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E. A. SWEEN COMPANY EMPLOYEE RETIREMENT PLAN 401k Plan overview

Plan NameE. A. SWEEN COMPANY EMPLOYEE RETIREMENT PLAN
Plan identification number 001

E. A. SWEEN COMPANY EMPLOYEE RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

E.A. SWEEN COMPANY has sponsored the creation of one or more 401k plans.

Company Name:E.A. SWEEN COMPANY
Employer identification number (EIN):410878603
NAIC Classification:311900
NAIC Description: Other Food Manufacturing

Additional information about E.A. SWEEN COMPANY

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 3833516

More information about E.A. SWEEN COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan E. A. SWEEN COMPANY EMPLOYEE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01TRINA BOSTROM TRINA BOSTROM2018-07-27
0012016-01-01TRINA BOSTROM TRINA BOSTROM2017-10-03
0012015-01-01KIMBERLY LARISH KIMBERLY LARISH2016-08-23
0012014-01-012015-07-20
0012014-01-01JENNIFER E. WULF JENNIFER E. WULF2015-07-20
0012013-01-01JENNIFER WULF JENNIFER WULF2014-07-15
0012012-01-01JENNIFER E. WULF JENNIFER E. WULF2013-07-31
0012011-01-01JENNIFER E. WULF JENNIFER E. WULF2012-07-19
0012010-01-01JENNIFER E. WULF JENNIFER E. WULF2011-08-01
0012009-01-01JENNIFER WULF JENNIFER WULF2010-07-29

Plan Statistics for E. A. SWEEN COMPANY EMPLOYEE RETIREMENT PLAN

401k plan membership statisitcs for E. A. SWEEN COMPANY EMPLOYEE RETIREMENT PLAN

Measure Date Value
2022: E. A. SWEEN COMPANY EMPLOYEE RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,141
Total number of active participants reported on line 7a of the Form 55002022-01-01831
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01255
Total of all active and inactive participants2022-01-011,086
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0114
Total participants2022-01-011,100
Number of participants with account balances2022-01-011,091
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01209
2021: E. A. SWEEN COMPANY EMPLOYEE RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,232
Total number of active participants reported on line 7a of the Form 55002021-01-01785
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01273
Total of all active and inactive participants2021-01-011,058
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0112
Total participants2021-01-011,070
Number of participants with account balances2021-01-011,056
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0168
2020: E. A. SWEEN COMPANY EMPLOYEE RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,446
Total number of active participants reported on line 7a of the Form 55002020-01-01787
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01388
Total of all active and inactive participants2020-01-011,175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0114
Total participants2020-01-011,189
Number of participants with account balances2020-01-011,179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0129
2019: E. A. SWEEN COMPANY EMPLOYEE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,421
Total number of active participants reported on line 7a of the Form 55002019-01-011,000
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01423
Total of all active and inactive participants2019-01-011,423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0114
Total participants2019-01-011,437
Number of participants with account balances2019-01-011,422
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0128
2018: E. A. SWEEN COMPANY EMPLOYEE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,385
Total number of active participants reported on line 7a of the Form 55002018-01-011,038
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01344
Total of all active and inactive participants2018-01-011,382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0110
Total participants2018-01-011,392
Number of participants with account balances2018-01-011,376
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0117
2017: E. A. SWEEN COMPANY EMPLOYEE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,454
Total number of active participants reported on line 7a of the Form 55002017-01-011,043
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01313
Total of all active and inactive participants2017-01-011,356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0110
Total participants2017-01-011,366
Number of participants with account balances2017-01-011,349
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0122
2016: E. A. SWEEN COMPANY EMPLOYEE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,363
Total number of active participants reported on line 7a of the Form 55002016-01-011,093
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-01321
Total of all active and inactive participants2016-01-011,415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-015
Total participants2016-01-011,420
Number of participants with account balances2016-01-011,367
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0126
2015: E. A. SWEEN COMPANY EMPLOYEE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,243
Total number of active participants reported on line 7a of the Form 55002015-01-011,038
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-01301
Total of all active and inactive participants2015-01-011,340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-017
Total participants2015-01-011,347
Number of participants with account balances2015-01-011,280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0124
2014: E. A. SWEEN COMPANY EMPLOYEE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,234
Total number of active participants reported on line 7a of the Form 55002014-01-01975
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-01240
Total of all active and inactive participants2014-01-011,216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-017
Total participants2014-01-011,223
Number of participants with account balances2014-01-011,165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0116
2013: E. A. SWEEN COMPANY EMPLOYEE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,035
Total number of active participants reported on line 7a of the Form 55002013-01-01952
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-01242
Total of all active and inactive participants2013-01-011,195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-018
Total participants2013-01-011,203
Number of participants with account balances2013-01-011,123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-018
2012: E. A. SWEEN COMPANY EMPLOYEE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01973
Total number of active participants reported on line 7a of the Form 55002012-01-01880
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-01130
Total of all active and inactive participants2012-01-011,012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-015
Total participants2012-01-011,017
Number of participants with account balances2012-01-01942
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: E. A. SWEEN COMPANY EMPLOYEE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,025
Total number of active participants reported on line 7a of the Form 55002011-01-01816
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-01141
Total of all active and inactive participants2011-01-01959
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01961
Number of participants with account balances2011-01-01885
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: E. A. SWEEN COMPANY EMPLOYEE RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,039
Total number of active participants reported on line 7a of the Form 55002010-01-01818
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-01196
Total of all active and inactive participants2010-01-011,015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-013
Total participants2010-01-011,018
Number of participants with account balances2010-01-01929
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: E. A. SWEEN COMPANY EMPLOYEE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,132
Total number of active participants reported on line 7a of the Form 55002009-01-01905
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-01121
Total of all active and inactive participants2009-01-011,027
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,027
Number of participants with account balances2009-01-01932
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on E. A. SWEEN COMPANY EMPLOYEE RETIREMENT PLAN

Measure Date Value
2022 : E. A. SWEEN COMPANY EMPLOYEE RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-2,562,728
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$5,427,832
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,277,719
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,094,746
Value of total assets at end of year2022-12-31$37,147,621
Value of total assets at beginning of year2022-12-31$45,138,181
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$150,113
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$495,943
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$495,943
Administrative expenses professional fees incurred2022-12-31$22,310
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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
Contributions received from participants2022-12-31$3,291,399
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$109,701
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$7,229
Other income not declared elsewhere2022-12-31$84,240
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-7,990,560
Value of net assets at end of year (total assets less liabilities)2022-12-31$37,147,621
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$45,138,181
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
Investment advisory and management fees2022-12-31$23,518
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$30,560,542
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$37,269,790
Value of interest in common/collective trusts at end of year2022-12-31$6,587,079
Value of interest in common/collective trusts at beginning of year2022-12-31$7,868,391
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-7,146,776
Net investment gain or loss from common/collective trusts2022-12-31$-1,090,881
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
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
Contributions received in cash from employer2022-12-31$1,693,646
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,270,490
Contract administrator fees2022-12-31$104,285
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 name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : E. A. SWEEN COMPANY EMPLOYEE RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$9,775,739
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$9,883,662
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$9,709,675
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,128,635
Value of total assets at end of year2021-12-31$45,138,181
Value of total assets at beginning of year2021-12-31$45,246,104
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$173,987
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$409,283
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$409,283
Administrative expenses professional fees incurred2021-12-31$23,847
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,787,779
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$255,710
Other income not declared elsewhere2021-12-31$49,545
Administrative expenses (other) incurred2021-12-31$81,261
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-107,923
Value of net assets at end of year (total assets less liabilities)2021-12-31$45,138,181
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$45,246,104
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$37,269,790
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$36,787,357
Value of interest in common/collective trusts at end of year2021-12-31$7,868,391
Value of interest in common/collective trusts at beginning of year2021-12-31$8,458,747
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,115,458
Net investment gain or loss from common/collective trusts2021-12-31$1,072,818
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,085,146
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$9,709,675
Contract administrator fees2021-12-31$68,879
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
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 name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : E. A. SWEEN COMPANY EMPLOYEE RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$8,783,028
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$11,705,420
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$11,537,503
Value of total corrective distributions2020-12-31$4,045
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,390,078
Value of total assets at end of year2020-12-31$45,246,104
Value of total assets at beginning of year2020-12-31$48,168,496
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$163,872
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$386,381
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$386,381
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,791,464
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$484,317
Administrative expenses (other) incurred2020-12-31$163,872
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-2,922,392
Value of net assets at end of year (total assets less liabilities)2020-12-31$45,246,104
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$48,168,496
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$36,787,357
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$39,326,294
Value of interest in common/collective trusts at end of year2020-12-31$8,458,747
Value of interest in common/collective trusts at beginning of year2020-12-31$8,842,202
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,630,567
Net investment gain or loss from common/collective trusts2020-12-31$376,002
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,114,297
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$11,537,503
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : E. A. SWEEN COMPANY EMPLOYEE RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$12,858,073
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$5,168,923
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,007,359
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,191,423
Value of total assets at end of year2019-12-31$48,168,496
Value of total assets at beginning of year2019-12-31$40,479,346
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$161,564
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$643,896
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$643,896
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,802,063
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$285,618
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$161,564
Total non interest bearing cash at beginning of year2019-12-31$4
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$7,689,150
Value of net assets at end of year (total assets less liabilities)2019-12-31$48,168,496
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$40,479,346
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$39,326,294
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$31,479,761
Value of interest in common/collective trusts at end of year2019-12-31$8,842,202
Value of interest in common/collective trusts at beginning of year2019-12-31$8,999,581
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,813,727
Net investment gain or loss from common/collective trusts2019-12-31$1,209,027
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,103,742
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,007,359
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLIFTON LARSON ALLEN
Accountancy firm EIN2019-12-31410746749
2018 : E. A. SWEEN COMPANY EMPLOYEE RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,664,361
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$5,135,902
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,974,479
Value of total corrective distributions2018-12-31$2,075
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,962,594
Value of total assets at end of year2018-12-31$40,479,346
Value of total assets at beginning of year2018-12-31$43,950,887
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$159,348
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$572,919
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$572,919
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,743,838
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$104,419
Other income not declared elsewhere2018-12-31$1,342
Administrative expenses (other) incurred2018-12-31$159,348
Total non interest bearing cash at end of year2018-12-31$4
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,471,541
Value of net assets at end of year (total assets less liabilities)2018-12-31$40,479,346
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$43,950,887
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$31,479,761
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$38,552,963
Value of interest in common/collective trusts at end of year2018-12-31$8,999,581
Value of interest in common/collective trusts at beginning of year2018-12-31$5,397,924
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,714,235
Net investment gain or loss from common/collective trusts2018-12-31$-158,259
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
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
Contributions received in cash from employer2018-12-31$1,114,337
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,974,479
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)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLIFTON LARSON ALLEN
Accountancy firm EIN2018-12-31410746749
2017 : E. A. SWEEN COMPANY EMPLOYEE RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$9,934,514
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,059,246
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,892,704
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,912,103
Value of total assets at end of year2017-12-31$43,950,887
Value of total assets at beginning of year2017-12-31$38,075,619
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$166,542
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$544,722
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$544,722
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,549,538
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$305,276
Other income not declared elsewhere2017-12-31$4,730
Administrative expenses (other) incurred2017-12-31$166,542
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$5,875,268
Value of net assets at end of year (total assets less liabilities)2017-12-31$43,950,887
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$38,075,619
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$38,552,963
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$32,643,038
Value of interest in common/collective trusts at end of year2017-12-31$5,397,924
Value of interest in common/collective trusts at beginning of year2017-12-31$5,432,581
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$5,376,502
Net investment gain or loss from common/collective trusts2017-12-31$96,457
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,057,289
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,892,704
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CLIFTON LARSON ALLEN
Accountancy firm EIN2017-12-31410746749
2016 : E. A. SWEEN COMPANY EMPLOYEE RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$6,162,086
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,934,807
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,774,051
Value of total corrective distributions2016-12-31$7,004
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,495,714
Value of total assets at end of year2016-12-31$38,075,619
Value of total assets at beginning of year2016-12-31$35,848,340
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$153,752
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$487,863
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$487,863
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,351,454
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$234,733
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$153,752
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,227,279
Value of net assets at end of year (total assets less liabilities)2016-12-31$38,075,619
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$35,848,340
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$32,643,038
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$30,605,449
Value of interest in common/collective trusts at end of year2016-12-31$5,432,581
Value of interest in common/collective trusts at beginning of year2016-12-31$5,242,891
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,081,222
Net investment gain or loss from common/collective trusts2016-12-31$97,287
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$909,527
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,774,051
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CLIFTON LARSON ALLEN
Accountancy firm EIN2016-12-31410746749
2015 : E. A. SWEEN COMPANY EMPLOYEE RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$3,011,032
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,427,376
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,339,202
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,264,844
Value of total assets at end of year2015-12-31$35,848,340
Value of total assets at beginning of year2015-12-31$35,264,684
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$88,174
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$449,136
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$449,136
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,320,109
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$48,417
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$88,174
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$583,656
Value of net assets at end of year (total assets less liabilities)2015-12-31$35,848,340
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$35,264,684
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$30,605,449
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$29,901,160
Value of interest in common/collective trusts at end of year2015-12-31$5,242,891
Value of interest in common/collective trusts at beginning of year2015-12-31$5,363,524
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-782,095
Net investment gain or loss from common/collective trusts2015-12-31$79,147
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
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
Contributions received in cash from employer2015-12-31$896,318
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,339,202
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)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CLIFTON LARSON ALLEN
Accountancy firm EIN2015-12-31410746749
2014 : E. A. SWEEN COMPANY EMPLOYEE RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$4,201,764
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,012,705
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,966,994
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,848,082
Value of total assets at end of year2014-12-31$35,264,684
Value of total assets at beginning of year2014-12-31$34,075,625
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$45,711
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$426,273
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$426,273
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,999,539
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$56,611
Administrative expenses (other) incurred2014-12-31$45,711
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$1,189,059
Value of net assets at end of year (total assets less liabilities)2014-12-31$35,264,684
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$34,075,625
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$29,901,160
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$29,225,388
Value of interest in common/collective trusts at end of year2014-12-31$5,363,524
Value of interest in common/collective trusts at beginning of year2014-12-31$4,850,237
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$875,743
Net investment gain or loss from common/collective trusts2014-12-31$51,666
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
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
Contributions received in cash from employer2014-12-31$791,932
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,966,994
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)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2014-12-31410746749
2013 : E. A. SWEEN COMPANY EMPLOYEE RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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$8,166,204
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,286,917
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,242,397
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,618,091
Value of total assets at end of year2013-12-31$34,075,625
Value of total assets at beginning of year2013-12-31$28,196,338
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$44,520
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$327,102
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$327,102
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,786,271
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$130,086
Administrative expenses (other) incurred2013-12-31$44,520
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$5,879,287
Value of net assets at end of year (total assets less liabilities)2013-12-31$34,075,625
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$28,196,338
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$29,225,388
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$23,378,350
Value of interest in common/collective trusts at end of year2013-12-31$4,850,237
Value of interest in common/collective trusts at beginning of year2013-12-31$4,817,988
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$5,157,917
Net investment gain or loss from common/collective trusts2013-12-31$63,094
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
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
Contributions received in cash from employer2013-12-31$701,734
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,242,397
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)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2013-12-31410746749
2012 : E. A. SWEEN COMPANY EMPLOYEE RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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$5,692,099
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$4,610,207
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,562,041
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,403,345
Value of total assets at end of year2012-12-31$28,196,338
Value of total assets at beginning of year2012-12-31$27,114,446
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$48,166
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$401,786
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$401,786
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,657,026
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$82,188
Administrative expenses (other) incurred2012-12-31$48,166
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$1,081,892
Value of net assets at end of year (total assets less liabilities)2012-12-31$28,196,338
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$27,114,446
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$23,378,350
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$21,913,854
Value of interest in common/collective trusts at end of year2012-12-31$4,817,988
Value of interest in common/collective trusts at beginning of year2012-12-31$5,200,592
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,809,277
Net investment gain or loss from common/collective trusts2012-12-31$77,691
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
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
Contributions received in cash from employer2012-12-31$664,131
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,562,041
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)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2012-12-31410746749
2011 : E. A. SWEEN COMPANY EMPLOYEE RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$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$2,058,448
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,460,367
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,408,362
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,286,789
Value of total assets at end of year2011-12-31$27,114,446
Value of total assets at beginning of year2011-12-31$27,516,365
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$52,005
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$345,029
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$345,029
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,508,907
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$161,861
Administrative expenses (other) incurred2011-12-31$52,005
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-401,919
Value of net assets at end of year (total assets less liabilities)2011-12-31$27,114,446
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$27,516,365
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$21,913,854
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$22,863,064
Value of interest in common/collective trusts at end of year2011-12-31$5,200,592
Value of interest in common/collective trusts at beginning of year2011-12-31$4,653,301
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-671,814
Net investment gain or loss from common/collective trusts2011-12-31$98,444
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
Contributions received in cash from employer2011-12-31$616,021
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,408,362
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)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2011-12-31410746749
2010 : E. A. SWEEN COMPANY EMPLOYEE RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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$4,619,885
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,778,801
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,728,098
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,081,164
Value of total assets at end of year2010-12-31$27,516,365
Value of total assets at beginning of year2010-12-31$24,675,281
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$50,703
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$368,316
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$368,316
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,480,620
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$702
Other income not declared elsewhere2010-12-31$476
Administrative expenses (other) incurred2010-12-31$50,703
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$2,841,084
Value of net assets at end of year (total assets less liabilities)2010-12-31$27,516,365
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$24,675,281
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$22,863,064
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$20,027,066
Value of interest in common/collective trusts at end of year2010-12-31$4,653,301
Value of interest in common/collective trusts at beginning of year2010-12-31$4,646,102
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,049,787
Net investment gain or loss from common/collective trusts2010-12-31$120,142
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
Contributions received in cash from employer2010-12-31$599,842
Employer contributions (assets) at beginning of year2010-12-31$2,113
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,728,098
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)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LARSONALLEN LLP
Accountancy firm EIN2010-12-31410746749
2009 : E. A. SWEEN COMPANY EMPLOYEE RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for E. A. SWEEN COMPANY EMPLOYEE RETIREMENT PLAN

2022: E. A. SWEEN COMPANY EMPLOYEE RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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 planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: E. A. SWEEN COMPANY EMPLOYEE RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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 planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: E. A. SWEEN COMPANY EMPLOYEE RETIREMENT 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 planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: E. A. SWEEN COMPANY EMPLOYEE RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: E. A. SWEEN COMPANY EMPLOYEE RETIREMENT 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 planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: E. A. SWEEN COMPANY EMPLOYEE RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: E. A. SWEEN COMPANY EMPLOYEE RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: E. A. SWEEN COMPANY EMPLOYEE RETIREMENT 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: E. A. SWEEN COMPANY EMPLOYEE RETIREMENT 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: E. A. SWEEN COMPANY EMPLOYEE RETIREMENT 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: E. A. SWEEN COMPANY EMPLOYEE RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
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: E. A. SWEEN COMPANY EMPLOYEE RETIREMENT 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
2010: E. A. SWEEN COMPANY EMPLOYEE RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: E. A. SWEEN COMPANY EMPLOYEE RETIREMENT 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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