Logo

EMERY SAPP EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameEMERY SAPP EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 002

EMERY SAPP EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • 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
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • 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

EMERY SAPP & SONS, INC. has sponsored the creation of one or more 401k plans.

Company Name:EMERY SAPP & SONS, INC.
Employer identification number (EIN):522144296
NAIC Classification:236200

Additional information about EMERY SAPP & SONS, INC.

Jurisdiction of Incorporation: Wyoming Corporations Division
Incorporation Date: 2021-03-10
Company Identification Number: 000987425
Legal Registered Office Address: 2301 I-70 Drive NW

Columbia
United States of America (USA)
65202

More information about EMERY SAPP & SONS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMERY SAPP EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01DAN HOOVER2023-08-30 DAN HOOVER2023-08-30
0022021-01-01DAN HOOVER2022-10-07 DAN HOOVER2022-10-07
0022020-01-01DAN HOOVER2021-09-29
0022019-01-01DAN HOOVER2020-09-04 DAN HOOVER2020-09-04
0022018-01-01DAN HOOVER2019-10-01 DAN HOOVER2019-10-01
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01DAN HOOVER
0022013-01-01DAN HOOVER
0022012-01-01DAN HOOVER
0022011-01-01DAN HOOVER
0022010-01-01DAN HOOVER
0022009-01-01DAN HOOVER

Plan Statistics for EMERY SAPP EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for EMERY SAPP EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022: EMERY SAPP EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,918
Total number of active participants reported on line 7a of the Form 55002022-01-011,986
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01348
Total of all active and inactive participants2022-01-012,334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-014
Total participants2022-01-012,338
Number of participants with account balances2022-01-012,335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01268
2021: EMERY SAPP EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,596
Total number of active participants reported on line 7a of the Form 55002021-01-011,297
Number of retired or separated participants receiving benefits2021-01-0183
Number of other retired or separated participants entitled to future benefits2021-01-01210
Total of all active and inactive participants2021-01-011,590
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-016
Total participants2021-01-011,596
Number of participants with account balances2021-01-011,585
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01185
2020: EMERY SAPP EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,481
Total number of active participants reported on line 7a of the Form 55002020-01-011,198
Number of retired or separated participants receiving benefits2020-01-01100
Number of other retired or separated participants entitled to future benefits2020-01-01149
Total of all active and inactive participants2020-01-011,447
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-015
Total participants2020-01-011,452
Number of participants with account balances2020-01-011,452
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01137
2019: EMERY SAPP EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,105
Total number of active participants reported on line 7a of the Form 55002019-01-011,048
Number of retired or separated participants receiving benefits2019-01-0177
Number of other retired or separated participants entitled to future benefits2019-01-01150
Total of all active and inactive participants2019-01-011,275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-011,276
Number of participants with account balances2019-01-011,274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01131
2018: EMERY SAPP EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01782
Total number of active participants reported on line 7a of the Form 55002018-01-01576
Number of retired or separated participants receiving benefits2018-01-0173
Number of other retired or separated participants entitled to future benefits2018-01-01102
Total of all active and inactive participants2018-01-01751
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01753
Number of participants with account balances2018-01-01751
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0166
2017: EMERY SAPP EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01728
Total number of active participants reported on line 7a of the Form 55002017-01-01555
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01164
Total of all active and inactive participants2017-01-01719
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-01722
Number of participants with account balances2017-01-0167
2016: EMERY SAPP EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01682
Total number of active participants reported on line 7a of the Form 55002016-01-01509
Number of retired or separated participants receiving benefits2016-01-01164
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01673
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-01676
Number of participants with account balances2016-01-01676
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0177
2015: EMERY SAPP EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01627
Total number of active participants reported on line 7a of the Form 55002015-01-01481
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01154
Total of all active and inactive participants2015-01-01635
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01636
Number of participants with account balances2015-01-01636
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0178
2014: EMERY SAPP EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01571
Total number of active participants reported on line 7a of the Form 55002014-01-01422
Number of retired or separated participants receiving benefits2014-01-0129
Number of other retired or separated participants entitled to future benefits2014-01-01144
Total of all active and inactive participants2014-01-01595
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-01598
Number of participants with account balances2014-01-01598
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01118
2013: EMERY SAPP EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01627
Total number of active participants reported on line 7a of the Form 55002013-01-01557
Number of retired or separated participants receiving benefits2013-01-0118
Number of other retired or separated participants entitled to future benefits2013-01-0147
Total of all active and inactive participants2013-01-01622
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01623
Number of participants with account balances2013-01-01623
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0140
2012: EMERY SAPP EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01530
Total number of active participants reported on line 7a of the Form 55002012-01-01354
Number of retired or separated participants receiving benefits2012-01-0119
Number of other retired or separated participants entitled to future benefits2012-01-01126
Total of all active and inactive participants2012-01-01499
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01500
Number of participants with account balances2012-01-01500
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0128
2011: EMERY SAPP EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01514
Total number of active participants reported on line 7a of the Form 55002011-01-01348
Number of retired or separated participants receiving benefits2011-01-0111
Number of other retired or separated participants entitled to future benefits2011-01-0199
Total of all active and inactive participants2011-01-01458
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01458
Number of participants with account balances2011-01-01458
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0152
2010: EMERY SAPP EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01509
Total number of active participants reported on line 7a of the Form 55002010-01-01361
Number of retired or separated participants receiving benefits2010-01-0128
Number of other retired or separated participants entitled to future benefits2010-01-0168
Total of all active and inactive participants2010-01-01457
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01458
Number of participants with account balances2010-01-01458
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0140
2009: EMERY SAPP EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01511
Total number of active participants reported on line 7a of the Form 55002009-01-01373
Number of retired or separated participants receiving benefits2009-01-0124
Number of other retired or separated participants entitled to future benefits2009-01-0159
Total of all active and inactive participants2009-01-01456
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-01459
Number of participants with account balances2009-01-01459
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0161

Financial Data on EMERY SAPP EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022 : EMERY SAPP EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$25,489,200
Total unrealized appreciation/depreciation of assets2022-12-31$25,489,200
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$160,354
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$174,375
Expenses. Interest paid2022-12-31$4,231
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$4,231
Total income from all sources (including contributions)2022-12-31$43,737,794
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$9,612,218
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$9,557,448
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$20,435,672
Value of total assets at end of year2022-12-31$201,838,890
Value of total assets at beginning of year2022-12-31$167,727,335
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$50,539
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$2,100
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
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$34,125,576
Value of net assets at end of year (total assets less liabilities)2022-12-31$201,678,536
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$167,552,960
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$25,603
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$13,655,517
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$14,121,757
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,187,078
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$172,171,047
Assets. Invements in employer securities at beginning of year2022-12-31$146,300,843
Contributions received in cash from employer2022-12-31$20,435,672
Employer contributions (assets) at end of year2022-12-31$16,012,326
Employer contributions (assets) at beginning of year2022-12-31$7,304,735
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$9,557,448
Contract administrator fees2022-12-31$22,836
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
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$160,354
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$174,375
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SFW PARTNERS LLC
Accountancy firm EIN2022-12-31431764273
2021 : EMERY SAPP EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$30,575,385
Total unrealized appreciation/depreciation of assets2021-12-31$30,575,385
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$174,375
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$552,811
Expenses. Interest paid2021-12-31$4,564
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$4,564
Total income from all sources (including contributions)2021-12-31$42,618,477
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,556,098
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,489,243
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$10,337,861
Value of total assets at end of year2021-12-31$167,727,335
Value of total assets at beginning of year2021-12-31$131,043,392
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$62,291
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$5,575
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$2,758,289
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$364,747
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$37,062,379
Value of net assets at end of year (total assets less liabilities)2021-12-31$167,552,960
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$130,490,581
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
Investment advisory and management fees2021-12-31$30,869
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$14,121,757
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$12,559,644
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,705,231
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$146,300,843
Assets. Invements in employer securities at beginning of year2021-12-31$117,080,546
Contributions received in cash from employer2021-12-31$10,337,861
Employer contributions (assets) at end of year2021-12-31$7,304,735
Employer contributions (assets) at beginning of year2021-12-31$1,403,202
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,489,243
Contract administrator fees2021-12-31$25,847
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
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$174,375
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$188,064
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SFW PARTNERS LLC
Accountancy firm EIN2021-12-31431764273
2020 : EMERY SAPP EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$30,247,523
Total unrealized appreciation/depreciation of assets2020-12-31$30,247,523
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$552,811
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$201,428
Expenses. Interest paid2020-12-31$4,888
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$4,888
Total income from all sources (including contributions)2020-12-31$38,453,598
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,232,993
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,195,994
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$7,434,394
Value of total assets at end of year2020-12-31$131,043,392
Value of total assets at beginning of year2020-12-31$96,471,404
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$32,111
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$1,950
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$2,190,423
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$364,747
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) 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
Value of net income/loss2020-12-31$34,220,605
Value of net assets at end of year (total assets less liabilities)2020-12-31$130,490,581
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$96,269,976
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$16,664
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$12,559,644
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$7,447,958
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$771,681
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$117,080,546
Assets. Invements in employer securities at beginning of year2020-12-31$87,175,204
Contributions received in cash from employer2020-12-31$7,434,394
Employer contributions (assets) at end of year2020-12-31$1,403,202
Employer contributions (assets) at beginning of year2020-12-31$1,848,242
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,195,994
Contract administrator fees2020-12-31$13,497
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
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$188,064
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$201,428
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31SFW PARTNERS LLC
Accountancy firm EIN2020-12-31431764273
2019 : EMERY SAPP EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$16,216,241
Total unrealized appreciation/depreciation of assets2019-12-31$16,216,241
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$201,428
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$214,476
Expenses. Interest paid2019-12-31$5,204
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$5,204
Total income from all sources (including contributions)2019-12-31$21,146,798
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,904,663
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,876,433
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,700,682
Value of total assets at end of year2019-12-31$96,471,404
Value of total assets at beginning of year2019-12-31$78,242,317
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$23,026
Total interest from all sources2019-12-31$0
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 year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$1,425
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$1,850,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Administrative expenses (other) incurred2019-12-31$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$1,845,000
Value of net income/loss2019-12-31$18,242,135
Value of net assets at end of year (total assets less liabilities)2019-12-31$96,269,976
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$78,027,841
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$12,420
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,447,958
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,433,352
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,229,875
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$87,175,204
Assets. Invements in employer securities at beginning of year2019-12-31$72,806,362
Contributions received in cash from employer2019-12-31$1,855,682
Employer contributions (assets) at end of year2019-12-31$1,848,242
Employer contributions (assets) at beginning of year2019-12-31$2,603
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,876,433
Contract administrator fees2019-12-31$9,181
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
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$201,428
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$214,476
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31SFW PARTNERS LLC
Accountancy firm EIN2019-12-31431764273
2018 : EMERY SAPP EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$9,220,020
Total unrealized appreciation/depreciation of assets2018-12-31$9,220,020
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$214,476
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$227,215
Expenses. Interest paid2018-12-31$5,514
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$5,514
Total income from all sources (including contributions)2018-12-31$10,685,623
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,286,332
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,277,868
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,816,911
Value of total assets at end of year2018-12-31$78,242,317
Value of total assets at beginning of year2018-12-31$70,855,765
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,950
Total interest from all sources2018-12-31$0
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 year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$2,225
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$1,786,189
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$29,502
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$7,399,291
Value of net assets at end of year (total assets less liabilities)2018-12-31$78,027,841
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$70,628,550
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$5,433,352
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,458,112
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-351,308
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$72,806,362
Assets. Invements in employer securities at beginning of year2018-12-31$65,368,151
Contributions received in cash from employer2018-12-31$1,816,911
Employer contributions (assets) at end of year2018-12-31$2,603
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,277,868
Contract administrator fees2018-12-31$725
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
Liabilities. Value of acquisition indebtedness at end of year2018-12-31$214,476
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$227,215
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31SFW PARTNERS LLC
Accountancy firm EIN2018-12-31431764273
2017 : EMERY SAPP EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$14,744,150
Total unrealized appreciation/depreciation of assets2017-12-31$14,744,150
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$227,215
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$239,752
Expenses. Interest paid2017-12-31$5,815
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$5,815
Total income from all sources (including contributions)2017-12-31$16,987,509
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,633,223
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,625,008
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,652,553
Value of total assets at end of year2017-12-31$70,855,765
Value of total assets at beginning of year2017-12-31$55,514,016
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,400
Total interest from all sources2017-12-31$0
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 year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$2,400
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$714,908
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Total non interest bearing cash at end of year2017-12-31$29,502
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$15,354,286
Value of net assets at end of year (total assets less liabilities)2017-12-31$70,628,550
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$55,274,264
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$5,458,112
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,175,007
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$100
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$100
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$590,806
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$65,368,151
Assets. Invements in employer securities at beginning of year2017-12-31$51,338,909
Contributions received in cash from employer2017-12-31$1,652,553
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,625,008
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$100
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
Liabilities. Value of acquisition indebtedness at end of year2017-12-31$227,215
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$239,652
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31SFW PARTNERS LLC
Accountancy firm EIN2017-12-31431764273
2016 : EMERY SAPP EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$13,074,112
Total unrealized appreciation/depreciation of assets2016-12-31$13,074,112
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$239,752
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$251,876
Expenses. Interest paid2016-12-31$6,110
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$6,110
Total income from all sources (including contributions)2016-12-31$14,837,473
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,327,636
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,320,458
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,601,396
Value of total assets at end of year2016-12-31$55,514,016
Value of total assets at beginning of year2016-12-31$42,016,303
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,068
Total interest from all sources2016-12-31$0
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 year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$1,068
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$421,007
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$13,509,837
Value of net assets at end of year (total assets less liabilities)2016-12-31$55,274,264
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$41,764,427
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,175,007
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,338,795
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$100
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$667
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$667
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$161,965
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$51,338,909
Assets. Invements in employer securities at beginning of year2016-12-31$38,673,232
Contributions received in cash from employer2016-12-31$1,601,396
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$3,609
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,320,458
Liabilities. Value of benefit claims payable at end of year2016-12-31$100
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$82
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
Liabilities. Value of acquisition indebtedness at end of year2016-12-31$239,652
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$251,794
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31SFW PARTNERS LLC
Accountancy firm EIN2016-12-31431764273
2015 : EMERY SAPP EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$6,960,437
Total unrealized appreciation/depreciation of assets2015-12-31$6,960,437
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$251,876
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$263,694
Expenses. Interest paid2015-12-31$6,398
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$6,398
Total income from all sources (including contributions)2015-12-31$8,750,428
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,978,612
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,972,214
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,799,326
Value of total assets at end of year2015-12-31$42,016,303
Value of total assets at beginning of year2015-12-31$35,256,305
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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$1,002,060
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$6,771,816
Value of net assets at end of year (total assets less liabilities)2015-12-31$41,764,427
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$34,992,611
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,338,795
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,537,175
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$667
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$667
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$667
Net investment gain/loss from pooled separate accounts2015-12-31$-9,335
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$38,673,232
Assets. Invements in employer securities at beginning of year2015-12-31$32,705,449
Contributions received in cash from employer2015-12-31$1,799,326
Employer contributions (assets) at end of year2015-12-31$3,609
Employer contributions (assets) at beginning of year2015-12-31$13,014
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,972,214
Liabilities. Value of benefit claims payable at end of year2015-12-31$82
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$45
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
Liabilities. Value of acquisition indebtedness at end of year2015-12-31$251,794
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$263,649
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 name2015-12-31SFW PARTNERS LLC
Accountancy firm EIN2015-12-31431764273
2014 : EMERY SAPP EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$7,600,562
Total unrealized appreciation/depreciation of assets2014-12-31$7,600,562
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$263,694
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$275,265
Expenses. Interest paid2014-12-31$6,679
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$6,679
Total income from all sources (including contributions)2014-12-31$8,950,575
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$603,154
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$596,175
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,281,243
Value of total assets at end of year2014-12-31$35,256,305
Value of total assets at beginning of year2014-12-31$26,920,455
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$300
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$300
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
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$8,347,421
Value of net assets at end of year (total assets less liabilities)2014-12-31$34,992,611
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$26,645,190
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,537,175
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$0
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,615,761
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$667
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$667
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$667
Net investment gain/loss from pooled separate accounts2014-12-31$68,770
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$32,705,449
Assets. Invements in employer securities at beginning of year2014-12-31$25,304,027
Contributions received in cash from employer2014-12-31$1,281,243
Employer contributions (assets) at end of year2014-12-31$13,014
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$596,175
Liabilities. Value of benefit claims payable at end of year2014-12-31$45
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$42
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
Liabilities. Value of acquisition indebtedness at end of year2014-12-31$263,649
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$275,223
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31SFW PARTNERS LLC
Accountancy firm EIN2014-12-31431764273
2013 : EMERY SAPP EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$4,526,867
Total unrealized appreciation/depreciation of assets2013-12-31$4,526,867
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$275,265
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$286,310
Expenses. Interest paid2013-12-31$7,178
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$7,178
Total income from all sources (including contributions)2013-12-31$6,160,881
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,818,922
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,811,744
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,610,912
Value of total assets at end of year2013-12-31$26,920,455
Value of total assets at beginning of year2013-12-31$22,589,541
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$4,341,959
Value of net assets at end of year (total assets less liabilities)2013-12-31$26,645,190
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$22,303,231
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$1,615,761
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$667
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$666
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$666
Net investment gain/loss from pooled separate accounts2013-12-31$23,102
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$25,304,027
Assets. Invements in employer securities at beginning of year2013-12-31$22,588,875
Contributions received in cash from employer2013-12-31$1,610,912
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,811,744
Liabilities. Value of benefit claims payable at end of year2013-12-31$42
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$13
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
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$275,223
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$286,297
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31SFW PARTNERS LLC
Accountancy firm EIN2013-12-31431764273
2012 : EMERY SAPP EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$1,649,267
Total unrealized appreciation/depreciation of assets2012-12-31$1,649,267
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$286,310
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$9,847
Total income from all sources (including contributions)2012-12-31$2,924,651
Total of all expenses incurred2012-12-31$960,511
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$960,511
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,275,384
Value of total assets at end of year2012-12-31$22,589,541
Value of total assets at beginning of year2012-12-31$20,348,938
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
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$987,328
Value of net income/loss2012-12-31$1,964,140
Value of net assets at end of year (total assets less liabilities)2012-12-31$22,303,231
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$20,339,091
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$666
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$667
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$667
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$22,588,875
Assets. Invements in employer securities at beginning of year2012-12-31$20,338,424
Contributions received in cash from employer2012-12-31$288,056
Employer contributions (assets) at beginning of year2012-12-31$9,847
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$960,511
Liabilities. Value of benefit claims payable at end of year2012-12-31$13
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$9,847
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
Liabilities. Value of acquisition indebtedness at end of year2012-12-31$286,297
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31SFW PARTNERS, LLC
Accountancy firm EIN2012-12-31431764273
2011 : EMERY SAPP EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$201,424
Total unrealized appreciation/depreciation of assets2011-12-31$201,424
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$9,847
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$1,405,107
Total of all expenses incurred2011-12-31$846,563
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$846,563
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,203,683
Value of total assets at end of year2011-12-31$20,348,938
Value of total assets at beginning of year2011-12-31$19,780,547
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Income. Non cash contributions2011-12-31$357,120
Value of net income/loss2011-12-31$558,544
Value of net assets at end of year (total assets less liabilities)2011-12-31$20,339,091
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$19,780,547
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$667
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$667
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$667
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$20,338,424
Assets. Invements in employer securities at beginning of year2011-12-31$19,779,880
Contributions received in cash from employer2011-12-31$846,563
Employer contributions (assets) at end of year2011-12-31$9,847
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$846,563
Liabilities. Value of benefit claims payable at end of year2011-12-31$9,847
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31SFW PARTNERS, LLC
Accountancy firm EIN2011-12-31431764273
2010 : EMERY SAPP EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$1,248,832
Total unrealized appreciation/depreciation of assets2010-12-31$1,248,832
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$491,579
Expenses. Interest paid2010-12-31$6,964
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$6,964
Total income from all sources (including contributions)2010-12-31$2,275,578
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$864,289
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$857,325
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,026,746
Value of total assets at end of year2010-12-31$19,780,547
Value of total assets at beginning of year2010-12-31$18,860,837
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$491,579
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,411,289
Value of net assets at end of year (total assets less liabilities)2010-12-31$19,780,547
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$18,369,258
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$667
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$666
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$666
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$19,779,880
Assets. Invements in employer securities at beginning of year2010-12-31$18,860,171
Contributions received in cash from employer2010-12-31$1,026,746
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$857,325
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31SFW PARTNERS, LLC
Accountancy firm EIN2010-12-31431764273
2009 : EMERY SAPP EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for EMERY SAPP EMPLOYEE STOCK OWNERSHIP PLAN

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

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number112978
Policy instance 1
Insurance contract or identification number112978
Number of Individuals Covered2338
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $7,392
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees7392
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number112978
Policy instance 1
Insurance contract or identification number112978
Number of Individuals Covered174
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $25,577
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees25577
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number112978
Policy instance 1
Insurance contract or identification number112978
Number of Individuals Covered184
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,826
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees4826
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number112978
Policy instance 1
Insurance contract or identification number112978
Number of Individuals Covered157
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 $4,313
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees4313
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number112978
Policy instance 1
Insurance contract or identification number112978
Number of Individuals Covered144
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 $4,634
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees4634
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number112978
Policy instance 1
Insurance contract or identification number112978
Number of Individuals Covered140
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $3,167
Total amount of fees paid to insurance companyUSD $6,974
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees6974
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $3,167
Insurance broker nameEDWARD D. JONES & COMPANY

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

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

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

See full terms and conditions

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