Logo

CONNER & WINTERS PENSION PLAN 401k Plan overview

Plan NameCONNER & WINTERS PENSION PLAN
Plan identification number 003

CONNER & WINTERS PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).

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 PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01ROBERT J. MELGAARD2024-10-15
0032022-01-01ROBERT J. MELGAARD2023-10-16
0032021-01-01ROBERT J. MELGAARD2022-11-30
0032020-01-01ROBERT J. MELGAARD2021-10-13

Plan Statistics for CONNER & WINTERS PENSION PLAN

401k plan membership statisitcs for CONNER & WINTERS PENSION PLAN

Measure Date Value
2023: CONNER & WINTERS PENSION PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01146
Total number of active participants reported on line 7a of the Form 55002023-01-0168
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0170
Total of all active and inactive participants2023-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-019
2022: CONNER & WINTERS PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-316,260,346
Acturial value of plan assets2022-12-316,185,236
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-3148
Fundng target for terminated vested participants2022-12-31715,847
Active participant vested funding target2022-12-314,571,170
Number of active participants2022-12-3188
Total funding liabilities for active participants2022-12-314,582,588
Total participant count2022-12-31136
Total funding target for all participants2022-12-315,298,435
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-311,474,733
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-311,474,733
Present value of excess contributions2022-12-313,221
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-313,394
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-31713,579
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-31886,801
Total employer contributions2022-12-31815,000
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31760,741
Liquidity shortfalls end of Q12022-12-310
Liquidity shortfalls end of Q22022-12-310
Liquidity shortfalls end of Q32022-12-310
Liquidity shortfalls end of Q42022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31955,297
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-31955,297
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-31836,561
Additional cash requirement2022-12-31118,736
Contributions allocatedtoward minimum required contributions for current year2022-12-31760,741
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01136
Total number of active participants reported on line 7a of the Form 55002022-01-0188
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0157
Total of all active and inactive participants2022-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CONNER & WINTERS PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-315,877,112
Acturial value of plan assets2021-12-315,854,551
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-3144
Fundng target for terminated vested participants2021-12-31513,473
Active participant vested funding target2021-12-314,719,399
Number of active participants2021-12-3188
Total funding liabilities for active participants2021-12-314,734,459
Total participant count2021-12-31132
Total funding target for all participants2021-12-315,247,932
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31619,372
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-31619,372
Present value of excess contributions2021-12-31794,978
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31834,647
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-31834,647
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-311,474,733
Total employer contributions2021-12-311,155,000
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-311,072,173
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-311,068,952
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-311,068,952
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-311,068,952
Contributions allocatedtoward minimum required contributions for current year2021-12-311,072,173
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01132
Total number of active participants reported on line 7a of the Form 55002021-01-0185
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0149
Total of all active and inactive participants2021-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014
2020: CONNER & WINTERS PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-315,507,675
Acturial value of plan assets2020-12-315,473,502
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-3142
Fundng target for terminated vested participants2020-12-31485,706
Active participant vested funding target2020-12-314,216,135
Number of active participants2020-12-3191
Total funding liabilities for active participants2020-12-314,224,689
Total participant count2020-12-31133
Total funding target for all participants2020-12-314,710,395
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-311,712,749
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-311,151,927
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-31560,822
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-31619,372
Total employer contributions2020-12-31850,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31794,978
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-310
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-31794,978
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01133
Total number of active participants reported on line 7a of the Form 55002020-01-0185
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0144
Total of all active and inactive participants2020-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-018

Financial Data on CONNER & WINTERS PENSION PLAN

Measure Date Value
2023 : CONNER & WINTERS PENSION PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$381,304
Total unrealized appreciation/depreciation of assets2023-12-31$381,304
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$1,180,998
Total loss/gain on sale of assets2023-12-31$641,316
Total of all expenses incurred2023-12-31$2,009,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,970,190
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$700,000
Value of total assets at end of year2023-12-31$5,279,852
Value of total assets at beginning of year2023-12-31$6,108,714
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$39,670
Total interest from all sources2023-12-31$46,994
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$38,186
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$21,054
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Administrative expenses (other) incurred2023-12-31$139
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$-828,862
Value of net assets at end of year (total assets less liabilities)2023-12-31$5,279,852
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$6,108,714
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$39,269
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$1,010,567
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$1,454,992
Interest earned on other investments2023-12-31$15,000
Income. Interest from US Government securities2023-12-31$4,750
Income. Interest from corporate debt instruments2023-12-31$337
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$538,220
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$1,041,581
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$1,041,581
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$26,907
Asset value of US Government securities at end of year2023-12-31$1,734,404
Asset value of US Government securities at beginning of year2023-12-31$1,801,290
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$-626,802
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31Yes
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$700,000
Employer contributions (assets) at end of year2023-12-31$700,000
Employer contributions (assets) at beginning of year2023-12-31$715,000
Income. Dividends from common stock2023-12-31$17,132
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,970,190
Asset. Corporate debt instrument debt (other) at end of year2023-12-31$221,198
Asset. Corporate debt instrument debt (other) at beginning of year2023-12-31$223,308
Assets. Corporate common stocks other than exployer securities at end of year2023-12-31$1,075,463
Assets. Corporate common stocks other than exployer securities at beginning of year2023-12-31$872,543
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
Aggregate proceeds on sale of assets2023-12-31$848,358
Aggregate carrying amount (costs) on sale of assets2023-12-31$207,042
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31FORVIS MAZARS, LLP
Accountancy firm EIN2023-12-31440160260
2022 : CONNER & WINTERS PENSION PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-33,045
Total unrealized appreciation/depreciation of assets2022-12-31$-33,045
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$444,314
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$621,197
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$585,126
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$815,000
Value of total assets at end of year2022-12-31$6,108,714
Value of total assets at beginning of year2022-12-31$6,285,597
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$36,071
Total interest from all sources2022-12-31$25,621
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$104,427
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$84,694
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-176,883
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,108,714
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,285,597
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$36,071
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,454,992
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,246,088
Interest earned on other investments2022-12-31$15,000
Income. Interest from corporate debt instruments2022-12-31$406
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,041,581
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,594,852
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,594,852
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$10,215
Asset value of US Government securities at end of year2022-12-31$1,801,290
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-467,689
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$815,000
Employer contributions (assets) at end of year2022-12-31$715,000
Employer contributions (assets) at beginning of year2022-12-31$1,155,000
Income. Dividends from common stock2022-12-31$19,733
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$585,126
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$223,308
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$262,405
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$872,543
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$1,027,252
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 PENSION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$410,725
Total unrealized appreciation/depreciation of assets2021-12-31$410,725
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$1,617,301
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,224,208
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,186,121
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,155,000
Value of total assets at end of year2021-12-31$6,285,597
Value of total assets at beginning of year2021-12-31$5,892,504
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$38,087
Total interest from all sources2021-12-31$15,673
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$110,758
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$94,050
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$214
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$393,093
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,285,597
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,892,504
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$38,087
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,246,088
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,102,336
Interest earned on other investments2021-12-31$15,000
Income. Interest from corporate debt instruments2021-12-31$522
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,594,852
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,890,689
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,890,689
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$151
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-74,855
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
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$1,155,000
Employer contributions (assets) at end of year2021-12-31$1,155,000
Employer contributions (assets) at beginning of year2021-12-31$850,000
Income. Dividends from common stock2021-12-31$16,708
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,186,121
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$262,405
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$280,573
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$1,027,252
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$768,692
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 PENSION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$337,297
Total unrealized appreciation/depreciation of assets2020-12-31$337,297
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$445,635
Total income from all sources (including contributions)2020-12-31$1,066,741
Total loss/gain on sale of assets2020-12-31$307,698
Total of all expenses incurred2020-12-31$236,277
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$192,110
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$850,000
Value of total assets at end of year2020-12-31$5,892,504
Value of total assets at beginning of year2020-12-31$5,507,675
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$44,167
Total interest from all sources2020-12-31$25,367
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$114,301
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$99,847
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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
Assets. Other investments not covered elsewhere at end of year2020-12-31$214
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$948
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$445,635
Administrative expenses (other) incurred2020-12-31$72
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$830,464
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,892,504
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,062,040
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$44,095
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,102,336
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,110,037
Interest earned on other investments2020-12-31$15,000
Income. Interest from US Government securities2020-12-31$3,500
Income. Interest from corporate debt instruments2020-12-31$667
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,890,689
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$3,019,452
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$3,019,452
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$6,200
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$-567,922
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
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$850,000
Employer contributions (assets) at end of year2020-12-31$850,000
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from common stock2020-12-31$14,454
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$192,110
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$280,573
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$473,662
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$768,692
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$903,576
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$730,952
Aggregate carrying amount (costs) on sale of assets2020-12-31$423,254
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BKD, LLP
Accountancy firm EIN2020-12-31440160260

Form 5500 Responses for CONNER & WINTERS PENSION PLAN

2023: CONNER & WINTERS PENSION 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 – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: CONNER & WINTERS PENSION 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 PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CONNER & WINTERS PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes

Potentially related plans

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

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

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

See full terms and conditions

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