or separated participants receiving benefits2011-01-0156
Number of other retired or separated participants entitled to future benefits2011-01-0120
Total of all active and inactive participants2011-01-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0122
Total participants2011-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: SMITH & LOVELESS RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES 2009 401k membership
Total participants, beginning-of-year2009-01-01139
Total number of active participants reported on line 7a of the Form 55002009-01-0149
Number of retired or separated participants receiving benefits2009-01-0154
Number of other retired or separated participants entitled to future benefits2009-01-0116
Total of all active and inactive participants2009-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0119
Total participants2009-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on SMITH & LOVELESS RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES

Measure Date Value
2017 : SMITH & LOVELESS RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES 2017 401k financial data
Total transfer of assets from this plan2017-08-31$19,271
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-08-31$0
Total income from all sources (including contributions)2017-08-31$14,065
Total of all expenses incurred2017-08-31$6,502,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-08-31$6,449,140
Value of total assets at end of year2017-08-31$0
Value of total assets at beginning of year2017-08-31$6,507,281
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-08-31$52,935
Total interest from all sources2017-08-31$14,065
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-08-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-08-31$0
Administrative expenses professional fees incurred2017-08-31$52,935
Was this plan covered by a fidelity bond2017-08-31Yes
Value of fidelity bond cover2017-08-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-08-31$0
Were there any nonexempt tranactions with any party-in-interest2017-08-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-08-31$1,982,161
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-08-31$0
Administrative expenses (other) incurred2017-08-31$0
Liabilities. Value of operating payables at end of year2017-08-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-31No
Value of net income/loss2017-08-31$-6,488,010
Value of net assets at end of year (total assets less liabilities)2017-08-31$0
Value of net assets at beginning of year (total assets less liabilities)2017-08-31$6,507,281
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-08-31No
Were any leases to which the plan was party in default or uncollectible2017-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-08-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-08-31$10,539
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-08-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-08-31$6,496,742
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-08-31$6,496,742
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-08-31$14,065
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-08-31Yes
Was there a failure to transmit to the plan any participant contributions2017-08-31No
Has the plan failed to provide any benefit when due under the plan2017-08-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-08-31$4,466,979
Did the plan have assets held for investment2017-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-08-31No
Opinion of an independent qualified public accountant for this plan2017-08-31Unqualified
Accountancy firm name2017-08-31KELLER & OWENS
Accountancy firm EIN2017-08-31481195228
2016 : SMITH & LOVELESS RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$661,570
Total of all expenses incurred2016-12-31$491,577
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$444,206
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$120,000
Value of total assets at end of year2016-12-31$6,507,281
Value of total assets at beginning of year2016-12-31$6,337,288
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$47,371
Total interest from all sources2016-12-31$4,617
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$53,014
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2016-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$53,014
Administrative expenses professional fees incurred2016-12-31$17,775
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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
Administrative expenses (other) incurred2016-12-31$7,680
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$169,993
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,507,281
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,337,288
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$21,916
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$10,539
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,283,009
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$6,496,742
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$54,279
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$54,279
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$4,617
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$483,939
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$120,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$444,206
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31KELLER & OWENS
Accountancy firm EIN2016-12-31481195228
2015 : SMITH & LOVELESS RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$146,784
Total of all expenses incurred2015-12-31$458,574
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$435,668
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$200,000
Value of total assets at end of year2015-12-31$6,337,288
Value of total assets at beginning of year2015-12-31$6,649,078
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$22,906
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-311,790
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,337,288
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,649,078
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$22,906
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$6,283,009
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,603,226
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$54,279
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$45,852
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$45,852
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-53,216
Net investment gain/loss from pooled separate accounts2015-12-31$0
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
Contributions received in cash from employer2015-12-31$200,000
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$435,668
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31KELLER & OWENS
Accountancy firm EIN2015-12-31481195228
2014 : SMITH & LOVELESS RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$690,594
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$464,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$434,290
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$38,000
Value of total assets at end of year2014-12-31$6,649,078
Value of total assets at beginning of year2014-12-31$6,423,230
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$30,456
Total interest from all sources2014-12-31$2
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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
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$225,848
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,649,078
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,423,230
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$30,456
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,603,226
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,318,121
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$45,852
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$406
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$406
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$652,592
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$38,000
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$104,703
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$434,290
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31KELLER & OWENS
Accountancy firm EIN2014-12-31481195228
2013 : SMITH & LOVELESS RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,894,160
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$410,201
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$394,321
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$265,097
Value of total assets at end of year2013-12-31$6,423,230
Value of total assets at beginning of year2013-12-31$4,939,271
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$15,880
Total interest from all sources2013-12-31$8
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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
Other income not declared elsewhere2013-12-31$919
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$1,483,959
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,423,230
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,939,271
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
Investment advisory and management fees2013-12-31$15,880
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,318,121
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,706,285
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$406
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$232,986
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$232,986
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$8
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,628,136
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$265,097
Employer contributions (assets) at end of year2013-12-31$104,703
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$394,321
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31STEVEN T. OSBORN, CPA
Accountancy firm EIN2013-12-31431395134
2012 : SMITH & LOVELESS RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
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$949,835
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$418,838
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$399,142
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$270,200
Value of total assets at end of year2012-12-31$4,939,271
Value of total assets at beginning of year2012-12-31$4,408,274
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$19,696
Total interest from all sources2012-12-31$40
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
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
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$530,997
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,939,271
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,408,274
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$19,696
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,706,285
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,026,690
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$232,986
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$381,584
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$381,584
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$40
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$679,595
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$270,200
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$399,142
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31STEVEN T. OSBORN, CPA
Accountancy firm EIN2012-12-31431395134
2011 : SMITH & LOVELESS RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$379,322
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$412,219
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$393,364
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$399,100
Value of total assets at end of year2011-12-31$4,408,274
Value of total assets at beginning of year2011-12-31$4,441,171
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$18,855
Total interest from all sources2011-12-31$24
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-32,897
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,408,274
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,441,171
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$18,855
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,026,690
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,046,502
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$381,584
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$394,669
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$394,669
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$24
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-19,802
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$399,100
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$393,364
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31STEVEN T. OSBORN, CPA
Accountancy firm EIN2011-12-31431395134
2010 : SMITH & LOVELESS RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,046,905
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$395,327
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$378,303
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$361,800
Value of total assets at end of year2010-12-31$4,441,171
Value of total assets at beginning of year2010-12-31$3,789,593
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$17,024
Total interest from all sources2010-12-31$102
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$651,578
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,441,171
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,789,593
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$17,024
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,046,502
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,361,499
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$394,669
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$428,094
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$428,094
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$102
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$685,003
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$361,800
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$378,303
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31STEVEN T. OSBORNE, CPA
Accountancy firm EIN2010-12-31431395134
2009 : SMITH & LOVELESS RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SMITH & LOVELESS RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES

2017: SMITH & LOVELESS RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES 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 filingYes
2017-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SMITH & LOVELESS RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SMITH & LOVELESS RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SMITH & LOVELESS RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES 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 planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SMITH & LOVELESS RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES 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 planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SMITH & LOVELESS RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SMITH & LOVELESS RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SMITH & LOVELESS RETIREMENT PLAN FOR HOURLY PAID EMPLOYEES 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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