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ARBORGEN 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameARBORGEN 401(K) PROFIT SHARING PLAN
Plan identification number 002

ARBORGEN 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ARBORGEN, INC. has sponsored the creation of one or more 401k plans.

Company Name:ARBORGEN, INC.
Employer identification number (EIN):582521259
NAIC Classification:115310
NAIC Description:Support Activities for Forestry

Additional information about ARBORGEN, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2007-10-12
Company Identification Number: 0800884083
Legal Registered Office Address: 2011 BROADBANK CT

RIDGEVILLE
United States of America (USA)
29472

More information about ARBORGEN, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ARBORGEN 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01KELLY HOLL KELLY HOLL2018-10-15
0022016-01-01KELLY HOLL
0022015-01-01KELLY HOLL KELLY HOLL2016-08-15
0022015-01-01KELLY HOLL KELLY HOLL2016-09-20
0022014-01-01KELLY HOLL
0022013-01-01DANIELLE GROOMS DANIELLE GROOMS2014-10-14
0022012-01-01SPENCER WOLFE
0022011-01-01TINA DICKERSON
0022010-01-01SPENCER WOLFE
0022009-01-01SPENCER WOLFE
0022009-01-01SPENCER WOLFE
0022009-01-01 SPENCER WOLFE2010-10-15
0022009-01-01SPENCER WOLFE

Plan Statistics for ARBORGEN 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for ARBORGEN 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: ARBORGEN 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01160
Total number of active participants reported on line 7a of the Form 55002023-01-01108
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0141
Total of all active and inactive participants2023-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01149
Number of participants with account balances2023-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: ARBORGEN 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01147
Total number of active participants reported on line 7a of the Form 55002022-01-01110
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0149
Total of all active and inactive participants2022-01-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01159
Number of participants with account balances2022-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ARBORGEN 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01152
Total number of active participants reported on line 7a of the Form 55002021-01-01109
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0138
Total of all active and inactive participants2021-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01147
Number of participants with account balances2021-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ARBORGEN 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01148
Total number of active participants reported on line 7a of the Form 55002020-01-01116
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0137
Total of all active and inactive participants2020-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01153
Number of participants with account balances2020-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ARBORGEN 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01150
Total number of active participants reported on line 7a of the Form 55002019-01-01116
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0132
Total of all active and inactive participants2019-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01148
Number of participants with account balances2019-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ARBORGEN 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01136
Total number of active participants reported on line 7a of the Form 55002018-01-01119
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0127
Total of all active and inactive participants2018-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01147
Number of participants with account balances2018-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ARBORGEN 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01132
Total number of active participants reported on line 7a of the Form 55002017-01-01111
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0125
Total of all active and inactive participants2017-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01136
Number of participants with account balances2017-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: ARBORGEN 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01149
Total number of active participants reported on line 7a of the Form 55002016-01-01119
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0132
Total of all active and inactive participants2016-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01151
Number of participants with account balances2016-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ARBORGEN 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01153
Total number of active participants reported on line 7a of the Form 55002015-01-01122
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0126
Total of all active and inactive participants2015-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01148
Number of participants with account balances2015-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ARBORGEN 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01152
Total number of active participants reported on line 7a of the Form 55002014-01-01125
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0128
Total of all active and inactive participants2014-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01153
Number of participants with account balances2014-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ARBORGEN 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01155
Total number of active participants reported on line 7a of the Form 55002013-01-01122
Number of retired or separated participants receiving benefits2013-01-0120
Number of other retired or separated participants entitled to future benefits2013-01-018
Total of all active and inactive participants2013-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01150
Number of participants with account balances2013-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ARBORGEN 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01167
Total number of active participants reported on line 7a of the Form 55002012-01-01139
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0116
Total of all active and inactive participants2012-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01155
Number of participants with account balances2012-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ARBORGEN 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01159
Total number of active participants reported on line 7a of the Form 55002011-01-01145
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0122
Total of all active and inactive participants2011-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01167
Number of participants with account balances2011-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: ARBORGEN 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01167
Total number of active participants reported on line 7a of the Form 55002010-01-01142
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0117
Total of all active and inactive participants2010-01-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01159
Number of participants with account balances2010-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: ARBORGEN 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01149
Total number of active participants reported on line 7a of the Form 55002009-01-01152
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0115
Total of all active and inactive participants2009-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01167
Number of participants with account balances2009-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ARBORGEN 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : ARBORGEN 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$3,088,211
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$2,775,919
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$2,716,908
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$995,174
Value of total assets at end of year2023-12-31$16,133,812
Value of total assets at beginning of year2023-12-31$15,821,520
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$59,011
Total interest from all sources2023-12-31$46,158
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$295,577
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$295,577
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$633,383
Participant contributions at end of year2023-12-31$242,794
Participant contributions at beginning of year2023-12-31$218,679
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$54,735
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$312,292
Value of net assets at end of year (total assets less liabilities)2023-12-31$16,133,812
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$15,821,520
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$24,805
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$11,802,937
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$1,605,693
Value of interest in pooled separate accounts at end of year2023-12-31$2,868,452
Value of interest in pooled separate accounts at beginning of year2023-12-31$2,329,520
Interest on participant loans2023-12-31$13,725
Interest earned on other investments2023-12-31$32,433
Value of interest in common/collective trusts at beginning of year2023-12-31$8,358,103
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$1,219,629
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$3,309,525
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$1,186,998
Net investment gain/loss from pooled separate accounts2023-12-31$558,501
Net investment gain or loss from common/collective trusts2023-12-31$5,803
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$307,056
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$2,716,908
Contract administrator fees2023-12-31$34,206
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31WEBSTER ROGERS LLP
Accountancy firm EIN2023-12-31570776381
2022 : ARBORGEN 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,576,437
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$420,815
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$367,148
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$990,963
Value of total assets at end of year2022-12-31$15,821,520
Value of total assets at beginning of year2022-12-31$17,818,772
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$53,667
Total interest from all sources2022-12-31$53,525
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$37,088
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$37,088
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$667,891
Participant contributions at end of year2022-12-31$218,679
Participant contributions at beginning of year2022-12-31$163,393
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$40,299
Other income not declared elsewhere2022-12-31$19,731
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,997,252
Value of net assets at end of year (total assets less liabilities)2022-12-31$15,821,520
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$17,818,772
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$25,695
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,605,693
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,801,013
Value of interest in pooled separate accounts at end of year2022-12-31$2,329,520
Value of interest in pooled separate accounts at beginning of year2022-12-31$3,048,950
Interest on participant loans2022-12-31$7,151
Interest earned on other investments2022-12-31$46,374
Value of interest in common/collective trusts at end of year2022-12-31$8,358,103
Value of interest in common/collective trusts at beginning of year2022-12-31$10,985,547
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$3,309,525
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,819,869
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-301,563
Net investment gain/loss from pooled separate accounts2022-12-31$-649,240
Net investment gain or loss from common/collective trusts2022-12-31$-1,726,941
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$282,773
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$367,148
Contract administrator fees2022-12-31$27,972
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WEBSTER ROGERS LLP
Accountancy firm EIN2022-12-31570776381
2021 : ARBORGEN 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,104,571
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,854,023
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,796,694
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,076,089
Value of total assets at end of year2021-12-31$17,818,772
Value of total assets at beginning of year2021-12-31$16,568,224
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$57,329
Total interest from all sources2021-12-31$37,308
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$43,644
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$43,644
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$698,514
Participant contributions at end of year2021-12-31$163,393
Participant contributions at beginning of year2021-12-31$152,358
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$74,506
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$1,250,548
Value of net assets at end of year (total assets less liabilities)2021-12-31$17,818,772
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$16,568,224
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$26,475
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,801,013
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,223,298
Value of interest in pooled separate accounts at end of year2021-12-31$3,048,950
Value of interest in pooled separate accounts at beginning of year2021-12-31$2,597,240
Interest on participant loans2021-12-31$6,335
Interest earned on other investments2021-12-31$30,973
Value of interest in common/collective trusts at end of year2021-12-31$10,985,547
Value of interest in common/collective trusts at beginning of year2021-12-31$9,495,660
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,819,869
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,099,668
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$113,377
Net investment gain/loss from pooled separate accounts2021-12-31$568,148
Net investment gain or loss from common/collective trusts2021-12-31$1,266,005
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$303,069
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,796,694
Contract administrator fees2021-12-31$30,854
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WEBSTER ROGERS LLP
Accountancy firm EIN2021-12-31570776381
2020 : ARBORGEN 401(K) PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,068,429
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,295,559
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,254,265
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,070,557
Value of total assets at end of year2020-12-31$16,568,224
Value of total assets at beginning of year2020-12-31$14,795,354
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$41,294
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$36,580
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$35,610
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$35,610
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$687,110
Participant contributions at end of year2020-12-31$152,358
Participant contributions at beginning of year2020-12-31$141,386
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$22,906
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$65,420
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,772,870
Value of net assets at end of year (total assets less liabilities)2020-12-31$16,568,224
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$14,795,354
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$15,460
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,223,298
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,721,052
Value of interest in pooled separate accounts at end of year2020-12-31$2,597,240
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,943,443
Interest on participant loans2020-12-31$6,083
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$30,497
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$9,495,660
Value of interest in common/collective trusts at beginning of year2020-12-31$9,752,665
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,099,668
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,203,144
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$201,932
Net investment gain/loss from pooled separate accounts2020-12-31$580,617
Net investment gain or loss from common/collective trusts2020-12-31$1,143,133
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$318,027
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$10,758
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,254,265
Contract administrator fees2020-12-31$25,834
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31WEBSTERROGERS LLP
Accountancy firm EIN2020-12-31570776381
2019 : ARBORGEN 401(K) PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,368,783
Total income from all sources (including contributions)2019-12-31$3,368,783
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$730,352
Total of all expenses incurred2019-12-31$730,352
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$675,216
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$675,216
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,002,420
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,002,420
Value of total assets at end of year2019-12-31$14,795,354
Value of total assets at end of year2019-12-31$14,795,354
Value of total assets at beginning of year2019-12-31$12,156,923
Value of total assets at beginning of year2019-12-31$12,156,923
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$55,136
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$55,136
Total income from rents2019-12-31$0
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$23,250
Total interest from all sources2019-12-31$23,250
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$40,504
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$40,504
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$40,504
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$40,504
Administrative expenses professional fees incurred2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$678,318
Contributions received from participants2019-12-31$678,318
Participant contributions at end of year2019-12-31$141,386
Participant contributions at end of year2019-12-31$141,386
Participant contributions at beginning of year2019-12-31$129,077
Participant contributions at beginning of year2019-12-31$129,077
Participant contributions at end of year2019-12-31$22,906
Participant contributions at end of year2019-12-31$22,906
Participant contributions at beginning of year2019-12-31$21,191
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$16,505
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$16,505
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$270
Other income not declared elsewhere2019-12-31$270
Administrative expenses (other) incurred2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
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
Value of net income/loss2019-12-31$2,638,431
Value of net income/loss2019-12-31$2,638,431
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,795,354
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,795,354
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,156,923
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,156,923
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Investment advisory and management fees2019-12-31$6,261
Investment advisory and management fees2019-12-31$6,261
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,721,052
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,721,052
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,462,872
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,462,872
Value of interest in pooled separate accounts at end of year2019-12-31$1,943,443
Value of interest in pooled separate accounts at end of year2019-12-31$1,943,443
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,430,239
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,430,239
Interest on participant loans2019-12-31$5,447
Interest on participant loans2019-12-31$5,447
Income. Interest from loans (other than to participants)2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$17,803
Interest earned on other investments2019-12-31$17,803
Income. Interest from US Government securities2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$9,752,665
Value of interest in common/collective trusts at end of year2019-12-31$9,752,665
Value of interest in common/collective trusts at beginning of year2019-12-31$8,456,878
Value of interest in common/collective trusts at beginning of year2019-12-31$8,456,878
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,203,144
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,203,144
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$642,999
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$223,403
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$223,403
Net investment gain/loss from pooled separate accounts2019-12-31$417,258
Net investment gain/loss from pooled separate accounts2019-12-31$417,258
Net investment gain or loss from common/collective trusts2019-12-31$1,661,678
Net investment gain or loss from common/collective trusts2019-12-31$1,661,678
Net gain/loss from 103.12 investment entities2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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 contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$307,597
Contributions received in cash from employer2019-12-31$307,597
Employer contributions (assets) at end of year2019-12-31$10,758
Employer contributions (assets) at end of year2019-12-31$10,758
Employer contributions (assets) at beginning of year2019-12-31$13,667
Employer contributions (assets) at beginning of year2019-12-31$13,667
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$675,216
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$675,216
Contract administrator fees2019-12-31$48,875
Contract administrator fees2019-12-31$48,875
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan 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
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WEBSTERROGERS LLP
Accountancy firm name2019-12-31WEBSTERROGERS LLP
Accountancy firm EIN2019-12-31570776381
Accountancy firm EIN2019-12-31570776381
2018 : ARBORGEN 401(K) PROFIT SHARING PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$525,762
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$917,494
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$863,479
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,317,408
Value of total assets at end of year2018-12-31$12,156,923
Value of total assets at beginning of year2018-12-31$12,548,655
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$54,015
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$7,322
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$38,649
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$38,649
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$725,378
Participant contributions at end of year2018-12-31$129,077
Participant contributions at beginning of year2018-12-31$104,613
Participant contributions at end of year2018-12-31$21,191
Participant contributions at beginning of year2018-12-31$22,894
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$254,570
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-391,732
Value of net assets at end of year (total assets less liabilities)2018-12-31$12,156,923
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$12,548,655
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,462,872
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,510,903
Value of interest in pooled separate accounts at end of year2018-12-31$1,430,239
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,108,059
Interest on participant loans2018-12-31$4,709
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$2,613
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$8,456,878
Value of interest in common/collective trusts at beginning of year2018-12-31$9,641,090
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$642,999
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$152,239
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-114,208
Net investment gain/loss from pooled separate accounts2018-12-31$-88,624
Net investment gain or loss from common/collective trusts2018-12-31$-634,785
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$337,460
Employer contributions (assets) at end of year2018-12-31$13,667
Employer contributions (assets) at beginning of year2018-12-31$8,857
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$863,479
Contract administrator fees2018-12-31$54,015
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WEBSTERROGERS LLP
Accountancy firm EIN2018-12-31570776381
2017 : ARBORGEN 401(K) PROFIT SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,404,339
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$845,480
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$785,509
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$936,695
Value of total assets at end of year2017-12-31$12,548,655
Value of total assets at beginning of year2017-12-31$10,989,796
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$59,971
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$3,228
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$54,451
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$54,451
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Amount of non-exempt transactions with any party-in-interest2017-12-31$0
Contributions received from participants2017-12-31$650,048
Participant contributions at end of year2017-12-31$104,613
Participant contributions at beginning of year2017-12-31$87,115
Participant contributions at end of year2017-12-31$22,894
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,732
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$14,080
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$13,948
Administrative expenses (other) incurred2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$1,558,859
Value of net assets at end of year (total assets less liabilities)2017-12-31$12,548,655
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,989,796
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-12-31$0
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-12-31$0
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,510,903
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$9,748,094
Value of interest in pooled separate accounts at end of year2017-12-31$1,108,059
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$2,657
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$571
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$9,641,090
Value of interest in common/collective trusts at beginning of year2017-12-31$1,154,587
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$152,239
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,032,142
Net investment gain/loss from pooled separate accounts2017-12-31$41,541
Net investment gain or loss from common/collective trusts2017-12-31$322,334
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$284,915
Employer contributions (assets) at end of year2017-12-31$8,857
Employer contributions (assets) at beginning of year2017-12-31$0
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$771,429
Contract administrator fees2017-12-31$59,971
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ELLIOTT DAVIS, LLC
Accountancy firm EIN2017-12-31570381582
2016 : ARBORGEN 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,974,613
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$778,389
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$736,256
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,059,780
Value of total assets at end of year2016-12-31$10,989,796
Value of total assets at beginning of year2016-12-31$9,793,572
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$42,133
Total interest from all sources2016-12-31$2,830
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$173,948
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$173,948
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$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$615,710
Participant contributions at end of year2016-12-31$87,115
Participant contributions at beginning of year2016-12-31$61,945
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$26,933
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$164,585
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$1,196,224
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,989,796
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$9,793,572
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$40,431
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$9,748,094
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$8,474,572
Interest on participant loans2016-12-31$2,830
Income. Interest from loans (other than to participants)2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$1,154,587
Value of interest in common/collective trusts at beginning of year2016-12-31$1,219,157
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$714,895
Net investment gain or loss from common/collective trusts2016-12-31$23,160
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
Contributions received in cash from employer2016-12-31$279,485
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$10,965
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$736,256
Contract administrator fees2016-12-31$1,702
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ELLIOTT DAVIS DECOSIMO LLC
Accountancy firm EIN2016-12-31570381582
2015 : ARBORGEN 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$883,306
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,296,966
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,253,366
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$897,037
Value of total assets at end of year2015-12-31$9,793,572
Value of total assets at beginning of year2015-12-31$10,207,232
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$43,600
Total interest from all sources2015-12-31$3,939
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$159,152
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$159,152
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$613,943
Participant contributions at end of year2015-12-31$61,945
Participant contributions at beginning of year2015-12-31$110,015
Participant contributions at end of year2015-12-31$26,933
Participant contributions at beginning of year2015-12-31$25,596
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$8,421
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-413,660
Value of net assets at end of year (total assets less liabilities)2015-12-31$9,793,572
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,207,232
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$39,841
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$8,474,572
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$8,637,568
Interest on participant loans2015-12-31$3,939
Income. Interest from loans (other than to participants)2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$1,219,157
Value of interest in common/collective trusts at beginning of year2015-12-31$1,424,389
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-198,217
Net investment gain or loss from common/collective trusts2015-12-31$21,395
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
Contributions received in cash from employer2015-12-31$274,673
Employer contributions (assets) at end of year2015-12-31$10,965
Employer contributions (assets) at beginning of year2015-12-31$9,664
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,253,366
Contract administrator fees2015-12-31$3,759
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31ELLIOTT DAVIS DECOSIMO LLC
Accountancy firm EIN2015-12-31570381582
2014 : ARBORGEN 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,380,040
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$109,069
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$77,536
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,717,741
Value of total assets at end of year2014-12-31$10,207,232
Value of total assets at beginning of year2014-12-31$7,936,261
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$31,533
Total interest from all sources2014-12-31$7,119
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$152,425
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$152,425
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
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
Contributions received from participants2014-12-31$620,269
Participant contributions at end of year2014-12-31$110,015
Participant contributions at beginning of year2014-12-31$95,055
Participant contributions at end of year2014-12-31$25,596
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$824,816
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$2,270,971
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,207,232
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,936,261
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$28,019
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$8,637,568
Interest on participant loans2014-12-31$4,681
Value of interest in common/collective trusts at end of year2014-12-31$1,424,389
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$7,841,206
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$7,841,206
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$2,438
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$484,045
Net investment gain or loss from common/collective trusts2014-12-31$18,710
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
Contributions received in cash from employer2014-12-31$272,656
Employer contributions (assets) at end of year2014-12-31$9,664
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$77,536
Contract administrator fees2014-12-31$3,514
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ELLIOTT DAVIS DECOSIMO LLC
Accountancy firm EIN2014-12-31570381582
2013 : ARBORGEN 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,194,566
Total of all expenses incurred2013-12-31$1,756,552
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,753,912
Expenses. Certain deemed distributions of participant loans2013-12-31$1,060
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$983,515
Value of total assets at end of year2013-12-31$7,936,261
Value of total assets at beginning of year2013-12-31$7,498,247
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,580
Total interest from all sources2013-12-31$3,379
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$269,887
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$269,887
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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
Contributions received from participants2013-12-31$582,782
Participant contributions at end of year2013-12-31$95,055
Participant contributions at beginning of year2013-12-31$86,577
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$126,997
Administrative expenses (other) incurred2013-12-31$1,580
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$438,014
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,936,261
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,498,247
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 registered invesment companies (eg mutual funds) at end of year2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,053,893
Interest on participant loans2013-12-31$3,379
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$1,357,777
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$7,841,206
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$970,533
Net investment gain or loss from common/collective trusts2013-12-31$-32,748
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
Contributions received in cash from employer2013-12-31$273,736
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,753,912
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 PBGC2013-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ELLIOTT DAVIS LLC
Accountancy firm EIN2013-12-31570381582
2012 : ARBORGEN 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,739,874
Total of all expenses incurred2012-12-31$901,009
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$898,404
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$952,696
Value of total assets at end of year2012-12-31$7,498,247
Value of total assets at beginning of year2012-12-31$6,659,382
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,605
Total interest from all sources2012-12-31$2,533
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$141,116
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$141,116
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
Contributions received from participants2012-12-31$644,253
Participant contributions at end of year2012-12-31$86,577
Participant contributions at beginning of year2012-12-31$42,609
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$20,608
Administrative expenses (other) incurred2012-12-31$2,605
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$838,865
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,498,247
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,659,382
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 in registered invesment companies (eg mutual funds) at end of year2012-12-31$6,053,893
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,060,314
Interest on participant loans2012-12-31$2,533
Value of interest in common/collective trusts at end of year2012-12-31$1,357,777
Value of interest in common/collective trusts at beginning of year2012-12-31$1,556,459
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$630,003
Net investment gain or loss from common/collective trusts2012-12-31$13,526
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
Contributions received in cash from employer2012-12-31$287,835
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$898,404
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ELLOITT DAVIS
Accountancy firm EIN2012-12-31570381582
2011 : ARBORGEN 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,106,037
Total of all expenses incurred2011-12-31$181,243
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$180,382
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,295,662
Value of total assets at end of year2011-12-31$6,659,382
Value of total assets at beginning of year2011-12-31$5,734,588
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$861
Total interest from all sources2011-12-31$3,417
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$103,021
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$103,021
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$695,149
Participant contributions at end of year2011-12-31$42,609
Participant contributions at beginning of year2011-12-31$87,191
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$282,402
Administrative expenses (other) incurred2011-12-31$861
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$924,794
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,659,382
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,734,588
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 in registered invesment companies (eg mutual funds) at end of year2011-12-31$5,060,314
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,666,886
Interest on participant loans2011-12-31$3,417
Value of interest in common/collective trusts at end of year2011-12-31$1,556,459
Value of interest in common/collective trusts at beginning of year2011-12-31$980,511
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-341,199
Net investment gain or loss from common/collective trusts2011-12-31$45,136
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
Contributions received in cash from employer2011-12-31$318,111
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$180,382
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ELLIOTT DAVIS, LLC
Accountancy firm EIN2011-12-31570381582
2010 : ARBORGEN 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,708,902
Total of all expenses incurred2010-12-31$178,965
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$169,368
Expenses. Certain deemed distributions of participant loans2010-12-31$2,041
Value of total corrective distributions2010-12-31$6,556
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,002,418
Value of total assets at end of year2010-12-31$5,734,588
Value of total assets at beginning of year2010-12-31$4,204,651
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,000
Total interest from all sources2010-12-31$3,071
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$60,912
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$60,912
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$350,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$664,656
Participant contributions at end of year2010-12-31$87,191
Participant contributions at beginning of year2010-12-31$37,699
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$51,414
Administrative expenses (other) incurred2010-12-31$1,000
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$1,529,937
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,734,588
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,204,651
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 in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,666,886
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,541,979
Interest on participant loans2010-12-31$3,071
Value of interest in common/collective trusts at end of year2010-12-31$980,511
Value of interest in common/collective trusts at beginning of year2010-12-31$624,973
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$612,312
Net investment gain or loss from common/collective trusts2010-12-31$30,189
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
Contributions received in cash from employer2010-12-31$286,348
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$169,368
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ELLIOTT DAVIS, LLC
Accountancy firm EIN2010-12-31570381582
2009 : ARBORGEN 401(K) PROFIT SHARING 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 ARBORGEN 401(K) PROFIT SHARING PLAN

2023: ARBORGEN 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: ARBORGEN 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ARBORGEN 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ARBORGEN 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ARBORGEN 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ARBORGEN 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ARBORGEN 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ARBORGEN 401(K) PROFIT SHARING 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ARBORGEN 401(K) PROFIT SHARING 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ARBORGEN 401(K) PROFIT SHARING 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ARBORGEN 401(K) PROFIT SHARING 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 funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ARBORGEN 401(K) PROFIT SHARING 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 funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ARBORGEN 401(K) PROFIT SHARING 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 funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ARBORGEN 401(K) PROFIT SHARING 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 funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ARBORGEN 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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 funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number815107
Policy instance 2
Insurance contract or identification number815107
Number of Individuals Covered149
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered149
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number815107
Policy instance 2
Insurance contract or identification number815107
Number of Individuals Covered159
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 $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered159
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 $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number815107
Policy instance 2
Insurance contract or identification number815107
Number of Individuals Covered147
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 $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered147
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 $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number815107
Policy instance 2
Insurance contract or identification number815107
Number of Individuals Covered153
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 $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered153
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 $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number815107
Policy instance 2
Insurance contract or identification number815107
Number of Individuals Covered148
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $2,295
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,295
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered148
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,124
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,124
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number815107
Policy instance 2
Insurance contract or identification number815107
Number of Individuals Covered147
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $3,779
Total amount of fees paid to insurance companyUSD $605
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,779
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerPRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered147
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $344
Total amount of fees paid to insurance companyUSD $55
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $344
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerPRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number815107
Policy instance 2
Insurance contract or identification number815107
Number of Individuals Covered136
Insurance policy start date2017-09-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered136
Insurance policy start date2017-09-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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