Plan Name | ATKINSON-BAKER, INC. 401K PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | ATKINSON-BAKER, INC. |
Employer identification number (EIN): | 954189037 |
NAIC Classification: | 561490 |
Additional information about ATKINSON-BAKER, INC.
Jurisdiction of Incorporation: | California Department of State |
Incorporation Date: | 1988-11-07 |
Company Identification Number: | C1449253 |
Legal Registered Office Address: |
2418 Honolulu Ave Ste J Glendale United States of America (USA) 91203 |
More information about ATKINSON-BAKER, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | SHEILA BAKER | |||
001 | 2016-01-01 | SHEILA BAKER | |||
001 | 2015-01-01 | SHEILA BAKER | |||
001 | 2014-01-01 | SHEILA BAKER | |||
001 | 2013-01-01 | CRAIG WRIGHT | |||
001 | 2012-01-01 | CRAIG WRIGHT | |||
001 | 2011-01-01 | CRAIG WRIGHT | |||
001 | 2009-01-01 | CRAIG WRIGHT |
Measure | Date | Value |
---|---|---|
2021: ATKINSON-BAKER, INC. 401K PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 241 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
Total of all active and inactive participants | 2021-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 0 |
Number of participants with account balances | 2021-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: ATKINSON-BAKER, INC. 401K PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 195 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 123 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 111 |
Total of all active and inactive participants | 2020-01-01 | 241 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 241 |
Number of participants with account balances | 2020-01-01 | 239 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 19 |
2019: ATKINSON-BAKER, INC. 401K PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 192 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 150 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 13 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 44 |
Total of all active and inactive participants | 2019-01-01 | 207 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 207 |
Number of participants with account balances | 2019-01-01 | 199 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 17 |
2018: ATKINSON-BAKER, INC. 401K PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 194 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 138 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 44 |
Total of all active and inactive participants | 2018-01-01 | 184 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 184 |
Number of participants with account balances | 2018-01-01 | 181 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 28 |
2017: ATKINSON-BAKER, INC. 401K PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 188 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 152 |
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 | 40 |
Total of all active and inactive participants | 2017-01-01 | 193 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 193 |
Number of participants with account balances | 2017-01-01 | 188 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 27 |
2016: ATKINSON-BAKER, INC. 401K PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 187 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 158 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 27 |
Total of all active and inactive participants | 2016-01-01 | 189 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 189 |
Number of participants with account balances | 2016-01-01 | 171 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 15 |
2015: ATKINSON-BAKER, INC. 401K PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 178 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 150 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 30 |
Total of all active and inactive participants | 2015-01-01 | 181 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 181 |
Number of participants with account balances | 2015-01-01 | 162 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 21 |
2014: ATKINSON-BAKER, INC. 401K PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 171 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 155 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 14 |
Total of all active and inactive participants | 2014-01-01 | 170 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 170 |
Number of participants with account balances | 2014-01-01 | 143 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 16 |
2013: ATKINSON-BAKER, INC. 401K PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 169 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 148 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 13 |
Total of all active and inactive participants | 2013-01-01 | 162 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 162 |
Number of participants with account balances | 2013-01-01 | 135 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 16 |
2012: ATKINSON-BAKER, INC. 401K PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 173 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 162 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 15 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 6 |
Total of all active and inactive participants | 2012-01-01 | 183 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 183 |
Number of participants with account balances | 2012-01-01 | 153 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 11 |
2011: ATKINSON-BAKER, INC. 401K PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 166 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 161 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 15 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 10 |
Total of all active and inactive participants | 2011-01-01 | 186 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 186 |
Number of participants with account balances | 2011-01-01 | 153 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 19 |
2009: ATKINSON-BAKER, INC. 401K PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 166 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 149 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 11 |
Total of all active and inactive participants | 2009-01-01 | 160 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 160 |
Number of participants with account balances | 2009-01-01 | 123 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 8 |
Measure | Date | Value |
---|---|---|
2021 : ATKINSON-BAKER, INC. 401K PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-06-25 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-06-25 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-06-25 | $0 |
Total income from all sources (including contributions) | 2021-06-25 | $514,746 |
Total loss/gain on sale of assets | 2021-06-25 | $0 |
Total of all expenses incurred | 2021-06-25 | $4,159,190 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-06-25 | $4,136,121 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-06-25 | $62,378 |
Value of total assets at end of year | 2021-06-25 | $0 |
Value of total assets at beginning of year | 2021-06-25 | $3,644,444 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-06-25 | $23,069 |
Total interest from all sources | 2021-06-25 | $232 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-06-25 | $177,736 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-06-25 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2021-06-25 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-06-25 | $177,736 |
Was this plan covered by a fidelity bond | 2021-06-25 | Yes |
Value of fidelity bond cover | 2021-06-25 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-06-25 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-06-25 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-06-25 | No |
Contributions received from participants | 2021-06-25 | $48,052 |
Participant contributions at end of year | 2021-06-25 | $0 |
Participant contributions at beginning of year | 2021-06-25 | $61,507 |
Administrative expenses (other) incurred | 2021-06-25 | $23,069 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-06-25 | No |
Value of net income/loss | 2021-06-25 | $-3,644,444 |
Value of net assets at end of year (total assets less liabilities) | 2021-06-25 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-06-25 | $3,644,444 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-06-25 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-06-25 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-06-25 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-06-25 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-06-25 | $3,451,098 |
Interest on participant loans | 2021-06-25 | $232 |
Value of interest in common/collective trusts at end of year | 2021-06-25 | $0 |
Value of interest in common/collective trusts at beginning of year | 2021-06-25 | $131,839 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-06-25 | $273,768 |
Net investment gain or loss from common/collective trusts | 2021-06-25 | $632 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-06-25 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-06-25 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-06-25 | No |
Contributions received in cash from employer | 2021-06-25 | $14,326 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-06-25 | $4,136,121 |
Did the plan have assets held for investment | 2021-06-25 | 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 | 2021-06-25 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-06-25 | Yes |
Opinion of an independent qualified public accountant for this plan | 2021-06-25 | Disclaimer |
Accountancy firm name | 2021-06-25 | STEIN & COMPANY, LLP |
Accountancy firm EIN | 2021-06-25 | 274547704 |
2020 : ATKINSON-BAKER, INC. 401K PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $832,886 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $164,121 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $140,246 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $323,036 |
Value of total assets at end of year | 2020-12-31 | $3,644,444 |
Value of total assets at beginning of year | 2020-12-31 | $2,975,679 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $23,875 |
Total interest from all sources | 2020-12-31 | $2,827 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $87,701 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $87,701 |
Administrative expenses professional fees incurred | 2020-12-31 | $8,375 |
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 | $246,167 |
Participant contributions at end of year | 2020-12-31 | $61,507 |
Participant contributions at beginning of year | 2020-12-31 | $97,724 |
Participant contributions at end of year | 2020-12-31 | $0 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Administrative expenses (other) incurred | 2020-12-31 | $15,500 |
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 | $668,765 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $3,644,444 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,975,679 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $3,451,098 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $2,752,304 |
Interest on participant loans | 2020-12-31 | $2,827 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $131,839 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $125,651 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $416,928 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $2,394 |
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 |
Contributions received in cash from employer | 2020-12-31 | $76,869 |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $140,246 |
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 | Disclaimer |
Accountancy firm name | 2020-12-31 | KBL, LLP |
Accountancy firm EIN | 2020-12-31 | 030525474 |
2019 : ATKINSON-BAKER, INC. 401K PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $911,815 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $565,110 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $552,056 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $341,566 |
Value of total assets at end of year | 2019-12-31 | $2,975,679 |
Value of total assets at beginning of year | 2019-12-31 | $2,628,974 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $13,054 |
Total interest from all sources | 2019-12-31 | $4,765 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $60,916 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $60,916 |
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 |
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 |
Contributions received from participants | 2019-12-31 | $263,242 |
Participant contributions at end of year | 2019-12-31 | $97,724 |
Participant contributions at beginning of year | 2019-12-31 | $113,599 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $520 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $0 |
Administrative expenses (other) incurred | 2019-12-31 | $13,054 |
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 | $346,705 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $2,975,679 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,628,974 |
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 leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $2,752,304 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $2,410,985 |
Interest on participant loans | 2019-12-31 | $4,765 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $125,651 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $103,766 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $501,192 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $3,376 |
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 |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $78,324 |
Employer contributions (assets) at end of year | 2019-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $104 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $552,056 |
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 |
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 |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | KBL, LLP |
Accountancy firm EIN | 2019-12-31 | 030525474 |
2018 : ATKINSON-BAKER, INC. 401K PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $181,914 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $214,560 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $196,411 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $334,236 |
Value of total assets at end of year | 2018-12-31 | $2,628,974 |
Value of total assets at beginning of year | 2018-12-31 | $2,661,620 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $18,149 |
Total interest from all sources | 2018-12-31 | $5,330 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $63,580 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $63,580 |
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 | $254,349 |
Participant contributions at end of year | 2018-12-31 | $113,599 |
Participant contributions at beginning of year | 2018-12-31 | $103,343 |
Participant contributions at end of year | 2018-12-31 | $520 |
Participant contributions at beginning of year | 2018-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $0 |
Administrative expenses (other) incurred | 2018-12-31 | $14,552 |
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 | $-32,646 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $2,628,974 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,661,620 |
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 |
Investment advisory and management fees | 2018-12-31 | $3,597 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $2,410,985 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $2,447,222 |
Interest on participant loans | 2018-12-31 | $5,330 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $103,766 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $111,055 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-223,271 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $2,039 |
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 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $79,887 |
Employer contributions (assets) at end of year | 2018-12-31 | $104 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $196,411 |
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 | EIDE BAILLY LLP |
Accountancy firm EIN | 2018-12-31 | 450250958 |
2017 : ATKINSON-BAKER, INC. 401K PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $710,382 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $358,185 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $340,514 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $323,766 |
Value of total assets at end of year | 2017-12-31 | $2,661,620 |
Value of total assets at beginning of year | 2017-12-31 | $2,309,423 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $17,671 |
Total interest from all sources | 2017-12-31 | $4,503 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $47,911 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $47,911 |
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 | $239,886 |
Participant contributions at end of year | 2017-12-31 | $103,343 |
Participant contributions at beginning of year | 2017-12-31 | $102,491 |
Participant contributions at end of year | 2017-12-31 | $0 |
Participant contributions at beginning of year | 2017-12-31 | $8,159 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $148 |
Administrative expenses (other) incurred | 2017-12-31 | $12,768 |
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 | $352,197 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $2,661,620 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,309,423 |
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 |
Investment advisory and management fees | 2017-12-31 | $4,903 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $2,447,222 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $2,027,222 |
Interest on participant loans | 2017-12-31 | $4,503 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $111,055 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $168,345 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $332,108 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $2,094 |
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 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $83,880 |
Employer contributions (assets) at end of year | 2017-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $3,058 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $340,514 |
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 | BERNARD KOTKIN & COMPANY LLP |
Accountancy firm EIN | 2017-12-31 | 952556670 |
2016 : ATKINSON-BAKER, INC. 401K PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $465,650 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $221,501 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $204,567 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $291,514 |
Value of total assets at end of year | 2016-12-31 | $2,309,423 |
Value of total assets at beginning of year | 2016-12-31 | $2,065,274 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $16,934 |
Total interest from all sources | 2016-12-31 | $3,020 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $46,804 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $46,804 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $214,205 |
Participant contributions at end of year | 2016-12-31 | $102,491 |
Participant contributions at beginning of year | 2016-12-31 | $83,017 |
Participant contributions at end of year | 2016-12-31 | $8,159 |
Participant contributions at beginning of year | 2016-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $4,739 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $148 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $0 |
Administrative expenses (other) incurred | 2016-12-31 | $12,184 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $244,149 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $2,309,423 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,065,274 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $4,750 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $2,027,222 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $1,800,226 |
Interest on participant loans | 2016-12-31 | $3,020 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $168,345 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $182,031 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $121,607 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $2,705 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $72,570 |
Employer contributions (assets) at end of year | 2016-12-31 | $3,058 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $204,567 |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | BERNARD KOTKIN & COMPANY LLP |
Accountancy firm EIN | 2016-12-31 | 952556670 |
2015 : ATKINSON-BAKER, INC. 401K PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $272,176 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $589,891 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $575,784 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $271,450 |
Value of total assets at end of year | 2015-12-31 | $2,065,274 |
Value of total assets at beginning of year | 2015-12-31 | $2,382,989 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $14,107 |
Total interest from all sources | 2015-12-31 | $3,511 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $59,359 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $59,359 |
Administrative expenses professional fees incurred | 2015-12-31 | $3,724 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $214,455 |
Participant contributions at end of year | 2015-12-31 | $83,017 |
Participant contributions at beginning of year | 2015-12-31 | $93,997 |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $291,510 |
Administrative expenses (other) incurred | 2015-12-31 | $10,383 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-317,715 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $2,065,274 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,382,989 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $1,800,226 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $1,791,019 |
Interest on participant loans | 2015-12-31 | $3,511 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $182,031 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $195,668 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-64,456 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $2,312 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $56,995 |
Employer contributions (assets) at end of year | 2015-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $10,795 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $575,784 |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | BERNARD KOTKIN & COMPANY LLP |
Accountancy firm EIN | 2015-12-31 | 952556670 |
2014 : ATKINSON-BAKER, INC. 401K PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets from this plan | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $493,610 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $189,296 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $169,671 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $308,778 |
Value of total assets at end of year | 2014-12-31 | $2,382,989 |
Value of total assets at beginning of year | 2014-12-31 | $2,078,675 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $19,625 |
Total interest from all sources | 2014-12-31 | $3,755 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $81,420 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $81,420 |
Administrative expenses professional fees incurred | 2014-12-31 | $6,925 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $235,732 |
Participant contributions at end of year | 2014-12-31 | $93,997 |
Participant contributions at beginning of year | 2014-12-31 | $102,905 |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $291,510 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $279,902 |
Administrative expenses (other) incurred | 2014-12-31 | $12,700 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $304,314 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $2,382,989 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,078,675 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $1,791,019 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $1,440,800 |
Interest on participant loans | 2014-12-31 | $3,755 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $195,668 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $255,068 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $97,363 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $2,294 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $73,046 |
Employer contributions (assets) at end of year | 2014-12-31 | $10,795 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $169,671 |
Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | BERNARD KOTKIN & COMPANY LLP |
Accountancy firm EIN | 2014-12-31 | 952556670 |
2013 : ATKINSON-BAKER, INC. 401K PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $524,007 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $79,507 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $68,987 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $289,851 |
Value of total assets at end of year | 2013-12-31 | $2,078,675 |
Value of total assets at beginning of year | 2013-12-31 | $1,634,175 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $10,520 |
Total interest from all sources | 2013-12-31 | $4,299 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $11,972 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $11,972 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $225,125 |
Participant contributions at end of year | 2013-12-31 | $102,905 |
Participant contributions at beginning of year | 2013-12-31 | $83,025 |
Participant contributions at end of year | 2013-12-31 | $0 |
Participant contributions at beginning of year | 2013-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $279,902 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $0 |
Administrative expenses (other) incurred | 2013-12-31 | $10,520 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $444,500 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $2,078,675 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,634,175 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $1,440,800 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $1,547,501 |
Interest on participant loans | 2013-12-31 | $4,196 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $255,068 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $3,649 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $3,649 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $103 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $215,086 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $2,799 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $64,726 |
Employer contributions (assets) at end of year | 2013-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $68,987 |
Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | BERNARD KOTKIN & COMPANY LLP |
Accountancy firm EIN | 2013-12-31 | 952556670 |
2012 : ATKINSON-BAKER, INC. 401K PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $418,990 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $94,483 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $82,930 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $279,933 |
Value of total assets at end of year | 2012-12-31 | $1,634,175 |
Value of total assets at beginning of year | 2012-12-31 | $1,309,668 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $11,553 |
Total interest from all sources | 2012-12-31 | $3,103 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $38,998 |
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 | $38,998 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $215,174 |
Participant contributions at end of year | 2012-12-31 | $83,025 |
Participant contributions at beginning of year | 2012-12-31 | $66,403 |
Participant contributions at end of year | 2012-12-31 | $0 |
Participant contributions at beginning of year | 2012-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $0 |
Administrative expenses (other) incurred | 2012-12-31 | $11,553 |
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 | $324,507 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $1,634,175 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,309,668 |
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 | $1,547,501 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $1,239,786 |
Interest on participant loans | 2012-12-31 | $3,102 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $3,649 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $3,479 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $3,479 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $1 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $96,956 |
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 | No |
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 | $64,759 |
Employer contributions (assets) at end of year | 2012-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $82,930 |
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 | BERNARD KOTKIN & COMPANY LLP |
Accountancy firm EIN | 2012-12-31 | 952556670 |
2011 : ATKINSON-BAKER, INC. 401K PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $267,206 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $92,842 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $84,025 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $256,794 |
Value of total assets at end of year | 2011-12-31 | $1,309,668 |
Value of total assets at beginning of year | 2011-12-31 | $1,135,304 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $8,817 |
Total interest from all sources | 2011-12-31 | $1,895 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $25,382 |
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 | $25,382 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $192,688 |
Participant contributions at end of year | 2011-12-31 | $66,403 |
Participant contributions at beginning of year | 2011-12-31 | $43,312 |
Participant contributions at end of year | 2011-12-31 | $0 |
Participant contributions at beginning of year | 2011-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $3,717 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $0 |
Administrative expenses (other) incurred | 2011-12-31 | $8,817 |
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 | $174,364 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $1,309,668 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,135,304 |
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 | $1,239,786 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $832,958 |
Interest on participant loans | 2011-12-31 | $1,770 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $3,479 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $259,034 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $259,034 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $125 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-16,865 |
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 | No |
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 | $60,389 |
Employer contributions (assets) at end of year | 2011-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $84,025 |
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 | BERNARD KOTKIN & COMPANY LLP |
Accountancy firm EIN | 2011-12-31 | 952556670 |
2010 : ATKINSON-BAKER, INC. 401K PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $332,828 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $62,811 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $54,539 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $246,896 |
Value of total assets at end of year | 2010-12-31 | $1,135,304 |
Value of total assets at beginning of year | 2010-12-31 | $865,287 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $8,272 |
Total interest from all sources | 2010-12-31 | $2,608 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $19,499 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $19,499 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $75,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $189,269 |
Participant contributions at end of year | 2010-12-31 | $43,312 |
Participant contributions at beginning of year | 2010-12-31 | $42,993 |
Participant contributions at end of year | 2010-12-31 | $0 |
Participant contributions at beginning of year | 2010-12-31 | $234 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $1 |
Administrative expenses (other) incurred | 2010-12-31 | $8,272 |
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 | $270,017 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $1,135,304 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $865,287 |
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 | $832,958 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $472,280 |
Interest on participant loans | 2010-12-31 | $2,457 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $259,034 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $349,663 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $349,663 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $151 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $63,825 |
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 | $57,627 |
Employer contributions (assets) at end of year | 2010-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $116 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $54,539 |
Did the plan have assets held for investment | 2010-12-31 | 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 | 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 |
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 | BERNARD KOTKIN & COMPANY LLP |
Accountancy firm EIN | 2010-12-31 | 952556670 |
2009 : ATKINSON-BAKER, INC. 401K PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2021: ATKINSON-BAKER, INC. 401K PLAN 2021 form 5500 responses | ||
---|---|---|
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | Yes |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: ATKINSON-BAKER, INC. 401K PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: ATKINSON-BAKER, INC. 401K PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: ATKINSON-BAKER, INC. 401K PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: ATKINSON-BAKER, INC. 401K PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: ATKINSON-BAKER, INC. 401K PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: ATKINSON-BAKER, INC. 401K PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: ATKINSON-BAKER, INC. 401K PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: ATKINSON-BAKER, INC. 401K PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: ATKINSON-BAKER, INC. 401K PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: ATKINSON-BAKER, INC. 401K PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | Yes |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: ATKINSON-BAKER, INC. 401K 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 |