CUPPETT MANAGEMENT COMPANY, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CUPPETT MANAGEMENT COMPANY, INC. 401(K) PROFIT SHARING PLAN & TRUST
401k plan membership statisitcs for CUPPETT MANAGEMENT COMPANY, INC. 401(K) PROFIT SHARING PLAN & TRUST
Measure | Date | Value |
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2020 : CUPPETT MANAGEMENT COMPANY, INC. 401(K) PROFIT SHARING PLAN & TRUST 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $126,671 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $135,573 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $125,581 |
Value of total corrective distributions | 2020-12-31 | $227 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $35,282 |
Value of total assets at end of year | 2020-12-31 | $817,551 |
Value of total assets at beginning of year | 2020-12-31 | $826,453 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $9,765 |
Total interest from all sources | 2020-12-31 | $1,862 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Administrative expenses professional fees incurred | 2020-12-31 | $1,375 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $35,282 |
Participant contributions at end of year | 2020-12-31 | $27,440 |
Participant contributions at beginning of year | 2020-12-31 | $31,709 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $-8,902 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $817,551 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $826,453 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $790,111 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $776,808 |
Income. Interest from loans (other than to participants) | 2020-12-31 | $1,862 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $89,527 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Employer contributions (assets) at beginning of year | 2020-12-31 | $17,936 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $125,581 |
Contract administrator fees | 2020-12-31 | $8,390 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | SCHIAVI, WALLACE & ROWE |
Accountancy firm EIN | 2020-12-31 | 522018280 |
2019 : CUPPETT MANAGEMENT COMPANY, INC. 401(K) PROFIT SHARING PLAN & TRUST 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $185,853 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $220,870 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $219,789 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $57,001 |
Value of total assets at end of year | 2019-12-31 | $826,453 |
Value of total assets at beginning of year | 2019-12-31 | $861,470 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $1,081 |
Total interest from all sources | 2019-12-31 | $1,744 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Administrative expenses professional fees incurred | 2019-12-31 | $800 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $39,066 |
Participant contributions at end of year | 2019-12-31 | $31,709 |
Participant contributions at beginning of year | 2019-12-31 | $21,758 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $-35,017 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $826,453 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $861,470 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $776,808 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $818,790 |
Interest on participant loans | 2019-12-31 | $1,744 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $127,108 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $17,935 |
Employer contributions (assets) at end of year | 2019-12-31 | $17,936 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $20,922 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $219,789 |
Contract administrator fees | 2019-12-31 | $281 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | SCHIAVI, WALLACE & ROWE PC |
Accountancy firm EIN | 2019-12-31 | 522018280 |
2018 : CUPPETT MANAGEMENT COMPANY, INC. 401(K) PROFIT SHARING PLAN & TRUST 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $17,806 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $52,813 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $51,462 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $62,905 |
Value of total assets at end of year | 2018-12-31 | $861,470 |
Value of total assets at beginning of year | 2018-12-31 | $896,477 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $1,351 |
Total interest from all sources | 2018-12-31 | $1,346 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Administrative expenses professional fees incurred | 2018-12-31 | $1,141 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $41,983 |
Participant contributions at end of year | 2018-12-31 | $21,758 |
Participant contributions at beginning of year | 2018-12-31 | $33,708 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-35,007 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $861,470 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $896,477 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $818,790 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $843,217 |
Interest on participant loans | 2018-12-31 | $1,346 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-46,445 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $20,922 |
Employer contributions (assets) at end of year | 2018-12-31 | $20,922 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $19,552 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $51,462 |
Contract administrator fees | 2018-12-31 | $210 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | SCHIAVI, WALLACE & ROWE PC |
Accountancy firm EIN | 2018-12-31 | 522018280 |
2017 : CUPPETT MANAGEMENT COMPANY, INC. 401(K) PROFIT SHARING PLAN & TRUST 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $165,183 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $21,023 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $19,298 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $78,877 |
Value of total assets at end of year | 2017-12-31 | $896,477 |
Value of total assets at beginning of year | 2017-12-31 | $752,317 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $1,725 |
Total interest from all sources | 2017-12-31 | $1,422 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Administrative expenses professional fees incurred | 2017-12-31 | $1,497 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $46,156 |
Participant contributions at end of year | 2017-12-31 | $33,708 |
Participant contributions at beginning of year | 2017-12-31 | $25,681 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $13,169 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $144,160 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $896,477 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $752,317 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $843,217 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $706,688 |
Interest on participant loans | 2017-12-31 | $1,422 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $84,884 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $19,552 |
Employer contributions (assets) at end of year | 2017-12-31 | $19,552 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $19,948 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $19,298 |
Contract administrator fees | 2017-12-31 | $228 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | SCHIAVI, WALLACE & ROWE PC |
Accountancy firm EIN | 2017-12-31 | 522018280 |
2016 : CUPPETT MANAGEMENT COMPANY, INC. 401(K) PROFIT SHARING PLAN & TRUST 2016 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $109,823 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $85,853 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $84,901 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $66,745 |
Value of total assets at end of year | 2016-12-31 | $752,317 |
Value of total assets at beginning of year | 2016-12-31 | $728,347 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $952 |
Total interest from all sources | 2016-12-31 | $1,183 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Administrative expenses professional fees incurred | 2016-12-31 | $800 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $46,797 |
Participant contributions at end of year | 2016-12-31 | $25,681 |
Participant contributions at beginning of year | 2016-12-31 | $13,985 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $23,970 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $752,317 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $728,347 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $706,688 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $691,923 |
Income. Interest from loans (other than to participants) | 2016-12-31 | $1,183 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $41,895 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $19,948 |
Employer contributions (assets) at end of year | 2016-12-31 | $19,948 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $22,439 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $84,901 |
Contract administrator fees | 2016-12-31 | $152 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | SCHIAVI, WALLACE & ROWE |
Accountancy firm EIN | 2016-12-31 | 522018280 |
2015 : CUPPETT MANAGEMENT COMPANY, INC. 401(K) PROFIT SHARING PLAN & TRUST 2015 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $59,698 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $168,930 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $169,269 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $-1,800 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $75,590 |
Value of total assets at end of year | 2015-12-31 | $728,347 |
Value of total assets at beginning of year | 2015-12-31 | $837,579 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $1,461 |
Total interest from all sources | 2015-12-31 | $1,105 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Administrative expenses professional fees incurred | 2015-12-31 | $1,275 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $100,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $53,151 |
Participant contributions at end of year | 2015-12-31 | $13,985 |
Participant contributions at beginning of year | 2015-12-31 | $9,841 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-109,232 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $728,347 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $837,579 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $691,923 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $803,384 |
Income. Interest from loans (other than to participants) | 2015-12-31 | $1,105 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-16,997 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $22,439 |
Employer contributions (assets) at end of year | 2015-12-31 | $22,439 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $24,354 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $169,269 |
Contract administrator fees | 2015-12-31 | $186 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | SCHIAVI, ALLACE & ROWE |
Accountancy firm EIN | 2015-12-31 | 522018280 |
2014 : CUPPETT MANAGEMENT COMPANY, INC. 401(K) PROFIT SHARING PLAN & TRUST 2014 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $115,870 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $20,564 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $20,321 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $79,262 |
Value of total assets at end of year | 2014-12-31 | $837,579 |
Value of total assets at beginning of year | 2014-12-31 | $742,273 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $243 |
Total interest from all sources | 2014-12-31 | $512 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Administrative expenses professional fees incurred | 2014-12-31 | $75 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $54,908 |
Participant contributions at end of year | 2014-12-31 | $9,841 |
Participant contributions at beginning of year | 2014-12-31 | $17,474 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $95,306 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $837,579 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $742,273 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $803,384 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $699,847 |
Interest on participant loans | 2014-12-31 | $512 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $36,096 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $24,354 |
Employer contributions (assets) at end of year | 2014-12-31 | $24,354 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $24,952 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $20,321 |
Contract administrator fees | 2014-12-31 | $168 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | SCHIAVI, WALLACE & ROWE |
Accountancy firm EIN | 2014-12-31 | 522018280 |
2013 : CUPPETT MANAGEMENT COMPANY, INC. 401(K) PROFIT SHARING PLAN & TRUST 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $159,935 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $43,604 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $42,747 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $95,185 |
Value of total assets at end of year | 2013-12-31 | $742,273 |
Value of total assets at beginning of year | 2013-12-31 | $625,942 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $857 |
Total interest from all sources | 2013-12-31 | $653 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Administrative expenses professional fees incurred | 2013-12-31 | $675 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $52,638 |
Participant contributions at end of year | 2013-12-31 | $17,474 |
Participant contributions at beginning of year | 2013-12-31 | $20,278 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $17,595 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $116,331 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $742,273 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $625,942 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $699,847 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $585,210 |
Interest on participant loans | 2013-12-31 | $653 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $14 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $64,097 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $24,952 |
Employer contributions (assets) at end of year | 2013-12-31 | $24,952 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $20,440 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $42,747 |
Contract administrator fees | 2013-12-31 | $182 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | SCHIAVI, WALLACE & ROWE |
Accountancy firm EIN | 2013-12-31 | 522018280 |
2012 : CUPPETT MANAGEMENT COMPANY, INC. 401(K) PROFIT SHARING PLAN & TRUST 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $110,956 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $43,779 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $36,275 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $7,057 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $62,268 |
Value of total assets at end of year | 2012-12-31 | $625,942 |
Value of total assets at beginning of year | 2012-12-31 | $558,765 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $447 |
Total interest from all sources | 2012-12-31 | $735 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Administrative expenses professional fees incurred | 2012-12-31 | $125 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $100,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $41,828 |
Participant contributions at end of year | 2012-12-31 | $20,278 |
Participant contributions at beginning of year | 2012-12-31 | $22,864 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $67,177 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $625,942 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $558,765 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $585,210 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $442,256 |
Interest on participant loans | 2012-12-31 | $735 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $74,062 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $14 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $47,953 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $20,440 |
Employer contributions (assets) at end of year | 2012-12-31 | $20,440 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $19,583 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $36,275 |
Contract administrator fees | 2012-12-31 | $322 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | Yes |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | SCHIAVI, WALLACE & ROWE, P.C. |
Accountancy firm EIN | 2012-12-31 | 522018280 |
2011 : CUPPETT MANAGEMENT COMPANY, INC. 401(K) PROFIT SHARING PLAN & TRUST 2011 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total transfer of assets to this plan | 2011-12-31 | $0 |
Total transfer of assets from this plan | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $51,134 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $546 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $272 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of total corrective distributions | 2011-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $59,557 |
Value of total assets at end of year | 2011-12-31 | $539,182 |
Value of total assets at beginning of year | 2011-12-31 | $488,594 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $274 |
Total interest from all sources | 2011-12-31 | $267 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $100,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $39,566 |
Participant contributions at end of year | 2011-12-31 | $22,864 |
Participant contributions at beginning of year | 2011-12-31 | $16,357 |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $0 |
Other income not declared elsewhere | 2011-12-31 | $0 |
Administrative expenses (other) incurred | 2011-12-31 | $274 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $50,588 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $539,182 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $488,594 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $442,256 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $405,631 |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $0 |
Interest on participant loans | 2011-12-31 | $267 |
Interest earned on other investments | 2011-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $74,062 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $66,606 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $-8,690 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Assets. Invements in employer securities at end of year | 2011-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2011-12-31 | $0 |
Contributions received in cash from employer | 2011-12-31 | $19,991 |
Income. Dividends from common stock | 2011-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $272 |
Asset. Corporate debt instrument debt (other) at end of year | 2011-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2011-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $0 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | SCHIAVI, WALLACE & ROWE, PC |
Accountancy firm EIN | 2011-12-31 | 522018280 |
2010 : CUPPETT MANAGEMENT COMPANY, INC. 401(K) PROFIT SHARING PLAN & TRUST 2010 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total transfer of assets to this plan | 2010-12-31 | $0 |
Total transfer of assets from this plan | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $102,194 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $275 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $17 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of total corrective distributions | 2010-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $60,978 |
Value of total assets at end of year | 2010-12-31 | $488,594 |
Value of total assets at beginning of year | 2010-12-31 | $386,675 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $258 |
Total interest from all sources | 2010-12-31 | $554 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $100,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
Minimum employer required contribution for this plan year | 2010-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $39,981 |
Participant contributions at end of year | 2010-12-31 | $16,357 |
Participant contributions at beginning of year | 2010-12-31 | $15,686 |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $0 |
Other income not declared elsewhere | 2010-12-31 | $0 |
Administrative expenses (other) incurred | 2010-12-31 | $258 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $101,919 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $488,594 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $386,675 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $405,631 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $312,351 |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $0 |
Interest on participant loans | 2010-12-31 | $554 |
Interest earned on other investments | 2010-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $66,606 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $58,638 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $40,662 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Assets. Invements in employer securities at end of year | 2010-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2010-12-31 | $0 |
Contributions received in cash from employer | 2010-12-31 | $20,997 |
Income. Dividends from common stock | 2010-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $17 |
Asset. Corporate debt instrument debt (other) at end of year | 2010-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2010-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $0 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | SCHIAVI, WALLACE & ROWE, PC |
Accountancy firm EIN | 2010-12-31 | 522018280 |
2009 : CUPPETT MANAGEMENT COMPANY, INC. 401(K) PROFIT SHARING PLAN & TRUST 2009 401k financial data |
---|
Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |