YOUNG BROTHERS, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan YOUNG BROTHERS, LIMITED PENSION PLAN
Measure | Date | Value |
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2022: YOUNG BROTHERS, LIMITED PENSION PLAN 2022 401k membership |
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Market value of plan assets | 2022-12-31 | 104,237,155 |
Acturial value of plan assets | 2022-12-31 | 101,660,709 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 29,830,806 |
Number of terminated vested participants | 2022-12-31 | 38 |
Fundng target for terminated vested participants | 2022-12-31 | 3,321,637 |
Active participant vested funding target | 2022-12-31 | 45,668,069 |
Number of active participants | 2022-12-31 | 209 |
Total funding liabilities for active participants | 2022-12-31 | 48,377,979 |
Total participant count | 2022-12-31 | 318 |
Total funding target for all participants | 2022-12-31 | 81,530,422 |
Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 5,001,739 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 0 |
Amount remaining of carryover balance | 2022-12-31 | 0 |
Amount remaining of prefunding balance | 2022-12-31 | 5,001,739 |
Present value of excess contributions | 2022-12-31 | 4,878,090 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 5,155,166 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 2,170,000 |
Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
Balance of prefunding at beginning of current year | 2022-12-31 | 7,763,945 |
Total employer contributions | 2022-12-31 | 1,881,550 |
Total employee contributions | 2022-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 1,724,254 |
Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 2,786,388 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 0 |
Waiver amortization installment | 2022-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Additional cash requirement | 2022-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 1,724,254 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
Total participants, beginning-of-year | 2022-01-01 | 315 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 211 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 74 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 32 |
Total of all active and inactive participants | 2022-01-01 | 317 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 8 |
Total participants | 2022-01-01 | 325 |
2021: YOUNG BROTHERS, LIMITED PENSION PLAN 2021 401k membership |
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Market value of plan assets | 2021-12-31 | 91,605,568 |
Acturial value of plan assets | 2021-12-31 | 88,611,326 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 26,726,183 |
Number of terminated vested participants | 2021-12-31 | 37 |
Fundng target for terminated vested participants | 2021-12-31 | 2,242,896 |
Active participant vested funding target | 2021-12-31 | 43,352,283 |
Number of active participants | 2021-12-31 | 213 |
Total funding liabilities for active participants | 2021-12-31 | 46,021,668 |
Total participant count | 2021-12-31 | 316 |
Total funding target for all participants | 2021-12-31 | 74,990,747 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 7,803,141 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 711,489 |
Amount remaining of carryover balance | 2021-12-31 | 0 |
Amount remaining of prefunding balance | 2021-12-31 | 7,091,652 |
Present value of excess contributions | 2021-12-31 | 70,837 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 81,017 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 81,017 |
Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 3,190,000 |
Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
Balance of prefunding at beginning of current year | 2021-12-31 | 5,001,739 |
Total employer contributions | 2021-12-31 | 5,298,737 |
Total employee contributions | 2021-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 4,878,090 |
Liquidity shortfalls end of Q1 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2021-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 2,589,029 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
Waiver amortization installment | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Additional cash requirement | 2021-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 4,878,090 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 313 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 209 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 64 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 35 |
Total of all active and inactive participants | 2021-01-01 | 308 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 7 |
Total participants | 2021-01-01 | 315 |
2020: YOUNG BROTHERS, LIMITED PENSION PLAN 2020 401k membership |
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Market value of plan assets | 2020-12-31 | 80,343,908 |
Acturial value of plan assets | 2020-12-31 | 75,956,347 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 23,761,406 |
Number of terminated vested participants | 2020-12-31 | 39 |
Fundng target for terminated vested participants | 2020-12-31 | 2,228,857 |
Active participant vested funding target | 2020-12-31 | 46,797,736 |
Number of active participants | 2020-12-31 | 211 |
Total funding liabilities for active participants | 2020-12-31 | 49,988,585 |
Total participant count | 2020-12-31 | 310 |
Total funding target for all participants | 2020-12-31 | 75,978,848 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 0 |
Amount remaining of carryover balance | 2020-12-31 | 0 |
Amount remaining of prefunding balance | 2020-12-31 | 0 |
Present value of excess contributions | 2020-12-31 | 7,385,841 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 7,803,141 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 7,803,141 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 7,803,141 |
Total employer contributions | 2020-12-31 | 2,920,465 |
Total employee contributions | 2020-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 2,794,905 |
Liquidity shortfalls end of Q1 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2020-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 2,692,664 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 7,825,642 |
Waiver amortization installment | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 3,435,557 |
Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 711,489 |
Additional cash requirement | 2020-12-31 | 2,724,068 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 2,794,905 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 307 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 213 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 60 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 34 |
Total of all active and inactive participants | 2020-01-01 | 307 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 6 |
Total participants | 2020-01-01 | 313 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: YOUNG BROTHERS, LIMITED PENSION PLAN 2019 401k membership |
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Market value of plan assets | 2019-12-31 | 59,781,269 |
Acturial value of plan assets | 2019-12-31 | 63,826,255 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 18,053,601 |
Number of terminated vested participants | 2019-12-31 | 37 |
Fundng target for terminated vested participants | 2019-12-31 | 2,279,736 |
Active participant vested funding target | 2019-12-31 | 42,657,843 |
Number of active participants | 2019-12-31 | 208 |
Total funding liabilities for active participants | 2019-12-31 | 45,484,438 |
Total participant count | 2019-12-31 | 291 |
Total funding target for all participants | 2019-12-31 | 65,817,775 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 0 |
Amount remaining of carryover balance | 2019-12-31 | 0 |
Amount remaining of prefunding balance | 2019-12-31 | 0 |
Present value of excess contributions | 2019-12-31 | 22,385 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 23,245 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 0 |
Total employer contributions | 2019-12-31 | 10,983,289 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 10,211,664 |
Liquidity shortfalls end of Q1 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2019-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 2,641,691 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 1,991,520 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 2,825,823 |
Carryover balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Additional cash requirement | 2019-12-31 | 2,825,823 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 10,211,664 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 291 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 211 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 56 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 34 |
Total of all active and inactive participants | 2019-01-01 | 301 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 6 |
Total participants | 2019-01-01 | 307 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: YOUNG BROTHERS, LIMITED PENSION PLAN 2018 401k membership |
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Market value of plan assets | 2018-12-31 | 66,263,375 |
Acturial value of plan assets | 2018-12-31 | 66,263,375 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 21,932,951 |
Number of terminated vested participants | 2018-12-31 | 41 |
Fundng target for terminated vested participants | 2018-12-31 | 3,169,227 |
Active participant vested funding target | 2018-12-31 | 52,222,792 |
Number of active participants | 2018-12-31 | 207 |
Total funding liabilities for active participants | 2018-12-31 | 53,204,894 |
Total participant count | 2018-12-31 | 304 |
Total funding target for all participants | 2018-12-31 | 78,307,072 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 2,726,513 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 1,233,430 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 2,726,513 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 1,233,430 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 0 |
Present value of excess contributions | 2018-12-31 | 120,482 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 120,482 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 0 |
Total employer contributions | 2018-12-31 | 5,500,000 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 5,355,542 |
Liquidity shortfalls end of Q1 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2018-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 2,996,777 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 12,043,697 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 5,333,157 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Additional cash requirement | 2018-12-31 | 5,333,157 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 5,355,542 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 304 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 208 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 45 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 37 |
Total of all active and inactive participants | 2018-01-01 | 290 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 1 |
Total participants | 2018-01-01 | 291 |
Number of participants with account balances | 2018-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: YOUNG BROTHERS, LIMITED PENSION PLAN 2017 401k membership |
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Market value of plan assets | 2017-12-31 | 63,164,861 |
Acturial value of plan assets | 2017-12-31 | 63,164,861 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 23,422,406 |
Number of terminated vested participants | 2017-12-31 | 42 |
Fundng target for terminated vested participants | 2017-12-31 | 2,558,600 |
Active participant vested funding target | 2017-12-31 | 47,762,922 |
Number of active participants | 2017-12-31 | 208 |
Total funding liabilities for active participants | 2017-12-31 | 48,021,179 |
Total participant count | 2017-12-31 | 381 |
Total funding target for all participants | 2017-12-31 | 74,002,185 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 5,784,943 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 1,143,547 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 2,965,072 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 2,819,871 |
Amount remaining of prefunding balance | 2017-12-31 | 1,143,547 |
Present value of excess contributions | 2017-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 315,000 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 2,726,513 |
Balance of prefunding at beginning of current year | 2017-12-31 | 1,233,430 |
Total employer contributions | 2017-12-31 | 1,400,000 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 1,327,617 |
Liquidity shortfalls end of Q1 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2017-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 2,726,669 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 14,797,267 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 5,167,078 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 2,726,513 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 1,233,430 |
Additional cash requirement | 2017-12-31 | 1,207,135 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 1,327,617 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 381 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 210 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 51 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 41 |
Total of all active and inactive participants | 2017-01-01 | 302 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 2 |
Total participants | 2017-01-01 | 304 |
Number of participants with account balances | 2017-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: YOUNG BROTHERS, LIMITED PENSION PLAN 2016 401k membership |
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Market value of plan assets | 2016-12-31 | 60,712,271 |
Acturial value of plan assets | 2016-12-31 | 60,712,271 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 23,994,655 |
Number of terminated vested participants | 2016-12-31 | 41 |
Fundng target for terminated vested participants | 2016-12-31 | 2,396,692 |
Active participant vested funding target | 2016-12-31 | 34,746,773 |
Number of active participants | 2016-12-31 | 204 |
Total funding liabilities for active participants | 2016-12-31 | 34,960,544 |
Total participant count | 2016-12-31 | 378 |
Total funding target for all participants | 2016-12-31 | 61,351,891 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 6,019,085 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 1,189,831 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 6,019,085 |
Amount remaining of prefunding balance | 2016-12-31 | 1,189,831 |
Present value of excess contributions | 2016-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 5,784,943 |
Balance of prefunding at beginning of current year | 2016-12-31 | 1,143,547 |
Total employer contributions | 2016-12-31 | 0 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 1,798,614 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 7,568,110 |
Waiver amortization installment | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 2,965,072 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 2,965,072 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Additional cash requirement | 2016-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 378 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 208 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 120 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 42 |
Total of all active and inactive participants | 2016-01-01 | 370 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 11 |
Total participants | 2016-01-01 | 381 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 1 |
2015: YOUNG BROTHERS, LIMITED PENSION PLAN 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-01-01 | 379 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 204 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 124 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 41 |
Total of all active and inactive participants | 2015-01-01 | 369 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 9 |
Total participants | 2015-01-01 | 378 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: YOUNG BROTHERS, LIMITED PENSION PLAN 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-01-01 | 374 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 207 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 123 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 41 |
Total of all active and inactive participants | 2014-01-01 | 371 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 8 |
Total participants | 2014-01-01 | 379 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: YOUNG BROTHERS, LIMITED PENSION PLAN 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-01-01 | 371 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 201 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 125 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 40 |
Total of all active and inactive participants | 2013-01-01 | 366 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 8 |
Total participants | 2013-01-01 | 374 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: YOUNG BROTHERS, LIMITED PENSION PLAN 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 378 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 203 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 119 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 39 |
Total of all active and inactive participants | 2012-01-01 | 361 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 10 |
Total participants | 2012-01-01 | 371 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: YOUNG BROTHERS, LIMITED PENSION PLAN 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 377 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 204 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 120 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 43 |
Total of all active and inactive participants | 2011-01-01 | 367 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 10 |
Total participants | 2011-01-01 | 377 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 2 |
2010: YOUNG BROTHERS, LIMITED PENSION PLAN 2010 401k membership |
---|
Total participants, beginning-of-year | 2010-01-01 | 374 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 207 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 118 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 46 |
Total of all active and inactive participants | 2010-01-01 | 371 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 6 |
Total participants | 2010-01-01 | 377 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 1 |
2009: YOUNG BROTHERS, LIMITED PENSION PLAN 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 368 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 208 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 114 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 46 |
Total of all active and inactive participants | 2009-01-01 | 368 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 5 |
Total participants | 2009-01-01 | 373 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|
2022 : YOUNG BROTHERS, LIMITED PENSION PLAN 2022 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-22,961,048 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $3,857,245 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $3,325,932 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,881,550 |
Value of total assets at end of year | 2022-12-31 | $77,562,433 |
Value of total assets at beginning of year | 2022-12-31 | $104,380,726 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $531,313 |
Total interest from all sources | 2022-12-31 | $93 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Administrative expenses professional fees incurred | 2022-12-31 | $170,265 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $5,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $2,936 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $15,500,061 |
Administrative expenses (other) incurred | 2022-12-31 | $216,090 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-26,818,293 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $77,562,433 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $104,380,726 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $112,983 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $66,808,046 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $75,677,947 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $16,627,311 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $146,571 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $146,571 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $93 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-24,842,691 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $1,881,550 |
Employer contributions (assets) at end of year | 2022-12-31 | $1,881,550 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $5,298,737 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $3,325,932 |
Contract administrator fees | 2022-12-31 | $31,975 |
Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | HAGEN, KURTH, PERMAN CPAS |
Accountancy firm EIN | 2022-12-31 | 911233794 |
2021 : YOUNG BROTHERS, LIMITED PENSION PLAN 2021 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $16,040,375 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $3,268,558 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $2,624,923 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $5,298,737 |
Value of total assets at end of year | 2021-12-31 | $104,380,726 |
Value of total assets at beginning of year | 2021-12-31 | $91,608,909 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $643,635 |
Total interest from all sources | 2021-12-31 | $117 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $698,318 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $698,318 |
Administrative expenses professional fees incurred | 2021-12-31 | $320,431 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $5,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $15,500,061 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $2 |
Administrative expenses (other) incurred | 2021-12-31 | $209,084 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $12,771,817 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $104,380,726 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $91,608,909 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $90,634 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $66,808,046 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $84,470,997 |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $16,627,311 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $146,571 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $5,612,445 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $5,612,445 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $117 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $10,014,687 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $28,516 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $5,298,737 |
Employer contributions (assets) at end of year | 2021-12-31 | $5,298,737 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $1,525,465 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $2,624,923 |
Contract administrator fees | 2021-12-31 | $23,486 |
Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | HAGEN, KURTH, PERMAN CPAS |
Accountancy firm EIN | 2021-12-31 | 911233794 |
2020 : YOUNG BROTHERS, LIMITED PENSION 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 | $13,684,972 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $2,718,851 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $2,244,405 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $2,920,465 |
Value of total assets at end of year | 2020-12-31 | $91,608,909 |
Value of total assets at beginning of year | 2020-12-31 | $80,642,788 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $474,446 |
Total interest from all sources | 2020-12-31 | $776 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $2,698,329 |
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 | $2,698,329 |
Administrative expenses professional fees incurred | 2020-12-31 | $137,999 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $5,000,000 |
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 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $2 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $0 |
Other income not declared elsewhere | 2020-12-31 | $9,664 |
Administrative expenses (other) incurred | 2020-12-31 | $197,808 |
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 | $10,966,121 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $91,608,909 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $80,642,788 |
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 | $27,119 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $84,470,997 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $73,043,583 |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $321,394 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $5,612,445 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $344,522 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $344,522 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $776 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $8,055,086 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $652 |
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 | $2,920,465 |
Employer contributions (assets) at end of year | 2020-12-31 | $1,525,465 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $6,933,289 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $2,244,405 |
Contract administrator fees | 2020-12-31 | $111,520 |
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 | HAGEN, KURTH, PERMAN CPAS |
Accountancy firm EIN | 2020-12-31 | 911233794 |
2019 : YOUNG BROTHERS, LIMITED PENSION PLAN 2019 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
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 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 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 | $17,805,655 |
Total income from all sources (including contributions) | 2019-12-31 | $17,805,655 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $2,553,788 |
Total of all expenses incurred | 2019-12-31 | $2,553,788 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,060,996 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,060,996 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $5,383,289 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $5,383,289 |
Value of total assets at end of year | 2019-12-31 | $75,042,788 |
Value of total assets at end of year | 2019-12-31 | $75,042,788 |
Value of total assets at beginning of year | 2019-12-31 | $59,790,921 |
Value of total assets at beginning of year | 2019-12-31 | $59,790,921 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $492,792 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $492,792 |
Total interest from all sources | 2019-12-31 | $3,673 |
Total interest from all sources | 2019-12-31 | $3,673 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $2,044,272 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $2,044,272 |
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 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $2,044,272 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $2,044,272 |
Administrative expenses professional fees incurred | 2019-12-31 | $73,612 |
Administrative expenses professional fees incurred | 2019-12-31 | $73,612 |
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 | $10,000,000 |
Value of fidelity bond cover | 2019-12-31 | $10,000,000 |
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 |
Administrative expenses (other) incurred | 2019-12-31 | $180,811 |
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 | $15,251,867 |
Value of net income/loss | 2019-12-31 | $15,251,867 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $75,042,788 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $75,042,788 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $59,790,921 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $59,790,921 |
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 |
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 | $33,829 |
Investment advisory and management fees | 2019-12-31 | $33,829 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $73,043,583 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $73,043,583 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $57,066,803 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $57,066,803 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $321,394 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $321,394 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $1,122,476 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $1,122,476 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $344,522 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $344,522 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $1,642 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $1,642 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $1,642 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $1,642 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $3,673 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $3,673 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $10,363,156 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $10,363,156 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $11,265 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $11,265 |
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 |
Contributions received in cash from employer | 2019-12-31 | $5,383,289 |
Contributions received in cash from employer | 2019-12-31 | $5,383,289 |
Employer contributions (assets) at end of year | 2019-12-31 | $1,333,289 |
Employer contributions (assets) at end of year | 2019-12-31 | $1,333,289 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $1,600,000 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $1,600,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,060,996 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,060,996 |
Contract administrator fees | 2019-12-31 | $204,540 |
Contract administrator fees | 2019-12-31 | $204,540 |
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 |
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 | HAGEN, KURTH, PERMAN CPAS |
Accountancy firm name | 2019-12-31 | HAGEN, KURTH, PERMAN CPAS |
Accountancy firm EIN | 2019-12-31 | 911233794 |
Accountancy firm EIN | 2019-12-31 | 911233794 |
2018 : YOUNG BROTHERS, LIMITED PENSION 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 | $1,252,514 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $7,738,803 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $7,197,626 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $5,500,000 |
Value of total assets at end of year | 2018-12-31 | $59,790,921 |
Value of total assets at beginning of year | 2018-12-31 | $66,277,210 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $541,177 |
Total interest from all sources | 2018-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $1,956,323 |
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 | $1,956,323 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $10,000,000 |
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 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2018-12-31 | $0 |
Administrative expenses (other) incurred | 2018-12-31 | $541,177 |
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 | $-6,486,289 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $59,790,921 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $66,277,210 |
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 registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $57,066,803 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $64,877,210 |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $1,122,476 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $1,642 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $5,340,315 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-6,203,809 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
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 |
Contributions received in cash from employer | 2018-12-31 | $5,500,000 |
Employer contributions (assets) at end of year | 2018-12-31 | $1,600,000 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $1,400,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,857,311 |
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 | HAGEN, KURTH, PERMAN CPAS |
Accountancy firm EIN | 2018-12-31 | 911233794 |
2017 : YOUNG BROTHERS, LIMITED PENSION 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 | $11,214,354 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $8,102,005 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $7,569,594 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,400,000 |
Value of total assets at end of year | 2017-12-31 | $66,277,210 |
Value of total assets at beginning of year | 2017-12-31 | $63,164,861 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $532,411 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $1,793,871 |
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 | $1,793,871 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $5,000,000 |
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 |
Administrative expenses (other) incurred | 2017-12-31 | $532,411 |
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 | $3,112,349 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $66,277,210 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $63,164,861 |
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 registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $64,877,210 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $63,164,861 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $5,642,400 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $8,020,483 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
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 | $1,400,000 |
Employer contributions (assets) at end of year | 2017-12-31 | $1,400,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,927,194 |
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 | ACCUITY LLP |
Accountancy firm EIN | 2017-12-31 | 205325889 |
2016 : YOUNG BROTHERS, LIMITED PENSION 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 | $4,680,349 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $2,227,759 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $2,149,883 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $10,272 |
Value of total assets at end of year | 2016-12-31 | $63,164,861 |
Value of total assets at beginning of year | 2016-12-31 | $60,712,271 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $77,876 |
Total interest from all sources | 2016-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $5,000,000 |
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 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $10,272 |
Administrative expenses (other) incurred | 2016-12-31 | $77,161 |
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 | $2,452,590 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $63,164,861 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $60,712,271 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $63,164,861 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $60,712,271 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $4,670,077 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $2,149,883 |
Contract administrator fees | 2016-12-31 | $715 |
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 | ACCUITY LLP |
Accountancy firm EIN | 2016-12-31 | 205325889 |
2015 : YOUNG BROTHERS, LIMITED PENSION 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 | $-2,397,873 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $2,243,389 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $2,148,979 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $0 |
Value of total assets at end of year | 2015-12-31 | $60,712,271 |
Value of total assets at beginning of year | 2015-12-31 | $65,353,533 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $94,410 |
Total interest from all sources | 2015-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $5,000,000 |
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 |
Administrative expenses (other) incurred | 2015-12-31 | $94,410 |
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 | $-4,641,262 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $60,712,271 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $65,353,533 |
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 | $60,712,271 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $61,853,533 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $-2,397,873 |
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 | $0 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $3,500,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $2,148,979 |
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 | ACCUITY LLP |
Accountancy firm EIN | 2015-12-31 | 205325889 |
2014 : YOUNG BROTHERS, LIMITED PENSION PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 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 | $7,541,860 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $2,127,494 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $2,059,391 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $3,819,000 |
Value of total assets at end of year | 2014-12-31 | $65,353,533 |
Value of total assets at beginning of year | 2014-12-31 | $59,939,167 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $68,103 |
Total interest from all sources | 2014-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $5,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Administrative expenses (other) incurred | 2014-12-31 | $67,488 |
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 | $5,414,366 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $65,353,533 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $59,939,167 |
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 pooled separate accounts at end of year | 2014-12-31 | $61,853,533 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $56,389,167 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $3,722,860 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
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 | $3,819,000 |
Employer contributions (assets) at end of year | 2014-12-31 | $3,500,000 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $3,550,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $2,059,391 |
Contract administrator fees | 2014-12-31 | $615 |
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 | ACCUITY LLP |
Accountancy firm EIN | 2014-12-31 | 205325889 |
2013 : YOUNG BROTHERS, LIMITED PENSION 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 | $13,373,673 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $2,099,914 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $2,005,619 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $5,470,000 |
Value of total assets at end of year | 2013-12-31 | $59,939,167 |
Value of total assets at beginning of year | 2013-12-31 | $48,665,408 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $94,295 |
Total interest from all sources | 2013-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $5,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Administrative expenses (other) incurred | 2013-12-31 | $93,690 |
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 | $11,273,759 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $59,939,167 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $48,665,408 |
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 pooled separate accounts at end of year | 2013-12-31 | $56,389,167 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $46,639,408 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $7,903,673 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
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 | $5,470,000 |
Employer contributions (assets) at end of year | 2013-12-31 | $3,550,000 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $2,026,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $2,005,619 |
Contract administrator fees | 2013-12-31 | $605 |
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 | ACCUITY LLP |
Accountancy firm EIN | 2013-12-31 | 205325889 |
2012 : YOUNG BROTHERS, LIMITED PENSION 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 | $9,285,446 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $2,053,069 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,979,036 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $4,026,000 |
Value of total assets at end of year | 2012-12-31 | $48,665,408 |
Value of total assets at beginning of year | 2012-12-31 | $41,433,031 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $74,033 |
Total interest from all sources | 2012-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $5,000,000 |
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 |
Administrative expenses (other) incurred | 2012-12-31 | $73,454 |
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 | $7,232,377 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $48,665,408 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $41,433,031 |
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 pooled separate accounts at end of year | 2012-12-31 | $46,639,408 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $39,131,031 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $5,259,446 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
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 | $4,026,000 |
Employer contributions (assets) at end of year | 2012-12-31 | $2,026,000 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $2,302,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,979,036 |
Contract administrator fees | 2012-12-31 | $579 |
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 | ACCUITY LLP |
Accountancy firm EIN | 2012-12-31 | 205325889 |
2011 : YOUNG BROTHERS, LIMITED PENSION 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 | $3,563,121 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $1,954,615 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,902,300 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $3,503,181 |
Value of total assets at end of year | 2011-12-31 | $41,433,031 |
Value of total assets at beginning of year | 2011-12-31 | $39,824,525 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $52,315 |
Total interest from all sources | 2011-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $10,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Administrative expenses (other) incurred | 2011-12-31 | $52,315 |
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 | $1,608,506 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $41,433,031 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $39,824,525 |
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 pooled separate accounts at end of year | 2011-12-31 | $39,131,031 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $39,609,525 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $59,940 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
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 | $3,503,181 |
Employer contributions (assets) at end of year | 2011-12-31 | $2,302,000 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $215,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,902,300 |
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 | ACCUITY LLP |
Accountancy firm EIN | 2011-12-31 | 205325889 |
2010 : YOUNG BROTHERS, LIMITED PENSION 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 | $7,806 |
Total income from all sources (including contributions) | 2010-12-31 | $5,546,240 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $1,810,752 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,776,110 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,087,130 |
Value of total assets at end of year | 2010-12-31 | $39,824,525 |
Value of total assets at beginning of year | 2010-12-31 | $36,096,843 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $34,642 |
Total interest from all sources | 2010-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $10,000,000 |
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 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $7,806 |
Administrative expenses (other) incurred | 2010-12-31 | $34,642 |
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 | $3,735,488 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $39,824,525 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $36,089,037 |
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 pooled separate accounts at end of year | 2010-12-31 | $39,609,525 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $34,196,843 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $4,459,110 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
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 | $1,087,130 |
Employer contributions (assets) at end of year | 2010-12-31 | $215,000 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $1,900,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,776,110 |
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 | ACCUITY LLP |
Accountancy firm EIN | 2010-12-31 | 205325889 |
2009 : YOUNG BROTHERS, LIMITED PENSION PLAN 2009 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2009-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2009-12-31 | $7,806 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2009-12-31 | $50,308 |
Total income from all sources (including contributions) | 2009-12-31 | $8,990,209 |
Total loss/gain on sale of assets | 2009-12-31 | $0 |
Total of all expenses incurred | 2009-12-31 | $1,642,029 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2009-12-31 | $1,571,575 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2009-12-31 | $2,850,000 |
Value of total assets at end of year | 2009-12-31 | $36,096,843 |
Value of total assets at beginning of year | 2009-12-31 | $28,791,165 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2009-12-31 | $70,454 |
Total interest from all sources | 2009-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2009-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2009-12-31 | No |
Was this plan covered by a fidelity bond | 2009-12-31 | Yes |
Value of fidelity bond cover | 2009-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2009-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2009-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2009-12-31 | $7,806 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2009-12-31 | $50,308 |
Administrative expenses (other) incurred | 2009-12-31 | $70,454 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2009-12-31 | No |
Value of net income/loss | 2009-12-31 | $7,348,180 |
Value of net assets at end of year (total assets less liabilities) | 2009-12-31 | $36,089,037 |
Value of net assets at beginning of year (total assets less liabilities) | 2009-12-31 | $28,740,857 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2009-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2009-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2009-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2009-12-31 | $34,196,843 |
Value of interest in pooled separate accounts at beginning of year | 2009-12-31 | $24,196,165 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2009-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2009-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2009-12-31 | $6,140,209 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2009-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2009-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2009-12-31 | No |
Contributions received in cash from employer | 2009-12-31 | $2,850,000 |
Employer contributions (assets) at end of year | 2009-12-31 | $1,900,000 |
Employer contributions (assets) at beginning of year | 2009-12-31 | $4,595,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2009-12-31 | $1,571,575 |
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 | 2009-12-31 | No |
Did the plan have assets held for investment | 2009-12-31 | 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 | 2009-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2009-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2009-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2009-12-31 | Disclaimer |
Accountancy firm name | 2009-12-31 | ACCUITY LLP |
Accountancy firm EIN | 2009-12-31 | 205325889 |