Plan Name | APOLLO, INC. 401K PROFIT SHARING PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | BWR, INC. |
Employer identification number (EIN): | 911636892 |
NAIC Classification: | 237990 |
NAIC Description: | Other Heavy and Civil Engineering Construction |
Additional information about BWR, INC.
Jurisdiction of Incorporation: | Washington Secretary of State Corporations Division |
Incorporation Date: | 1993-08-30 |
Company Identification Number: | 601490907 |
Legal Registered Office Address: |
1133 W COLUMBIA DR KENNEWICK United States of America (USA) 993363472 |
More information about BWR, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2012-01-01 | EMILY CASTLE | EMILY CASTLE | 2013-10-15 | |
002 | 2011-01-01 | EMILY CASTLE | EMILY CASTLE | 2012-10-19 | |
002 | 2009-01-01 | EMILY CASTLE |
Measure | Date | Value |
---|---|---|
2012: APOLLO, INC. 401K PROFIT SHARING PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 211 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 195 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 78 |
Total of all active and inactive participants | 2012-01-01 | 274 |
Total participants | 2012-01-01 | 274 |
Number of participants with account balances | 2012-01-01 | 273 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 8 |
2011: APOLLO, INC. 401K PROFIT SHARING PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 154 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 154 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 56 |
Total of all active and inactive participants | 2011-01-01 | 211 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 211 |
Number of participants with account balances | 2011-01-01 | 212 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 18 |
2009: APOLLO, INC. 401K PROFIT SHARING PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 151 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 145 |
Total of all active and inactive participants | 2009-01-01 | 145 |
Total participants | 2009-01-01 | 145 |
Number of participants with account balances | 2009-01-01 | 133 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 15 |
Measure | Date | Value |
---|---|---|
2012 : APOLLO, INC. 401K PROFIT SHARING PLAN 2012 401k financial data | ||
Total income from all sources (including contributions) | 2012-12-31 | $3,261,072 |
Total of all expenses incurred | 2012-12-31 | $627,384 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $626,029 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,537,453 |
Value of total assets at end of year | 2012-12-31 | $14,989,126 |
Value of total assets at beginning of year | 2012-12-31 | $12,355,438 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $1,355 |
Total interest from all sources | 2012-12-31 | $12,612 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $248,166 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $248,166 |
Administrative expenses professional fees incurred | 2012-12-31 | $1,355 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $1,043,759 |
Participant contributions at end of year | 2012-12-31 | $244,316 |
Participant contributions at beginning of year | 2012-12-31 | $268,724 |
Participant contributions at end of year | 2012-12-31 | $20,830 |
Participant contributions at beginning of year | 2012-12-31 | $18,537 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $2,633,688 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $14,989,126 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $12,355,438 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $14,230,286 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $11,599,276 |
Interest on participant loans | 2012-12-31 | $12,612 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,462,841 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $493,694 |
Employer contributions (assets) at end of year | 2012-12-31 | $493,694 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $468,901 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $626,029 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | MOSS ADAMS LLP |
Accountancy firm EIN | 2012-12-31 | 910189318 |
2011 : APOLLO, INC. 401K PROFIT SHARING PLAN 2011 401k financial data | ||
Total income from all sources (including contributions) | 2011-12-31 | $955,612 |
Total of all expenses incurred | 2011-12-31 | $29,595 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $27,820 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,278,844 |
Value of total assets at end of year | 2011-12-31 | $12,355,438 |
Value of total assets at beginning of year | 2011-12-31 | $11,429,421 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $1,775 |
Total interest from all sources | 2011-12-31 | $13,048 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $169,526 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $169,526 |
Administrative expenses professional fees incurred | 2011-12-31 | $1,775 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $809,942 |
Participant contributions at end of year | 2011-12-31 | $268,724 |
Participant contributions at beginning of year | 2011-12-31 | $212,360 |
Participant contributions at end of year | 2011-12-31 | $18,537 |
Participant contributions at beginning of year | 2011-12-31 | $66,648 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $926,017 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $12,355,438 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $11,429,421 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $11,599,276 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $10,626,490 |
Interest on participant loans | 2011-12-31 | $13,048 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-505,806 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $468,902 |
Employer contributions (assets) at end of year | 2011-12-31 | $468,901 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $523,923 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $27,820 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | MOSS ADAMS LLP |
Accountancy firm EIN | 2011-12-31 | 910189318 |
2010 : APOLLO, INC. 401K PROFIT SHARING PLAN 2010 401k financial data | ||
Total income from all sources (including contributions) | 2010-12-31 | $2,413,528 |
Total loss/gain on sale of assets | 2010-12-31 | $-307,312 |
Total of all expenses incurred | 2010-12-31 | $461,659 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $443,610 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $3,360 |
Value of total corrective distributions | 2010-12-31 | $13,624 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,240,723 |
Value of total assets at end of year | 2010-12-31 | $11,429,421 |
Value of total assets at beginning of year | 2010-12-31 | $9,477,552 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $1,065 |
Total interest from all sources | 2010-12-31 | $13,130 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $175,921 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Administrative expenses professional fees incurred | 2010-12-31 | $1,065 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $715,667 |
Participant contributions at end of year | 2010-12-31 | $212,360 |
Participant contributions at beginning of year | 2010-12-31 | $181,698 |
Participant contributions at end of year | 2010-12-31 | $66,648 |
Participant contributions at beginning of year | 2010-12-31 | $55,770 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $1,133 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $1,951,869 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $11,429,421 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $9,477,552 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $10,626,490 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $8,582,619 |
Interest on participant loans | 2010-12-31 | $13,130 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $1,291,066 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $523,923 |
Employer contributions (assets) at end of year | 2010-12-31 | $523,923 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $657,465 |
Income. Dividends from common stock | 2010-12-31 | $175,921 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $443,610 |
Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Aggregate proceeds on sale of assets | 2010-12-31 | $-307,312 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | OSWALT TEEL AND FRANKLIN |
Accountancy firm EIN | 2010-12-31 | 911312617 |
2012: APOLLO, INC. 401K PROFIT SHARING PLAN 2012 form 5500 responses | ||
---|---|---|
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: APOLLO, INC. 401K PROFIT SHARING PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: APOLLO, INC. 401K PROFIT SHARING PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |