Plan Name | J. BECK, INC. DBA BECK STEEL, INC. EMPLOYEES STOCK OWNERSHIP PLAN & TRUST |
Plan identification number | 004 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | BECK STEEL, INC. |
Employer identification number (EIN): | 751495648 |
NAIC Classification: | 332300 |
Additional information about BECK STEEL, INC.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 1975-07-30 |
Company Identification Number: | 0036477400 |
Legal Registered Office Address: |
401 N LOOP 289 LUBBOCK United States of America (USA) 79403 |
More information about BECK STEEL, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
004 | 2013-06-01 | JOHN BECK | JOHN BECK | 2015-02-20 | |
004 | 2012-06-01 | JOHN BECK | JOHN BECK | 2014-02-20 | |
004 | 2011-06-01 | JOHN BECK | JOHN BECK | 2013-03-15 | |
004 | 2010-06-01 | JOHN C. BECK, TRUSTEE | |||
004 | 2009-06-01 | JIM BECK |
Measure | Date | Value |
---|---|---|
2013: J. BECK, INC. DBA BECK STEEL, INC. EMPLOYEES STOCK OWNERSHIP PLAN & TRUST 2013 401k membership | ||
Total participants, beginning-of-year | 2013-06-01 | 123 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-06-01 | 0 |
Number of retired or separated participants receiving benefits | 2013-06-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-06-01 | 0 |
Total of all active and inactive participants | 2013-06-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-06-01 | 0 |
Total participants | 2013-06-01 | 0 |
Number of participants with account balances | 2013-06-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-06-01 | 0 |
2012: J. BECK, INC. DBA BECK STEEL, INC. EMPLOYEES STOCK OWNERSHIP PLAN & TRUST 2012 401k membership | ||
Total participants, beginning-of-year | 2012-06-01 | 165 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-06-01 | 112 |
Number of retired or separated participants receiving benefits | 2012-06-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2012-06-01 | 13 |
Total of all active and inactive participants | 2012-06-01 | 129 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-06-01 | 0 |
Total participants | 2012-06-01 | 129 |
Number of participants with account balances | 2012-06-01 | 111 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-06-01 | 10 |
2011: J. BECK, INC. DBA BECK STEEL, INC. EMPLOYEES STOCK OWNERSHIP PLAN & TRUST 2011 401k membership | ||
Total participants, beginning-of-year | 2011-06-01 | 155 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-06-01 | 99 |
Number of retired or separated participants receiving benefits | 2011-06-01 | 31 |
Number of other retired or separated participants entitled to future benefits | 2011-06-01 | 35 |
Total of all active and inactive participants | 2011-06-01 | 165 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-06-01 | 0 |
Total participants | 2011-06-01 | 165 |
Number of participants with account balances | 2011-06-01 | 162 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-06-01 | 7 |
2010: J. BECK, INC. DBA BECK STEEL, INC. EMPLOYEES STOCK OWNERSHIP PLAN & TRUST 2010 401k membership | ||
Total participants, beginning-of-year | 2010-06-01 | 125 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-06-01 | 95 |
Number of retired or separated participants receiving benefits | 2010-06-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-06-01 | 45 |
Total of all active and inactive participants | 2010-06-01 | 140 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-06-01 | 0 |
Total participants | 2010-06-01 | 140 |
Number of participants with account balances | 2010-06-01 | 140 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-06-01 | 30 |
2009: J. BECK, INC. DBA BECK STEEL, INC. EMPLOYEES STOCK OWNERSHIP PLAN & TRUST 2009 401k membership | ||
Total participants, beginning-of-year | 2009-06-01 | 132 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-06-01 | 92 |
Number of retired or separated participants receiving benefits | 2009-06-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2009-06-01 | 32 |
Total of all active and inactive participants | 2009-06-01 | 125 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-06-01 | 0 |
Total participants | 2009-06-01 | 125 |
Number of participants with account balances | 2009-06-01 | 125 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-06-01 | 16 |
Measure | Date | Value |
---|---|---|
2014 : J. BECK, INC. DBA BECK STEEL, INC. EMPLOYEES STOCK OWNERSHIP PLAN & TRUST 2014 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2014-05-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-05-31 | $699,012 |
Total unrealized appreciation/depreciation of assets | 2014-05-31 | $699,012 |
Total transfer of assets to this plan | 2014-05-31 | $0 |
Total transfer of assets from this plan | 2014-05-31 | $7,437,172 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-05-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-05-31 | $2,628 |
Expenses. Interest paid | 2014-05-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2014-05-31 | $0 |
Total income from all sources (including contributions) | 2014-05-31 | $700,053 |
Total loss/gain on sale of assets | 2014-05-31 | $0 |
Total of all expenses incurred | 2014-05-31 | $954,559 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-05-31 | $953,791 |
Value of total corrective distributions | 2014-05-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-05-31 | $0 |
Value of total assets at end of year | 2014-05-31 | $0 |
Value of total assets at beginning of year | 2014-05-31 | $7,694,306 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-05-31 | $768 |
Total income from rents | 2014-05-31 | $0 |
Total interest from all sources | 2014-05-31 | $177 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-05-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-05-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2014-05-31 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-05-31 | $0 |
Administrative expenses professional fees incurred | 2014-05-31 | $0 |
Was this plan covered by a fidelity bond | 2014-05-31 | Yes |
Value of fidelity bond cover | 2014-05-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-05-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-05-31 | $666,544 |
Were there any nonexempt tranactions with any party-in-interest | 2014-05-31 | No |
Amount of non-exempt transactions with any party-in-interest | 2014-05-31 | $0 |
Contributions received from participants | 2014-05-31 | $0 |
Participant contributions at end of year | 2014-05-31 | $0 |
Participant contributions at beginning of year | 2014-05-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-05-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2014-05-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-05-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-05-31 | $5,258 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-05-31 | $0 |
Other income not declared elsewhere | 2014-05-31 | $864 |
Administrative expenses (other) incurred | 2014-05-31 | $768 |
Liabilities. Value of operating payables at beginning of year | 2014-05-31 | $0 |
Total non interest bearing cash at end of year | 2014-05-31 | $0 |
Total non interest bearing cash at beginning of year | 2014-05-31 | $23,785 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-05-31 | No |
Income. Non cash contributions | 2014-05-31 | $0 |
Value of net income/loss | 2014-05-31 | $-254,506 |
Value of net assets at end of year (total assets less liabilities) | 2014-05-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-05-31 | $7,691,678 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-05-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-05-31 | No |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2014-05-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2014-05-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2014-05-31 | $0 |
Investment advisory and management fees | 2014-05-31 | $0 |
Income. Interest from loans (other than to participants) | 2014-05-31 | $0 |
Interest earned on other investments | 2014-05-31 | $0 |
Income. Interest from US Government securities | 2014-05-31 | $0 |
Income. Interest from corporate debt instruments | 2014-05-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-05-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-05-31 | $421,021 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-05-31 | $421,021 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-05-31 | $177 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2014-05-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-05-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2014-05-31 | $0 |
Net investment gain or loss from common/collective trusts | 2014-05-31 | $0 |
Net gain/loss from 103.12 investment entities | 2014-05-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-05-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-05-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-05-31 | No |
Assets. Invements in employer securities at end of year | 2014-05-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2014-05-31 | $7,244,242 |
Contributions received in cash from employer | 2014-05-31 | $0 |
Employer contributions (assets) at end of year | 2014-05-31 | $0 |
Employer contributions (assets) at beginning of year | 2014-05-31 | $0 |
Income. Dividends from preferred stock | 2014-05-31 | $0 |
Income. Dividends from common stock | 2014-05-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-05-31 | $953,791 |
Contract administrator fees | 2014-05-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2014-05-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2014-05-31 | $2,628 |
Did the plan have assets held for investment | 2014-05-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-05-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-05-31 | Yes |
Aggregate proceeds on sale of assets | 2014-05-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2014-05-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2014-05-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-05-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-05-31 | Unqualified |
Accountancy firm name | 2014-05-31 | PHILLIPS & ASSOCIATES, CPA |
Accountancy firm EIN | 2014-05-31 | 752740438 |
2013 : J. BECK, INC. DBA BECK STEEL, INC. EMPLOYEES STOCK OWNERSHIP PLAN & TRUST 2013 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2013-05-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-05-31 | $395,700 |
Total unrealized appreciation/depreciation of assets | 2013-05-31 | $395,700 |
Total transfer of assets to this plan | 2013-05-31 | $0 |
Total transfer of assets from this plan | 2013-05-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-05-31 | $2,628 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-05-31 | $180,364 |
Expenses. Interest paid | 2013-05-31 | $3,378 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2013-05-31 | $3,378 |
Total income from all sources (including contributions) | 2013-05-31 | $566,682 |
Total loss/gain on sale of assets | 2013-05-31 | $0 |
Total of all expenses incurred | 2013-05-31 | $2,130,094 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-05-31 | $2,125,545 |
Value of total corrective distributions | 2013-05-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-05-31 | $161,750 |
Value of total assets at end of year | 2013-05-31 | $7,694,306 |
Value of total assets at beginning of year | 2013-05-31 | $9,435,454 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-05-31 | $1,171 |
Total income from rents | 2013-05-31 | $0 |
Total interest from all sources | 2013-05-31 | $4,005 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-05-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-05-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-05-31 | $0 |
Administrative expenses professional fees incurred | 2013-05-31 | $0 |
Was this plan covered by a fidelity bond | 2013-05-31 | Yes |
Value of fidelity bond cover | 2013-05-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-05-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-05-31 | $1,946,973 |
Were there any nonexempt tranactions with any party-in-interest | 2013-05-31 | No |
Amount of non-exempt transactions with any party-in-interest | 2013-05-31 | $0 |
Contributions received from participants | 2013-05-31 | $0 |
Participant contributions at end of year | 2013-05-31 | $0 |
Participant contributions at beginning of year | 2013-05-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-05-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2013-05-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-05-31 | $5,258 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-05-31 | $550,152 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-05-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-05-31 | $21,710 |
Other income not declared elsewhere | 2013-05-31 | $5,227 |
Administrative expenses (other) incurred | 2013-05-31 | $1,171 |
Liabilities. Value of operating payables at beginning of year | 2013-05-31 | $812 |
Total non interest bearing cash at end of year | 2013-05-31 | $23,785 |
Total non interest bearing cash at beginning of year | 2013-05-31 | $21,968 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-05-31 | No |
Income. Non cash contributions | 2013-05-31 | $0 |
Value of net income/loss | 2013-05-31 | $-1,563,412 |
Value of net assets at end of year (total assets less liabilities) | 2013-05-31 | $7,691,678 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-05-31 | $9,255,090 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-05-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-05-31 | No |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2013-05-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2013-05-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2013-05-31 | $0 |
Investment advisory and management fees | 2013-05-31 | $0 |
Income. Interest from loans (other than to participants) | 2013-05-31 | $0 |
Interest earned on other investments | 2013-05-31 | $0 |
Income. Interest from US Government securities | 2013-05-31 | $0 |
Income. Interest from corporate debt instruments | 2013-05-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-05-31 | $421,021 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-05-31 | $46,110 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-05-31 | $46,110 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-05-31 | $4,005 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2013-05-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-05-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2013-05-31 | $0 |
Net investment gain or loss from common/collective trusts | 2013-05-31 | $0 |
Net gain/loss from 103.12 investment entities | 2013-05-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-05-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-05-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-05-31 | No |
Assets. Invements in employer securities at end of year | 2013-05-31 | $7,244,242 |
Assets. Invements in employer securities at beginning of year | 2013-05-31 | $8,817,224 |
Contributions received in cash from employer | 2013-05-31 | $161,750 |
Employer contributions (assets) at end of year | 2013-05-31 | $0 |
Employer contributions (assets) at beginning of year | 2013-05-31 | $0 |
Income. Dividends from preferred stock | 2013-05-31 | $0 |
Income. Dividends from common stock | 2013-05-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-05-31 | $2,125,545 |
Contract administrator fees | 2013-05-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2013-05-31 | $2,628 |
Liabilities. Value of benefit claims payable at beginning of year | 2013-05-31 | $0 |
Did the plan have assets held for investment | 2013-05-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-05-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-05-31 | No |
Aggregate proceeds on sale of assets | 2013-05-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2013-05-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2013-05-31 | $157,842 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-05-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-05-31 | Unqualified |
Accountancy firm name | 2013-05-31 | PHILLIPS & ASSOCIATES |
Accountancy firm EIN | 2013-05-31 | 752740438 |
2012 : J. BECK, INC. DBA BECK STEEL, INC. EMPLOYEES STOCK OWNERSHIP PLAN & TRUST 2012 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2012-05-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-05-31 | $118,645 |
Total unrealized appreciation/depreciation of assets | 2012-05-31 | $118,645 |
Total transfer of assets to this plan | 2012-05-31 | $0 |
Total transfer of assets from this plan | 2012-05-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-05-31 | $180,364 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-05-31 | $467,848 |
Expenses. Interest paid | 2012-05-31 | $8,583 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2012-05-31 | $8,583 |
Total income from all sources (including contributions) | 2012-05-31 | $453,000 |
Total loss/gain on sale of assets | 2012-05-31 | $0 |
Total of all expenses incurred | 2012-05-31 | $471,350 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-05-31 | $431,231 |
Value of total corrective distributions | 2012-05-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-05-31 | $296,900 |
Value of total assets at end of year | 2012-05-31 | $9,435,454 |
Value of total assets at beginning of year | 2012-05-31 | $9,741,288 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-05-31 | $31,536 |
Total income from rents | 2012-05-31 | $0 |
Total interest from all sources | 2012-05-31 | $17,390 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-05-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-05-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-05-31 | $0 |
Administrative expenses professional fees incurred | 2012-05-31 | $7,500 |
Was this plan covered by a fidelity bond | 2012-05-31 | Yes |
Value of fidelity bond cover | 2012-05-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-05-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-05-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-05-31 | No |
Amount of non-exempt transactions with any party-in-interest | 2012-05-31 | $0 |
Contributions received from participants | 2012-05-31 | $0 |
Participant contributions at end of year | 2012-05-31 | $0 |
Participant contributions at beginning of year | 2012-05-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-05-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2012-05-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-05-31 | $550,152 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-05-31 | $76,883 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-05-31 | $21,710 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-05-31 | $22,229 |
Other income not declared elsewhere | 2012-05-31 | $20,065 |
Administrative expenses (other) incurred | 2012-05-31 | $16,363 |
Liabilities. Value of operating payables at end of year | 2012-05-31 | $812 |
Liabilities. Value of operating payables at beginning of year | 2012-05-31 | $0 |
Total non interest bearing cash at end of year | 2012-05-31 | $21,968 |
Total non interest bearing cash at beginning of year | 2012-05-31 | $21,918 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-05-31 | No |
Income. Non cash contributions | 2012-05-31 | $0 |
Value of net income/loss | 2012-05-31 | $-18,350 |
Value of net assets at end of year (total assets less liabilities) | 2012-05-31 | $9,255,090 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-05-31 | $9,273,440 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-05-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-05-31 | No |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2012-05-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2012-05-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2012-05-31 | $0 |
Investment advisory and management fees | 2012-05-31 | $0 |
Income. Interest from loans (other than to participants) | 2012-05-31 | $0 |
Interest earned on other investments | 2012-05-31 | $0 |
Income. Interest from US Government securities | 2012-05-31 | $0 |
Income. Interest from corporate debt instruments | 2012-05-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-05-31 | $46,110 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-05-31 | $514,893 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-05-31 | $514,893 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-05-31 | $17,390 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2012-05-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-05-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2012-05-31 | $0 |
Net investment gain or loss from common/collective trusts | 2012-05-31 | $0 |
Net gain/loss from 103.12 investment entities | 2012-05-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-05-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-05-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-05-31 | No |
Assets. Invements in employer securities at end of year | 2012-05-31 | $8,817,224 |
Assets. Invements in employer securities at beginning of year | 2012-05-31 | $9,126,756 |
Contributions received in cash from employer | 2012-05-31 | $296,900 |
Employer contributions (assets) at end of year | 2012-05-31 | $0 |
Employer contributions (assets) at beginning of year | 2012-05-31 | $838 |
Income. Dividends from preferred stock | 2012-05-31 | $0 |
Income. Dividends from common stock | 2012-05-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-05-31 | $431,231 |
Contract administrator fees | 2012-05-31 | $7,673 |
Liabilities. Value of benefit claims payable at end of year | 2012-05-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-05-31 | $0 |
Did the plan have assets held for investment | 2012-05-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-05-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-05-31 | No |
Aggregate proceeds on sale of assets | 2012-05-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2012-05-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2012-05-31 | $157,842 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2012-05-31 | $445,619 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-05-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-05-31 | Unqualified |
Accountancy firm name | 2012-05-31 | PHILLIPS & ASSOCIATES, CPA |
Accountancy firm EIN | 2012-05-31 | 752740438 |
2011 : J. BECK, INC. DBA BECK STEEL, INC. EMPLOYEES STOCK OWNERSHIP PLAN & TRUST 2011 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-05-31 | $-2,342,372 |
Total unrealized appreciation/depreciation of assets | 2011-05-31 | $-2,342,372 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-05-31 | $447,246 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-05-31 | $820,875 |
Expenses. Interest paid | 2011-05-31 | $28,899 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2011-05-31 | $28,899 |
Total income from all sources (including contributions) | 2011-05-31 | $-1,107,418 |
Total of all expenses incurred | 2011-05-31 | $558,766 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-05-31 | $529,867 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-05-31 | $1,051,784 |
Value of total assets at end of year | 2011-05-31 | $9,868,576 |
Value of total assets at beginning of year | 2011-05-31 | $11,908,389 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-05-31 | $183,170 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-05-31 | No |
Was this plan covered by a fidelity bond | 2011-05-31 | No |
If this is an individual account plan, was there a blackout period | 2011-05-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-05-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-05-31 | $92,608 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-05-31 | $23,352 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-05-31 | $12,595 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-05-31 | No |
Income. Non cash contributions | 2011-05-31 | $315,236 |
Value of net income/loss | 2011-05-31 | $-1,666,184 |
Value of net assets at end of year (total assets less liabilities) | 2011-05-31 | $9,421,330 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-05-31 | $11,087,514 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-05-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-05-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-05-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-05-31 | $780,733 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-05-31 | $88,252 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-05-31 | $88,252 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-05-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-05-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-05-31 | No |
Assets. Invements in employer securities at end of year | 2011-05-31 | $8,995,235 |
Assets. Invements in employer securities at beginning of year | 2011-05-31 | $11,796,785 |
Contributions received in cash from employer | 2011-05-31 | $736,548 |
Income. Dividends from common stock | 2011-05-31 | $183,170 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-05-31 | $529,867 |
Did the plan have assets held for investment | 2011-05-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-05-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-05-31 | No |
Liabilities. Value of acquisition indebtedness at end of year | 2011-05-31 | $447,246 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2011-05-31 | $808,280 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-05-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-05-31 | Unqualified |
Accountancy firm name | 2011-05-31 | JOHN W. BEAKLEY, CPA, PC |
Accountancy firm EIN | 2011-05-31 | 751834091 |
2013: J. BECK, INC. DBA BECK STEEL, INC. EMPLOYEES STOCK OWNERSHIP PLAN & TRUST 2013 form 5500 responses | ||
---|---|---|
2013-06-01 | Type of plan entity | Single employer plan |
2013-06-01 | This submission is the final filing | Yes |
2013-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-06-01 | Plan is a collectively bargained plan | No |
2013-06-01 | Plan funding arrangement – Trust | Yes |
2013-06-01 | Plan benefit arrangement - Trust | Yes |
2012: J. BECK, INC. DBA BECK STEEL, INC. EMPLOYEES STOCK OWNERSHIP PLAN & TRUST 2012 form 5500 responses | ||
2012-06-01 | Type of plan entity | Single employer plan |
2012-06-01 | This submission is the final filing | No |
2012-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-06-01 | Plan is a collectively bargained plan | No |
2012-06-01 | Plan funding arrangement – Trust | Yes |
2012-06-01 | Plan benefit arrangement - Trust | Yes |
2011: J. BECK, INC. DBA BECK STEEL, INC. EMPLOYEES STOCK OWNERSHIP PLAN & TRUST 2011 form 5500 responses | ||
2011-06-01 | Type of plan entity | Single employer plan |
2011-06-01 | This submission is the final filing | No |
2011-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-06-01 | Plan is a collectively bargained plan | No |
2011-06-01 | Plan funding arrangement – Trust | Yes |
2011-06-01 | Plan benefit arrangement - Trust | Yes |
2010: J. BECK, INC. DBA BECK STEEL, INC. EMPLOYEES STOCK OWNERSHIP PLAN & TRUST 2010 form 5500 responses | ||
2010-06-01 | Type of plan entity | Single employer plan |
2010-06-01 | Plan funding arrangement – Trust | Yes |
2010-06-01 | Plan benefit arrangement - Trust | Yes |
2009: J. BECK, INC. DBA BECK STEEL, INC. EMPLOYEES STOCK OWNERSHIP PLAN & TRUST 2009 form 5500 responses | ||
2009-06-01 | Type of plan entity | Single employer plan |
2009-06-01 | Plan funding arrangement – Trust | Yes |
2009-06-01 | Plan benefit arrangement - Trust | Yes |