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BLUE RIDGE EMPLOYEES STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameBLUE RIDGE EMPLOYEES STOCK OWNERSHIP PLAN
Plan identification number 002

BLUE RIDGE EMPLOYEES STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BLUE RIDGE BANK & TRUST COMPANY has sponsored the creation of one or more 401k plans.

Company Name:BLUE RIDGE BANK & TRUST COMPANY
Employer identification number (EIN):431550520
NAIC Classification:522110
NAIC Description:Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BLUE RIDGE EMPLOYEES STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01MARK DUDLEY2023-07-25 MARK DUDLEY2023-07-25
0022021-01-01MARK DUDLEY2022-07-14 MARK DUDLEY2022-07-14
0022020-01-01MARK DUDLEY2021-07-14 MARK DUDLEY2021-07-14
0022019-01-01MARK DUDLEY2020-07-14 MARK DUDLEY2020-07-14
0022018-01-01
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01MARK DUDLEY
0022013-01-01MARK DUDLEY
0022012-01-01MARK DUDLEY
0022011-01-01MARK DUDLEY
0022010-01-01MARK DUDLEY MARK DUDLEY2011-08-12
0022009-01-01MARK DUDLEY MARK DUDLEY2010-10-08

Plan Statistics for BLUE RIDGE EMPLOYEES STOCK OWNERSHIP PLAN

401k plan membership statisitcs for BLUE RIDGE EMPLOYEES STOCK OWNERSHIP PLAN

Measure Date Value
2022: BLUE RIDGE EMPLOYEES STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01146
Total number of active participants reported on line 7a of the Form 55002022-01-01109
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0130
Total of all active and inactive participants2022-01-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01140
Number of participants with account balances2022-01-015
2021: BLUE RIDGE EMPLOYEES STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01146
Total number of active participants reported on line 7a of the Form 55002021-01-01114
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0131
Total of all active and inactive participants2021-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01146
Number of participants with account balances2021-01-0110
2020: BLUE RIDGE EMPLOYEES STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01143
Total number of active participants reported on line 7a of the Form 55002020-01-01125
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0120
Total of all active and inactive participants2020-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01146
Number of participants with account balances2020-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-015
2019: BLUE RIDGE EMPLOYEES STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01146
Total number of active participants reported on line 7a of the Form 55002019-01-01118
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0122
Total of all active and inactive participants2019-01-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01141
Number of participants with account balances2019-01-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: BLUE RIDGE EMPLOYEES STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01170
Total number of active participants reported on line 7a of the Form 55002018-01-01119
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0126
Total of all active and inactive participants2018-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01146
Number of participants with account balances2018-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-016
2017: BLUE RIDGE EMPLOYEES STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01172
Total number of active participants reported on line 7a of the Form 55002017-01-01121
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0148
Total of all active and inactive participants2017-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01170
Number of participants with account balances2017-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-017
2016: BLUE RIDGE EMPLOYEES STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01175
Total number of active participants reported on line 7a of the Form 55002016-01-01129
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0142
Total of all active and inactive participants2016-01-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01172
Number of participants with account balances2016-01-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-018
2015: BLUE RIDGE EMPLOYEES STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01192
Total number of active participants reported on line 7a of the Form 55002015-01-01133
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0139
Total of all active and inactive participants2015-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01174
Number of participants with account balances2015-01-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-017
2014: BLUE RIDGE EMPLOYEES STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01187
Total number of active participants reported on line 7a of the Form 55002014-01-01139
Number of retired or separated participants receiving benefits2014-01-016
Number of other retired or separated participants entitled to future benefits2014-01-0147
Total of all active and inactive participants2014-01-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01192
Number of participants with account balances2014-01-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: BLUE RIDGE EMPLOYEES STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01195
Total number of active participants reported on line 7a of the Form 55002013-01-01138
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-0146
Total of all active and inactive participants2013-01-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01187
Number of participants with account balances2013-01-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017
2012: BLUE RIDGE EMPLOYEES STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01191
Total number of active participants reported on line 7a of the Form 55002012-01-01149
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0143
Total of all active and inactive participants2012-01-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01195
Number of participants with account balances2012-01-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-019
2011: BLUE RIDGE EMPLOYEES STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01210
Total number of active participants reported on line 7a of the Form 55002011-01-01154
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0134
Total of all active and inactive participants2011-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01190
Number of participants with account balances2011-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0110
2010: BLUE RIDGE EMPLOYEES STOCK OWNERSHIP PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01222
Total number of active participants reported on line 7a of the Form 55002010-01-01169
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-0138
Total of all active and inactive participants2010-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01209
Number of participants with account balances2010-01-01209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-018
2009: BLUE RIDGE EMPLOYEES STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01210
Total number of active participants reported on line 7a of the Form 55002009-01-01173
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0149
Total of all active and inactive participants2009-01-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01222
Number of participants with account balances2009-01-01222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0119

Financial Data on BLUE RIDGE EMPLOYEES STOCK OWNERSHIP PLAN

Measure Date Value
2022 : BLUE RIDGE EMPLOYEES STOCK OWNERSHIP PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-161,647
Total unrealized appreciation/depreciation of assets2022-12-31$-161,647
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$44,566
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$196,154
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$196,154
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$181,237
Value of total assets at end of year2022-12-31$2,227,111
Value of total assets at beginning of year2022-12-31$2,378,699
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$0
Total interest from all sources2022-12-31$463
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$24,513
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$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
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$22,538
Value of net income/loss2022-12-31$-151,588
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,227,111
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,378,699
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$40,082
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$52,561
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$52,561
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$463
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
Assets. Invements in employer securities at end of year2022-12-31$2,187,029
Assets. Invements in employer securities at beginning of year2022-12-31$2,326,138
Contributions received in cash from employer2022-12-31$158,699
Income. Dividends from common stock2022-12-31$24,513
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$196,154
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 name2022-12-31MARKSNELSON LLC
Accountancy firm EIN2022-12-31481238645
2021 : BLUE RIDGE EMPLOYEES STOCK OWNERSHIP PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$146,742
Total unrealized appreciation/depreciation of assets2021-12-31$146,742
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$318,510
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$39,592
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$39,592
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$152,547
Value of total assets at end of year2021-12-31$2,378,699
Value of total assets at beginning of year2021-12-31$2,099,781
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$11
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$19,210
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$111,136
Value of net income/loss2021-12-31$278,918
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,378,699
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,099,781
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 bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$52,561
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$31,521
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$31,521
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$11
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$2,326,138
Assets. Invements in employer securities at beginning of year2021-12-31$2,068,260
Contributions received in cash from employer2021-12-31$41,411
Income. Dividends from common stock2021-12-31$19,210
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$39,592
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MARKSNELSON LLC
Accountancy firm EIN2021-12-31481238645
2020 : BLUE RIDGE EMPLOYEES STOCK OWNERSHIP PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$-69,192
Total unrealized appreciation/depreciation of assets2020-12-31$-69,192
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$118,919
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$58,255
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$58,255
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$173,455
Value of total assets at end of year2020-12-31$2,099,781
Value of total assets at beginning of year2020-12-31$2,039,117
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$68
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$14,588
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$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
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
Income. Non cash contributions2020-12-31$114,855
Value of net income/loss2020-12-31$60,664
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,099,781
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,039,117
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 bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$31,521
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$16,520
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$16,520
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$68
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$2,068,260
Assets. Invements in employer securities at beginning of year2020-12-31$2,022,597
Contributions received in cash from employer2020-12-31$58,600
Income. Dividends from common stock2020-12-31$14,588
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$58,255
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MARKSNELSON LLC
Accountancy firm EIN2020-12-31481238645
2019 : BLUE RIDGE EMPLOYEES STOCK OWNERSHIP PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$269,891
Total unrealized appreciation/depreciation of assets2019-12-31$269,891
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$357,050
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$80,397
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$80,397
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$72,920
Value of total assets at end of year2019-12-31$2,039,117
Value of total assets at beginning of year2019-12-31$1,762,464
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$151
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$14,088
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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
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$276,653
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,039,117
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,762,464
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 bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$16,520
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$9,758
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$9,758
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$151
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
Assets. Invements in employer securities at end of year2019-12-31$2,022,597
Assets. Invements in employer securities at beginning of year2019-12-31$1,752,706
Contributions received in cash from employer2019-12-31$72,920
Income. Dividends from common stock2019-12-31$14,088
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$80,397
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)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31MARKSNELSON LLC
Accountancy firm EIN2019-12-31481238645
2018 : BLUE RIDGE EMPLOYEES STOCK OWNERSHIP PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$199,187
Total unrealized appreciation/depreciation of assets2018-12-31$199,187
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$330,712
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$136,343
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$136,343
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$117,358
Value of total assets at end of year2018-12-31$1,762,464
Value of total assets at beginning of year2018-12-31$1,568,095
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$79
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$14,088
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$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
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$194,369
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,762,464
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,568,095
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 bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$9,758
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$14,576
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$14,576
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$79
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
Assets. Invements in employer securities at end of year2018-12-31$1,752,706
Assets. Invements in employer securities at beginning of year2018-12-31$1,553,519
Contributions received in cash from employer2018-12-31$117,358
Income. Dividends from common stock2018-12-31$14,088
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$136,343
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31MARKSNELSON LLC
Accountancy firm EIN2018-12-31481238645
2017 : BLUE RIDGE EMPLOYEES STOCK OWNERSHIP PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$221,481
Total unrealized appreciation/depreciation of assets2017-12-31$221,481
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$292,396
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$30,287
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$30,287
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$58,577
Value of total assets at end of year2017-12-31$1,568,095
Value of total assets at beginning of year2017-12-31$1,305,986
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$62
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$12,276
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
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
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
Income. Non cash contributions2017-12-31$38,577
Value of net income/loss2017-12-31$262,109
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,568,095
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,305,986
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 bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$14,576
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$12,525
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$12,525
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$62
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
Assets. Invements in employer securities at end of year2017-12-31$1,553,519
Assets. Invements in employer securities at beginning of year2017-12-31$1,293,461
Contributions received in cash from employer2017-12-31$20,000
Income. Dividends from common stock2017-12-31$12,276
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$30,287
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31MARKSNELSON LLC
Accountancy firm EIN2017-12-31481238645
2016 : BLUE RIDGE EMPLOYEES STOCK OWNERSHIP PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$96,256
Total unrealized appreciation/depreciation of assets2016-12-31$96,256
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$152,534
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$53,306
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$53,306
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$46,000
Value of total assets at end of year2016-12-31$1,305,986
Value of total assets at beginning of year2016-12-31$1,206,758
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$18
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$10,260
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
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
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$99,228
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,305,986
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,206,758
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 bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$12,525
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$9,553
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$9,553
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$18
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
Assets. Invements in employer securities at end of year2016-12-31$1,293,461
Assets. Invements in employer securities at beginning of year2016-12-31$1,197,205
Contributions received in cash from employer2016-12-31$46,000
Income. Dividends from common stock2016-12-31$10,260
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$53,306
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)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31MARKSNELSON LLC
Accountancy firm EIN2016-12-31481238645
2015 : BLUE RIDGE EMPLOYEES STOCK OWNERSHIP PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$119,649
Total unrealized appreciation/depreciation of assets2015-12-31$119,649
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$233,002
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$48,969
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$48,969
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$103,292
Value of total assets at end of year2015-12-31$1,206,758
Value of total assets at beginning of year2015-12-31$1,022,725
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$1
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$10,060
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$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
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
Income. Non cash contributions2015-12-31$63,015
Value of net income/loss2015-12-31$184,033
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,206,758
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,022,725
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 bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$9,553
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$8,183
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$8,183
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1
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
Assets. Invements in employer securities at end of year2015-12-31$1,197,205
Assets. Invements in employer securities at beginning of year2015-12-31$1,014,542
Contributions received in cash from employer2015-12-31$40,277
Income. Dividends from common stock2015-12-31$10,060
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$48,969
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31MARKSNELSON LLC
Accountancy firm EIN2015-12-31481238645
2014 : BLUE RIDGE EMPLOYEES STOCK OWNERSHIP PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$84,407
Total unrealized appreciation/depreciation of assets2014-12-31$84,407
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$161,783
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$43,342
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$43,342
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$67,775
Value of total assets at end of year2014-12-31$1,022,725
Value of total assets at beginning of year2014-12-31$904,284
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$9,601
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$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
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$118,441
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,022,725
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$904,284
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 bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$8,183
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$3,649
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$3,649
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
Assets. Invements in employer securities at end of year2014-12-31$1,014,542
Assets. Invements in employer securities at beginning of year2014-12-31$900,635
Contributions received in cash from employer2014-12-31$67,775
Income. Dividends from common stock2014-12-31$9,601
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$43,342
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31MARKSNELSON LLC
Accountancy firm EIN2014-12-31481238645
2013 : BLUE RIDGE EMPLOYEES STOCK OWNERSHIP PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$18,132
Total unrealized appreciation/depreciation of assets2013-12-31$18,132
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$121,988
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$100,375
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$100,375
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$100,755
Value of total assets at end of year2013-12-31$904,284
Value of total assets at beginning of year2013-12-31$882,671
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$3,101
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$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
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$21,613
Value of net assets at end of year (total assets less liabilities)2013-12-31$904,284
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$882,671
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 bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$3,649
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$168
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$168
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
Assets. Invements in employer securities at end of year2013-12-31$900,635
Assets. Invements in employer securities at beginning of year2013-12-31$882,503
Contributions received in cash from employer2013-12-31$100,755
Income. Dividends from common stock2013-12-31$3,101
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$100,375
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31MARKS NELSON VOHLAND CAMPBELL RADET
Accountancy firm EIN2013-12-31481238645
2012 : BLUE RIDGE EMPLOYEES STOCK OWNERSHIP PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-93,044
Total unrealized appreciation/depreciation of assets2012-12-31$-93,044
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$0
Total income from all sources (including contributions)2012-12-31$-64,981
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$30,639
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$27,722
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$28,063
Value of total assets at end of year2012-12-31$882,671
Value of total assets at beginning of year2012-12-31$978,291
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,917
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$2,917
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$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-95,620
Value of net assets at end of year (total assets less liabilities)2012-12-31$882,671
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$978,291
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 bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$168
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,743
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,743
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
Assets. Invements in employer securities at end of year2012-12-31$882,503
Assets. Invements in employer securities at beginning of year2012-12-31$975,548
Contributions received in cash from employer2012-12-31$28,063
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$27,722
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MARKS NELSON VOHLAND CAMPBELL RADET
Accountancy firm EIN2012-12-31481238645
2011 : BLUE RIDGE EMPLOYEES STOCK OWNERSHIP PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-38,542
Total unrealized appreciation/depreciation of assets2011-12-31$-38,542
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$0
Total income from all sources (including contributions)2011-12-31$-26,607
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$21,946
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$17,362
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$11,934
Value of total assets at end of year2011-12-31$978,291
Value of total assets at beginning of year2011-12-31$1,026,844
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,584
Total interest from all sources2011-12-31$1
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$4,584
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
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$2,317
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-48,553
Value of net assets at end of year (total assets less liabilities)2011-12-31$978,291
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,026,844
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
Income. Interest from US Government securities2011-12-31$1
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2,743
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$10,437
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$10,437
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$975,548
Assets. Invements in employer securities at beginning of year2011-12-31$1,014,090
Contributions received in cash from employer2011-12-31$11,934
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$17,362
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)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31MARKS NELSON VOHLAND CAMPBELL RADET
Accountancy firm EIN2011-12-31481238645
2010 : BLUE RIDGE EMPLOYEES STOCK OWNERSHIP PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$28,663
Total unrealized appreciation/depreciation of assets2010-12-31$28,663
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$1,379
Total income from all sources (including contributions)2010-12-31$48,663
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$21,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$16,816
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$20,000
Value of total assets at end of year2010-12-31$1,026,844
Value of total assets at beginning of year2010-12-31$1,001,372
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,996
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$4,996
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$10,853
Total non interest bearing cash at end of year2010-12-31$2,317
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$26,851
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,026,844
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$999,993
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 bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$10,437
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$5,091
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$5,091
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$1,014,090
Assets. Invements in employer securities at beginning of year2010-12-31$985,428
Contributions received in cash from employer2010-12-31$20,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$16,816
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$1,379
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31MARKS NELSON VOHLAND CAMPBELL RADET
Accountancy firm EIN2010-12-31481238645
2009 : BLUE RIDGE EMPLOYEES STOCK OWNERSHIP 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$153,369

Form 5500 Responses for BLUE RIDGE EMPLOYEES STOCK OWNERSHIP PLAN

2022: BLUE RIDGE EMPLOYEES STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BLUE RIDGE EMPLOYEES STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BLUE RIDGE EMPLOYEES STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BLUE RIDGE EMPLOYEES STOCK OWNERSHIP 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 planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BLUE RIDGE EMPLOYEES STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BLUE RIDGE EMPLOYEES STOCK OWNERSHIP 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 planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BLUE RIDGE EMPLOYEES STOCK OWNERSHIP 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: BLUE RIDGE EMPLOYEES STOCK OWNERSHIP 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: BLUE RIDGE EMPLOYEES STOCK OWNERSHIP 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: BLUE RIDGE EMPLOYEES STOCK OWNERSHIP 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: BLUE RIDGE EMPLOYEES STOCK OWNERSHIP 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: BLUE RIDGE EMPLOYEES STOCK OWNERSHIP 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: BLUE RIDGE EMPLOYEES STOCK OWNERSHIP 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: BLUE RIDGE EMPLOYEES STOCK OWNERSHIP 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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