401k Plan data: BUCKLES-SMITH ELECTRIC CO. SAVINGS AND INVESTMENT PLAN plan

BUCKLES-SMITH ELECTRIC CO. SAVINGS AND INVESTMENT PLAN 401k Plan overview

Plan Name	BUCKLES-SMITH ELECTRIC CO. SAVINGS AND INVESTMENT PLAN
Plan identification number	003

BUCKLES-SMITH ELECTRIC CO. SAVINGS AND INVESTMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

BUCKLES-SMITH ELECTRIC CO. has sponsored the creation of one or more 401k plans.

Company Name: BUCKLES-SMITH ELECTRIC CO.

Employer identification number (EIN): 941460248

NAIC Classification: 423600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BUCKLES-SMITH ELECTRIC CO. SAVINGS AND INVESTMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2020-01-01
003 2019-01-01
003 2018-01-01
003 2017-01-01 ART COOK
003 2016-01-01 ART COOK 2017-06-30
003 2008-10-01

Plan Statistics for BUCKLES-SMITH ELECTRIC CO. SAVINGS AND INVESTMENT PLAN

401k plan membership statisitcs for BUCKLES-SMITH ELECTRIC CO. SAVINGS AND INVESTMENT PLAN

Measure Date Value
2020: BUCKLES-SMITH ELECTRIC CO. SAVINGS AND INVESTMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 204
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 155
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 48
Total of all active and inactive participants 2020-01-01 203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 203
Number of participants with account balances 2020-01-01 203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: BUCKLES-SMITH ELECTRIC CO. SAVINGS AND INVESTMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 207
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 170
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 30
Total of all active and inactive participants 2019-01-01 200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 201
Number of participants with account balances 2019-01-01 192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: BUCKLES-SMITH ELECTRIC CO. SAVINGS AND INVESTMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 166
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 179
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 24
Total of all active and inactive participants 2018-01-01 203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 203
Number of participants with account balances 2018-01-01 196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: BUCKLES-SMITH ELECTRIC CO. SAVINGS AND INVESTMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 151
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 121
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 30
Total of all active and inactive participants 2017-01-01 152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 152
Number of participants with account balances 2017-01-01 142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0

Measure	Date	Value
2020: BUCKLES-SMITH ELECTRIC CO. SAVINGS AND INVESTMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	204
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	155
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	48
Total of all active and inactive participants	2020-01-01	203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	203
Number of participants with account balances	2020-01-01	203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: BUCKLES-SMITH ELECTRIC CO. SAVINGS AND INVESTMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	207
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	170
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	30
Total of all active and inactive participants	2019-01-01	200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	201
Number of participants with account balances	2019-01-01	192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: BUCKLES-SMITH ELECTRIC CO. SAVINGS AND INVESTMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	166
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	179
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	24
Total of all active and inactive participants	2018-01-01	203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	203
Number of participants with account balances	2018-01-01	196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: BUCKLES-SMITH ELECTRIC CO. SAVINGS AND INVESTMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	151
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	121
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	30
Total of all active and inactive participants	2017-01-01	152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	152
Number of participants with account balances	2017-01-01	142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0

Financial Data on BUCKLES-SMITH ELECTRIC CO. SAVINGS AND INVESTMENT PLAN

Measure	Date	Value
2020 : BUCKLES-SMITH ELECTRIC CO. SAVINGS AND INVESTMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$4,819,806
Total of all expenses incurred	2020-12-31	$1,493,791
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,365,524
Expenses. Certain deemed distributions of participant loans	2020-12-31	$5,122
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,722,847
Value of total assets at end of year	2020-12-31	$21,425,721
Value of total assets at beginning of year	2020-12-31	$18,099,706
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$123,145
Total interest from all sources	2020-12-31	$12,750
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,100,528
Participant contributions at end of year	2020-12-31	$219,671
Participant contributions at beginning of year	2020-12-31	$229,665
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$30,503
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$7,152
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$171,712
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$194,787
Other income not declared elsewhere	2020-12-31	$333,091
Administrative expenses (other) incurred	2020-12-31	$79,115
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$3,326,015
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$21,425,721
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$18,099,706
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$44,030
Value of interest in pooled separate accounts at end of year	2020-12-31	$17,693,368
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$15,354,569
Interest on participant loans	2020-12-31	$12,632
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$225
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$223
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$223
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$118
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$2,509,385
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$1,618,704
Net investment gain/loss from pooled separate accounts	2020-12-31	$2,751,118
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Assets. Invements in employer securities at end of year	2020-12-31	$881,423
Assets. Invements in employer securities at beginning of year	2020-12-31	$601,841
Contributions received in cash from employer	2020-12-31	$427,532
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$13,430
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,365,524
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	2020-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2020-12-31	$114,497
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-12-31	$79,059
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	MOSS ADAMS, LLP
Accountancy firm EIN	2020-12-31	910189318
2019 : BUCKLES-SMITH ELECTRIC CO. SAVINGS AND INVESTMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$4,727,974
Total income from all sources (including contributions)	2019-12-31	$4,727,974
Total of all expenses incurred	2019-12-31	$320,696
Total of all expenses incurred	2019-12-31	$320,696
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$229,725
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$229,725
Value of total corrective distributions	2019-12-31	$1,860
Value of total corrective distributions	2019-12-31	$1,860
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,731,167
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,731,167
Value of total assets at end of year	2019-12-31	$18,099,706
Value of total assets at end of year	2019-12-31	$18,099,706
Value of total assets at beginning of year	2019-12-31	$13,692,428
Value of total assets at beginning of year	2019-12-31	$13,692,428
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$89,111
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$89,111
Total interest from all sources	2019-12-31	$13,192
Total interest from all sources	2019-12-31	$13,192
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Administrative expenses professional fees incurred	2019-12-31	$11,217
Administrative expenses professional fees incurred	2019-12-31	$11,217
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,000,813
Contributions received from participants	2019-12-31	$1,000,813
Participant contributions at end of year	2019-12-31	$229,665
Participant contributions at end of year	2019-12-31	$229,665
Participant contributions at beginning of year	2019-12-31	$262,612
Participant contributions at beginning of year	2019-12-31	$262,612
Participant contributions at end of year	2019-12-31	$30,503
Participant contributions at end of year	2019-12-31	$30,503
Participant contributions at beginning of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$171,712
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$171,712
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$265,072
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$265,072
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$306,090
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$306,090
Other income not declared elsewhere	2019-12-31	$107,230
Other income not declared elsewhere	2019-12-31	$107,230
Administrative expenses (other) incurred	2019-12-31	$57,491
Administrative expenses (other) incurred	2019-12-31	$57,491
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$4,407,278
Value of net income/loss	2019-12-31	$4,407,278
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$18,099,706
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$18,099,706
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$13,692,428
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$13,692,428
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$20,403
Investment advisory and management fees	2019-12-31	$20,403
Value of interest in pooled separate accounts at end of year	2019-12-31	$15,354,569
Value of interest in pooled separate accounts at end of year	2019-12-31	$15,354,569
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$11,185,483
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$11,185,483
Interest on participant loans	2019-12-31	$12,284
Interest on participant loans	2019-12-31	$12,284
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$223
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$223
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$74,372
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$74,372
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$74,372
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$74,372
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$908
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$908
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,618,704
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,618,704
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$1,488,723
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$1,488,723
Net investment gain/loss from pooled separate accounts	2019-12-31	$2,876,385
Net investment gain/loss from pooled separate accounts	2019-12-31	$2,876,385
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Assets. Invements in employer securities at end of year	2019-12-31	$601,841
Assets. Invements in employer securities at end of year	2019-12-31	$601,841
Assets. Invements in employer securities at beginning of year	2019-12-31	$416,166
Assets. Invements in employer securities at beginning of year	2019-12-31	$416,166
Contributions received in cash from employer	2019-12-31	$424,264
Contributions received in cash from employer	2019-12-31	$424,264
Employer contributions (assets) at end of year	2019-12-31	$13,430
Employer contributions (assets) at end of year	2019-12-31	$13,430
Employer contributions (assets) at beginning of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$229,725
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$229,725
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	2019-12-31	No
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	2019-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$79,059
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$79,059
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$0
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	MOSS ADAMS, LLP
Accountancy firm EIN	2019-12-31	910108931
Accountancy firm EIN	2019-12-31	910108931
2018 : BUCKLES-SMITH ELECTRIC CO. SAVINGS AND INVESTMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$959,348
Total of all expenses incurred	2018-12-31	$144,953
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$132,740
Expenses. Certain deemed distributions of participant loans	2018-12-31	$2,410
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,598,849
Value of total assets at end of year	2018-12-31	$13,692,428
Value of total assets at beginning of year	2018-12-31	$12,878,033
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$9,803
Total interest from all sources	2018-12-31	$13,957
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$816,577
Participant contributions at end of year	2018-12-31	$262,612
Participant contributions at beginning of year	2018-12-31	$273,647
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$265,072
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$170,351
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$439,931
Other income not declared elsewhere	2018-12-31	$188,352
Administrative expenses (other) incurred	2018-12-31	$9,803
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$814,395
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$13,692,428
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$12,878,033
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in pooled separate accounts at end of year	2018-12-31	$11,185,483
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$11,060,381
Interest on participant loans	2018-12-31	$13,057
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$74,372
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$73,472
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$73,472
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$900
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$1,488,723
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$970,522
Net investment gain/loss from pooled separate accounts	2018-12-31	$-841,810
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Assets. Invements in employer securities at end of year	2018-12-31	$416,166
Assets. Invements in employer securities at beginning of year	2018-12-31	$329,660
Contributions received in cash from employer	2018-12-31	$342,341
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$132,740
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	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	MOSS ADAMS, LLP
Accountancy firm EIN	2018-12-31	910108931
2017 : BUCKLES-SMITH ELECTRIC CO. SAVINGS AND INVESTMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$3,150,628
Total of all expenses incurred	2017-12-31	$500,188
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$482,900
Expenses. Certain deemed distributions of participant loans	2017-12-31	$7,084
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,147,574
Value of total assets at end of year	2017-12-31	$12,878,033
Value of total assets at beginning of year	2017-12-31	$10,227,593
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$10,204
Total interest from all sources	2017-12-31	$16,516
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$654,628
Participant contributions at end of year	2017-12-31	$273,647
Participant contributions at beginning of year	2017-12-31	$275,692
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$170,351
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$162,982
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$212,899
Other income not declared elsewhere	2017-12-31	$337,428
Administrative expenses (other) incurred	2017-12-31	$10,204
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$2,650,440
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$12,878,033
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$10,227,593
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in pooled separate accounts at end of year	2017-12-31	$11,060,381
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$9,080,670
Interest on participant loans	2017-12-31	$12,789
Interest earned on other investments	2017-12-31	$3,727
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$73,472
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$73,342
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$73,342
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$970,522
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$634,907
Net investment gain/loss from pooled separate accounts	2017-12-31	$1,649,110
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Assets. Invements in employer securities at end of year	2017-12-31	$329,660
Assets. Invements in employer securities at beginning of year	2017-12-31	$0
Contributions received in cash from employer	2017-12-31	$280,047
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$482,900
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	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	MOSS ADAMS, LLP
Accountancy firm EIN	2017-12-31	910108931

Form 5500 Responses for BUCKLES-SMITH ELECTRIC CO. SAVINGS AND INVESTMENT PLAN

2020: BUCKLES-SMITH ELECTRIC CO. SAVINGS AND INVESTMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BUCKLES-SMITH ELECTRIC CO. SAVINGS AND INVESTMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BUCKLES-SMITH ELECTRIC CO. SAVINGS AND INVESTMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BUCKLES-SMITH ELECTRIC CO. SAVINGS AND INVESTMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2008: BUCKLES-SMITH ELECTRIC CO. SAVINGS AND INVESTMENT PLAN 2008 form 5500 responses
2008-10-01	Type of plan entity	Single employer plan
2008-10-01	Submission has been amended	No
2008-10-01	This submission is the final filing	No
2008-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-10-01	Plan is a collectively bargained plan	No

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

600798

Policy instance

Insurance contract or identification number	600798
Number of Individuals Covered	203
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

600798

Policy instance

Insurance contract or identification number	600798
Number of Individuals Covered	192
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $17,029
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $17,029
Insurance broker organization code?	3

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

600798

Policy instance

Insurance contract or identification number	600798
Number of Individuals Covered	196
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $35,519
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $35,519
Insurance broker organization code?	3

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

600798

Policy instance

Insurance contract or identification number	600798
Number of Individuals Covered	142
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $30,047
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $30,047
Insurance broker organization code?	3
Insurance broker name	MERRILL LYNCH LIFE AGENCY, INC

Potentially related plans

BUCKLES-SMITH ELECTRIC CO. SAVINGS AND INVESTMENT PLAN [EIN = 941480248]

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Company Name:	BUCKLES-SMITH ELECTRIC CO.
Employer identification number (EIN):	941460248
NAIC Classification:	423600