Logo

BIG-D 401(K) BUILD PLAN 401k Plan overview

Plan NameBIG-D 401(K) BUILD PLAN
Plan identification number 001

BIG-D 401(K) BUILD PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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

BIG-D CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:BIG-D CORPORATION
Employer identification number (EIN):870622628
NAIC Classification:236200

Additional information about BIG-D CORPORATION

Jurisdiction of Incorporation: Vermont Secretary of State Corporations Division
Incorporation Date: 2003-04-01
Company Identification Number: 75520
Legal Registered Office Address: 100 NORTH MAIN STREET
SUITE 2
BARRE
United States of America (USA)
05641

More information about BIG-D CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BIG-D 401(K) BUILD 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
0012017-01-01LARRY WORRELL LARRY WORRELL2018-10-02
0012016-01-01LARRY WORRELL LARRY WORRELL2017-08-04
0012015-01-01LARRY WORRELL LARRY WORRELL2016-09-15
0012014-01-01LARRY WORRELL LARRY WORRELL2015-10-06
0012013-01-01LARRY WORRELL LARRY WORRELL2014-09-30
0012012-01-01LARRY WORRELL LARRY WORRELL2013-10-02
0012011-01-01LARRY WORRELL LARRY WORRELL2012-10-05
0012009-01-01LARRY WORRELL LARRY WORRELL2010-09-20

Plan Statistics for BIG-D 401(K) BUILD PLAN

401k plan membership statisitcs for BIG-D 401(K) BUILD PLAN

Measure Date Value
2023: BIG-D 401(K) BUILD PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-011,351
Total number of active participants reported on line 7a of the Form 55002023-01-011,419
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01198
Total of all active and inactive participants2023-01-011,617
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-011
Total participants2023-01-011,618
Number of participants with account balances2023-01-011,294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0190
2022: BIG-D 401(K) BUILD PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,234
Total number of active participants reported on line 7a of the Form 55002022-01-011,168
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-01181
Total of all active and inactive participants2022-01-011,350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-011,351
Number of participants with account balances2022-01-011,015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0157
2021: BIG-D 401(K) BUILD PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,439
Total number of active participants reported on line 7a of the Form 55002021-01-011,071
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-01162
Total of all active and inactive participants2021-01-011,234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,234
Number of participants with account balances2021-01-01846
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0160
2020: BIG-D 401(K) BUILD PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,224
Total number of active participants reported on line 7a of the Form 55002020-01-011,290
Number of other retired or separated participants entitled to future benefits2020-01-01149
Total of all active and inactive participants2020-01-011,439
Total participants2020-01-011,439
Number of participants with account balances2020-01-01856
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0191
2019: BIG-D 401(K) BUILD PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,171
Total number of active participants reported on line 7a of the Form 55002019-01-011,133
Number of other retired or separated participants entitled to future benefits2019-01-0191
Total of all active and inactive participants2019-01-011,224
Total participants2019-01-011,224
Number of participants with account balances2019-01-01719
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0119
2018: BIG-D 401(K) BUILD PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,080
Total number of active participants reported on line 7a of the Form 55002018-01-011,099
Number of other retired or separated participants entitled to future benefits2018-01-0172
Total of all active and inactive participants2018-01-011,171
Total participants2018-01-011,171
Number of participants with account balances2018-01-01608
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0116
2017: BIG-D 401(K) BUILD PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01941
Total number of active participants reported on line 7a of the Form 55002017-01-011,007
Number of other retired or separated participants entitled to future benefits2017-01-0173
Total of all active and inactive participants2017-01-011,080
Total participants2017-01-011,080
Number of participants with account balances2017-01-01533
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0118
2016: BIG-D 401(K) BUILD PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01732
Total number of active participants reported on line 7a of the Form 55002016-01-01885
Number of other retired or separated participants entitled to future benefits2016-01-0156
Total of all active and inactive participants2016-01-01941
Total participants2016-01-01941
Number of participants with account balances2016-01-01410
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015
2015: BIG-D 401(K) BUILD PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01718
Total number of active participants reported on line 7a of the Form 55002015-01-01732
Number of other retired or separated participants entitled to future benefits2015-01-0142
Total of all active and inactive participants2015-01-01774
Total participants2015-01-01774
Number of participants with account balances2015-01-01366
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: BIG-D 401(K) BUILD PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01591
Total number of active participants reported on line 7a of the Form 55002014-01-01677
Number of other retired or separated participants entitled to future benefits2014-01-0141
Total of all active and inactive participants2014-01-01718
Total participants2014-01-01718
Number of participants with account balances2014-01-01315
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-017
2013: BIG-D 401(K) BUILD PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01680
Total number of active participants reported on line 7a of the Form 55002013-01-01550
Number of other retired or separated participants entitled to future benefits2013-01-0141
Total of all active and inactive participants2013-01-01591
Total participants2013-01-01591
Number of participants with account balances2013-01-01307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017
2012: BIG-D 401(K) BUILD PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01643
Total number of active participants reported on line 7a of the Form 55002012-01-01650
Number of other retired or separated participants entitled to future benefits2012-01-0130
Total of all active and inactive participants2012-01-01680
Total participants2012-01-01680
Number of participants with account balances2012-01-01288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: BIG-D 401(K) BUILD PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01457
Total number of active participants reported on line 7a of the Form 55002011-01-01609
Number of other retired or separated participants entitled to future benefits2011-01-0134
Total of all active and inactive participants2011-01-01643
Total participants2011-01-01643
Number of participants with account balances2011-01-01276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: BIG-D 401(K) BUILD PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01598
Total number of active participants reported on line 7a of the Form 55002009-01-01420
Number of other retired or separated participants entitled to future benefits2009-01-0162
Total of all active and inactive participants2009-01-01482
Total participants2009-01-01482
Number of participants with account balances2009-01-01308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0119

Financial Data on BIG-D 401(K) BUILD PLAN

Measure Date Value
2023 : BIG-D 401(K) BUILD PLAN 2023 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$4,628
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$7,863
Total income from all sources (including contributions)2023-12-31$26,251,617
Total of all expenses incurred2023-12-31$13,374,993
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$13,374,993
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$10,938,846
Value of total assets at end of year2023-12-31$95,210,370
Value of total assets at beginning of year2023-12-31$82,336,981
Total interest from all sources2023-12-31$72,036
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$2,225,738
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$2,225,738
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$5,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$7,930,496
Participant contributions at end of year2023-12-31$1,285,334
Participant contributions at beginning of year2023-12-31$1,015,684
Participant contributions at end of year2023-12-31$140,848
Participant contributions at beginning of year2023-12-31$128,761
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$830,762
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$12,876,624
Value of net assets at end of year (total assets less liabilities)2023-12-31$95,205,742
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$82,329,118
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$93,184,770
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$80,666,108
Interest on participant loans2023-12-31$72,036
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$13,014,997
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 contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$2,177,588
Employer contributions (assets) at end of year2023-12-31$599,418
Employer contributions (assets) at beginning of year2023-12-31$526,428
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$13,374,993
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-31No
Liabilities. Value of benefit claims payable at end of year2023-12-31$4,628
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$7,863
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 name2023-12-31OSBORNE ROBBINS & BUHLER, PLLC
Accountancy firm EIN2023-12-31870502712
2022 : BIG-D 401(K) BUILD PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$7,863
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$5,217
Total income from all sources (including contributions)2022-12-31$-8,766,230
Total of all expenses incurred2022-12-31$5,912,832
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,910,391
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$8,453,574
Value of total assets at end of year2022-12-31$82,336,981
Value of total assets at beginning of year2022-12-31$97,013,397
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,441
Total interest from all sources2022-12-31$42,865
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$4,553,930
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$4,553,930
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
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$6,550,176
Participant contributions at end of year2022-12-31$1,015,684
Participant contributions at beginning of year2022-12-31$898,370
Participant contributions at end of year2022-12-31$128,761
Participant contributions at beginning of year2022-12-31$39,819
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$92,905
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-14,679,062
Value of net assets at end of year (total assets less liabilities)2022-12-31$82,329,118
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$97,008,180
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$80,666,108
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$95,664,176
Interest on participant loans2022-12-31$42,865
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-21,816,599
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$1,810,493
Employer contributions (assets) at end of year2022-12-31$526,428
Employer contributions (assets) at beginning of year2022-12-31$411,032
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,910,391
Contract administrator fees2022-12-31$2,441
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Liabilities. Value of benefit claims payable at end of year2022-12-31$7,863
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$5,217
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 name2022-12-31OSBORNE ROBBINS & BUHLER, PLLC
Accountancy firm EIN2022-12-31870502712
2021 : BIG-D 401(K) BUILD PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$5,217
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$17,091
Total income from all sources (including contributions)2021-12-31$20,688,378
Total of all expenses incurred2021-12-31$9,235,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$9,232,188
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$8,223,419
Value of total assets at end of year2021-12-31$97,013,397
Value of total assets at beginning of year2021-12-31$85,572,530
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$3,449
Total interest from all sources2021-12-31$44,115
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$6,956,250
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$6,956,250
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
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$5,812,512
Participant contributions at end of year2021-12-31$898,370
Participant contributions at beginning of year2021-12-31$811,377
Participant contributions at end of year2021-12-31$39,819
Participant contributions at beginning of year2021-12-31$95,013
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$928,807
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$11,452,741
Value of net assets at end of year (total assets less liabilities)2021-12-31$97,008,180
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$85,555,439
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$95,664,176
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$84,216,272
Interest on participant loans2021-12-31$44,115
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,464,594
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$1,482,100
Employer contributions (assets) at end of year2021-12-31$411,032
Employer contributions (assets) at beginning of year2021-12-31$449,868
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$9,232,188
Contract administrator fees2021-12-31$3,449
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Liabilities. Value of benefit claims payable at end of year2021-12-31$5,217
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$17,091
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31OSBORNE ROBBINS & BUHLER, PLLC
Accountancy firm EIN2021-12-31870502712
2020 : BIG-D 401(K) BUILD PLAN 2020 401k financial data
Total transfer of assets to this plan2020-12-31$4,014,551
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$17,091
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$70,166
Total income from all sources (including contributions)2020-12-31$23,218,111
Total of all expenses incurred2020-12-31$5,371,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,368,035
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$7,946,492
Value of total assets at end of year2020-12-31$85,572,530
Value of total assets at beginning of year2020-12-31$63,764,368
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$3,390
Total interest from all sources2020-12-31$49,712
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,599,259
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$3,599,259
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$5,858,092
Participant contributions at end of year2020-12-31$811,377
Participant contributions at beginning of year2020-12-31$892,230
Participant contributions at end of year2020-12-31$95,013
Participant contributions at beginning of year2020-12-31$58,008
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$462,439
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$17,846,686
Value of net assets at end of year (total assets less liabilities)2020-12-31$85,555,439
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$63,694,202
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$84,216,272
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$62,444,691
Interest on participant loans2020-12-31$49,712
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$11,622,648
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$1,625,961
Employer contributions (assets) at end of year2020-12-31$449,868
Employer contributions (assets) at beginning of year2020-12-31$369,439
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,368,035
Contract administrator fees2020-12-31$3,390
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Liabilities. Value of benefit claims payable at end of year2020-12-31$17,091
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$70,166
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 name2020-12-31OSBORNE ROBBINS & BUHLER, PLLC
Accountancy firm EIN2020-12-31870502712
2019 : BIG-D 401(K) BUILD PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$70,166
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$8,792
Total income from all sources (including contributions)2019-12-31$18,139,064
Total of all expenses incurred2019-12-31$4,495,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,495,804
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,893,785
Value of total assets at end of year2019-12-31$63,764,368
Value of total assets at beginning of year2019-12-31$50,059,734
Total interest from all sources2019-12-31$44,631
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,524,614
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,524,614
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
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$4,466,358
Participant contributions at end of year2019-12-31$892,230
Participant contributions at beginning of year2019-12-31$784,028
Participant contributions at end of year2019-12-31$58,008
Participant contributions at beginning of year2019-12-31$63,548
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$155,386
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$13,643,260
Value of net assets at end of year (total assets less liabilities)2019-12-31$63,694,202
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$50,050,942
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$62,444,691
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$48,867,626
Interest on participant loans2019-12-31$44,631
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$9,676,034
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,272,041
Employer contributions (assets) at end of year2019-12-31$369,439
Employer contributions (assets) at beginning of year2019-12-31$344,532
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,495,804
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Liabilities. Value of benefit claims payable at end of year2019-12-31$70,166
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$8,792
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31OSBORNE ROBBINS & BUHLER, PLLC
Accountancy firm EIN2019-12-31870502712
2018 : BIG-D 401(K) BUILD PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$8,792
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$16,839
Total income from all sources (including contributions)2018-12-31$4,859,462
Total of all expenses incurred2018-12-31$4,174,664
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,174,664
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$8,232,670
Value of total assets at end of year2018-12-31$50,059,734
Value of total assets at beginning of year2018-12-31$49,382,983
Total interest from all sources2018-12-31$37,107
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$4,076,454
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$4,076,454
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
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$3,890,485
Participant contributions at end of year2018-12-31$784,028
Participant contributions at beginning of year2018-12-31$776,090
Participant contributions at end of year2018-12-31$63,548
Participant contributions at beginning of year2018-12-31$76,814
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$3,205,871
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$684,798
Value of net assets at end of year (total assets less liabilities)2018-12-31$50,050,942
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$49,366,144
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$48,867,626
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$48,230,256
Interest on participant loans2018-12-31$37,107
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-7,486,769
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$1,136,314
Employer contributions (assets) at end of year2018-12-31$344,532
Employer contributions (assets) at beginning of year2018-12-31$299,823
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,174,664
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Liabilities. Value of benefit claims payable at end of year2018-12-31$8,792
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$16,839
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 name2018-12-31OSBORNE ROBBINS & BUHLER, PLLC
Accountancy firm EIN2018-12-31870502712
2017 : BIG-D 401(K) BUILD PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$16,839
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$20,860
Total income from all sources (including contributions)2017-12-31$12,882,134
Total of all expenses incurred2017-12-31$3,372,227
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,366,056
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,854,857
Value of total assets at end of year2017-12-31$49,382,983
Value of total assets at beginning of year2017-12-31$39,877,097
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,171
Total interest from all sources2017-12-31$33,142
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$3,329,390
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$3,329,390
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
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$3,121,764
Participant contributions at end of year2017-12-31$776,090
Participant contributions at beginning of year2017-12-31$705,196
Participant contributions at end of year2017-12-31$76,814
Participant contributions at beginning of year2017-12-31$85,640
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$808,161
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$9,509,907
Value of net assets at end of year (total assets less liabilities)2017-12-31$49,366,144
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$39,856,237
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
Investment advisory and management fees2017-12-31$6,171
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$48,230,256
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$38,825,488
Interest on participant loans2017-12-31$33,142
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,664,745
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$924,932
Employer contributions (assets) at end of year2017-12-31$299,823
Employer contributions (assets) at beginning of year2017-12-31$260,773
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,366,056
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Liabilities. Value of benefit claims payable at end of year2017-12-31$16,839
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$20,860
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 name2017-12-31OSBORNE, ROBBINS & BUHLER, PLLC
Accountancy firm EIN2017-12-31870502712
2016 : BIG-D 401(K) BUILD PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$20,860
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$274
Total income from all sources (including contributions)2016-12-31$6,605,592
Total of all expenses incurred2016-12-31$4,820,251
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,815,874
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,699,008
Value of total assets at end of year2016-12-31$39,877,097
Value of total assets at beginning of year2016-12-31$38,071,170
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,377
Total interest from all sources2016-12-31$28,919
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,609,634
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,609,634
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
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$2,587,638
Participant contributions at end of year2016-12-31$705,196
Participant contributions at beginning of year2016-12-31$721,094
Participant contributions at end of year2016-12-31$85,640
Participant contributions at beginning of year2016-12-31$39,211
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$296,891
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,785,341
Value of net assets at end of year (total assets less liabilities)2016-12-31$39,856,237
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$38,070,896
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$4,377
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$38,825,488
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$37,100,088
Interest on participant loans2016-12-31$28,919
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,268,031
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$814,479
Employer contributions (assets) at end of year2016-12-31$260,773
Employer contributions (assets) at beginning of year2016-12-31$210,777
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,815,874
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Liabilities. Value of benefit claims payable at end of year2016-12-31$20,860
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$274
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 name2016-12-31OSBORNE, ROBBINS & BUHLER, PLLC
Accountancy firm EIN2016-12-31870502712
2015 : BIG-D 401(K) BUILD PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$274
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$40,987
Total income from all sources (including contributions)2015-12-31$4,604,320
Total of all expenses incurred2015-12-31$1,432,600
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,428,650
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,589,563
Value of total assets at end of year2015-12-31$38,071,170
Value of total assets at beginning of year2015-12-31$34,940,163
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,950
Total interest from all sources2015-12-31$27,761
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,739,507
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,739,507
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
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$2,249,128
Participant contributions at end of year2015-12-31$721,094
Participant contributions at beginning of year2015-12-31$566,582
Participant contributions at end of year2015-12-31$39,211
Participant contributions at beginning of year2015-12-31$28,941
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,652,396
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$3,171,720
Value of net assets at end of year (total assets less liabilities)2015-12-31$38,070,896
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$34,899,176
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$3,950
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$37,100,088
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$34,206,530
Interest on participant loans2015-12-31$27,761
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,752,511
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$688,039
Employer contributions (assets) at end of year2015-12-31$210,777
Employer contributions (assets) at beginning of year2015-12-31$138,110
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,428,650
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Liabilities. Value of benefit claims payable at end of year2015-12-31$274
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$40,987
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 name2015-12-31OSBORNE, ROBBINS & BUHLER, PLLC
Accountancy firm EIN2015-12-31870502712
2014 : BIG-D 401(K) BUILD PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$40,987
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$70,651
Total income from all sources (including contributions)2014-12-31$4,401,419
Total of all expenses incurred2014-12-31$1,562,653
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,558,681
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,245,071
Value of total assets at end of year2014-12-31$34,940,163
Value of total assets at beginning of year2014-12-31$32,131,061
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,972
Total interest from all sources2014-12-31$21,253
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,100,867
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,100,867
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
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$1,602,129
Participant contributions at end of year2014-12-31$566,582
Participant contributions at beginning of year2014-12-31$420,098
Participant contributions at end of year2014-12-31$28,941
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$146,455
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,838,766
Value of net assets at end of year (total assets less liabilities)2014-12-31$34,899,176
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$32,060,410
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$3,972
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$34,206,530
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$31,586,267
Interest on participant loans2014-12-31$21,253
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$34,228
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$496,487
Employer contributions (assets) at end of year2014-12-31$138,110
Employer contributions (assets) at beginning of year2014-12-31$124,696
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,558,681
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Liabilities. Value of benefit claims payable at end of year2014-12-31$40,987
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$70,651
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 name2014-12-31OSBORNE, ROBBINS & BUHLER, PLLC
Accountancy firm EIN2014-12-31870502712
2013 : BIG-D 401(K) BUILD PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$70,651
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$70,657
Total income from all sources (including contributions)2013-12-31$7,971,523
Total of all expenses incurred2013-12-31$1,345,203
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,342,597
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,011,462
Value of total assets at end of year2013-12-31$32,131,061
Value of total assets at beginning of year2013-12-31$25,504,747
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,606
Total interest from all sources2013-12-31$22,476
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,166,971
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,166,971
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,000,000
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$1,466,633
Participant contributions at end of year2013-12-31$420,098
Participant contributions at beginning of year2013-12-31$484,651
Participant contributions at beginning of year2013-12-31$40,521
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$78,347
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$6,626,320
Value of net assets at end of year (total assets less liabilities)2013-12-31$32,060,410
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$25,434,090
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
Investment advisory and management fees2013-12-31$2,606
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$31,586,267
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$24,923,936
Interest on participant loans2013-12-31$22,476
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,770,614
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$466,482
Employer contributions (assets) at end of year2013-12-31$124,696
Employer contributions (assets) at beginning of year2013-12-31$55,639
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,342,597
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Liabilities. Value of benefit claims payable at end of year2013-12-31$70,651
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$70,657
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 name2013-12-31OSBORNE, ROBBINS & BUHLER, PLLC
Accountancy firm EIN2013-12-31870502712
2012 : BIG-D 401(K) BUILD PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$70,657
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$37,057
Total income from all sources (including contributions)2012-12-31$4,616,508
Total of all expenses incurred2012-12-31$2,710,278
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,706,856
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,563,536
Value of total assets at end of year2012-12-31$25,504,747
Value of total assets at beginning of year2012-12-31$23,564,917
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,422
Total interest from all sources2012-12-31$27,971
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$706,067
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$706,067
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
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$1,290,751
Participant contributions at end of year2012-12-31$484,651
Participant contributions at beginning of year2012-12-31$519,380
Participant contributions at end of year2012-12-31$40,521
Participant contributions at beginning of year2012-12-31$21,866
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$95,901
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$1,906,230
Value of net assets at end of year (total assets less liabilities)2012-12-31$25,434,090
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$23,527,860
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
Investment advisory and management fees2012-12-31$3,422
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$24,923,936
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$23,023,671
Interest on participant loans2012-12-31$27,971
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,318,934
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$176,884
Employer contributions (assets) at end of year2012-12-31$55,639
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,706,856
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Liabilities. Value of benefit claims payable at end of year2012-12-31$70,657
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$37,057
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 name2012-12-31OSBORNE, ROBERTS & BUHLER, PLLC
Accountancy firm EIN2012-12-31870502712
2011 : BIG-D 401(K) BUILD PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$37,057
Total income from all sources (including contributions)2011-12-31$921,687
Total of all expenses incurred2011-12-31$1,310,343
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,301,162
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,270,507
Value of total assets at end of year2011-12-31$23,564,917
Value of total assets at beginning of year2011-12-31$23,916,516
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$9,181
Total interest from all sources2011-12-31$31,783
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$741,235
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$741,235
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,000,000
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$1,158,713
Participant contributions at end of year2011-12-31$519,380
Participant contributions at beginning of year2011-12-31$404,116
Participant contributions at end of year2011-12-31$21,866
Participant contributions at beginning of year2011-12-31$23,947
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$111,794
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-388,656
Value of net assets at end of year (total assets less liabilities)2011-12-31$23,527,860
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$23,916,516
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
Investment advisory and management fees2011-12-31$9,181
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$23,023,671
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$23,488,453
Interest on participant loans2011-12-31$31,783
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,121,838
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,301,162
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
Liabilities. Value of benefit claims payable at end of year2011-12-31$37,057
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 name2011-12-31OSBORNE, ROBBINS & BUHLER, PLLC
Accountancy firm EIN2011-12-31870502712
2010 : BIG-D 401(K) BUILD PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$4,356,123
Total of all expenses incurred2010-12-31$990,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$979,606
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,425,276
Value of total assets at end of year2010-12-31$23,916,516
Value of total assets at beginning of year2010-12-31$20,550,628
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$10,629
Total interest from all sources2010-12-31$23,473
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$347,176
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$347,176
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$3,000,000
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$1,239,029
Participant contributions at end of year2010-12-31$404,116
Participant contributions at beginning of year2010-12-31$443,655
Participant contributions at end of year2010-12-31$23,947
Participant contributions at beginning of year2010-12-31$129,917
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$11,482
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$3,365,888
Value of net assets at end of year (total assets less liabilities)2010-12-31$23,916,516
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$20,550,628
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
Investment advisory and management fees2010-12-31$10,629
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$23,488,453
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$19,864,977
Interest on participant loans2010-12-31$23,473
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,560,198
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$174,765
Employer contributions (assets) at beginning of year2010-12-31$112,079
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$979,606
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31OSBORNE, ROBBINS & BUHLER, PLLC
Accountancy firm EIN2010-12-31870502712

Form 5500 Responses for BIG-D 401(K) BUILD PLAN

2023: BIG-D 401(K) BUILD PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: BIG-D 401(K) BUILD PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BIG-D 401(K) BUILD PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BIG-D 401(K) BUILD 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: BIG-D 401(K) BUILD 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: BIG-D 401(K) BUILD 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: BIG-D 401(K) BUILD 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: BIG-D 401(K) BUILD 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: BIG-D 401(K) BUILD 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: BIG-D 401(K) BUILD 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: BIG-D 401(K) BUILD 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: BIG-D 401(K) BUILD 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: BIG-D 401(K) BUILD 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
2009: BIG-D 401(K) BUILD PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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