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JOHNSON, MIRMIRAN & THOMPSON ESOP AND 401(K) RETIREMENT SAVINGS PLAN AND TRUST 401k Plan overview

Plan NameJOHNSON, MIRMIRAN & THOMPSON ESOP AND 401(K) RETIREMENT SAVINGS PLAN AND TRUST
Plan identification number 001

JOHNSON, MIRMIRAN & THOMPSON ESOP AND 401(K) RETIREMENT SAVINGS PLAN AND TRUST 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Stock bonus
  • 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.
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • The employer maintaining this ESOP is an S Corporation
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

JOHNSON, MIRMIRAN & THOMPSON, INC. has sponsored the creation of one or more 401k plans.

Company Name:JOHNSON, MIRMIRAN & THOMPSON, INC.
Employer identification number (EIN):520963531
NAIC Classification:541330
NAIC Description:Engineering Services

Additional information about JOHNSON, MIRMIRAN & THOMPSON, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2012-06-29
Company Identification Number: 0801620304
Legal Registered Office Address: 40 WIGHT AVE

HUNT VALLEY
United States of America (USA)
21030

More information about JOHNSON, MIRMIRAN & THOMPSON, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHNSON, MIRMIRAN & THOMPSON ESOP AND 401(K) RETIREMENT SAVINGS PLAN AND TRUST

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
0012017-01-01MICHAEL KOLAR MICHAEL KOLAR2018-10-02
0012016-01-01MICHAEL KOLAR MICHAEL KOLAR2017-10-13
0012015-01-01MICHAEL KOLAR MICHAEL KOLAR2016-10-14
0012014-01-01MICHAEL KOLAR MICHAEL KOLAR2015-10-14
0012013-01-01MICHAEL KOLAR MICHAEL KOLAR2014-10-14
0012012-01-01MICHAEL KOLAR MICHAEL KOLAR2013-10-14
0012011-01-01MICHAEL KOLAR MICHAEL KOLAR2012-10-15
0012009-01-01MICHAEL C. KOLAR

Plan Statistics for JOHNSON, MIRMIRAN & THOMPSON ESOP AND 401(K) RETIREMENT SAVINGS PLAN AND TRUST

401k plan membership statisitcs for JOHNSON, MIRMIRAN & THOMPSON ESOP AND 401(K) RETIREMENT SAVINGS PLAN AND TRUST

Measure Date Value
2022: JOHNSON, MIRMIRAN & THOMPSON ESOP AND 401(K) RETIREMENT SAVINGS PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-012,556
Total number of active participants reported on line 7a of the Form 55002022-01-011,950
Number of retired or separated participants receiving benefits2022-01-0135
Number of other retired or separated participants entitled to future benefits2022-01-01781
Total of all active and inactive participants2022-01-012,766
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0120
Total participants2022-01-012,786
Number of participants with account balances2022-01-012,726
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01100
2021: JOHNSON, MIRMIRAN & THOMPSON ESOP AND 401(K) RETIREMENT SAVINGS PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-012,599
Total number of active participants reported on line 7a of the Form 55002021-01-011,773
Number of retired or separated participants receiving benefits2021-01-017
Number of other retired or separated participants entitled to future benefits2021-01-01675
Total of all active and inactive participants2021-01-012,455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0119
Total participants2021-01-012,474
Number of participants with account balances2021-01-012,215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0196
2020: JOHNSON, MIRMIRAN & THOMPSON ESOP AND 401(K) RETIREMENT SAVINGS PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-012,476
Total number of active participants reported on line 7a of the Form 55002020-01-011,652
Number of retired or separated participants receiving benefits2020-01-0120
Number of other retired or separated participants entitled to future benefits2020-01-01686
Total of all active and inactive participants2020-01-012,358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0117
Total participants2020-01-012,375
Number of participants with account balances2020-01-012,340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0180
2019: JOHNSON, MIRMIRAN & THOMPSON ESOP AND 401(K) RETIREMENT SAVINGS PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-012,323
Total number of active participants reported on line 7a of the Form 55002019-01-011,714
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-01744
Total of all active and inactive participants2019-01-012,459
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0116
Total participants2019-01-012,475
Number of participants with account balances2019-01-012,420
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0199
2018: JOHNSON, MIRMIRAN & THOMPSON ESOP AND 401(K) RETIREMENT SAVINGS PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-012,238
Total number of active participants reported on line 7a of the Form 55002018-01-011,670
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-01646
Total of all active and inactive participants2018-01-012,320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0117
Total participants2018-01-012,337
Number of participants with account balances2018-01-012,302
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0174
2017: JOHNSON, MIRMIRAN & THOMPSON ESOP AND 401(K) RETIREMENT SAVINGS PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-012,011
Total number of active participants reported on line 7a of the Form 55002017-01-011,628
Number of retired or separated participants receiving benefits2017-01-0111
Number of other retired or separated participants entitled to future benefits2017-01-01587
Total of all active and inactive participants2017-01-012,226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0114
Total participants2017-01-012,240
Number of participants with account balances2017-01-012,183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0178
2016: JOHNSON, MIRMIRAN & THOMPSON ESOP AND 401(K) RETIREMENT SAVINGS PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-011,886
Total number of active participants reported on line 7a of the Form 55002016-01-011,464
Number of retired or separated participants receiving benefits2016-01-0143
Number of other retired or separated participants entitled to future benefits2016-01-01476
Total of all active and inactive participants2016-01-011,983
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-016
Total participants2016-01-011,989
Number of participants with account balances2016-01-011,929
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0158
2015: JOHNSON, MIRMIRAN & THOMPSON ESOP AND 401(K) RETIREMENT SAVINGS PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-011,623
Total number of active participants reported on line 7a of the Form 55002015-01-011,321
Number of retired or separated participants receiving benefits2015-01-0191
Number of other retired or separated participants entitled to future benefits2015-01-01425
Total of all active and inactive participants2015-01-011,837
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-016
Total participants2015-01-011,843
Number of participants with account balances2015-01-011,736
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0160
2014: JOHNSON, MIRMIRAN & THOMPSON ESOP AND 401(K) RETIREMENT SAVINGS PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-011,338
Total number of active participants reported on line 7a of the Form 55002014-01-011,136
Number of retired or separated participants receiving benefits2014-01-0195
Number of other retired or separated participants entitled to future benefits2014-01-01336
Total of all active and inactive participants2014-01-011,567
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-018
Total participants2014-01-011,575
Number of participants with account balances2014-01-011,519
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0134
2013: JOHNSON, MIRMIRAN & THOMPSON ESOP AND 401(K) RETIREMENT SAVINGS PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-011,144
Total number of active participants reported on line 7a of the Form 55002013-01-01943
Number of retired or separated participants receiving benefits2013-01-0118
Number of other retired or separated participants entitled to future benefits2013-01-01325
Total of all active and inactive participants2013-01-011,286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-014
Total participants2013-01-011,290
Number of participants with account balances2013-01-011,195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0122
2012: JOHNSON, MIRMIRAN & THOMPSON ESOP AND 401(K) RETIREMENT SAVINGS PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-011,119
Total number of active participants reported on line 7a of the Form 55002012-01-01796
Number of retired or separated participants receiving benefits2012-01-0118
Number of other retired or separated participants entitled to future benefits2012-01-01300
Total of all active and inactive participants2012-01-011,114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-011,116
Number of participants with account balances2012-01-011,064
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0149
2011: JOHNSON, MIRMIRAN & THOMPSON ESOP AND 401(K) RETIREMENT SAVINGS PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-011,031
Total number of active participants reported on line 7a of the Form 55002011-01-01725
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01404
Total of all active and inactive participants2011-01-011,129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,129
Number of participants with account balances2011-01-011,046
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0186
2009: JOHNSON, MIRMIRAN & THOMPSON ESOP AND 401(K) RETIREMENT SAVINGS PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01883
Total number of active participants reported on line 7a of the Form 55002009-01-01683
Number of retired or separated participants receiving benefits2009-01-015
Number of other retired or separated participants entitled to future benefits2009-01-01286
Total of all active and inactive participants2009-01-01974
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01974
Number of participants with account balances2009-01-01883
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0166

Financial Data on JOHNSON, MIRMIRAN & THOMPSON ESOP AND 401(K) RETIREMENT SAVINGS PLAN AND TRUST

Measure Date Value
2022 : JOHNSON, MIRMIRAN & THOMPSON ESOP AND 401(K) RETIREMENT SAVINGS PLAN AND TRUST 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$790,288
Total unrealized appreciation/depreciation of assets2022-12-31$790,288
Total transfer of assets to this plan2022-12-31$24,012,580
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$2,934,275
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$4,100,942
Expenses. Interest paid2022-12-31$66,651
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$66,651
Total income from all sources (including contributions)2022-12-31$-3,909,975
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$23,973,091
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$23,667,582
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$33,721,357
Value of total assets at end of year2022-12-31$341,727,819
Value of total assets at beginning of year2022-12-31$346,764,972
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$238,858
Total interest from all sources2022-12-31$104,744
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$942,079
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$942,079
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$15,783,019
Participant contributions at end of year2022-12-31$2,349,926
Participant contributions at beginning of year2022-12-31$1,876,700
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$10,938,338
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$1,038
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1,125
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$2,934,275
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$4,100,942
Other income not declared elsewhere2022-12-31$35,437
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-27,883,066
Value of net assets at end of year (total assets less liabilities)2022-12-31$338,793,544
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$342,664,030
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$63,030,706
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$73,982,173
Interest on participant loans2022-12-31$104,744
Value of interest in common/collective trusts at end of year2022-12-31$133,790,863
Value of interest in common/collective trusts at beginning of year2022-12-31$146,389,204
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$4,028
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$4,028
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-16,156,714
Net investment gain or loss from common/collective trusts2022-12-31$-23,347,166
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$136,788,517
Assets. Invements in employer securities at beginning of year2022-12-31$119,221,372
Contributions received in cash from employer2022-12-31$7,000,000
Employer contributions (assets) at end of year2022-12-31$5,766,682
Employer contributions (assets) at beginning of year2022-12-31$5,291,495
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$23,666,544
Contract administrator fees2022-12-31$238,858
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : JOHNSON, MIRMIRAN & THOMPSON ESOP AND 401(K) RETIREMENT SAVINGS PLAN AND TRUST 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$13,515,553
Total unrealized appreciation/depreciation of assets2021-12-31$13,515,553
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$4,100,942
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$5,267,608
Expenses. Interest paid2021-12-31$88,230
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$88,230
Total income from all sources (including contributions)2021-12-31$64,361,905
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$14,398,524
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$14,041,607
Expenses. Certain deemed distributions of participant loans2021-12-31$3,187
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$23,705,244
Value of total assets at end of year2021-12-31$346,764,972
Value of total assets at beginning of year2021-12-31$297,968,257
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$265,500
Total interest from all sources2021-12-31$77,152
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$813,967
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$813,967
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$13,327,039
Participant contributions at end of year2021-12-31$1,876,700
Participant contributions at beginning of year2021-12-31$1,570,272
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$3,878,205
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$279
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$4,100,942
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$5,267,608
Other income not declared elsewhere2021-12-31$30,828
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$49,963,381
Value of net assets at end of year (total assets less liabilities)2021-12-31$342,664,030
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$292,700,649
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$73,982,173
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$61,680,455
Interest on participant loans2021-12-31$77,152
Value of interest in common/collective trusts at end of year2021-12-31$146,389,204
Value of interest in common/collective trusts at beginning of year2021-12-31$126,447,895
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$4,028
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$4,028
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$4,028
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$8,857,230
Net investment gain or loss from common/collective trusts2021-12-31$17,361,931
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$119,221,372
Assets. Invements in employer securities at beginning of year2021-12-31$102,395,617
Contributions received in cash from employer2021-12-31$6,500,000
Employer contributions (assets) at end of year2021-12-31$5,291,495
Employer contributions (assets) at beginning of year2021-12-31$5,869,990
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$14,041,328
Contract administrator fees2021-12-31$265,500
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : JOHNSON, MIRMIRAN & THOMPSON ESOP AND 401(K) RETIREMENT SAVINGS PLAN AND TRUST 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$68,524
Total unrealized appreciation/depreciation of assets2020-12-31$68,524
Total transfer of assets to this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$5,267,608
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$6,434,275
Expenses. Interest paid2020-12-31$209,735
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$209,735
Total income from all sources (including contributions)2020-12-31$47,223,742
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$21,691,835
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$21,061,451
Expenses. Certain deemed distributions of participant loans2020-12-31$183,455
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$21,892,396
Value of total assets at end of year2020-12-31$297,968,257
Value of total assets at beginning of year2020-12-31$273,603,017
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$237,194
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$88,166
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$613,477
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$613,477
Administrative expenses professional fees incurred2020-12-31$0
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
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$12,844,368
Participant contributions at end of year2020-12-31$1,570,272
Participant contributions at beginning of year2020-12-31$1,576,187
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,848,028
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$318
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$5,267,608
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$6,434,275
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$25,531,907
Value of net assets at end of year (total assets less liabilities)2020-12-31$292,700,649
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$267,168,742
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$61,680,455
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$50,621,717
Interest on participant loans2020-12-31$88,166
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$126,447,895
Value of interest in common/collective trusts at beginning of year2020-12-31$106,823,280
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$4,028
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$4,028
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$4,028
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$9,131,555
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$15,429,624
Net gain/loss from 103.12 investment entities2020-12-31$0
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$102,395,617
Assets. Invements in employer securities at beginning of year2020-12-31$109,420,827
Contributions received in cash from employer2020-12-31$7,200,000
Employer contributions (assets) at end of year2020-12-31$5,869,990
Employer contributions (assets) at beginning of year2020-12-31$5,156,978
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$21,061,133
Contract administrator fees2020-12-31$237,194
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
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$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : JOHNSON, MIRMIRAN & THOMPSON ESOP AND 401(K) RETIREMENT SAVINGS PLAN AND TRUST 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$7,616,889
Total unrealized appreciation/depreciation of assets2019-12-31$7,616,889
Total transfer of assets to this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$6,434,275
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$7,600,942
Expenses. Interest paid2019-12-31$300,883
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$300,883
Total income from all sources (including contributions)2019-12-31$60,592,916
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$14,540,987
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$14,021,184
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$1,526
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$23,625,978
Value of total assets at end of year2019-12-31$273,603,017
Value of total assets at beginning of year2019-12-31$228,717,755
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$217,394
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$85,018
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$869,988
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$869,988
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
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$12,539,297
Participant contributions at end of year2019-12-31$1,576,187
Participant contributions at beginning of year2019-12-31$1,433,386
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$4,349,485
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$1,135
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$6,434,275
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$7,600,942
Other income not declared elsewhere2019-12-31$2,603
Administrative expenses (other) incurred2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$46,051,929
Value of net assets at end of year (total assets less liabilities)2019-12-31$267,168,742
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$221,116,813
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$50,621,717
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$70,100,593
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$6,408,672
Interest on participant loans2019-12-31$85,018
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$106,823,280
Value of interest in common/collective trusts at beginning of year2019-12-31$45,477,403
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$4,028
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$4,028
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$4,028
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
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$14,460,611
Net investment gain/loss from pooled separate accounts2019-12-31$787,869
Net investment gain or loss from common/collective trusts2019-12-31$13,143,960
Net gain/loss from 103.12 investment entities2019-12-31$0
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$109,420,827
Assets. Invements in employer securities at beginning of year2019-12-31$100,826,595
Contributions received in cash from employer2019-12-31$6,737,196
Employer contributions (assets) at end of year2019-12-31$5,156,978
Employer contributions (assets) at beginning of year2019-12-31$4,467,078
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$14,020,049
Contract administrator fees2019-12-31$217,394
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$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$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2019-12-31410746749
2018 : JOHNSON, MIRMIRAN & THOMPSON ESOP AND 401(K) RETIREMENT SAVINGS PLAN AND TRUST 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$6,982,891
Total unrealized appreciation/depreciation of assets2018-12-31$6,982,891
Total transfer of assets to this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$7,600,942
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$8,767,608
Expenses. Interest paid2018-12-31$257,706
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$257,706
Total income from all sources (including contributions)2018-12-31$21,444,647
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$10,941,397
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$10,505,795
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$1,384
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$20,511,246
Value of total assets at end of year2018-12-31$228,717,755
Value of total assets at beginning of year2018-12-31$219,381,171
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$176,512
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$67,213
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,103,246
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$1,103,246
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
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$11,602,863
Participant contributions at end of year2018-12-31$1,433,386
Participant contributions at beginning of year2018-12-31$1,220,788
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$5,379
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,908,383
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$331
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$7,600,942
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$8,767,608
Other income not declared elsewhere2018-12-31$1,349,718
Administrative expenses (other) incurred2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$10,503,250
Value of net assets at end of year (total assets less liabilities)2018-12-31$221,116,813
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$210,613,563
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$70,100,593
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$72,342,410
Value of interest in pooled separate accounts at end of year2018-12-31$6,408,672
Value of interest in pooled separate accounts at beginning of year2018-12-31$6,554,505
Interest on participant loans2018-12-31$67,213
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$0
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$45,477,403
Value of interest in common/collective trusts at beginning of year2018-12-31$42,247,406
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$4,028
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$4,028
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$4,028
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-5,236,358
Net investment gain/loss from pooled separate accounts2018-12-31$-309,636
Net investment gain or loss from common/collective trusts2018-12-31$-3,023,673
Net gain/loss from 103.12 investment entities2018-12-31$0
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$100,826,595
Assets. Invements in employer securities at beginning of year2018-12-31$93,843,703
Contributions received in cash from employer2018-12-31$6,000,000
Employer contributions (assets) at end of year2018-12-31$4,467,078
Employer contributions (assets) at beginning of year2018-12-31$3,162,952
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$10,505,464
Contract administrator fees2018-12-31$176,512
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$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$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2018-12-31410746749
2017 : JOHNSON, MIRMIRAN & THOMPSON ESOP AND 401(K) RETIREMENT SAVINGS PLAN AND TRUST 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$7,300,721
Total unrealized appreciation/depreciation of assets2017-12-31$7,300,721
Total transfer of assets to this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$8,767,608
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$11,166,667
Expenses. Interest paid2017-12-31$236,610
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$236,610
Total income from all sources (including contributions)2017-12-31$43,802,270
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$5,869,755
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,492,092
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$10,660
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$17,495,548
Value of total assets at end of year2017-12-31$219,381,171
Value of total assets at beginning of year2017-12-31$183,847,715
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$130,393
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$55,667
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$854,522
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$854,522
Administrative expenses professional fees incurred2017-12-31$0
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
Amount of non-exempt transactions with any party-in-interest2017-12-31$0
Contributions received from participants2017-12-31$10,243,404
Participant contributions at end of year2017-12-31$1,220,788
Participant contributions at beginning of year2017-12-31$1,129,939
Participant contributions at end of year2017-12-31$5,379
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,752,144
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$551
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$8,767,608
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$11,166,667
Other income not declared elsewhere2017-12-31$536,992
Administrative expenses (other) incurred2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$37,932,515
Value of net assets at end of year (total assets less liabilities)2017-12-31$210,613,563
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$172,681,048
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-12-31$0
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-12-31$0
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$72,342,410
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$57,306,281
Value of interest in pooled separate accounts at end of year2017-12-31$6,554,505
Value of interest in pooled separate accounts at beginning of year2017-12-31$12,753,630
Interest on participant loans2017-12-31$55,667
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$0
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$42,247,406
Value of interest in common/collective trusts at beginning of year2017-12-31$22,457,622
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$4,028
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$4,028
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$4,028
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
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$11,855,198
Net investment gain/loss from pooled separate accounts2017-12-31$1,406,770
Net investment gain or loss from common/collective trusts2017-12-31$4,296,852
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$93,843,703
Assets. Invements in employer securities at beginning of year2017-12-31$86,542,983
Contributions received in cash from employer2017-12-31$4,500,000
Employer contributions (assets) at end of year2017-12-31$3,162,952
Employer contributions (assets) at beginning of year2017-12-31$3,653,232
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,491,541
Contract administrator fees2017-12-31$130,393
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
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$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CLIFTON LARSON ALLEN, LLP
Accountancy firm EIN2017-12-31410746749
2016 : JOHNSON, MIRMIRAN & THOMPSON ESOP AND 401(K) RETIREMENT SAVINGS PLAN AND TRUST 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$5,842,446
Total unrealized appreciation/depreciation of assets2016-12-31$5,842,446
Total transfer of assets to this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$11,166,667
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$12,333,333
Expenses. Interest paid2016-12-31$222,691
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$222,691
Total income from all sources (including contributions)2016-12-31$32,704,834
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$9,524,505
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$9,271,232
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$5,927
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$20,178,548
Value of total assets at end of year2016-12-31$183,847,715
Value of total assets at beginning of year2016-12-31$161,834,052
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$24,655
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$47,799
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$672,040
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$672,040
Administrative expenses professional fees incurred2016-12-31$0
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$3,701,187
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Amount of non-exempt transactions with any party-in-interest2016-12-31$0
Contributions received from participants2016-12-31$8,694,298
Participant contributions at end of year2016-12-31$1,129,939
Participant contributions at beginning of year2016-12-31$1,001,920
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$6,184,250
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$4,040
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$11,166,667
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$12,333,333
Other income not declared elsewhere2016-12-31$46,285
Administrative expenses (other) incurred2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$23,180,329
Value of net assets at end of year (total assets less liabilities)2016-12-31$172,681,048
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$149,500,719
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-12-31$0
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-12-31$0
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$57,306,281
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$51,848,981
Value of interest in pooled separate accounts at end of year2016-12-31$12,753,630
Value of interest in pooled separate accounts at beginning of year2016-12-31$11,057,211
Interest on participant loans2016-12-31$47,799
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$0
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$22,457,622
Value of interest in common/collective trusts at beginning of year2016-12-31$11,649,143
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$4,028
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$4,028
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$4,028
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,796,736
Net investment gain/loss from pooled separate accounts2016-12-31$1,049,314
Net investment gain or loss from common/collective trusts2016-12-31$1,071,666
Net gain/loss from 103.12 investment entities2016-12-31$0
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$86,542,983
Assets. Invements in employer securities at beginning of year2016-12-31$84,401,724
Contributions received in cash from employer2016-12-31$5,300,000
Employer contributions (assets) at end of year2016-12-31$3,653,232
Employer contributions (assets) at beginning of year2016-12-31$1,871,045
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$9,267,192
Contract administrator fees2016-12-31$24,655
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
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$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CLIFTON LARSON ALLEN, LLP
Accountancy firm EIN2016-12-31410746749
2015 : JOHNSON, MIRMIRAN & THOMPSON ESOP AND 401(K) RETIREMENT SAVINGS PLAN AND TRUST 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$3,597,804
Total unrealized appreciation/depreciation of assets2015-12-31$3,597,804
Total transfer of assets to this plan2015-12-31$2,037,951
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$12,333,333
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$13,500,000
Expenses. Interest paid2015-12-31$226,802
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$226,802
Total income from all sources (including contributions)2015-12-31$16,317,251
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$4,866,912
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,566,913
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$56,851
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$12,130,778
Value of total assets at end of year2015-12-31$161,834,052
Value of total assets at beginning of year2015-12-31$149,512,429
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$16,346
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$43,544
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$567,402
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$567,402
Administrative expenses professional fees incurred2015-12-31$0
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
Amount of non-exempt transactions with any party-in-interest2015-12-31$0
Contributions received from participants2015-12-31$6,088,030
Participant contributions at end of year2015-12-31$1,001,920
Participant contributions at beginning of year2015-12-31$958,338
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,632,748
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$30
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$12,333,333
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$13,500,000
Other income not declared elsewhere2015-12-31$154,975
Administrative expenses (other) incurred2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$11,450,339
Value of net assets at end of year (total assets less liabilities)2015-12-31$149,500,719
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$136,012,429
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-12-31$0
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-12-31$0
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$51,848,981
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$48,581,705
Value of interest in pooled separate accounts at end of year2015-12-31$11,057,211
Value of interest in pooled separate accounts at beginning of year2015-12-31$10,891,657
Interest on participant loans2015-12-31$43,544
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$0
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$11,649,143
Value of interest in common/collective trusts at beginning of year2015-12-31$7,444,954
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$4,028
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$4,028
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$4,028
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-39,719
Net investment gain/loss from pooled separate accounts2015-12-31$-45,233
Net investment gain or loss from common/collective trusts2015-12-31$-92,300
Net gain/loss from 103.12 investment entities2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$84,401,724
Assets. Invements in employer securities at beginning of year2015-12-31$80,803,921
Contributions received in cash from employer2015-12-31$4,410,000
Employer contributions (assets) at end of year2015-12-31$1,871,045
Employer contributions (assets) at beginning of year2015-12-31$827,826
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,566,883
Contract administrator fees2015-12-31$16,346
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
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$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
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 name2015-12-31CLIFTON LARSON ALLEN
Accountancy firm EIN2015-12-31410746749
2014 : JOHNSON, MIRMIRAN & THOMPSON ESOP AND 401(K) RETIREMENT SAVINGS PLAN AND TRUST 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$6,139,729
Total unrealized appreciation/depreciation of assets2014-12-31$6,139,729
Total transfer of assets to this plan2014-12-31$1,202,371
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$13,500,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$14,666,667
Expenses. Interest paid2014-12-31$247,889
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$247,889
Total income from all sources (including contributions)2014-12-31$20,546,925
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$4,719,616
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,415,331
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$44,097
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$10,101,457
Value of total assets at end of year2014-12-31$149,512,429
Value of total assets at beginning of year2014-12-31$133,649,416
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$12,299
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$34,943
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$550,621
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$550,621
Administrative expenses professional fees incurred2014-12-31$0
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
Amount of non-exempt transactions with any party-in-interest2014-12-31$0
Contributions received from participants2014-12-31$4,917,056
Participant contributions at end of year2014-12-31$958,338
Participant contributions at beginning of year2014-12-31$723,335
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,609,081
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$233
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$13,500,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$14,666,667
Other income not declared elsewhere2014-12-31$7
Administrative expenses (other) incurred2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$15,827,309
Value of net assets at end of year (total assets less liabilities)2014-12-31$136,012,429
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$118,982,749
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-12-31$0
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2014-12-31$0
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$48,581,705
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$44,239,889
Value of interest in pooled separate accounts at end of year2014-12-31$10,891,657
Value of interest in pooled separate accounts at beginning of year2014-12-31$9,727,575
Interest on participant loans2014-12-31$34,943
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$0
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$7,444,954
Value of interest in common/collective trusts at beginning of year2014-12-31$3,798,061
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$4,028
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$4,028
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$4,028
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
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$2,732,328
Net investment gain/loss from pooled separate accounts2014-12-31$871,439
Net investment gain or loss from common/collective trusts2014-12-31$116,401
Net gain/loss from 103.12 investment entities2014-12-31$0
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$80,803,921
Assets. Invements in employer securities at beginning of year2014-12-31$74,664,192
Contributions received in cash from employer2014-12-31$3,575,320
Employer contributions (assets) at end of year2014-12-31$827,826
Employer contributions (assets) at beginning of year2014-12-31$492,336
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,415,098
Contract administrator fees2014-12-31$12,299
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
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$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MISTER, BURTON & FRENCH, P.C.
Accountancy firm EIN2014-12-31262574303
2013 : JOHNSON, MIRMIRAN & THOMPSON ESOP AND 401(K) RETIREMENT SAVINGS PLAN AND TRUST 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$4,008,421
Total unrealized appreciation/depreciation of assets2013-12-31$4,008,421
Total transfer of assets to this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$14,666,667
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$15,833,333
Expenses. Interest paid2013-12-31$257,664
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$257,664
Total income from all sources (including contributions)2013-12-31$23,194,004
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,954,135
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,670,429
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$987
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$8,469,030
Value of total assets at end of year2013-12-31$133,649,416
Value of total assets at beginning of year2013-12-31$115,576,213
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$25,055
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$23,540
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$464,795
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$464,795
Administrative expenses professional fees incurred2013-12-31$0
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
Amount of non-exempt transactions with any party-in-interest2013-12-31$0
Contributions received from participants2013-12-31$4,135,495
Participant contributions at end of year2013-12-31$723,335
Participant contributions at beginning of year2013-12-31$494,413
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,229,785
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$687
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$193
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$14,666,667
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$15,833,333
Other income not declared elsewhere2013-12-31$-34,750
Administrative expenses (other) incurred2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$19,239,869
Value of net assets at end of year (total assets less liabilities)2013-12-31$118,982,749
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$99,742,880
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-12-31$0
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2013-12-31$0
Investment advisory and management fees2013-12-31$85
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$44,239,889
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$33,661,096
Value of interest in pooled separate accounts at end of year2013-12-31$9,727,575
Value of interest in pooled separate accounts at beginning of year2013-12-31$6,951,630
Interest on participant loans2013-12-31$23,539
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$0
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$3,798,061
Value of interest in common/collective trusts at beginning of year2013-12-31$3,810,558
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$4,028
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,553
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,553
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$8,653,454
Net investment gain/loss from pooled separate accounts2013-12-31$1,644,150
Net investment gain or loss from common/collective trusts2013-12-31$-34,636
Net gain/loss from 103.12 investment entities2013-12-31$0
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$74,664,192
Assets. Invements in employer securities at beginning of year2013-12-31$70,655,770
Contributions received in cash from employer2013-12-31$3,103,750
Employer contributions (assets) at end of year2013-12-31$492,336
Employer contributions (assets) at beginning of year2013-12-31$0
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,669,742
Contract administrator fees2013-12-31$24,970
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
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$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MISTER, BURTON & FRENCH LLC
Accountancy firm EIN2013-12-31262574303
2012 : JOHNSON, MIRMIRAN & THOMPSON ESOP AND 401(K) RETIREMENT SAVINGS PLAN AND TRUST 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$4,057,305
Total unrealized appreciation/depreciation of assets2012-12-31$4,057,305
Total transfer of assets to this plan2012-12-31$13,422
Total transfer of assets from this plan2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$15,833,333
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$17,500,000
Expenses. Interest paid2012-12-31$333,855
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$333,855
Total income from all sources (including contributions)2012-12-31$16,100,282
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$4,460,569
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,116,282
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$6,813,497
Value of total assets at end of year2012-12-31$115,576,213
Value of total assets at beginning of year2012-12-31$105,589,745
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$10,432
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$14,889
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$415,278
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$415,278
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 period2012-12-31Yes
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
Amount of non-exempt transactions with any party-in-interest2012-12-31$0
Contributions received from participants2012-12-31$3,472,838
Participant contributions at end of year2012-12-31$494,413
Participant contributions at beginning of year2012-12-31$447,473
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$433,717
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$193
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$140,303
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$15,833,333
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$17,500,000
Other income not declared elsewhere2012-12-31$-534,174
Administrative expenses (other) incurred2012-12-31$95
Liabilities. Value of operating payables at beginning of year2012-12-31$0
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$44,741
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
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$11,639,713
Value of net assets at end of year (total assets less liabilities)2012-12-31$99,742,880
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$88,089,745
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-12-31$0
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2012-12-31$0
Investment advisory and management fees2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$33,661,096
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$34,650,179
Value of interest in pooled separate accounts at end of year2012-12-31$6,951,630
Value of interest in pooled separate accounts at beginning of year2012-12-31$0
Interest on participant loans2012-12-31$14,882
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$0
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$0
Value of interest in common/collective trusts at end of year2012-12-31$3,810,558
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,553
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$3,708,585
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$3,708,585
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$7
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$4,708,821
Net investment gain/loss from pooled separate accounts2012-12-31$479,504
Net investment gain or loss from common/collective trusts2012-12-31$145,162
Net gain/loss from 103.12 investment entities2012-12-31$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$70,655,770
Assets. Invements in employer securities at beginning of year2012-12-31$66,598,464
Contributions received in cash from employer2012-12-31$2,906,942
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$0
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,116,282
Contract administrator fees2012-12-31$10,337
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$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$0
Aggregate carrying amount (costs) on sale of assets2012-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MISTER, BURTON & FRENCH LLC
Accountancy firm EIN2012-12-31262574303
2011 : JOHNSON, MIRMIRAN & THOMPSON ESOP AND 401(K) RETIREMENT SAVINGS PLAN AND TRUST 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-550,339
Total unrealized appreciation/depreciation of assets2011-12-31$-550,339
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$17,500,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Expenses. Interest paid2011-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$0
Total income from all sources (including contributions)2011-12-31$4,753,946
Total loss/gain on sale of assets2011-12-31$-48,833
Total of all expenses incurred2011-12-31$2,581,756
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,576,052
Expenses. Certain deemed distributions of participant loans2011-12-31$4,050
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$6,076,686
Value of total assets at end of year2011-12-31$105,589,745
Value of total assets at beginning of year2011-12-31$85,917,555
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,654
Total income from rents2011-12-31$0
Total interest from all sources2011-12-31$553,153
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,086,307
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,025,942
Administrative expenses professional fees incurred2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Amount of non-exempt transactions with any party-in-interest2011-12-31$0
Contributions received from participants2011-12-31$3,395,380
Participant contributions at end of year2011-12-31$447,473
Participant contributions at beginning of year2011-12-31$403,827
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$281,306
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$140,303
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$17,500,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$105,407
Administrative expenses (other) incurred2011-12-31$0
Liabilities. Value of operating payables at beginning of year2011-12-31$0
Total non interest bearing cash at end of year2011-12-31$44,741
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Income. Non cash contributions2011-12-31$0
Value of net income/loss2011-12-31$2,172,190
Value of net assets at end of year (total assets less liabilities)2011-12-31$88,089,745
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$85,917,555
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-12-31$0
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2011-12-31$0
Investment advisory and management fees2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$34,650,179
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$33,786,754
Interest on participant loans2011-12-31$18,377
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$0
Income. Interest from US Government securities2011-12-31$0
Income. Interest from corporate debt instruments2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$3,708,585
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$3,410,641
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$3,410,641
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$534,776
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,468,435
Net investment gain/loss from pooled separate accounts2011-12-31$0
Net investment gain or loss from common/collective trusts2011-12-31$0
Net gain/loss from 103.12 investment entities2011-12-31$0
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
Assets. Invements in employer securities at end of year2011-12-31$66,598,464
Assets. Invements in employer securities at beginning of year2011-12-31$44,816,333
Contributions received in cash from employer2011-12-31$2,400,000
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$3,500,000
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$60,365
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,576,052
Contract administrator fees2011-12-31$1,654
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$2,998,144
Aggregate carrying amount (costs) on sale of assets2011-12-31$3,046,977
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31MISTER, BURTON, PALMISANO & FRENCH
Accountancy firm EIN2011-12-31262574303
2010 : JOHNSON, MIRMIRAN & THOMPSON ESOP AND 401(K) RETIREMENT SAVINGS PLAN AND TRUST 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$3,773,178
Total unrealized appreciation/depreciation of assets2010-12-31$3,773,178
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$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
Expenses. Interest paid2010-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$0
Total income from all sources (including contributions)2010-12-31$15,151,861
Total loss/gain on sale of assets2010-12-31$31,088
Total of all expenses incurred2010-12-31$1,191,595
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,185,301
Expenses. Certain deemed distributions of participant loans2010-12-31$1,185
Value of total corrective distributions2010-12-31$118
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$6,916,562
Value of total assets at end of year2010-12-31$85,917,555
Value of total assets at beginning of year2010-12-31$71,957,289
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,991
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$20,313
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$838,769
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$838,769
Assets. Real estate other than employer real property at end of year2010-12-31$0
Assets. Real estate other than employer real property at beginning of year2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$3,347,737
Participant contributions at end of year2010-12-31$403,827
Participant contributions at beginning of year2010-12-31$322,986
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$68,825
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Assets. Loans (other than to participants) at end of year2010-12-31$0
Assets. Loans (other than to participants) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$477
Administrative expenses (other) incurred2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$13,960,266
Value of net assets at end of year (total assets less liabilities)2010-12-31$85,917,555
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$71,957,289
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
Assets. partnership/joint venture interests at end of year2010-12-31$0
Assets. partnership/joint venture interests at beginning of year2010-12-31$0
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$33,786,754
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$30,345,493
Interest on participant loans2010-12-31$20,305
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$0
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Value of interest in master investment trust accounts at end of year2010-12-31$0
Value of interest in master investment trust accounts at beginning of year2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$3,410,641
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$84,116
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$84,116
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$8
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Asset value of US Government securities at end of year2010-12-31$0
Asset value of US Government securities at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,571,474
Net investment gain/loss from pooled separate accounts2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$44,816,333
Assets. Invements in employer securities at beginning of year2010-12-31$37,704,694
Assets. Value of employer real property at end of year2010-12-31$0
Assets. Value of employer real property at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$3,500,000
Employer contributions (assets) at end of year2010-12-31$3,500,000
Employer contributions (assets) at beginning of year2010-12-31$3,500,000
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,185,301
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$0
Contract administrator fees2010-12-31$4,991
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$0
Liabilities. Value of benefit claims payable at end of year2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$353,380
Aggregate carrying amount (costs) on sale of assets2010-12-31$322,292
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MISTER,BURTON,PALMISANO & FRENCH,LL
Accountancy firm EIN2010-12-31262574303
2009 : JOHNSON, MIRMIRAN & THOMPSON ESOP AND 401(K) RETIREMENT SAVINGS PLAN AND TRUST 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 JOHNSON, MIRMIRAN & THOMPSON ESOP AND 401(K) RETIREMENT SAVINGS PLAN AND TRUST

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

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number806291
Policy instance 1
Insurance contract or identification number806291
Number of Individuals Covered2259
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number806291
Policy instance 1
Insurance contract or identification number806291
Number of Individuals Covered2182
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number806291
Policy instance 1
Insurance contract or identification number806291
Number of Individuals Covered2104
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $6,376
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,505
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameHIGHTOWER SECURITIES LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number806291
Policy instance 1
Insurance contract or identification number806291
Number of Individuals Covered1733
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $22,137
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22,137
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameS B H U LIFE AGENCY INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number806291
Policy instance 1
Insurance contract or identification number806291
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $20,528
Total amount of fees paid to insurance companyUSD $16
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,528
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerPRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker nameMORGAN STANLEY DW INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number806291
Policy instance 1
Insurance contract or identification number806291
Number of Individuals Covered1243
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $23,259
Total amount of fees paid to insurance companyUSD $93,828
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,259
Amount paid for insurance broker fees73966
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameMORGAN STANLEY SMITH BARNEY LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number806291
Policy instance 1
Insurance contract or identification number806291
Number of Individuals Covered1115
Insurance policy start date2012-05-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $8,087
Total amount of fees paid to insurance companyUSD $7,033
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,087
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker nameMORGAN STANLEY DW INC

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