W.D. CAMPBELL & SON, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan W.D. CAMPBELL & SON, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN
| Measure | Date | Value |
|---|
| 2023 : W.D. CAMPBELL & SON, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2023 401k financial data |
|---|
| Transfers to/from the plan | 2023-12-31 | $0 |
| Total plan liabilities at end of year | 2023-12-31 | $985,626 |
| Total plan liabilities at beginning of year | 2023-12-31 | $1,015,355 |
| Total income from all sources | 2023-12-31 | $4,470,184 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $3,699,808 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $3,678,807 |
| Total plan assets at end of year | 2023-12-31 | $23,670,755 |
| Total plan assets at beginning of year | 2023-12-31 | $22,930,108 |
| Value of fidelity bond covering the plan | 2023-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $288,010 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $19,362 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $257,975 |
| Other income received | 2023-12-31 | $3,070,197 |
| Noncash contributions received | 2023-12-31 | $0 |
| Net income (gross income less expenses) | 2023-12-31 | $770,376 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $22,685,129 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $21,914,753 |
| Assets. Value of participant loans | 2023-12-31 | $135,720 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2023-12-31 | $0 |
| Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2023-12-31 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2023-12-31 | $0 |
| Assets. Value of employer securities | 2023-12-31 | $15,493,221 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $854,002 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
| Value of corrective distributions | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $1,639 |
| 2022 : W.D. CAMPBELL & SON, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-31 | $0 |
| Total plan liabilities at end of year | 2022-12-31 | $1,015,355 |
| Total plan liabilities at beginning of year | 2022-12-31 | $1,080,978 |
| Total income from all sources | 2022-12-31 | $263,851 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $1,197,633 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $1,175,566 |
| Total plan assets at end of year | 2022-12-31 | $22,930,108 |
| Total plan assets at beginning of year | 2022-12-31 | $23,929,513 |
| Value of fidelity bond covering the plan | 2022-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $295,078 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $20,541 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $67,811 |
| Other income received | 2022-12-31 | $-479,858 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $-933,782 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $21,914,753 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $22,848,535 |
| Assets. Value of participant loans | 2022-12-31 | $78,124 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2022-12-31 | $0 |
| Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2022-12-31 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2022-12-31 | $0 |
| Assets. Value of employer securities | 2022-12-31 | $14,111,226 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $380,820 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $1,526 |
| 2021 : W.D. CAMPBELL & SON, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $0 |
| Total plan liabilities at end of year | 2021-12-31 | $1,080,978 |
| Total plan liabilities at beginning of year | 2021-12-31 | $1,139,777 |
| Total income from all sources | 2021-12-31 | $3,058,074 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $304,540 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $281,654 |
| Total plan assets at end of year | 2021-12-31 | $23,929,513 |
| Total plan assets at beginning of year | 2021-12-31 | $21,234,778 |
| Value of fidelity bond covering the plan | 2021-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $290,447 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $21,684 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $1,560 |
| Other income received | 2021-12-31 | $2,537,562 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $2,753,534 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $22,848,535 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $20,095,001 |
| Assets. Value of participant loans | 2021-12-31 | $68,180 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2021-12-31 | $0 |
| Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2021-12-31 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2021-12-31 | $0 |
| Assets. Value of employer securities | 2021-12-31 | $12,867,822 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $228,505 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $1,202 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : W.D. CAMPBELL & SON, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $0 |
| Total plan liabilities at end of year | 2020-12-31 | $1,139,777 |
| Total plan liabilities at beginning of year | 2020-12-31 | $1,200,253 |
| Total income from all sources | 2020-12-31 | $3,057,743 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $411,300 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $387,811 |
| Total plan assets at end of year | 2020-12-31 | $21,234,778 |
| Total plan assets at beginning of year | 2020-12-31 | $18,648,811 |
| Value of fidelity bond covering the plan | 2020-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $293,635 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $22,833 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $3,236 |
| Other income received | 2020-12-31 | $2,530,773 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $2,646,443 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $20,095,001 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $17,448,558 |
| Assets. Value of participant loans | 2020-12-31 | $64,585 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2020-12-31 | $0 |
| Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2020-12-31 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2020-12-31 | $0 |
| Assets. Value of employer securities | 2020-12-31 | $11,783,367 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $230,099 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $656 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : W.D. CAMPBELL & SON, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $0 |
| Total plan liabilities at end of year | 2019-12-31 | $1,200,253 |
| Total plan liabilities at beginning of year | 2019-12-31 | $1,262,509 |
| Total income from all sources | 2019-12-31 | $3,358,428 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $842,261 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $817,394 |
| Total plan assets at end of year | 2019-12-31 | $18,648,811 |
| Total plan assets at beginning of year | 2019-12-31 | $16,194,900 |
| Value of fidelity bond covering the plan | 2019-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $248,981 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $23,988 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $2,901,675 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $2,516,167 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $17,448,558 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $14,932,391 |
| Assets. Value of participant loans | 2019-12-31 | $53,976 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2019-12-31 | $0 |
| Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2019-12-31 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2019-12-31 | $0 |
| Assets. Value of employer securities | 2019-12-31 | $10,341,864 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $207,772 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $879 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : W.D. CAMPBELL & SON, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-12-31 | $0 |
| Total plan liabilities at end of year | 2018-12-31 | $1,262,509 |
| Total plan liabilities at beginning of year | 2018-12-31 | $1,317,844 |
| Total income from all sources | 2018-12-31 | $1,102,089 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $574,770 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $548,462 |
| Total plan assets at end of year | 2018-12-31 | $16,194,900 |
| Total plan assets at beginning of year | 2018-12-31 | $15,722,916 |
| Value of fidelity bond covering the plan | 2018-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $279,122 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $25,095 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $600,125 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $527,319 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $14,932,391 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $14,405,072 |
| Assets. Value of participant loans | 2018-12-31 | $70,530 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2018-12-31 | $0 |
| Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2018-12-31 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2018-12-31 | $0 |
| Assets. Value of employer securities | 2018-12-31 | $8,869,041 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $222,842 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $1,213 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : W.D. CAMPBELL & SON, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-12-31 | $0 |
| Total plan liabilities at end of year | 2017-12-31 | $1,317,844 |
| Total plan liabilities at beginning of year | 2017-12-31 | $1,390,753 |
| Total income from all sources | 2017-12-31 | $1,551,997 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $603,230 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $576,415 |
| Total plan assets at end of year | 2017-12-31 | $15,722,916 |
| Total plan assets at beginning of year | 2017-12-31 | $14,847,058 |
| Value of fidelity bond covering the plan | 2017-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $262,954 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $26,209 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $1,058,477 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $948,767 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $14,405,072 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $13,456,305 |
| Assets. Value of participant loans | 2017-12-31 | $12,204 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2017-12-31 | $0 |
| Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2017-12-31 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2017-12-31 | $0 |
| Assets. Value of employer securities | 2017-12-31 | $7,850,358 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $230,566 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $606 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : W.D. CAMPBELL & SON, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-12-31 | $0 |
| Total plan liabilities at end of year | 2016-12-31 | $1,390,753 |
| Total plan liabilities at beginning of year | 2016-12-31 | $161,744 |
| Total income from all sources | 2016-12-31 | $2,996,082 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $130,278 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $124,623 |
| Total plan assets at end of year | 2016-12-31 | $14,847,057 |
| Total plan assets at beginning of year | 2016-12-31 | $10,752,244 |
| Value of fidelity bond covering the plan | 2016-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $259,069 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $4,980 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $2,454,563 |
| Noncash contributions received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $2,865,804 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $13,456,304 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $10,590,500 |
| Assets. Value of participant loans | 2016-12-31 | $46,515 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2016-12-31 | $0 |
| Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2016-12-31 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2016-12-31 | $0 |
| Assets. Value of employer securities | 2016-12-31 | $7,755,615 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $282,450 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $675 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : W.D. CAMPBELL & SON, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-12-31 | $0 |
| Total plan liabilities at end of year | 2015-12-31 | $161,744 |
| Total plan liabilities at beginning of year | 2015-12-31 | $301,147 |
| Total income from all sources | 2015-12-31 | $1,250,107 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $147,147 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $132,774 |
| Total plan assets at end of year | 2015-12-31 | $10,752,244 |
| Total plan assets at beginning of year | 2015-12-31 | $9,788,687 |
| Value of fidelity bond covering the plan | 2015-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $256,682 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $12,519 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $157,578 |
| Other income received | 2015-12-31 | $554,590 |
| Noncash contributions received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $1,102,960 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $10,590,500 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $9,487,540 |
| Assets. Value of participant loans | 2015-12-31 | $60,098 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2015-12-31 | $0 |
| Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2015-12-31 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2015-12-31 | $0 |
| Assets. Value of employer securities | 2015-12-31 | $4,593,394 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $281,257 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $1,854 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : W.D. CAMPBELL & SON, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total plan liabilities at end of year | 2014-12-31 | $301,147 |
| Total plan liabilities at beginning of year | 2014-12-31 | $434,432 |
| Total income from all sources | 2014-12-31 | $1,439,192 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $309,103 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $288,379 |
| Total plan assets at end of year | 2014-12-31 | $9,788,687 |
| Total plan assets at beginning of year | 2014-12-31 | $8,791,883 |
| Value of fidelity bond covering the plan | 2014-12-31 | $3,000,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $225,005 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $19,687 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $12,581 |
| Other income received | 2014-12-31 | $936,188 |
| Noncash contributions received | 2014-12-31 | $0 |
| Net income (gross income less expenses) | 2014-12-31 | $1,130,089 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $9,487,540 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $8,357,451 |
| Assets. Value of participant loans | 2014-12-31 | $89,690 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2014-12-31 | $0 |
| Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2014-12-31 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2014-12-31 | $0 |
| Assets. Value of employer securities | 2014-12-31 | $4,300,244 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $265,418 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $1,037 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : W.D. CAMPBELL & SON, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total plan liabilities at end of year | 2013-12-31 | $434,432 |
| Total plan liabilities at beginning of year | 2013-12-31 | $562,103 |
| Total income from all sources | 2013-12-31 | $1,723,788 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $221,707 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $194,386 |
| Total plan assets at end of year | 2013-12-31 | $8,791,883 |
| Total plan assets at beginning of year | 2013-12-31 | $7,417,473 |
| Value of fidelity bond covering the plan | 2013-12-31 | $3,000,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $220,574 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $26,439 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $1,238,817 |
| Noncash contributions received | 2013-12-31 | $0 |
| Net income (gross income less expenses) | 2013-12-31 | $1,502,081 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $8,357,451 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $6,855,370 |
| Assets. Value of participant loans | 2013-12-31 | $52,441 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2013-12-31 | $0 |
| Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2013-12-31 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2013-12-31 | $0 |
| Assets. Value of employer securities | 2013-12-31 | $3,917,550 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $264,397 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $882 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : W.D. CAMPBELL & SON, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $86,117 |
| Total plan liabilities at end of year | 2012-12-31 | $562,103 |
| Total plan liabilities at beginning of year | 2012-12-31 | $695,999 |
| Total income from all sources | 2012-12-31 | $1,176,787 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $339,260 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $305,047 |
| Total plan assets at end of year | 2012-12-31 | $7,417,473 |
| Total plan assets at beginning of year | 2012-12-31 | $6,627,725 |
| Value of fidelity bond covering the plan | 2012-12-31 | $3,000,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $204,131 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $33,349 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $64,803 |
| Other income received | 2012-12-31 | $638,543 |
| Noncash contributions received | 2012-12-31 | $0 |
| Net income (gross income less expenses) | 2012-12-31 | $837,527 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $6,855,370 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $5,931,726 |
| Assets. Value of participant loans | 2012-12-31 | $73,296 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2012-12-31 | $0 |
| Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2012-12-31 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2012-12-31 | $0 |
| Assets. Value of employer securities | 2012-12-31 | $3,509,805 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $269,310 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $864 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : W.D. CAMPBELL & SON, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total plan liabilities at end of year | 2011-12-31 | $695,999 |
| Total plan liabilities at beginning of year | 2011-12-31 | $911,662 |
| Total income from all sources | 2011-12-31 | $1,076,007 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $697,653 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $654,448 |
| Total plan assets at end of year | 2011-12-31 | $6,627,725 |
| Total plan assets at beginning of year | 2011-12-31 | $6,465,034 |
| Value of fidelity bond covering the plan | 2011-12-31 | $3,000,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $159,046 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $42,685 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $190,410 |
| Other income received | 2011-12-31 | $479,784 |
| Noncash contributions received | 2011-12-31 | $0 |
| Net income (gross income less expenses) | 2011-12-31 | $378,354 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $5,931,726 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $5,553,372 |
| Assets. Value of participant loans | 2011-12-31 | $99,794 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2011-12-31 | $0 |
| Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2011-12-31 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2011-12-31 | $0 |
| Assets. Value of employer securities | 2011-12-31 | $3,375,489 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $246,767 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $520 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : W.D. CAMPBELL & SON, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total plan liabilities at end of year | 2010-12-31 | $911,662 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $1,201,185 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $706,339 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $660,673 |
| Total plan assets at end of year | 2010-12-31 | $6,465,034 |
| Total plan assets at beginning of year | 2010-12-31 | $5,058,526 |
| Value of fidelity bond covering the plan | 2010-12-31 | $3,000,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $143,363 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $45,118 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $832,770 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $494,846 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $5,553,372 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $5,058,526 |
| Assets. Value of participant loans | 2010-12-31 | $91,756 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2010-12-31 | $0 |
| Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2010-12-31 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2010-12-31 | $15,688 |
| Assets. Value of employer securities | 2010-12-31 | $3,018,379 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $225,052 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $548 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : W.D. CAMPBELL & SON, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2023: W.D. CAMPBELL & SON, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Insurance | Yes |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: W.D. CAMPBELL & SON, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: W.D. CAMPBELL & SON, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: W.D. CAMPBELL & SON, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: W.D. CAMPBELL & SON, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: W.D. CAMPBELL & SON, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: W.D. CAMPBELL & SON, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: W.D. CAMPBELL & SON, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: W.D. CAMPBELL & SON, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: W.D. CAMPBELL & SON, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: W.D. CAMPBELL & SON, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: W.D. CAMPBELL & SON, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: W.D. CAMPBELL & SON, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: W.D. CAMPBELL & SON, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
