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CONNER & WINTERS 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameCONNER & WINTERS 401(K) RETIREMENT PLAN
Plan identification number 001

CONNER & WINTERS 401(K) RETIREMENT 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.

401k Sponsoring company profile

CONNER & WINTERS LLP has sponsored the creation of one or more 401k plans.

Company Name:CONNER & WINTERS LLP
Employer identification number (EIN):731388566
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CONNER & WINTERS 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01HENRY G. WILL N ROBERT PARKER2018-08-02
0012016-01-01HENRY G. WILL N ROBERT PARKER2017-10-12
0012015-01-01HENRY G. WILL N ROBERT PARKER2016-10-13
0012014-01-01HENRY G. WILL N. ROBERT PARKER2015-10-14
0012014-01-01HENRY G. WILL N. ROBERT PARKER2015-10-14
0012013-01-01H.G. WILL N.R. PARKER2014-10-13
0012012-01-01HENRY G WILL N ROBERT PARKER2013-10-14
0012011-01-01HENRY G. WILL N. R. PARKER2012-10-12
0012010-01-01HENRY G. WILL N.R. PARKER2011-10-17
0012009-01-01HENRY G WILL N ROBERT PARKER2010-10-14

Plan Statistics for CONNER & WINTERS 401(K) RETIREMENT PLAN

401k plan membership statisitcs for CONNER & WINTERS 401(K) RETIREMENT PLAN

Measure Date Value
2023: CONNER & WINTERS 401(K) RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01130
Total number of active participants reported on line 7a of the Form 55002023-01-0180
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0149
Total of all active and inactive participants2023-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-013
Total participants2023-01-01132
Number of participants with account balances2023-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-015
2022: CONNER & WINTERS 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01140
Total number of active participants reported on line 7a of the Form 55002022-01-0187
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0138
Total of all active and inactive participants2022-01-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01126
Number of participants with account balances2022-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-014
2021: CONNER & WINTERS 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01146
Total number of active participants reported on line 7a of the Form 55002021-01-01101
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0129
Total of all active and inactive participants2021-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01131
Number of participants with account balances2021-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: CONNER & WINTERS 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01152
Total number of active participants reported on line 7a of the Form 55002020-01-01108
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0136
Total of all active and inactive participants2020-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01146
Number of participants with account balances2020-01-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-015
2019: CONNER & WINTERS 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01146
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 benefits2019-01-0136
Total of all active and inactive participants2019-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01152
Number of participants with account balances2019-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-015
2018: CONNER & WINTERS 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01146
Total number of active participants reported on line 7a of the Form 55002018-01-01118
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0128
Total of all active and inactive participants2018-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01146
Number of participants with account balances2018-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: CONNER & WINTERS 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01140
Total number of active participants reported on line 7a of the Form 55002017-01-01120
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-0123
Total of all active and inactive participants2017-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01146
Number of participants with account balances2017-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CONNER & WINTERS 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01145
Total number of active participants reported on line 7a of the Form 55002016-01-01115
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0123
Total of all active and inactive participants2016-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01140
Number of participants with account balances2016-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: CONNER & WINTERS 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01140
Total number of active participants reported on line 7a of the Form 55002015-01-01115
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0128
Total of all active and inactive participants2015-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01145
Number of participants with account balances2015-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: CONNER & WINTERS 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01134
Total number of active participants reported on line 7a of the Form 55002014-01-01114
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0124
Total of all active and inactive participants2014-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01140
Number of participants with account balances2014-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: CONNER & WINTERS 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01137
Total number of active participants reported on line 7a of the Form 55002013-01-01114
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0119
Total of all active and inactive participants2013-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01134
Number of participants with account balances2013-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: CONNER & WINTERS 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01129
Total number of active participants reported on line 7a of the Form 55002012-01-01114
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0121
Total of all active and inactive participants2012-01-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01137
Number of participants with account balances2012-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: CONNER & WINTERS 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01125
Total number of active participants reported on line 7a of the Form 55002011-01-01104
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0123
Total of all active and inactive participants2011-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01129
Number of participants with account balances2011-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: CONNER & WINTERS 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01120
Total number of active participants reported on line 7a of the Form 55002010-01-01101
Number of retired or separated participants receiving benefits2010-01-012
Number of other retired or separated participants entitled to future benefits2010-01-0121
Total of all active and inactive participants2010-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01125
Number of participants with account balances2010-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: CONNER & WINTERS 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01107
Total number of active participants reported on line 7a of the Form 55002009-01-0197
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-0120
Total of all active and inactive participants2009-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01120
Number of participants with account balances2009-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on CONNER & WINTERS 401(K) RETIREMENT PLAN

Measure Date Value
2023 : CONNER & WINTERS 401(K) RETIREMENT PLAN 2023 401k financial data
Total income from all sources (including contributions)2023-12-31$15,972,849
Total of all expenses incurred2023-12-31$6,138,246
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$6,132,131
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$2,554,908
Value of total assets at end of year2023-12-31$90,943,336
Value of total assets at beginning of year2023-12-31$81,108,733
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$6,115
Total interest from all sources2023-12-31$11,507
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
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 period2023-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$912,248
Participant contributions at end of year2023-12-31$99,125
Participant contributions at beginning of year2023-12-31$182,306
Participant contributions at end of year2023-12-31$309,418
Participant contributions at beginning of year2023-12-31$202,390
Assets. Other investments not covered elsewhere at end of year2023-12-31$20,276,035
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$16,049,095
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$384,114
Other income not declared elsewhere2023-12-31$3,941,941
Administrative expenses (other) incurred2023-12-31$6,115
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$9,834,603
Value of net assets at end of year (total assets less liabilities)2023-12-31$90,943,336
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$81,108,733
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
Interest on participant loans2023-12-31$11,507
Value of interest in common/collective trusts at end of year2023-12-31$69,550,990
Value of interest in common/collective trusts at beginning of year2023-12-31$63,954,620
Net investment gain or loss from common/collective trusts2023-12-31$9,464,493
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$1,258,546
Employer contributions (assets) at end of year2023-12-31$707,768
Employer contributions (assets) at beginning of year2023-12-31$720,322
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$6,132,131
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-31Yes
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 name2023-12-31FORVIS MAZARS, LLP
Accountancy firm EIN2023-12-31440160260
2022 : CONNER & WINTERS 401(K) RETIREMENT PLAN 2022 401k financial data
Total transfer of assets to this plan2022-12-31$3,244
Total income from all sources (including contributions)2022-12-31$-13,475,287
Total of all expenses incurred2022-12-31$9,904,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$9,872,080
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,687,054
Value of total assets at end of year2022-12-31$81,108,733
Value of total assets at beginning of year2022-12-31$104,485,467
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$32,611
Total interest from all sources2022-12-31$6,322
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$32,611
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$908,897
Participant contributions at end of year2022-12-31$182,306
Participant contributions at beginning of year2022-12-31$207,979
Participant contributions at end of year2022-12-31$202,390
Participant contributions at beginning of year2022-12-31$311,567
Assets. Other investments not covered elsewhere at end of year2022-12-31$16,049,095
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$21,493,680
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$339,756
Other income not declared elsewhere2022-12-31$-3,929,141
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$-23,379,978
Value of net assets at end of year (total assets less liabilities)2022-12-31$81,108,733
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$104,485,467
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
Interest on participant loans2022-12-31$6,322
Value of interest in common/collective trusts at end of year2022-12-31$63,954,620
Value of interest in common/collective trusts at beginning of year2022-12-31$81,645,036
Net investment gain or loss from common/collective trusts2022-12-31$-12,239,522
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$1,438,401
Employer contributions (assets) at end of year2022-12-31$720,322
Employer contributions (assets) at beginning of year2022-12-31$827,205
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$9,872,080
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 name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : CONNER & WINTERS 401(K) RETIREMENT PLAN 2021 401k financial data
Total transfer of assets to this plan2021-12-31$43,018
Total income from all sources (including contributions)2021-12-31$15,647,085
Total of all expenses incurred2021-12-31$6,748,823
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,715,902
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,898,455
Value of total assets at end of year2021-12-31$104,485,467
Value of total assets at beginning of year2021-12-31$95,544,187
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$32,921
Total interest from all sources2021-12-31$8,532
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$32,921
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
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,087,869
Participant contributions at end of year2021-12-31$207,979
Participant contributions at beginning of year2021-12-31$233,715
Participant contributions at end of year2021-12-31$311,567
Participant contributions at beginning of year2021-12-31$287,590
Assets. Other investments not covered elsewhere at end of year2021-12-31$21,493,681
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$18,685,143
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$216,560
Other income not declared elsewhere2021-12-31$3,831,250
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$8,898,262
Value of net assets at end of year (total assets less liabilities)2021-12-31$104,485,467
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$95,544,187
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
Interest on participant loans2021-12-31$8,532
Value of interest in common/collective trusts at end of year2021-12-31$81,645,035
Value of interest in common/collective trusts at beginning of year2021-12-31$75,497,100
Net investment gain or loss from common/collective trusts2021-12-31$8,908,848
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,594,026
Employer contributions (assets) at end of year2021-12-31$827,205
Employer contributions (assets) at beginning of year2021-12-31$840,639
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,715,902
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 name2021-12-31FORVIS
Accountancy firm EIN2021-12-31440160260
2020 : CONNER & WINTERS 401(K) RETIREMENT PLAN 2020 401k financial data
Total transfer of assets to this plan2020-12-31$125,767
Total income from all sources (including contributions)2020-12-31$12,908,209
Total of all expenses incurred2020-12-31$7,800,385
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,770,414
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,100,015
Value of total assets at end of year2020-12-31$95,544,187
Value of total assets at beginning of year2020-12-31$90,310,596
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$29,971
Total interest from all sources2020-12-31$13,490
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$29,971
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
Minimum employer required contribution for this plan year2020-12-31$0
Amount contributed by the employer to the plan for this plan year2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,064,787
Participant contributions at end of year2020-12-31$233,715
Participant contributions at beginning of year2020-12-31$295,991
Participant contributions at end of year2020-12-31$287,590
Participant contributions at beginning of year2020-12-31$274,241
Assets. Other investments not covered elsewhere at end of year2020-12-31$18,685,143
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$12,462,475
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$285,310
Other income not declared elsewhere2020-12-31$2,262,030
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$5,107,824
Value of net assets at end of year (total assets less liabilities)2020-12-31$95,544,187
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$90,310,596
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Interest on participant loans2020-12-31$13,490
Value of interest in common/collective trusts at end of year2020-12-31$75,497,100
Value of interest in common/collective trusts at beginning of year2020-12-31$76,490,647
Net investment gain or loss from common/collective trusts2020-12-31$7,532,674
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,749,918
Employer contributions (assets) at end of year2020-12-31$840,639
Employer contributions (assets) at beginning of year2020-12-31$787,242
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$7,770,414
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
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BKD, LLP
Accountancy firm EIN2020-12-31440160260
2019 : CONNER & WINTERS 401(K) RETIREMENT PLAN 2019 401k financial data
Total transfer of assets from this plan2019-12-31$1,032
Total transfer of assets from this plan2019-12-31$1,032
Total income from all sources (including contributions)2019-12-31$17,517,893
Total income from all sources (including contributions)2019-12-31$17,517,893
Total of all expenses incurred2019-12-31$5,049,144
Total of all expenses incurred2019-12-31$5,049,144
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,020,506
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,020,506
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,366,771
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,366,771
Value of total assets at end of year2019-12-31$90,310,596
Value of total assets at end of year2019-12-31$90,310,596
Value of total assets at beginning of year2019-12-31$77,842,879
Value of total assets at beginning of year2019-12-31$77,842,879
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$28,638
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$28,638
Total interest from all sources2019-12-31$13,354
Total interest from all sources2019-12-31$13,354
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
Administrative expenses professional fees incurred2019-12-31$28,638
Administrative expenses professional fees incurred2019-12-31$28,638
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,144,520
Contributions received from participants2019-12-31$1,144,520
Participant contributions at end of year2019-12-31$295,991
Participant contributions at end of year2019-12-31$295,991
Participant contributions at beginning of year2019-12-31$307,611
Participant contributions at beginning of year2019-12-31$307,611
Participant contributions at end of year2019-12-31$274,241
Participant contributions at end of year2019-12-31$274,241
Participant contributions at beginning of year2019-12-31$286,432
Participant contributions at beginning of year2019-12-31$286,432
Assets. Other investments not covered elsewhere at end of year2019-12-31$12,462,475
Assets. Other investments not covered elsewhere at end of year2019-12-31$12,462,475
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$7,650,596
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$7,650,596
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$390,208
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$390,208
Other income not declared elsewhere2019-12-31$2,144,341
Other income not declared elsewhere2019-12-31$2,144,341
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$12,468,749
Value of net income/loss2019-12-31$12,468,749
Value of net assets at end of year (total assets less liabilities)2019-12-31$90,310,596
Value of net assets at end of year (total assets less liabilities)2019-12-31$90,310,596
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$77,842,879
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$77,842,879
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 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
Interest on participant loans2019-12-31$13,354
Interest on participant loans2019-12-31$13,354
Value of interest in common/collective trusts at end of year2019-12-31$76,490,647
Value of interest in common/collective trusts at end of year2019-12-31$76,490,647
Value of interest in common/collective trusts at beginning of year2019-12-31$68,689,904
Value of interest in common/collective trusts at beginning of year2019-12-31$68,689,904
Net investment gain or loss from common/collective trusts2019-12-31$11,993,427
Net investment gain or loss from common/collective trusts2019-12-31$11,993,427
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 contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,832,043
Contributions received in cash from employer2019-12-31$1,832,043
Employer contributions (assets) at end of year2019-12-31$787,242
Employer contributions (assets) at end of year2019-12-31$787,242
Employer contributions (assets) at beginning of year2019-12-31$908,336
Employer contributions (assets) at beginning of year2019-12-31$908,336
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,020,506
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,020,506
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
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 name2019-12-31BKD, LLP
Accountancy firm name2019-12-31BKD, LLP
Accountancy firm EIN2019-12-31440160260
Accountancy firm EIN2019-12-31440160260
2018 : CONNER & WINTERS 401(K) RETIREMENT PLAN 2018 401k financial data
Total transfer of assets to this plan2018-12-31$8,741
Total income from all sources (including contributions)2018-12-31$628,727
Total of all expenses incurred2018-12-31$2,943,443
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,917,498
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,640,364
Value of total assets at end of year2018-12-31$77,842,879
Value of total assets at beginning of year2018-12-31$80,148,854
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$25,945
Total interest from all sources2018-12-31$18,762
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$25,945
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
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,215,374
Participant contributions at end of year2018-12-31$307,611
Participant contributions at beginning of year2018-12-31$449,822
Participant contributions at end of year2018-12-31$286,432
Participant contributions at beginning of year2018-12-31$341,435
Assets. Other investments not covered elsewhere at end of year2018-12-31$7,650,596
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$8,282,781
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,421,556
Other income not declared elsewhere2018-12-31$-658,217
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$-2,314,716
Value of net assets at end of year (total assets less liabilities)2018-12-31$77,842,879
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$80,148,854
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Interest on participant loans2018-12-31$18,762
Value of interest in common/collective trusts at end of year2018-12-31$68,689,904
Value of interest in common/collective trusts at beginning of year2018-12-31$70,166,826
Net investment gain or loss from common/collective trusts2018-12-31$-3,372,182
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,003,434
Employer contributions (assets) at end of year2018-12-31$908,336
Employer contributions (assets) at beginning of year2018-12-31$907,990
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,917,498
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
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 name2018-12-31BKD, LLP
Accountancy firm EIN2018-12-31440160260
2017 : CONNER & WINTERS 401(K) RETIREMENT PLAN 2017 401k financial data
Total transfer of assets to this plan2017-12-31$72,933
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,570
Total income from all sources (including contributions)2017-12-31$12,775,276
Total of all expenses incurred2017-12-31$4,903,959
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,879,410
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,767,983
Value of total assets at end of year2017-12-31$80,148,854
Value of total assets at beginning of year2017-12-31$72,206,174
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$24,549
Total interest from all sources2017-12-31$17,924
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$24,549
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,285,752
Participant contributions at end of year2017-12-31$449,822
Participant contributions at beginning of year2017-12-31$394,909
Participant contributions at end of year2017-12-31$341,435
Participant contributions at beginning of year2017-12-31$337,144
Assets. Other investments not covered elsewhere at end of year2017-12-31$8,282,781
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$7,329,605
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$400,697
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$1,570
Other income not declared elsewhere2017-12-31$1,020,582
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$7,871,317
Value of net assets at end of year (total assets less liabilities)2017-12-31$80,148,854
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$72,204,604
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Interest on participant loans2017-12-31$17,924
Value of interest in common/collective trusts at end of year2017-12-31$70,166,826
Value of interest in common/collective trusts at beginning of year2017-12-31$63,405,474
Net investment gain or loss from common/collective trusts2017-12-31$7,968,787
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$2,081,534
Employer contributions (assets) at end of year2017-12-31$907,990
Employer contributions (assets) at beginning of year2017-12-31$739,042
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,879,410
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
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 name2017-12-31BKD, LLP
Accountancy firm EIN2017-12-31440160260
2016 : CONNER & WINTERS 401(K) RETIREMENT PLAN 2016 401k financial data
Total transfer of assets to this plan2016-12-31$66,067
Total transfer of assets from this plan2016-12-31$3,933
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,570
Total income from all sources (including contributions)2016-12-31$7,859,635
Total of all expenses incurred2016-12-31$1,014,818
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$988,137
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,484,217
Value of total assets at end of year2016-12-31$72,206,174
Value of total assets at beginning of year2016-12-31$65,297,653
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$26,681
Total interest from all sources2016-12-31$17,729
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$26,681
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
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,188,687
Participant contributions at end of year2016-12-31$394,909
Participant contributions at beginning of year2016-12-31$526,219
Participant contributions at end of year2016-12-31$337,144
Participant contributions at beginning of year2016-12-31$255,242
Assets. Other investments not covered elsewhere at end of year2016-12-31$7,329,605
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$6,654,606
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$399,909
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$1,570
Other income not declared elsewhere2016-12-31$518,452
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$6,844,817
Value of net assets at end of year (total assets less liabilities)2016-12-31$72,204,604
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$65,297,653
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
Interest on participant loans2016-12-31$17,729
Value of interest in common/collective trusts at end of year2016-12-31$63,405,474
Value of interest in common/collective trusts at beginning of year2016-12-31$56,759,741
Net investment gain or loss from common/collective trusts2016-12-31$3,839,237
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$1,895,621
Employer contributions (assets) at end of year2016-12-31$739,042
Employer contributions (assets) at beginning of year2016-12-31$1,101,845
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$988,137
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 name2016-12-31BKD, LLP
Accountancy firm EIN2016-12-31440160260
2015 : CONNER & WINTERS 401(K) RETIREMENT PLAN 2015 401k financial data
Total transfer of assets to this plan2015-12-31$139,472
Total income from all sources (including contributions)2015-12-31$2,935,018
Total of all expenses incurred2015-12-31$705,729
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$657,572
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,549,967
Value of total assets at end of year2015-12-31$65,297,653
Value of total assets at beginning of year2015-12-31$62,928,892
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$48,157
Total interest from all sources2015-12-31$18,919
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$48,157
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
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,103,067
Participant contributions at end of year2015-12-31$526,219
Participant contributions at beginning of year2015-12-31$478,449
Participant contributions at end of year2015-12-31$255,242
Participant contributions at beginning of year2015-12-31$306,297
Assets. Other investments not covered elsewhere at end of year2015-12-31$6,654,606
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$6,675,713
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$570,183
Other income not declared elsewhere2015-12-31$-221,392
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$2,229,289
Value of net assets at end of year (total assets less liabilities)2015-12-31$65,297,653
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$62,928,892
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
Interest on participant loans2015-12-31$18,919
Value of interest in common/collective trusts at end of year2015-12-31$56,759,741
Value of interest in common/collective trusts at beginning of year2015-12-31$54,685,845
Net investment gain or loss from common/collective trusts2015-12-31$-412,476
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$1,876,717
Employer contributions (assets) at end of year2015-12-31$1,101,845
Employer contributions (assets) at beginning of year2015-12-31$782,588
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$657,572
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 name2015-12-31BKD, LLP
Accountancy firm EIN2015-12-31440160260
2014 : CONNER & WINTERS 401(K) RETIREMENT PLAN 2014 401k financial data
Total transfer of assets to this plan2014-12-31$198,846
Total income from all sources (including contributions)2014-12-31$6,958,082
Total of all expenses incurred2014-12-31$2,965,858
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,941,074
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,499,048
Value of total assets at end of year2014-12-31$62,928,892
Value of total assets at beginning of year2014-12-31$58,737,822
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$24,784
Total interest from all sources2014-12-31$18,802
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,119,007
Participant contributions at end of year2014-12-31$478,449
Participant contributions at beginning of year2014-12-31$490,641
Participant contributions at end of year2014-12-31$306,297
Participant contributions at beginning of year2014-12-31$230,318
Assets. Other investments not covered elsewhere at end of year2014-12-31$6,675,713
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$6,742,476
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$466,832
Other income not declared elsewhere2014-12-31$459,750
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$3,992,224
Value of net assets at end of year (total assets less liabilities)2014-12-31$62,928,892
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$58,737,822
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
Interest on participant loans2014-12-31$18,802
Value of interest in common/collective trusts at end of year2014-12-31$54,685,845
Value of interest in common/collective trusts at beginning of year2014-12-31$50,520,491
Net investment gain or loss from common/collective trusts2014-12-31$2,980,482
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$1,913,209
Employer contributions (assets) at end of year2014-12-31$782,588
Employer contributions (assets) at beginning of year2014-12-31$753,896
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,941,074
Contract administrator fees2014-12-31$24,784
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 name2014-12-31BKD, LLP
Accountancy firm EIN2014-12-31440160260
2013 : CONNER & WINTERS 401(K) RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$11,275,618
Total of all expenses incurred2013-12-31$2,205,441
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,200,967
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,771,911
Value of total assets at end of year2013-12-31$58,737,822
Value of total assets at beginning of year2013-12-31$49,667,645
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,474
Total interest from all sources2013-12-31$17,177
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$4,474
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,035,699
Participant contributions at end of year2013-12-31$490,641
Participant contributions at beginning of year2013-12-31$443,763
Participant contributions at end of year2013-12-31$230,318
Participant contributions at beginning of year2013-12-31$219,689
Assets. Other investments not covered elsewhere at end of year2013-12-31$6,742,476
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$5,481,631
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$844,612
Other income not declared elsewhere2013-12-31$1,075,210
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$9,070,177
Value of net assets at end of year (total assets less liabilities)2013-12-31$58,737,822
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$49,667,645
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
Interest on participant loans2013-12-31$17,177
Value of interest in common/collective trusts at end of year2013-12-31$50,520,491
Value of interest in common/collective trusts at beginning of year2013-12-31$42,835,911
Net investment gain or loss from common/collective trusts2013-12-31$6,411,320
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$1,891,600
Employer contributions (assets) at end of year2013-12-31$753,896
Employer contributions (assets) at beginning of year2013-12-31$686,651
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,200,967
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
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 name2013-12-31BKD LLP
Accountancy firm EIN2013-12-31440160260
2012 : CONNER & WINTERS 401(K) RETIREMENT PLAN 2012 401k financial data
Total transfer of assets to this plan2012-12-31$234,171
Total transfer of assets from this plan2012-12-31$-1,613
Total income from all sources (including contributions)2012-12-31$7,704,443
Total of all expenses incurred2012-12-31$486,919
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$464,652
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,371,407
Value of total assets at end of year2012-12-31$49,667,644
Value of total assets at beginning of year2012-12-31$42,217,563
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$22,267
Total interest from all sources2012-12-31$16,682
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$22,267
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
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,061,312
Participant contributions at end of year2012-12-31$443,763
Participant contributions at beginning of year2012-12-31$402,872
Participant contributions at end of year2012-12-31$219,689
Participant contributions at beginning of year2012-12-31$199,051
Assets. Other investments not covered elsewhere at end of year2012-12-31$5,481,631
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$4,591,149
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$478,641
Other income not declared elsewhere2012-12-31$491,513
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$7,217,524
Value of net assets at end of year (total assets less liabilities)2012-12-31$49,667,644
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$42,217,563
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
Interest on participant loans2012-12-31$16,682
Value of interest in common/collective trusts at end of year2012-12-31$42,835,910
Value of interest in common/collective trusts at beginning of year2012-12-31$36,407,685
Net investment gain or loss from common/collective trusts2012-12-31$3,824,841
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$1,831,454
Employer contributions (assets) at end of year2012-12-31$686,651
Employer contributions (assets) at beginning of year2012-12-31$616,806
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$464,652
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 name2012-12-31BKD LLP
Accountancy firm EIN2012-12-31440160260
2011 : CONNER & WINTERS 401(K) RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$3,963,900
Total of all expenses incurred2011-12-31$1,526,528
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,501,418
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,823,122
Value of total assets at end of year2011-12-31$42,217,563
Value of total assets at beginning of year2011-12-31$39,780,191
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$25,110
Total interest from all sources2011-12-31$16,586
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$25,110
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
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,019,397
Participant contributions at end of year2011-12-31$402,872
Participant contributions at beginning of year2011-12-31$406,560
Participant contributions at end of year2011-12-31$199,051
Participant contributions at beginning of year2011-12-31$265,959
Assets. Other investments not covered elsewhere at end of year2011-12-31$4,591,149
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$4,259,189
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,051,802
Other income not declared elsewhere2011-12-31$-5,204
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$2,437,372
Value of net assets at end of year (total assets less liabilities)2011-12-31$42,217,563
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$39,780,191
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
Interest on participant loans2011-12-31$16,586
Value of interest in common/collective trusts at end of year2011-12-31$36,407,685
Value of interest in common/collective trusts at beginning of year2011-12-31$34,116,104
Net investment gain or loss from common/collective trusts2011-12-31$129,396
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,751,923
Employer contributions (assets) at end of year2011-12-31$616,806
Employer contributions (assets) at beginning of year2011-12-31$732,379
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,501,418
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 name2011-12-31BKD LLP
Accountancy firm EIN2011-12-31440160260
2010 : CONNER & WINTERS 401(K) RETIREMENT PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$9,499,584
Total of all expenses incurred2010-12-31$416,558
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$393,935
Expenses. Certain deemed distributions of participant loans2010-12-31$8,365
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$6,015,996
Value of total assets at end of year2010-12-31$39,780,191
Value of total assets at beginning of year2010-12-31$30,697,165
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$14,258
Total interest from all sources2010-12-31$13,887
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$14,258
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,047,579
Participant contributions at end of year2010-12-31$406,560
Participant contributions at beginning of year2010-12-31$150,977
Participant contributions at end of year2010-12-31$265,959
Participant contributions at beginning of year2010-12-31$237,664
Assets. Other investments not covered elsewhere at end of year2010-12-31$4,259,189
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$3,702,488
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$3,167,697
Other income not declared elsewhere2010-12-31$372,026
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$9,083,026
Value of net assets at end of year (total assets less liabilities)2010-12-31$39,780,191
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$30,697,165
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
Income. Interest from loans (other than to participants)2010-12-31$13,887
Value of interest in common/collective trusts at end of year2010-12-31$34,116,104
Value of interest in common/collective trusts at beginning of year2010-12-31$25,903,402
Net investment gain or loss from common/collective trusts2010-12-31$3,097,675
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,800,720
Employer contributions (assets) at end of year2010-12-31$732,379
Employer contributions (assets) at beginning of year2010-12-31$702,634
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$393,935
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 name2010-12-31BKD LLP
Accountancy firm EIN2010-12-31440160260

Form 5500 Responses for CONNER & WINTERS 401(K) RETIREMENT PLAN

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

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number194775-01
Policy instance 1
Insurance contract or identification number194775-01
Number of Individuals Covered30
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
Other welfare benefits providedGROUP ANNUITY CONTRACT
Welfare Benefit Premiums Paid to CarrierUSD $2,881,967
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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