BENCHMARK FINANCIAL GROUP, INC has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2022 : BENCHMARK GROUP 401(K) PLAN 2022 401k financial data |
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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 | $-2,158,832 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $3,009,167 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $2,947,346 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,113,057 |
Value of total assets at end of year | 2022-12-31 | $18,739,510 |
Value of total assets at beginning of year | 2022-12-31 | $23,907,509 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $61,821 |
Total interest from all sources | 2022-12-31 | $18,602 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $340,513 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $340,513 |
Administrative expenses professional fees incurred | 2022-12-31 | $9,600 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $842,533 |
Participant contributions at end of year | 2022-12-31 | $324,317 |
Participant contributions at beginning of year | 2022-12-31 | $411,067 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $26,666 |
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 | $-5,167,999 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $18,739,510 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $23,907,509 |
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 | $20,359 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $14,217,578 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $19,262,319 |
Interest on participant loans | 2022-12-31 | $18,602 |
Income. Interest from loans (other than to participants) | 2022-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $4,197,615 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $4,198,092 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-3,704,119 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $73,115 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
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 | $270,524 |
Employer contributions (assets) at end of year | 2022-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $9,365 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $2,947,346 |
Contract administrator fees | 2022-12-31 | $31,862 |
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 | CHIAMPOU, TRAVIS, BESAW, & KERSHNER |
Accountancy firm EIN | 2022-12-31 | 161468002 |
2021 : BENCHMARK GROUP 401(K) PLAN 2021 401k financial data |
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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 | $4,363,184 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $2,033,203 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,928,512 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $45,497 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,189,928 |
Value of total assets at end of year | 2021-12-31 | $23,907,509 |
Value of total assets at beginning of year | 2021-12-31 | $21,577,528 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $59,194 |
Total interest from all sources | 2021-12-31 | $21,795 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $309,626 |
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 | $309,626 |
Administrative expenses professional fees incurred | 2021-12-31 | $8,700 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
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 |
Contributions received from participants | 2021-12-31 | $895,034 |
Participant contributions at end of year | 2021-12-31 | $411,067 |
Participant contributions at beginning of year | 2021-12-31 | $515,637 |
Participant contributions at end of year | 2021-12-31 | $26,666 |
Participant contributions at beginning of year | 2021-12-31 | $23,960 |
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 | $2,329,981 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $23,907,509 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $21,577,528 |
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 | $21,120 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $19,262,319 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $17,319,062 |
Interest on participant loans | 2021-12-31 | $21,795 |
Income. Interest from loans (other than to participants) | 2021-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $4,198,092 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $3,708,639 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $2,781,148 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $60,687 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
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 | $294,894 |
Employer contributions (assets) at end of year | 2021-12-31 | $9,365 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $10,230 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,928,512 |
Contract administrator fees | 2021-12-31 | $29,374 |
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 | CHIAMPOU, TRAVIS, BESAW, & KERSHNER |
Accountancy firm EIN | 2021-12-31 | 161468002 |
2020 : BENCHMARK GROUP 401(K) PLAN 2020 401k financial data |
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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 | $3,987,824 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $1,682,851 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,588,638 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $10,481 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,239,966 |
Value of total assets at end of year | 2020-12-31 | $21,577,528 |
Value of total assets at beginning of year | 2020-12-31 | $19,272,555 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $83,732 |
Total interest from all sources | 2020-12-31 | $25,239 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $323,162 |
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 | $323,162 |
Administrative expenses professional fees incurred | 2020-12-31 | $16,308 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $900,752 |
Participant contributions at end of year | 2020-12-31 | $515,637 |
Participant contributions at beginning of year | 2020-12-31 | $554,334 |
Participant contributions at end of year | 2020-12-31 | $23,960 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $25,606 |
Administrative expenses (other) incurred | 2020-12-31 | $35,477 |
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 | $2,304,973 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $21,577,528 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $19,272,555 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $17,319,062 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $15,757,340 |
Interest on participant loans | 2020-12-31 | $25,239 |
Income. Interest from loans (other than to participants) | 2020-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $3,708,639 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $2,958,726 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $2,155 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $2,155 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $2,399,457 |
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 | $313,608 |
Employer contributions (assets) at end of year | 2020-12-31 | $10,230 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,588,638 |
Contract administrator fees | 2020-12-31 | $31,947 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | Yes |
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 | CHIAMPOU, TRAVIS, BESAW, & KERSHNER |
Accountancy firm EIN | 2020-12-31 | 161468002 |
2019 : BENCHMARK GROUP 401(K) PLAN 2019 401k financial data |
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Unrealized appreciation/depreciation of real estate assets | 2019-12-31 | $2,389,770 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $2,389,770 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $4,355,446 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $562,390 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $538,808 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,102,686 |
Value of total assets at end of year | 2019-12-31 | $19,272,555 |
Value of total assets at beginning of year | 2019-12-31 | $15,479,499 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $23,582 |
Total interest from all sources | 2019-12-31 | $26,476 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $349,562 |
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 | $349,562 |
Administrative expenses professional fees incurred | 2019-12-31 | $0 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $810,739 |
Participant contributions at end of year | 2019-12-31 | $554,334 |
Participant contributions at beginning of year | 2019-12-31 | $535,287 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $3,843 |
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 | $3,793,056 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $19,272,555 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $15,479,499 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $6,600 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $15,757,340 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $12,195,412 |
Interest on participant loans | 2019-12-31 | $26,476 |
Income. Interest from loans (other than to participants) | 2019-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $2,958,726 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $2,748,800 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $2,155 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $486,952 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $288,104 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $538,808 |
Contract administrator fees | 2019-12-31 | $16,982 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | CHIAMPOU, TRAVIS, BESAW, & KERSHNER |
Accountancy firm EIN | 2019-12-31 | 161468002 |
2018 : BENCHMARK GROUP 401(K) PLAN 2018 401k financial data |
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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 | $3,150 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,115,705 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,094,219 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,066,583 |
Value of total assets at end of year | 2018-12-31 | $15,479,499 |
Value of total assets at beginning of year | 2018-12-31 | $16,592,054 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $21,486 |
Total interest from all sources | 2018-12-31 | $24,334 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $155,356 |
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 | $155,356 |
Administrative expenses professional fees incurred | 2018-12-31 | $14,000 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $788,664 |
Participant contributions at end of year | 2018-12-31 | $535,287 |
Participant contributions at beginning of year | 2018-12-31 | $496,480 |
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 | $-1,112,555 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $15,479,499 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $16,592,054 |
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 | $12,195,412 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $13,425,380 |
Interest on participant loans | 2018-12-31 | $24,334 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $2,748,800 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $2,670,019 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $175 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $175 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-1,291,306 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $48,183 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $277,919 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,094,219 |
Contract administrator fees | 2018-12-31 | $7,486 |
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 | CHIAMPOU, TRAVIS, BESAW, & KERSHNER |
Accountancy firm EIN | 2018-12-31 | 161468002 |
2017 : BENCHMARK GROUP 401(K) PLAN 2017 401k financial data |
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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 | $3,341,022 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $1,080,274 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,068,191 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,004,365 |
Value of total assets at end of year | 2017-12-31 | $16,592,054 |
Value of total assets at beginning of year | 2017-12-31 | $14,331,306 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $12,083 |
Total interest from all sources | 2017-12-31 | $21,640 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $148,639 |
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 | $148,639 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $718,572 |
Participant contributions at end of year | 2017-12-31 | $496,480 |
Participant contributions at beginning of year | 2017-12-31 | $526,553 |
Participant contributions at end of year | 2017-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $26,976 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $2,260,748 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $16,592,054 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $14,331,306 |
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 | $13,425,380 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $11,414,000 |
Interest on participant loans | 2017-12-31 | $21,640 |
Income. Interest from loans (other than to participants) | 2017-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $2,670,019 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $2,390,753 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $175 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $2,131,015 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $35,363 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $258,817 |
Employer contributions (assets) at end of year | 2017-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,068,191 |
Contract administrator fees | 2017-12-31 | $12,083 |
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 | CHIAMPOU, TRAVIS, BESAW, & KERSHNER |
Accountancy firm EIN | 2017-12-31 | 161468002 |
2016 : BENCHMARK GROUP 401(K) 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 | $2,111,836 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $866,464 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $843,380 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $980,938 |
Value of total assets at end of year | 2016-12-31 | $14,331,306 |
Value of total assets at beginning of year | 2016-12-31 | $13,085,934 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $23,084 |
Total interest from all sources | 2016-12-31 | $19,137 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $148,451 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $148,451 |
Administrative expenses professional fees incurred | 2016-12-31 | $11,471 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $734,375 |
Participant contributions at end of year | 2016-12-31 | $526,553 |
Participant contributions at beginning of year | 2016-12-31 | $421,068 |
Participant contributions at end of year | 2016-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $15,557 |
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 | $1,245,372 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $14,331,306 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $13,085,934 |
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 | $11,414,000 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $10,679,832 |
Interest on participant loans | 2016-12-31 | $19,137 |
Income. Interest from loans (other than to participants) | 2016-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $2,390,753 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $1,985,034 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $937,300 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $26,010 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $231,006 |
Employer contributions (assets) at end of year | 2016-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $843,380 |
Contract administrator fees | 2016-12-31 | $11,613 |
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 | CHIAMPOU, TRAVIS, BESAW, & KERSHNER |
Accountancy firm EIN | 2016-12-31 | 161468002 |
2015 : BENCHMARK GROUP 401(K) 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 | $1,089,851 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $583,250 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $575,310 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,050,165 |
Value of total assets at end of year | 2015-12-31 | $13,085,934 |
Value of total assets at beginning of year | 2015-12-31 | $12,579,333 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $7,940 |
Total interest from all sources | 2015-12-31 | $17,914 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $124,355 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $124,355 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $794,494 |
Participant contributions at end of year | 2015-12-31 | $421,068 |
Participant contributions at beginning of year | 2015-12-31 | $502,359 |
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 | $506,601 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $13,085,934 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $12,579,333 |
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 | $10,679,832 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $10,235,577 |
Interest on participant loans | 2015-12-31 | $17,914 |
Income. Interest from loans (other than to participants) | 2015-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $1,985,034 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $1,841,397 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-123,573 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $20,990 |
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 | $255,671 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $575,310 |
Contract administrator fees | 2015-12-31 | $7,940 |
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 | CHIAMPOU, TRAVIS, BESAW, & KERSHNER |
Accountancy firm EIN | 2015-12-31 | 161468002 |
2014 : BENCHMARK GROUP 401(K) 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 | $1,589,236 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $885,495 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $869,509 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $913,636 |
Value of total assets at end of year | 2014-12-31 | $12,579,333 |
Value of total assets at beginning of year | 2014-12-31 | $11,875,592 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $15,986 |
Total interest from all sources | 2014-12-31 | $18,483 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $133,053 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $133,053 |
Administrative expenses professional fees incurred | 2014-12-31 | $8,930 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $674,611 |
Participant contributions at end of year | 2014-12-31 | $502,359 |
Participant contributions at beginning of year | 2014-12-31 | $400,420 |
Participant contributions at beginning of year | 2014-12-31 | $460 |
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 | $703,741 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $12,579,333 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $11,875,592 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $10,235,577 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $9,436,421 |
Interest on participant loans | 2014-12-31 | $18,483 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $1,841,397 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $2,038,179 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $509,157 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $14,907 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $239,025 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $112 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $869,509 |
Contract administrator fees | 2014-12-31 | $7,056 |
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 | CHIAMPOU, TRAVIS, BESAW, & KERSHNER |
Accountancy firm EIN | 2014-12-31 | 161468002 |
2013 : BENCHMARK GROUP 401(K) 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 | $2,929,433 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $406,447 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $395,443 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $957,265 |
Value of total assets at end of year | 2013-12-31 | $11,875,592 |
Value of total assets at beginning of year | 2013-12-31 | $9,352,606 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $11,004 |
Total interest from all sources | 2013-12-31 | $18,374 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $100,581 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $100,581 |
Administrative expenses professional fees incurred | 2013-12-31 | $1,949 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $661,203 |
Participant contributions at end of year | 2013-12-31 | $400,420 |
Participant contributions at beginning of year | 2013-12-31 | $425,800 |
Participant contributions at end of year | 2013-12-31 | $460 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $67,659 |
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 | $2,522,986 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $11,875,592 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $9,352,606 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $9,436,421 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $7,247,051 |
Interest on participant loans | 2013-12-31 | $18,374 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $2,038,179 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $1,647,320 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $32,435 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $32,435 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $1,838,727 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $14,486 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $228,403 |
Employer contributions (assets) at end of year | 2013-12-31 | $112 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $395,443 |
Contract administrator fees | 2013-12-31 | $9,055 |
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 | CHIAMPOU, TRAVIS, BESAW, & KERSHNER |
Accountancy firm EIN | 2013-12-31 | 161468002 |
2012 : BENCHMARK GROUP 401(K) 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 | $1,728,120 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $363,011 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $345,967 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $765,053 |
Value of total assets at end of year | 2012-12-31 | $9,352,606 |
Value of total assets at beginning of year | 2012-12-31 | $7,987,497 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $17,044 |
Total interest from all sources | 2012-12-31 | $18,972 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $110,697 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $110,697 |
Administrative expenses professional fees incurred | 2012-12-31 | $13,607 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $850,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $553,894 |
Participant contributions at end of year | 2012-12-31 | $425,800 |
Participant contributions at beginning of year | 2012-12-31 | $445,726 |
Participant contributions at end of year | 2012-12-31 | $0 |
Participant contributions at beginning of year | 2012-12-31 | $18,055 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $5,367 |
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 | $1,365,109 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $9,352,606 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $7,987,497 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $7,247,051 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $6,007,334 |
Interest on participant loans | 2012-12-31 | $18,972 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $1,647,320 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $1,509,451 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $32,435 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $159 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $159 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $814,179 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $19,219 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $205,792 |
Employer contributions (assets) at end of year | 2012-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $6,772 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $345,967 |
Contract administrator fees | 2012-12-31 | $3,437 |
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 | CHIAMPOU, TRAVIS, BESAW, & KERSHNER |
Accountancy firm EIN | 2012-12-31 | 161468002 |
2011 : BENCHMARK GROUP 401(K) 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 | $619,232 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $155,744 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $147,925 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $751,000 |
Value of total assets at end of year | 2011-12-31 | $7,987,497 |
Value of total assets at beginning of year | 2011-12-31 | $7,524,009 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $7,819 |
Total interest from all sources | 2011-12-31 | $26,597 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $91,440 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $91,440 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $850,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $551,337 |
Participant contributions at end of year | 2011-12-31 | $445,726 |
Participant contributions at beginning of year | 2011-12-31 | $434,392 |
Participant contributions at end of year | 2011-12-31 | $18,055 |
Participant contributions at beginning of year | 2011-12-31 | $18,639 |
Administrative expenses (other) incurred | 2011-12-31 | $4 |
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 | $463,488 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $7,987,497 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $7,524,009 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $6,007,334 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $5,761,625 |
Interest on participant loans | 2011-12-31 | $26,597 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $1,509,451 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $1,302,252 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $159 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $159 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $159 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-267,026 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $17,221 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $199,663 |
Employer contributions (assets) at end of year | 2011-12-31 | $6,772 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $6,942 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $147,925 |
Contract administrator fees | 2011-12-31 | $7,815 |
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 | CHIAMPOU, TRAVIS, BESAW AND KERSHNE |
Accountancy firm EIN | 2011-12-31 | 161468002 |
2010 : BENCHMARK GROUP 401(K) PLAN 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $1,471,036 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $714,897 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $685,316 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $19,052 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $697,737 |
Value of total assets at end of year | 2010-12-31 | $7,524,009 |
Value of total assets at beginning of year | 2010-12-31 | $6,767,870 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $10,529 |
Total interest from all sources | 2010-12-31 | $18,366 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $88,472 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $88,472 |
Administrative expenses professional fees incurred | 2010-12-31 | $4,200 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $509,307 |
Participant contributions at end of year | 2010-12-31 | $434,392 |
Participant contributions at beginning of year | 2010-12-31 | $489,711 |
Participant contributions at end of year | 2010-12-31 | $18,639 |
Participant contributions at beginning of year | 2010-12-31 | $17,795 |
Administrative expenses (other) incurred | 2010-12-31 | $130 |
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 | $756,139 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $7,524,009 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $6,767,870 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $5,761,625 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $4,965,904 |
Interest on participant loans | 2010-12-31 | $18,364 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $1,302,252 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $1,287,075 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $159 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $688 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $688 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $2 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $644,231 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $22,230 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | Yes |
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 | $188,430 |
Employer contributions (assets) at end of year | 2010-12-31 | $6,942 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $6,697 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $685,316 |
Contract administrator fees | 2010-12-31 | $6,199 |
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 | CHIAMPOU,TRAVIS,BESAW,&KERSHNER LLP |
Accountancy firm EIN | 2010-12-31 | 161468002 |
2009 : BENCHMARK GROUP 401(K) PLAN 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |