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THE BOSTWICK-BRAUN COMPANY EMPLOYEE STOCK OWNERSHIP PENSION PLAN 401k Plan overview

Plan NameTHE BOSTWICK-BRAUN COMPANY EMPLOYEE STOCK OWNERSHIP PENSION PLAN
Plan identification number 003

THE BOSTWICK-BRAUN COMPANY EMPLOYEE STOCK OWNERSHIP PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Stock bonus
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • The employer maintaining this ESOP is an S Corporation

401k Sponsoring company profile

THE BOSTWICK-BRAUN COMPANY has sponsored the creation of one or more 401k plans.

Company Name:THE BOSTWICK-BRAUN COMPANY
Employer identification number (EIN):341298592
NAIC Classification:423700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE BOSTWICK-BRAUN COMPANY EMPLOYEE STOCK OWNERSHIP PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032018-01-01
0032018-01-01
0032015-01-01B SMITH B SMITH2016-08-10
0032014-01-01B SMITH B SMITH2015-08-14
0032013-01-01B SMITH B SMITH2014-08-26
0032012-01-01B SMITH
0032011-01-01B SMITH
0032009-01-01B SMITH

Plan Statistics for THE BOSTWICK-BRAUN COMPANY EMPLOYEE STOCK OWNERSHIP PENSION PLAN

401k plan membership statisitcs for THE BOSTWICK-BRAUN COMPANY EMPLOYEE STOCK OWNERSHIP PENSION PLAN

Measure Date Value
2022: THE BOSTWICK-BRAUN COMPANY EMPLOYEE STOCK OWNERSHIP PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01455
Total number of active participants reported on line 7a of the Form 55002022-01-01324
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-01106
Total of all active and inactive participants2022-01-01431
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01433
Number of participants with account balances2022-01-01430
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0146
2021: THE BOSTWICK-BRAUN COMPANY EMPLOYEE STOCK OWNERSHIP PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01460
Total number of active participants reported on line 7a of the Form 55002021-01-01335
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-01117
Total of all active and inactive participants2021-01-01454
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-014
Total participants2021-01-01458
Number of participants with account balances2021-01-01455
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0128
2020: THE BOSTWICK-BRAUN COMPANY EMPLOYEE STOCK OWNERSHIP PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01382
Total number of active participants reported on line 7a of the Form 55002020-01-01270
Number of retired or separated participants receiving benefits2020-01-01133
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01403
Total participants2020-01-01403
Number of participants with account balances2020-01-01403
Number of employers contributing to the scheme2020-01-011
2018: THE BOSTWICK-BRAUN COMPANY EMPLOYEE STOCK OWNERSHIP PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01331
Total number of active participants reported on line 7a of the Form 55002018-01-01256
Number of other retired or separated participants entitled to future benefits2018-01-0177
Total of all active and inactive participants2018-01-01333
Total participants2018-01-01333
Number of employers contributing to the scheme2018-01-011
2015: THE BOSTWICK-BRAUN COMPANY EMPLOYEE STOCK OWNERSHIP PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01362
Total number of active participants reported on line 7a of the Form 55002015-01-01295
Number of other retired or separated participants entitled to future benefits2015-01-0158
Total of all active and inactive participants2015-01-01353
Total participants2015-01-01353
Number of employers contributing to the scheme2015-01-011
2014: THE BOSTWICK-BRAUN COMPANY EMPLOYEE STOCK OWNERSHIP PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01321
Total number of active participants reported on line 7a of the Form 55002014-01-01299
Number of other retired or separated participants entitled to future benefits2014-01-0163
Total of all active and inactive participants2014-01-01362
Total participants2014-01-01362
Number of employers contributing to the scheme2014-01-011
2013: THE BOSTWICK-BRAUN COMPANY EMPLOYEE STOCK OWNERSHIP PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01318
Total number of active participants reported on line 7a of the Form 55002013-01-01263
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0158
Total of all active and inactive participants2013-01-01321
Total participants2013-01-01321
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: THE BOSTWICK-BRAUN COMPANY EMPLOYEE STOCK OWNERSHIP PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01286
Total number of active participants reported on line 7a of the Form 55002012-01-01268
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0150
Total of all active and inactive participants2012-01-01318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0112
2011: THE BOSTWICK-BRAUN COMPANY EMPLOYEE STOCK OWNERSHIP PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01232
Total number of active participants reported on line 7a of the Form 55002011-01-01246
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0139
Total of all active and inactive participants2011-01-01285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-018
2009: THE BOSTWICK-BRAUN COMPANY EMPLOYEE STOCK OWNERSHIP PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01241
Total number of active participants reported on line 7a of the Form 55002009-01-01205
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0128
Total of all active and inactive participants2009-01-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01233
Number of participants with account balances2009-01-01233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-016

Financial Data on THE BOSTWICK-BRAUN COMPANY EMPLOYEE STOCK OWNERSHIP PENSION PLAN

Measure Date Value
2022 : THE BOSTWICK-BRAUN COMPANY EMPLOYEE STOCK OWNERSHIP PENSION PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-896,003
Total unrealized appreciation/depreciation of assets2022-12-31$-896,003
Total transfer of assets from this plan2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-299,128
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$8,761,198
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$8,761,198
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$596,875
Value of total assets at end of year2022-12-31$16,426,237
Value of total assets at beginning of year2022-12-31$25,486,563
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$0
Total interest from all sources2022-12-31$0
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 year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$596,875
Value of net income/loss2022-12-31$-9,060,326
Value of net assets at end of year (total assets less liabilities)2022-12-31$16,426,237
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$25,486,563
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$15,829,362
Assets. Invements in employer securities at beginning of year2022-12-31$24,681,037
Employer contributions (assets) at end of year2022-12-31$596,875
Employer contributions (assets) at beginning of year2022-12-31$805,526
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$8,761,198
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31REHMANN ROBSON LLC
Accountancy firm EIN2022-12-31383635785
2021 : THE BOSTWICK-BRAUN COMPANY EMPLOYEE STOCK OWNERSHIP PENSION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$5,209,425
Total unrealized appreciation/depreciation of assets2021-12-31$5,209,425
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$6,014,951
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,925,146
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,925,146
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$805,526
Value of total assets at end of year2021-12-31$25,486,563
Value of total assets at beginning of year2021-12-31$23,396,758
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$3,925,146
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,089,805
Value of net assets at end of year (total assets less liabilities)2021-12-31$25,486,563
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$23,396,758
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$24,681,037
Assets. Invements in employer securities at beginning of year2021-12-31$22,673,716
Contributions received in cash from employer2021-12-31$805,526
Employer contributions (assets) at end of year2021-12-31$805,526
Employer contributions (assets) at beginning of year2021-12-31$723,042
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,925,146
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31REHMANN ROBSON LLC
Accountancy firm EIN2021-12-31383635785
2020 : THE BOSTWICK-BRAUN COMPANY EMPLOYEE STOCK OWNERSHIP PENSION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$8,819,634
Total unrealized appreciation/depreciation of assets2020-12-31$8,819,634
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$9,542,676
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,367,483
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,367,483
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$723,042
Value of total assets at end of year2020-12-31$23,396,758
Value of total assets at beginning of year2020-12-31$17,221,565
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$6,175,193
Value of net assets at end of year (total assets less liabilities)2020-12-31$23,396,758
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$17,221,565
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$22,673,716
Assets. Invements in employer securities at beginning of year2020-12-31$16,493,699
Contributions received in cash from employer2020-12-31$723,042
Employer contributions (assets) at end of year2020-12-31$723,042
Employer contributions (assets) at beginning of year2020-12-31$727,866
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,367,483
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31REHMANN ROBSON LLC
Accountancy firm EIN2020-12-31383635785
2018 : THE BOSTWICK-BRAUN COMPANY EMPLOYEE STOCK OWNERSHIP PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-885,173
Total unrealized appreciation/depreciation of assets2018-12-31$-885,173
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$0
Total income from all sources (including contributions)2018-12-31$-258,534
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,338,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,338,153
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$626,639
Value of total assets at end of year2018-12-31$16,422,383
Value of total assets at beginning of year2018-12-31$18,019,070
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,596,687
Value of net assets at end of year (total assets less liabilities)2018-12-31$16,422,383
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$18,019,070
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$15,795,744
Assets. Invements in employer securities at beginning of year2018-12-31$17,367,133
Contributions received in cash from employer2018-12-31$626,639
Employer contributions (assets) at end of year2018-12-31$626,639
Employer contributions (assets) at beginning of year2018-12-31$651,937
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,338,153
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31REHMANN ROBSON LLC
Accountancy firm EIN2018-12-31383635705
2015 : THE BOSTWICK-BRAUN COMPANY EMPLOYEE STOCK OWNERSHIP PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-3,169,803
Total unrealized appreciation/depreciation of assets2015-12-31$-3,169,803
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$0
Total income from all sources (including contributions)2015-12-31$-1,860,886
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$6,453,480
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$6,453,480
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,308,917
Value of total assets at end of year2015-12-31$26,838,681
Value of total assets at beginning of year2015-12-31$35,153,047
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$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 year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-8,314,366
Value of net assets at end of year (total assets less liabilities)2015-12-31$26,838,681
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$35,153,047
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$25,529,764
Assets. Invements in employer securities at beginning of year2015-12-31$33,897,601
Contributions received in cash from employer2015-12-31$1,308,917
Employer contributions (assets) at end of year2015-12-31$1,308,917
Employer contributions (assets) at beginning of year2015-12-31$1,255,446
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$6,453,480
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31REHMANN ROBSON LLC
Accountancy firm EIN2015-12-31383635706
2014 : THE BOSTWICK-BRAUN COMPANY EMPLOYEE STOCK OWNERSHIP PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$9,806,225
Total unrealized appreciation/depreciation of assets2014-12-31$9,806,225
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$11,061,671
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$5,147,413
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,147,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,255,446
Value of total assets at end of year2014-12-31$35,153,047
Value of total assets at beginning of year2014-12-31$29,238,789
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$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 year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$5,914,258
Value of net assets at end of year (total assets less liabilities)2014-12-31$35,153,047
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$29,238,789
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$33,897,601
Assets. Invements in employer securities at beginning of year2014-12-31$28,095,646
Contributions received in cash from employer2014-12-31$1,255,446
Employer contributions (assets) at end of year2014-12-31$1,255,446
Employer contributions (assets) at beginning of year2014-12-31$1,143,143
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,147,413
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31REHMANN ROBSON LLC
Accountancy firm EIN2014-12-31383635706
2013 : THE BOSTWICK-BRAUN COMPANY EMPLOYEE STOCK OWNERSHIP PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$4,245,258
Total unrealized appreciation/depreciation of assets2013-12-31$4,245,258
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$5,388,401
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,262,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,262,778
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,143,143
Value of total assets at end of year2013-12-31$29,238,789
Value of total assets at beginning of year2013-12-31$26,113,166
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$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 year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,125,623
Value of net assets at end of year (total assets less liabilities)2013-12-31$29,238,789
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$26,113,166
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$28,095,646
Assets. Invements in employer securities at beginning of year2013-12-31$25,155,419
Contributions received in cash from employer2013-12-31$1,143,143
Employer contributions (assets) at end of year2013-12-31$1,143,143
Employer contributions (assets) at beginning of year2013-12-31$957,747
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,262,778
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31REHMANN ROBSON LLC
Accountancy firm EIN2013-12-31383635706
2012 : THE BOSTWICK-BRAUN COMPANY EMPLOYEE STOCK OWNERSHIP PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$3,430,898
Total unrealized appreciation/depreciation of assets2012-12-31$3,430,898
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,719,119
Total income from all sources (including contributions)2012-12-31$4,388,645
Total of all expenses incurred2012-12-31$902,834
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$902,834
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$957,747
Value of total assets at end of year2012-12-31$26,113,166
Value of total assets at beginning of year2012-12-31$25,346,474
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$-2,719,119
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,485,811
Value of net assets at end of year (total assets less liabilities)2012-12-31$26,113,166
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$22,627,355
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$25,155,419
Assets. Invements in employer securities at beginning of year2012-12-31$24,522,834
Contributions received in cash from employer2012-12-31$957,747
Employer contributions (assets) at end of year2012-12-31$957,747
Employer contributions (assets) at beginning of year2012-12-31$823,640
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,621,953
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$2,719,119
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31REHMANN ROBSON LLC
Accountancy firm EIN2012-12-31383567911
2011 : THE BOSTWICK-BRAUN COMPANY EMPLOYEE STOCK OWNERSHIP PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$4,303,097
Total unrealized appreciation/depreciation of assets2011-12-31$4,303,097
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,719,119
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,624,449
Total income from all sources (including contributions)2011-12-31$5,126,737
Total of all expenses incurred2011-12-31$3,366,831
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,366,831
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$823,640
Value of total assets at end of year2011-12-31$25,346,474
Value of total assets at beginning of year2011-12-31$22,491,898
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,759,906
Value of net assets at end of year (total assets less liabilities)2011-12-31$22,627,355
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$20,867,449
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$24,522,834
Assets. Invements in employer securities at beginning of year2011-12-31$22,491,898
Contributions received in cash from employer2011-12-31$823,640
Employer contributions (assets) at end of year2011-12-31$823,640
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,366,831
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Liabilities. Value of benefit claims payable at end of year2011-12-31$2,719,119
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$1,624,449
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31SPILMAN HILLS & HEIDEBRINK LTD
Accountancy firm EIN2011-12-31341833111
2010 : THE BOSTWICK-BRAUN COMPANY EMPLOYEE STOCK OWNERSHIP PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$3,795,430
Total unrealized appreciation/depreciation of assets2010-12-31$3,795,430
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,624,449
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,809,385
Total income from all sources (including contributions)2010-12-31$4,577,926
Total of all expenses incurred2010-12-31$1,492,868
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,492,868
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$782,496
Value of total assets at end of year2010-12-31$22,491,898
Value of total assets at beginning of year2010-12-31$19,591,776
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$3,085,058
Value of net assets at end of year (total assets less liabilities)2010-12-31$20,867,449
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$17,782,391
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$22,491,898
Assets. Invements in employer securities at beginning of year2010-12-31$19,591,776
Contributions received in cash from employer2010-12-31$782,496
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,492,868
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Liabilities. Value of benefit claims payable at end of year2010-12-31$1,624,449
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$1,809,385
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31SPILMAN HILLS & HEIDEBRINK LTD
Accountancy firm EIN2010-12-31341833111

Form 5500 Responses for THE BOSTWICK-BRAUN COMPANY EMPLOYEE STOCK OWNERSHIP PENSION PLAN

2022: THE BOSTWICK-BRAUN COMPANY EMPLOYEE STOCK OWNERSHIP PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE BOSTWICK-BRAUN COMPANY EMPLOYEE STOCK OWNERSHIP PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE BOSTWICK-BRAUN COMPANY EMPLOYEE STOCK OWNERSHIP PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2018: THE BOSTWICK-BRAUN COMPANY EMPLOYEE STOCK OWNERSHIP PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2015: THE BOSTWICK-BRAUN COMPANY EMPLOYEE STOCK OWNERSHIP PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE BOSTWICK-BRAUN COMPANY EMPLOYEE STOCK OWNERSHIP PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE BOSTWICK-BRAUN COMPANY EMPLOYEE STOCK OWNERSHIP PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE BOSTWICK-BRAUN COMPANY EMPLOYEE STOCK OWNERSHIP PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE BOSTWICK-BRAUN COMPANY EMPLOYEE STOCK OWNERSHIP PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE BOSTWICK-BRAUN COMPANY EMPLOYEE STOCK OWNERSHIP PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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