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Plan Name | WOODARD CLEANING & RESTORATION, INC 401(K) PLAN & TRUST |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | WOODARD CLEANING & RESTORATION, INC |
Employer identification number (EIN): | 431072204 |
NAIC Classification: | 812320 |
NAIC Description: | Drycleaning and Laundry Services (except Coin-Operated) |
Additional information about WOODARD CLEANING & RESTORATION, INC
Jurisdiction of Incorporation: | Georgia Department of States Corporations Division |
Incorporation Date: | 2009-09-23 |
Company Identification Number: | 1478138 |
Legal Registered Office Address: |
2600 CREVE COEUR DRIVE St. LOUIS United States of America (USA) 63144 |
More information about WOODARD CLEANING & RESTORATION, INC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2016-01-01 | DEBORAH BOGAR | |||
002 | 2015-01-01 | DEBORAH BOGAR | |||
002 | 2014-01-01 | DEBORAH BOGAR | |||
002 | 2013-01-01 | DEBORAH BOGAR | |||
002 | 2012-01-01 | DEBORAH BOGAR | |||
002 | 2011-01-01 | CASEY JACKSON | |||
002 | 2010-01-01 | KELLIE RICKE | |||
002 | 2009-01-01 | KELLIE RICKE |
Measure | Date | Value |
---|---|---|
2016: WOODARD CLEANING & RESTORATION, INC 401(K) PLAN & TRUST 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 149 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 147 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 12 |
Total of all active and inactive participants | 2016-01-01 | 159 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 159 |
Number of participants with account balances | 2016-01-01 | 116 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: WOODARD CLEANING & RESTORATION, INC 401(K) PLAN & TRUST 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 124 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 127 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 11 |
Total of all active and inactive participants | 2015-01-01 | 138 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 138 |
Number of participants with account balances | 2015-01-01 | 97 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: WOODARD CLEANING & RESTORATION, INC 401(K) PLAN & TRUST 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 130 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 115 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 7 |
Total of all active and inactive participants | 2014-01-01 | 122 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 122 |
Number of participants with account balances | 2014-01-01 | 86 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: WOODARD CLEANING & RESTORATION, INC 401(K) PLAN & TRUST 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 113 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 118 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 10 |
Total of all active and inactive participants | 2013-01-01 | 128 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 128 |
Number of participants with account balances | 2013-01-01 | 78 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: WOODARD CLEANING & RESTORATION, INC 401(K) PLAN & TRUST 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 116 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 100 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 6 |
Total of all active and inactive participants | 2012-01-01 | 106 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 106 |
Number of participants with account balances | 2012-01-01 | 80 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 3 |
2011: WOODARD CLEANING & RESTORATION, INC 401(K) PLAN & TRUST 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 116 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 102 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 6 |
Total of all active and inactive participants | 2011-01-01 | 108 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 108 |
Number of participants with account balances | 2011-01-01 | 80 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: WOODARD CLEANING & RESTORATION, INC 401(K) PLAN & TRUST 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 137 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 114 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 2 |
Total of all active and inactive participants | 2010-01-01 | 117 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 117 |
Number of participants with account balances | 2010-01-01 | 72 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: WOODARD CLEANING & RESTORATION, INC 401(K) PLAN & TRUST 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 124 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 112 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 5 |
Total of all active and inactive participants | 2009-01-01 | 117 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 117 |
Number of participants with account balances | 2009-01-01 | 76 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2016 : WOODARD CLEANING & RESTORATION, INC 401(K) PLAN & TRUST 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $27,466 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $35,761 |
Total income from all sources (including contributions) | 2016-12-31 | $697,615 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $422,478 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $353,557 |
Value of total corrective distributions | 2016-12-31 | $27,466 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $334,061 |
Value of total assets at end of year | 2016-12-31 | $5,181,083 |
Value of total assets at beginning of year | 2016-12-31 | $4,914,241 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $41,455 |
Total interest from all sources | 2016-12-31 | $419 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $334,061 |
Participant contributions at end of year | 2016-12-31 | $16,162 |
Participant contributions at beginning of year | 2016-12-31 | $10,782 |
Participant contributions at end of year | 2016-12-31 | $0 |
Participant contributions at beginning of year | 2016-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $27,466 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $35,761 |
Total non interest bearing cash at end of year | 2016-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $275,137 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $5,153,617 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $4,878,480 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $1,978,369 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $1,939,582 |
Interest on participant loans | 2016-12-31 | $419 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $3,186,552 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $2,963,844 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $161,449 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $201,686 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Assets. Invements in employer securities at end of year | 2016-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2016-12-31 | $0 |
Employer contributions (assets) at end of year | 2016-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $33 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $353,557 |
Contract administrator fees | 2016-12-31 | $41,455 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | CLIFTONLARSONALLEN, LLP |
Accountancy firm EIN | 2016-12-31 | 410746749 |
2015 : WOODARD CLEANING & RESTORATION, INC 401(K) PLAN & TRUST 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $35,761 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $17,107 |
Total income from all sources (including contributions) | 2015-12-31 | $354,221 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $209,979 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $134,065 |
Value of total corrective distributions | 2015-12-31 | $35,761 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $360,032 |
Value of total assets at end of year | 2015-12-31 | $4,914,241 |
Value of total assets at beginning of year | 2015-12-31 | $4,751,345 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $40,153 |
Total interest from all sources | 2015-12-31 | $351 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $323,685 |
Participant contributions at end of year | 2015-12-31 | $10,782 |
Participant contributions at beginning of year | 2015-12-31 | $7,573 |
Participant contributions at end of year | 2015-12-31 | $0 |
Participant contributions at beginning of year | 2015-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $36,347 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $35,761 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $17,107 |
Total non interest bearing cash at end of year | 2015-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $144,242 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $4,878,480 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $4,734,238 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $1,939,582 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $1,862,420 |
Interest on participant loans | 2015-12-31 | $351 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $2,963,844 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $2,881,352 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-18,166 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $12,004 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Assets. Invements in employer securities at end of year | 2015-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2015-12-31 | $0 |
Employer contributions (assets) at end of year | 2015-12-31 | $33 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $134,065 |
Contract administrator fees | 2015-12-31 | $40,153 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | CLIFTONLARSONALLEN, LLP |
Accountancy firm EIN | 2015-12-31 | 410746749 |
2014 : WOODARD CLEANING & RESTORATION, INC 401(K) PLAN & TRUST 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $17,107 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $23,520 |
Total income from all sources (including contributions) | 2014-12-31 | $563,669 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $147,066 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $92,355 |
Value of total corrective distributions | 2014-12-31 | $17,108 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $269,326 |
Value of total assets at end of year | 2014-12-31 | $4,751,345 |
Value of total assets at beginning of year | 2014-12-31 | $4,341,155 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $37,603 |
Total interest from all sources | 2014-12-31 | $267 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $252,983 |
Participant contributions at end of year | 2014-12-31 | $7,573 |
Participant contributions at beginning of year | 2014-12-31 | $9,579 |
Participant contributions at end of year | 2014-12-31 | $0 |
Participant contributions at beginning of year | 2014-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $15,506 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $17,107 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $23,520 |
Total non interest bearing cash at end of year | 2014-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $416,603 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $4,734,238 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $4,317,635 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $1,862,420 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $2,511,174 |
Interest on participant loans | 2014-12-31 | $267 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $2,881,352 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $1,820,402 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $184,852 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $109,224 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Assets. Invements in employer securities at end of year | 2014-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2014-12-31 | $0 |
Contributions received in cash from employer | 2014-12-31 | $837 |
Employer contributions (assets) at end of year | 2014-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $92,355 |
Contract administrator fees | 2014-12-31 | $37,603 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | CLIFTONLARSONALLEN, LLP |
Accountancy firm EIN | 2014-12-31 | 410746749 |
2013 : WOODARD CLEANING & RESTORATION, INC 401(K) PLAN & TRUST 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $23,520 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $14,270 |
Total income from all sources (including contributions) | 2013-12-31 | $949,093 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $575,403 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $500,062 |
Value of total corrective distributions | 2013-12-31 | $39,463 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $246,074 |
Value of total assets at end of year | 2013-12-31 | $4,341,155 |
Value of total assets at beginning of year | 2013-12-31 | $3,958,215 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $35,878 |
Total interest from all sources | 2013-12-31 | $732 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $244,916 |
Participant contributions at end of year | 2013-12-31 | $9,579 |
Participant contributions at beginning of year | 2013-12-31 | $25,354 |
Participant contributions at end of year | 2013-12-31 | $0 |
Participant contributions at beginning of year | 2013-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $23,520 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $14,270 |
Administrative expenses (other) incurred | 2013-12-31 | $250 |
Total non interest bearing cash at end of year | 2013-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $9,752 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $373,690 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $4,317,635 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,943,945 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $2,511,174 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $2,462,507 |
Interest on participant loans | 2013-12-31 | $732 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $1,820,402 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $1,460,602 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $525,921 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $176,366 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Assets. Invements in employer securities at end of year | 2013-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2013-12-31 | $0 |
Contributions received in cash from employer | 2013-12-31 | $1,158 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $500,062 |
Contract administrator fees | 2013-12-31 | $35,628 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | CLIFTONLARSONALLEN, LLP |
Accountancy firm EIN | 2013-12-31 | 410746749 |
2012 : WOODARD CLEANING & RESTORATION, INC 401(K) PLAN & TRUST 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $14,270 |
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 | $712,274 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $466,707 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $410,054 |
Value of total corrective distributions | 2012-12-31 | $22,436 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $255,801 |
Value of total assets at end of year | 2012-12-31 | $3,958,215 |
Value of total assets at beginning of year | 2012-12-31 | $3,698,378 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $34,217 |
Total interest from all sources | 2012-12-31 | $964 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $255,801 |
Participant contributions at end of year | 2012-12-31 | $25,354 |
Participant contributions at beginning of year | 2012-12-31 | $23,559 |
Participant contributions at end of year | 2012-12-31 | $0 |
Participant contributions at beginning of year | 2012-12-31 | $6,666 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $14,270 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $0 |
Total non interest bearing cash at end of year | 2012-12-31 | $9,752 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $245,567 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $3,943,945 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,698,378 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $2,462,507 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $2,285,971 |
Interest on participant loans | 2012-12-31 | $964 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $1,460,602 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $1,382,182 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $332,780 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $122,729 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $410,054 |
Contract administrator fees | 2012-12-31 | $34,217 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | CLIFTONLARSONALLEN, LLP |
Accountancy firm EIN | 2012-12-31 | 410746749 |
2011 : WOODARD CLEANING & RESTORATION, INC 401(K) PLAN & TRUST 2011 401k financial data | ||
Total income from all sources (including contributions) | 2011-12-31 | $225,303 |
Total of all expenses incurred | 2011-12-31 | $73,674 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $33,650 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $225,188 |
Value of total assets at end of year | 2011-12-31 | $3,698,378 |
Value of total assets at beginning of year | 2011-12-31 | $3,546,749 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $40,024 |
Total interest from all sources | 2011-12-31 | $1,137 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Administrative expenses professional fees incurred | 2011-12-31 | $40,024 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $211,026 |
Participant contributions at end of year | 2011-12-31 | $23,559 |
Participant contributions at beginning of year | 2011-12-31 | $15,227 |
Participant contributions at end of year | 2011-12-31 | $6,666 |
Participant contributions at beginning of year | 2011-12-31 | $6,410 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $14,162 |
Other income not declared elsewhere | 2011-12-31 | $289 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $151,629 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $3,698,378 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,546,749 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $2,285,971 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $2,032,992 |
Interest on participant loans | 2011-12-31 | $1,137 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $1,382,182 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $1,492,120 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $11,089 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $-12,400 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $33,650 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | CLIFTONLARSONALLEN, LLP |
Accountancy firm EIN | 2011-12-31 | 410746749 |
2010 : WOODARD CLEANING & RESTORATION, INC 401(K) PLAN & TRUST 2010 401k financial data | ||
Total income from all sources (including contributions) | 2010-12-31 | $613,987 |
Total of all expenses incurred | 2010-12-31 | $196,935 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $165,771 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $179,078 |
Value of total assets at end of year | 2010-12-31 | $3,546,749 |
Value of total assets at beginning of year | 2010-12-31 | $3,129,697 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $31,164 |
Total interest from all sources | 2010-12-31 | $1,137 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Administrative expenses professional fees incurred | 2010-12-31 | $31,164 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $179,078 |
Participant contributions at end of year | 2010-12-31 | $15,227 |
Participant contributions at beginning of year | 2010-12-31 | $18,745 |
Participant contributions at end of year | 2010-12-31 | $6,410 |
Participant contributions at beginning of year | 2010-12-31 | $5,337 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $217,343 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $417,052 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $3,546,749 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,129,697 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $2,032,992 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $1,846,620 |
Interest on participant loans | 2010-12-31 | $1,137 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $1,492,120 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $998,079 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $43,573 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $43,573 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $285,210 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $148,562 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $165,771 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | CLIFTON GUNDERSON LLP |
Accountancy firm EIN | 2010-12-31 | 203894067 |
2009 : WOODARD CLEANING & RESTORATION, INC 401(K) PLAN & TRUST 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2016: WOODARD CLEANING & RESTORATION, INC 401(K) PLAN & TRUST 2016 form 5500 responses | ||
---|---|---|
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: WOODARD CLEANING & RESTORATION, INC 401(K) PLAN & TRUST 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: WOODARD CLEANING & RESTORATION, INC 401(K) PLAN & TRUST 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: WOODARD CLEANING & RESTORATION, INC 401(K) PLAN & TRUST 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: WOODARD CLEANING & RESTORATION, INC 401(K) PLAN & TRUST 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: WOODARD CLEANING & RESTORATION, INC 401(K) PLAN & TRUST 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: WOODARD CLEANING & RESTORATION, INC 401(K) PLAN & TRUST 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: WOODARD CLEANING & RESTORATION, INC 401(K) PLAN & TRUST 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |