W. T. HARVEY LUMBER COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan W. T. HARVEY LUMBER COMPANY 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2012 : W. T. HARVEY LUMBER COMPANY 401(K) PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $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 | $87,742 |
| Total loss/gain on sale of assets | 2012-12-31 | $0 |
| Total of all expenses incurred | 2012-12-31 | $507,913 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $507,913 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $22,566 |
| Value of total assets at end of year | 2012-12-31 | $538,174 |
| Value of total assets at beginning of year | 2012-12-31 | $958,345 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $0 |
| Total interest from all sources | 2012-12-31 | $3,329 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $22,566 |
| Participant contributions at end of year | 2012-12-31 | $55,521 |
| Participant contributions at beginning of year | 2012-12-31 | $93,679 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $4,535 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $-420,171 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $538,174 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $958,345 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $482,653 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $860,131 |
| Interest on participant loans | 2012-12-31 | $3,329 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $61,847 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $507,913 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
| Accountancy firm name | 2012-12-31 | FOUNTAIN, ARRINTON, BASS PC |
| Accountancy firm EIN | 2012-12-31 | 581307612 |
| 2011 : W. T. HARVEY LUMBER COMPANY 401(K) PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total income from all sources (including contributions) | 2011-12-31 | $-10,106 |
| Total loss/gain on sale of assets | 2011-12-31 | $0 |
| Total of all expenses incurred | 2011-12-31 | $142,056 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $134,204 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $33,767 |
| Value of total assets at end of year | 2011-12-31 | $958,345 |
| Value of total assets at beginning of year | 2011-12-31 | $1,110,507 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $7,852 |
| Total interest from all sources | 2011-12-31 | $4,438 |
| 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 year | 2011-12-31 | No |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $28,698 |
| Participant contributions at end of year | 2011-12-31 | $93,679 |
| Participant contributions at beginning of year | 2011-12-31 | $78,477 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $5,069 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $4,535 |
| Administrative expenses (other) incurred | 2011-12-31 | $7,852 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $-152,162 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $958,345 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,110,507 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $860,131 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $1,032,030 |
| Interest on participant loans | 2011-12-31 | $4,438 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-48,311 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $134,204 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
| Accountancy firm name | 2011-12-31 | FOUNTAIN, ARRINGTON, BASS PC |
| Accountancy firm EIN | 2011-12-31 | 581307612 |
| 2010 : W. T. HARVEY LUMBER COMPANY 401(K) PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $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 | $141,582 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $92,853 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $89,603 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $31,292 |
| Value of total assets at end of year | 2010-12-31 | $1,110,507 |
| Value of total assets at beginning of year | 2010-12-31 | $1,061,778 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $3,250 |
| Total interest from all sources | 2010-12-31 | $7,791 |
| 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 year | 2010-12-31 | No |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $31,292 |
| Participant contributions at end of year | 2010-12-31 | $78,477 |
| Participant contributions at beginning of year | 2010-12-31 | $90,523 |
| Administrative expenses (other) incurred | 2010-12-31 | $3,250 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $48,729 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $1,110,507 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,061,778 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $1,032,030 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $967,622 |
| Interest on participant loans | 2010-12-31 | $7,791 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $102,499 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $3,633 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $89,603 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
| Accountancy firm name | 2010-12-31 | FOUNTAIN, ARRINGTON, BASS, MERCER & |
| Accountancy firm EIN | 2010-12-31 | 581307612 |
| 2009 : W. T. HARVEY LUMBER COMPANY 401(K) PROFIT SHARING PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
