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GOLDEN WEST TECHNOLOGIES RETIREMENT SECURITY PARTNERSHIP PLAN 401k Plan overview

Plan NameGOLDEN WEST TECHNOLOGIES RETIREMENT SECURITY PARTNERSHIP PLAN
Plan identification number 005

GOLDEN WEST TECHNOLOGIES RETIREMENT SECURITY PARTNERSHIP PLAN Benefits

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

401k Sponsoring company profile

GOLDEN WEST TECHNOLOGIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:GOLDEN WEST TECHNOLOGIES, INC.
Employer identification number (EIN):460386025
NAIC Classification:517000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GOLDEN WEST TECHNOLOGIES RETIREMENT SECURITY PARTNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052022-01-01
0052021-01-01
0052020-01-01
0052019-01-01
0052018-01-01
0052017-01-01JEFF PLOOSTER JEFF PLOOSTER2018-07-25
0052016-01-01JEFF PLOOSTER JEFF PLOOSTER2017-10-04
0052015-01-01JEFF PLOOSTER JEFF PLOOSTER2016-08-02
0052014-01-01JEFF PLOOSTER JEFF PLOOSTER2015-08-06
0052013-01-01JEFF PLOOSTER JEFF PLOOSTER2014-07-31
0052012-01-01JEFF PLOOSTER JEFF PLOOSTER2013-07-23
0052011-01-01JEFF PLOOSTER JEFF PLOOSTER2012-08-27
0052009-01-01ROBERT DUNFEE ROBERT DUNFEE2010-10-05

Plan Statistics for GOLDEN WEST TECHNOLOGIES RETIREMENT SECURITY PARTNERSHIP PLAN

401k plan membership statisitcs for GOLDEN WEST TECHNOLOGIES RETIREMENT SECURITY PARTNERSHIP PLAN

Measure Date Value
2022: GOLDEN WEST TECHNOLOGIES RETIREMENT SECURITY PARTNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01121
Total number of active participants reported on line 7a of the Form 55002022-01-0178
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0142
Total of all active and inactive participants2022-01-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01120
Number of participants with account balances2022-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: GOLDEN WEST TECHNOLOGIES RETIREMENT SECURITY PARTNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01138
Total number of active participants reported on line 7a of the Form 55002021-01-0184
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0135
Total of all active and inactive participants2021-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01119
Number of participants with account balances2021-01-01108
2020: GOLDEN WEST TECHNOLOGIES RETIREMENT SECURITY PARTNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01137
Total number of active participants reported on line 7a of the Form 55002020-01-01100
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0136
Total of all active and inactive participants2020-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01136
Number of participants with account balances2020-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: GOLDEN WEST TECHNOLOGIES RETIREMENT SECURITY PARTNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01140
Total number of active participants reported on line 7a of the Form 55002019-01-01100
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0132
Total of all active and inactive participants2019-01-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01132
Number of participants with account balances2019-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: GOLDEN WEST TECHNOLOGIES RETIREMENT SECURITY PARTNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01135
Total number of active participants reported on line 7a of the Form 55002018-01-01105
Number of other retired or separated participants entitled to future benefits2018-01-0131
Total of all active and inactive participants2018-01-01136
Total participants2018-01-01136
Number of participants with account balances2018-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: GOLDEN WEST TECHNOLOGIES RETIREMENT SECURITY PARTNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01136
Total number of active participants reported on line 7a of the Form 55002017-01-0198
Number of other retired or separated participants entitled to future benefits2017-01-0131
Total of all active and inactive participants2017-01-01129
Total participants2017-01-01129
Number of participants with account balances2017-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: GOLDEN WEST TECHNOLOGIES RETIREMENT SECURITY PARTNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01140
Total number of active participants reported on line 7a of the Form 55002016-01-01101
Number of other retired or separated participants entitled to future benefits2016-01-0133
Total of all active and inactive participants2016-01-01134
Total participants2016-01-01134
Number of participants with account balances2016-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: GOLDEN WEST TECHNOLOGIES RETIREMENT SECURITY PARTNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01130
Total number of active participants reported on line 7a of the Form 55002015-01-01104
Number of other retired or separated participants entitled to future benefits2015-01-0125
Total of all active and inactive participants2015-01-01129
Total participants2015-01-01129
Number of participants with account balances2015-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: GOLDEN WEST TECHNOLOGIES RETIREMENT SECURITY PARTNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01137
Total number of active participants reported on line 7a of the Form 55002014-01-01100
Number of retired or separated participants receiving benefits2014-01-0125
Total of all active and inactive participants2014-01-01125
Total participants2014-01-01125
Number of participants with account balances2014-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: GOLDEN WEST TECHNOLOGIES RETIREMENT SECURITY PARTNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01141
Total number of active participants reported on line 7a of the Form 55002013-01-01115
Number of other retired or separated participants entitled to future benefits2013-01-0122
Total of all active and inactive participants2013-01-01137
Total participants2013-01-01137
Number of participants with account balances2013-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: GOLDEN WEST TECHNOLOGIES RETIREMENT SECURITY PARTNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01139
Total number of active participants reported on line 7a of the Form 55002012-01-01107
Number of other retired or separated participants entitled to future benefits2012-01-0130
Total of all active and inactive participants2012-01-01137
Total participants2012-01-01137
Number of participants with account balances2012-01-01117
2011: GOLDEN WEST TECHNOLOGIES RETIREMENT SECURITY PARTNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01154
Total number of active participants reported on line 7a of the Form 55002011-01-01115
Number of other retired or separated participants entitled to future benefits2011-01-0125
Total of all active and inactive participants2011-01-01140
Total participants2011-01-01140
Number of participants with account balances2011-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: GOLDEN WEST TECHNOLOGIES RETIREMENT SECURITY PARTNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01161
Total number of active participants reported on line 7a of the Form 55002009-01-01133
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0117
Total of all active and inactive participants2009-01-01151
Total participants2009-01-01151
Number of participants with account balances2009-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on GOLDEN WEST TECHNOLOGIES RETIREMENT SECURITY PARTNERSHIP PLAN

Measure Date Value
2022 : GOLDEN WEST TECHNOLOGIES RETIREMENT SECURITY PARTNERSHIP PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,080,871
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$327,017
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$300,711
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$530,792
Value of total assets at end of year2022-12-31$7,692,992
Value of total assets at beginning of year2022-12-31$9,100,880
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$26,306
Total interest from all sources2022-12-31$2,282
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$191,079
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$191,079
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$315,135
Participant contributions at end of year2022-12-31$33,250
Participant contributions at beginning of year2022-12-31$48,303
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$25,585
Administrative expenses (other) incurred2022-12-31$26,306
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,407,888
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,692,992
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$9,100,880
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 in registered invesment companies (eg mutual funds) at end of year2022-12-31$7,083,211
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$8,469,825
Interest on participant loans2022-12-31$2,282
Value of interest in common/collective trusts at end of year2022-12-31$576,531
Value of interest in common/collective trusts at beginning of year2022-12-31$562,733
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$20,019
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$20,019
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,818,981
Net investment gain or loss from common/collective trusts2022-12-31$13,957
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$190,072
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$300,711
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
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 name2022-12-31KETEL THORSTENSON, LLP
Accountancy firm EIN2022-12-31460257538
2021 : GOLDEN WEST TECHNOLOGIES RETIREMENT SECURITY PARTNERSHIP PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,655,316
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,977,568
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,949,127
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$556,436
Value of total assets at end of year2021-12-31$9,100,880
Value of total assets at beginning of year2021-12-31$9,423,132
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$28,441
Total interest from all sources2021-12-31$3,193
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,116,762
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,116,762
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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
Contributions received from participants2021-12-31$330,516
Participant contributions at end of year2021-12-31$48,303
Participant contributions at beginning of year2021-12-31$55,780
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$14,462
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$26,296
Administrative expenses (other) incurred2021-12-31$28,441
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-322,252
Value of net assets at end of year (total assets less liabilities)2021-12-31$9,100,880
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$9,423,132
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$8,469,825
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$9,002,385
Interest on participant loans2021-12-31$3,193
Value of interest in common/collective trusts at end of year2021-12-31$562,733
Value of interest in common/collective trusts at beginning of year2021-12-31$342,462
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$20,019
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-29,952
Net investment gain or loss from common/collective trusts2021-12-31$8,877
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
Contributions received in cash from employer2021-12-31$199,624
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$8,043
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,949,127
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 name2021-12-31KETEL THORSTENSON, LLP
Accountancy firm EIN2021-12-31460257538
2020 : GOLDEN WEST TECHNOLOGIES RETIREMENT SECURITY PARTNERSHIP PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,187,150
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$61,395
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$39,638
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$552,842
Value of total assets at end of year2020-12-31$9,423,132
Value of total assets at beginning of year2020-12-31$7,297,377
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$21,757
Total interest from all sources2020-12-31$2,560
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$342,169
Participant contributions at end of year2020-12-31$55,780
Participant contributions at beginning of year2020-12-31$45,959
Participant contributions at end of year2020-12-31$14,462
Participant contributions at beginning of year2020-12-31$0
Administrative expenses (other) incurred2020-12-31$21,757
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,125,755
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,423,132
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,297,377
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$9,002,385
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,944,245
Interest on participant loans2020-12-31$2,560
Value of interest in common/collective trusts at end of year2020-12-31$342,462
Value of interest in common/collective trusts at beginning of year2020-12-31$285,465
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$21,708
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$21,708
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,625,744
Net investment gain or loss from common/collective trusts2020-12-31$6,004
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$210,673
Employer contributions (assets) at end of year2020-12-31$8,043
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$39,638
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CASEY PETERSON, LTD.
Accountancy firm EIN2020-12-31460403496
2019 : GOLDEN WEST TECHNOLOGIES RETIREMENT SECURITY PARTNERSHIP PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,909,254
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$471,304
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$443,325
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$527,362
Value of total assets at end of year2019-12-31$7,297,377
Value of total assets at beginning of year2019-12-31$5,859,427
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$27,979
Total interest from all sources2019-12-31$2,037
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$168,555
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$168,555
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$321,158
Participant contributions at end of year2019-12-31$45,959
Participant contributions at beginning of year2019-12-31$36,855
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$13,165
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$273
Administrative expenses (other) incurred2019-12-31$27,979
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$1,437,950
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,297,377
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,859,427
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,944,245
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,526,892
Interest on participant loans2019-12-31$2,037
Value of interest in common/collective trusts at end of year2019-12-31$285,465
Value of interest in common/collective trusts at beginning of year2019-12-31$274,897
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$21,708
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,203,345
Net investment gain or loss from common/collective trusts2019-12-31$7,955
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$205,931
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$7,618
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$443,325
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CASEY PETERSON, LTD.
Accountancy firm EIN2019-12-31460403496
2018 : GOLDEN WEST TECHNOLOGIES RETIREMENT SECURITY PARTNERSHIP PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$35,371
Total of all expenses incurred2018-12-31$757,401
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$730,280
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$498,055
Value of total assets at end of year2018-12-31$5,859,427
Value of total assets at beginning of year2018-12-31$6,581,457
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$27,121
Total interest from all sources2018-12-31$2,723
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$493,702
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$493,702
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$304,007
Participant contributions at end of year2018-12-31$36,855
Participant contributions at beginning of year2018-12-31$53,661
Participant contributions at end of year2018-12-31$13,165
Participant contributions at beginning of year2018-12-31$12,290
Administrative expenses (other) incurred2018-12-31$27,121
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-722,030
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,859,427
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,581,457
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$5,526,892
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,242,747
Interest on participant loans2018-12-31$2,723
Value of interest in common/collective trusts at end of year2018-12-31$274,897
Value of interest in common/collective trusts at beginning of year2018-12-31$265,859
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-966,856
Net investment gain or loss from common/collective trusts2018-12-31$7,747
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$194,048
Employer contributions (assets) at end of year2018-12-31$7,618
Employer contributions (assets) at beginning of year2018-12-31$6,900
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$730,280
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CASEY PETERSON, LTD.
Accountancy firm EIN2018-12-31460403496
2017 : GOLDEN WEST TECHNOLOGIES RETIREMENT SECURITY PARTNERSHIP PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,506,172
Total of all expenses incurred2017-12-31$650,326
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$623,420
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$455,986
Value of total assets at end of year2017-12-31$6,581,457
Value of total assets at beginning of year2017-12-31$5,725,611
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$26,906
Total interest from all sources2017-12-31$3,511
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$433,528
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$433,528
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$270,620
Participant contributions at end of year2017-12-31$53,661
Participant contributions at beginning of year2017-12-31$51,694
Participant contributions at end of year2017-12-31$12,290
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$9,070
Administrative expenses (other) incurred2017-12-31$26,906
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$855,846
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,581,457
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,725,611
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$6,242,747
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,274,749
Interest on participant loans2017-12-31$3,511
Value of interest in common/collective trusts at end of year2017-12-31$265,859
Value of interest in common/collective trusts at beginning of year2017-12-31$380,629
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$18,539
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$18,539
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$604,672
Net investment gain or loss from common/collective trusts2017-12-31$8,475
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$176,296
Employer contributions (assets) at end of year2017-12-31$6,900
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$623,420
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CASEY PETERSON, LTD.
Accountancy firm EIN2017-12-31460403496
2016 : GOLDEN WEST TECHNOLOGIES RETIREMENT SECURITY PARTNERSHIP PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$791,465
Total of all expenses incurred2016-12-31$700,631
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$697,065
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$424,763
Value of total assets at end of year2016-12-31$5,725,611
Value of total assets at beginning of year2016-12-31$5,634,777
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,566
Total interest from all sources2016-12-31$3,196
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$83,455
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$83,455
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$256,091
Participant contributions at end of year2016-12-31$51,694
Participant contributions at beginning of year2016-12-31$63,509
Participant contributions at beginning of year2016-12-31$9,257
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,582
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$1,042
Administrative expenses (other) incurred2016-12-31$3,566
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$90,834
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,725,611
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,634,777
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$5,274,749
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,565,322
Interest on participant loans2016-12-31$3,196
Value of interest in common/collective trusts at end of year2016-12-31$380,629
Value of interest in common/collective trusts at beginning of year2016-12-31$3,989,484
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$18,539
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$234,774
Net investment gain or loss from common/collective trusts2016-12-31$45,277
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$166,090
Employer contributions (assets) at beginning of year2016-12-31$6,163
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$697,065
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CASEY PETERSON, LTD.
Accountancy firm EIN2016-12-31460403496
2015 : GOLDEN WEST TECHNOLOGIES RETIREMENT SECURITY PARTNERSHIP PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$404,028
Total of all expenses incurred2015-12-31$269,735
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$267,265
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$469,540
Value of total assets at end of year2015-12-31$5,634,777
Value of total assets at beginning of year2015-12-31$5,500,484
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,470
Total interest from all sources2015-12-31$4,091
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$73,616
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$73,616
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$237,604
Participant contributions at end of year2015-12-31$63,509
Participant contributions at beginning of year2015-12-31$92,574
Participant contributions at end of year2015-12-31$9,257
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$68,483
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$1,042
Administrative expenses (other) incurred2015-12-31$2,470
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$134,293
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,634,777
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,500,484
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,565,322
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,507,662
Interest on participant loans2015-12-31$4,091
Value of interest in common/collective trusts at end of year2015-12-31$3,989,484
Value of interest in common/collective trusts at beginning of year2015-12-31$3,882,709
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$17,539
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$17,539
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-107,425
Net investment gain or loss from common/collective trusts2015-12-31$-35,794
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$163,453
Employer contributions (assets) at end of year2015-12-31$6,163
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$267,265
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CASEY PETERSON & ASSOCIATES, LTD
Accountancy firm EIN2015-12-31460403496
2014 : GOLDEN WEST TECHNOLOGIES RETIREMENT SECURITY PARTNERSHIP PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$656,743
Total of all expenses incurred2014-12-31$229,729
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$227,989
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$400,267
Value of total assets at end of year2014-12-31$5,500,484
Value of total assets at beginning of year2014-12-31$5,073,470
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,740
Total interest from all sources2014-12-31$4,557
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$79,059
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$79,059
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$233,385
Participant contributions at end of year2014-12-31$92,574
Participant contributions at beginning of year2014-12-31$65,018
Participant contributions at beginning of year2014-12-31$9,170
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,278
Other income not declared elsewhere2014-12-31$2
Administrative expenses (other) incurred2014-12-31$1,740
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$427,014
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,500,484
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,073,470
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,507,662
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,337,244
Interest on participant loans2014-12-31$4,557
Value of interest in common/collective trusts at end of year2014-12-31$3,882,709
Value of interest in common/collective trusts at beginning of year2014-12-31$3,653,923
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$17,539
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$180
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$180
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$7,317
Net investment gain or loss from common/collective trusts2014-12-31$165,541
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$166,882
Employer contributions (assets) at beginning of year2014-12-31$6,657
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$227,989
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CASEY PETERSON & ASSOCIATES, LTD
Accountancy firm EIN2014-12-31460403496
2013 : GOLDEN WEST TECHNOLOGIES RETIREMENT SECURITY PARTNERSHIP PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$1,265,092
Total of all expenses incurred2013-12-31$505,429
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$502,440
Value of total corrective distributions2013-12-31$205
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$376,254
Value of total assets at end of year2013-12-31$5,073,470
Value of total assets at beginning of year2013-12-31$4,313,807
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,784
Total interest from all sources2013-12-31$3,333
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$44,390
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$44,390
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$214,105
Participant contributions at end of year2013-12-31$65,018
Participant contributions at beginning of year2013-12-31$45,350
Participant contributions at end of year2013-12-31$9,170
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,278
Administrative expenses (other) incurred2013-12-31$2,784
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$759,663
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,073,470
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,313,807
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,337,244
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,360,319
Interest on participant loans2013-12-31$3,333
Value of interest in common/collective trusts at end of year2013-12-31$3,653,923
Value of interest in common/collective trusts at beginning of year2013-12-31$2,891,789
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$180
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$16,349
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$16,349
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$228,090
Net investment gain or loss from common/collective trusts2013-12-31$613,025
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$162,149
Employer contributions (assets) at end of year2013-12-31$6,657
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$502,440
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CASEY PETERSON & ASSOCIATES, LTD
Accountancy firm EIN2013-12-31460403496
2012 : GOLDEN WEST TECHNOLOGIES RETIREMENT SECURITY PARTNERSHIP PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$937,410
Total of all expenses incurred2012-12-31$203,361
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$198,225
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$372,540
Value of total assets at end of year2012-12-31$4,313,807
Value of total assets at beginning of year2012-12-31$3,579,758
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,136
Total interest from all sources2012-12-31$3,397
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$51,660
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$51,660
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$213,711
Participant contributions at end of year2012-12-31$45,350
Participant contributions at beginning of year2012-12-31$63,771
Participant contributions at beginning of year2012-12-31$358
Administrative expenses (other) incurred2012-12-31$5,136
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$734,049
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,313,807
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,579,758
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,360,319
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,329,496
Interest on participant loans2012-12-31$3,397
Value of interest in common/collective trusts at end of year2012-12-31$2,891,789
Value of interest in common/collective trusts at beginning of year2012-12-31$171,259
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$16,349
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$14,583
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$14,583
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$284,032
Net investment gain or loss from common/collective trusts2012-12-31$225,781
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31Yes
Contributions received in cash from employer2012-12-31$158,829
Employer contributions (assets) at beginning of year2012-12-31$291
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$198,225
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CASEY PETERSON & ASSOCIATES, LTD
Accountancy firm EIN2012-12-31460403496
2011 : GOLDEN WEST TECHNOLOGIES RETIREMENT SECURITY PARTNERSHIP PLAN 2011 401k financial data
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$196,646
Total of all expenses incurred2011-12-31$278,181
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$269,037
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$391,508
Value of total assets at end of year2011-12-31$3,579,758
Value of total assets at beginning of year2011-12-31$3,661,293
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$9,144
Total interest from all sources2011-12-31$5,335
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$98,641
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$98,641
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$228,495
Participant contributions at end of year2011-12-31$63,771
Participant contributions at beginning of year2011-12-31$126,303
Participant contributions at end of year2011-12-31$358
Administrative expenses (other) incurred2011-12-31$9,144
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-81,535
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,579,758
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,661,293
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,329,496
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,508,589
Interest on participant loans2011-12-31$5,335
Value of interest in common/collective trusts at end of year2011-12-31$171,259
Value of interest in common/collective trusts at beginning of year2011-12-31$26,301
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$14,583
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$100
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$100
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-302,609
Net investment gain or loss from common/collective trusts2011-12-31$3,771
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 plan2011-12-31Yes
Contributions received in cash from employer2011-12-31$163,013
Employer contributions (assets) at end of year2011-12-31$291
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$269,037
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CASEY PETERSON & ASSOCIATES, LTD
Accountancy firm EIN2011-12-31460403496
2010 : GOLDEN WEST TECHNOLOGIES RETIREMENT SECURITY PARTNERSHIP PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$867,554
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$195,368
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$185,656
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$437,844
Value of total assets at end of year2010-12-31$3,661,293
Value of total assets at beginning of year2010-12-31$2,989,107
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$9,712
Total interest from all sources2010-12-31$5,839
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$58,157
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$58,157
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$260,877
Participant contributions at end of year2010-12-31$126,303
Participant contributions at beginning of year2010-12-31$86,064
Participant contributions at beginning of year2010-12-31$627
Administrative expenses (other) incurred2010-12-31$9,712
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$672,186
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,661,293
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,989,107
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,508,589
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,863,459
Interest on participant loans2010-12-31$5,839
Value of interest in common/collective trusts at end of year2010-12-31$26,301
Value of interest in common/collective trusts at beginning of year2010-12-31$23,817
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$100
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$14,723
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$14,723
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$364,973
Net investment gain or loss from common/collective trusts2010-12-31$741
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$176,967
Employer contributions (assets) at beginning of year2010-12-31$417
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$185,656
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CASEY PETERSON & ASSOCIATES, LTD
Accountancy firm EIN2010-12-31460403496
2009 : GOLDEN WEST TECHNOLOGIES RETIREMENT SECURITY PARTNERSHIP PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for GOLDEN WEST TECHNOLOGIES RETIREMENT SECURITY PARTNERSHIP PLAN

2022: GOLDEN WEST TECHNOLOGIES RETIREMENT SECURITY PARTNERSHIP 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: GOLDEN WEST TECHNOLOGIES RETIREMENT SECURITY PARTNERSHIP 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: GOLDEN WEST TECHNOLOGIES RETIREMENT SECURITY PARTNERSHIP 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: GOLDEN WEST TECHNOLOGIES RETIREMENT SECURITY PARTNERSHIP 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: GOLDEN WEST TECHNOLOGIES RETIREMENT SECURITY PARTNERSHIP 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: GOLDEN WEST TECHNOLOGIES RETIREMENT SECURITY PARTNERSHIP 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: GOLDEN WEST TECHNOLOGIES RETIREMENT SECURITY PARTNERSHIP 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: GOLDEN WEST TECHNOLOGIES RETIREMENT SECURITY PARTNERSHIP 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: GOLDEN WEST TECHNOLOGIES RETIREMENT SECURITY PARTNERSHIP 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: GOLDEN WEST TECHNOLOGIES RETIREMENT SECURITY PARTNERSHIP PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
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: GOLDEN WEST TECHNOLOGIES RETIREMENT SECURITY PARTNERSHIP 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: GOLDEN WEST TECHNOLOGIES RETIREMENT SECURITY PARTNERSHIP PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: GOLDEN WEST TECHNOLOGIES RETIREMENT SECURITY PARTNERSHIP 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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