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ROY ANDERSON LUMBER CO., INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameROY ANDERSON LUMBER CO., INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

ROY ANDERSON LUMBER CO., INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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.

401k Sponsoring company profile

ROY ANDERSON LUMBER COMPANY has sponsored the creation of one or more 401k plans.

Company Name:ROY ANDERSON LUMBER COMPANY
Employer identification number (EIN):611107328
NAIC Classification:113210
NAIC Description:Forest Nurseries and Gathering of Forest Products

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROY ANDERSON LUMBER CO., INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01
0012017-01-01BRUCE JOHNSON
0012016-01-01BRUCE JOHNSON
0012015-01-01BRUCE JOHNSON
0012014-01-01BRUCE JOHNSON
0012013-01-01BRUCE JOHNSON
0012012-01-01BRUCE JOHNSON
0012011-01-01BRUCE JOHNSON
0012009-01-01 BRUCE JOHNSON2010-06-28

Plan Statistics for ROY ANDERSON LUMBER CO., INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for ROY ANDERSON LUMBER CO., INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2019: ROY ANDERSON LUMBER CO., INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01241
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-010
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ROY ANDERSON LUMBER CO., INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01235
Total number of active participants reported on line 7a of the Form 55002018-01-01205
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0116
Total of all active and inactive participants2018-01-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01222
Number of participants with account balances2018-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ROY ANDERSON LUMBER CO., INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01266
Total number of active participants reported on line 7a of the Form 55002017-01-01258
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0115
Total of all active and inactive participants2017-01-01274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01274
Number of participants with account balances2017-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ROY ANDERSON LUMBER CO., INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01293
Total number of active participants reported on line 7a of the Form 55002016-01-01235
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0111
Total of all active and inactive participants2016-01-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01247
Number of participants with account balances2016-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ROY ANDERSON LUMBER CO., INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01289
Total number of active participants reported on line 7a of the Form 55002015-01-01288
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-015
Total of all active and inactive participants2015-01-01293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01293
Number of participants with account balances2015-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ROY ANDERSON LUMBER CO., INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01277
Total number of active participants reported on line 7a of the Form 55002014-01-01284
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-015
Total of all active and inactive participants2014-01-01289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01289
Number of participants with account balances2014-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ROY ANDERSON LUMBER CO., INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01268
Total number of active participants reported on line 7a of the Form 55002013-01-01264
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-014
Total of all active and inactive participants2013-01-01268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01268
Number of participants with account balances2013-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ROY ANDERSON LUMBER CO., INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01246
Total number of active participants reported on line 7a of the Form 55002012-01-01242
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-01246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01246
Number of participants with account balances2012-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ROY ANDERSON LUMBER CO., INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01236
Total number of active participants reported on line 7a of the Form 55002011-01-01225
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-013
Total of all active and inactive participants2011-01-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01228
Number of participants with account balances2011-01-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: ROY ANDERSON LUMBER CO., INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01223
Total number of active participants reported on line 7a of the Form 55002009-01-01227
Number of retired or separated participants receiving benefits2009-01-015
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01235
Number of participants with account balances2009-01-0186

Financial Data on ROY ANDERSON LUMBER CO., INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2018 : ROY ANDERSON LUMBER CO., INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$207,334
Total of all expenses incurred2018-12-31$99,520
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$99,520
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$506,258
Value of total assets at end of year2018-12-31$5,593,448
Value of total assets at beginning of year2018-12-31$5,485,634
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$302,176
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$45,536
Total non interest bearing cash at beginning of year2018-12-31$237,380
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$107,814
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,593,448
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,485,634
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$4,428,772
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,378,793
Value of interest in common/collective trusts at end of year2018-12-31$451,791
Value of interest in common/collective trusts at beginning of year2018-12-31$334,865
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$347,816
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-298,924
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$158,546
Employer contributions (assets) at end of year2018-12-31$210
Employer contributions (assets) at beginning of year2018-12-31$8,573
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$99,520
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$120,646
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$364,859
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$405,377
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 name2018-12-31TEMPLETON & COMPANY LLP
Accountancy firm EIN2018-12-31141918990
2017 : ROY ANDERSON LUMBER CO., INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$36,752
Total unrealized appreciation/depreciation of assets2017-12-31$36,752
Total income from all sources (including contributions)2017-12-31$1,207,109
Total of all expenses incurred2017-12-31$134,201
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$106,039
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$444,554
Value of total assets at end of year2017-12-31$5,485,634
Value of total assets at beginning of year2017-12-31$4,412,726
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$28,162
Total interest from all sources2017-12-31$3,810
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$204,836
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$190,324
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
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$288,923
Participant contributions at beginning of year2017-12-31$7,103
Total non interest bearing cash at end of year2017-12-31$237,380
Total non interest bearing cash at beginning of year2017-12-31$163,926
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$1,072,908
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,485,634
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,412,726
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
Investment advisory and management fees2017-12-31$24,087
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,378,793
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,437,302
Value of interest in common/collective trusts at end of year2017-12-31$334,865
Value of interest in common/collective trusts at beginning of year2017-12-31$307,728
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$3,810
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$517,157
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$155,631
Employer contributions (assets) at end of year2017-12-31$8,573
Income. Dividends from common stock2017-12-31$14,512
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$106,039
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$120,646
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$120,688
Contract administrator fees2017-12-31$4,075
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$405,377
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$375,979
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 name2017-12-31EDMONDSON BETZLER & DAME PLLC
Accountancy firm EIN2017-12-31262451997
2016 : ROY ANDERSON LUMBER CO., INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$51,142
Total unrealized appreciation/depreciation of assets2016-12-31$51,142
Total income from all sources (including contributions)2016-12-31$776,325
Total of all expenses incurred2016-12-31$367,120
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$341,431
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$437,000
Value of total assets at end of year2016-12-31$4,412,726
Value of total assets at beginning of year2016-12-31$4,003,521
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$25,689
Total interest from all sources2016-12-31$4,225
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$124,526
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$108,280
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$250,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$281,032
Participant contributions at end of year2016-12-31$7,103
Participant contributions at beginning of year2016-12-31$1,045
Total non interest bearing cash at end of year2016-12-31$163,926
Total non interest bearing cash at beginning of year2016-12-31$66,006
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$409,205
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,412,726
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,003,521
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
Investment advisory and management fees2016-12-31$21,087
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,437,302
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,106,449
Value of interest in common/collective trusts at end of year2016-12-31$307,728
Value of interest in common/collective trusts at beginning of year2016-12-31$350,518
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$4,225
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$159,432
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$155,968
Employer contributions (assets) at beginning of year2016-12-31$10,949
Income. Dividends from common stock2016-12-31$16,246
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$341,431
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$120,688
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$145,696
Contract administrator fees2016-12-31$4,602
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$375,979
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$322,858
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31EDMONDSON BETZLER & DAME PLLC
Accountancy firm EIN2016-12-31262451997
2015 : ROY ANDERSON LUMBER CO., INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-4,482
Total unrealized appreciation/depreciation of assets2015-12-31$-4,482
Total income from all sources (including contributions)2015-12-31$439,063
Total of all expenses incurred2015-12-31$93,586
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$70,951
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$438,760
Value of total assets at end of year2015-12-31$4,003,521
Value of total assets at beginning of year2015-12-31$3,658,044
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$22,635
Total interest from all sources2015-12-31$2,032
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$151,906
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$146,886
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$250,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$277,720
Participant contributions at end of year2015-12-31$1,045
Participant contributions at beginning of year2015-12-31$344
Total non interest bearing cash at end of year2015-12-31$66,006
Total non interest bearing cash at beginning of year2015-12-31$871
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$345,477
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,003,521
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,658,044
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
Investment advisory and management fees2015-12-31$18,685
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,106,449
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,819,006
Value of interest in common/collective trusts at end of year2015-12-31$350,518
Value of interest in common/collective trusts at beginning of year2015-12-31$830,808
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$2,032
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-149,153
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$161,040
Employer contributions (assets) at end of year2015-12-31$10,949
Income. Dividends from common stock2015-12-31$5,020
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$70,951
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$145,696
Contract administrator fees2015-12-31$3,950
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$322,858
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$7,015
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 name2015-12-31EDMONDSON BETZLER & DAME PLLC
Accountancy firm EIN2015-12-31262451997
2014 : ROY ANDERSON LUMBER CO., INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$573,833
Total of all expenses incurred2014-12-31$117,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$96,701
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$403,112
Value of total assets at end of year2014-12-31$3,658,044
Value of total assets at beginning of year2014-12-31$3,201,697
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$20,785
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$141,559
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$141,559
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$250,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$247,316
Participant contributions at end of year2014-12-31$344
Participant contributions at beginning of year2014-12-31$8,925
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$14,699
Total non interest bearing cash at end of year2014-12-31$871
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$456,347
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,658,044
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,201,697
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
Investment advisory and management fees2014-12-31$16,760
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,819,006
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,434,331
Value of interest in common/collective trusts at end of year2014-12-31$830,808
Value of interest in common/collective trusts at beginning of year2014-12-31$737,191
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$29,162
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$141,097
Employer contributions (assets) at beginning of year2014-12-31$18,858
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$96,701
Contract administrator fees2014-12-31$4,025
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$7,015
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$2,392
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 name2014-12-31EDMONDSON BETZLER & MONTGOMERY PLLC
Accountancy firm EIN2014-12-31262451997
2013 : ROY ANDERSON LUMBER CO., INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$772,109
Total of all expenses incurred2013-12-31$40,562
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$23,794
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$348,889
Value of total assets at end of year2013-12-31$3,201,697
Value of total assets at beginning of year2013-12-31$2,470,150
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$16,768
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$65,664
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$65,664
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$250,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$221,393
Participant contributions at end of year2013-12-31$8,925
Participant contributions at beginning of year2013-12-31$59,892
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$731,547
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,201,697
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,470,150
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$2,434,331
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,383,807
Value of interest in common/collective trusts at end of year2013-12-31$737,191
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$357,556
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$127,496
Employer contributions (assets) at end of year2013-12-31$18,858
Employer contributions (assets) at beginning of year2013-12-31$26,451
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$23,794
Contract administrator fees2013-12-31$16,768
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$2,392
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 name2013-12-31EDMONDSON BETZLER & MONTGOMERY PLLC
Accountancy firm EIN2013-12-31262451997
2012 : ROY ANDERSON LUMBER CO., INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$565,018
Total of all expenses incurred2012-12-31$113,097
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$113,097
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$353,165
Value of total assets at end of year2012-12-31$2,470,150
Value of total assets at beginning of year2012-12-31$2,018,229
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$250,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$212,958
Participant contributions at end of year2012-12-31$59,892
Participant contributions at beginning of year2012-12-31$1,996
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$19,614
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$451,921
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,470,150
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,018,229
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$2,383,807
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,007,811
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$211,853
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$120,593
Employer contributions (assets) at end of year2012-12-31$26,451
Employer contributions (assets) at beginning of year2012-12-31$8,422
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$113,097
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 name2012-12-31EDMONDSON BETZLER & MONTGOMERY PLLC
Accountancy firm EIN2012-12-31262451997
2011 : ROY ANDERSON LUMBER CO., INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$297,077
Total of all expenses incurred2011-12-31$23,845
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$23,845
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$308,673
Value of total assets at end of year2011-12-31$2,018,229
Value of total assets at beginning of year2011-12-31$1,744,997
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$250,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$198,350
Participant contributions at end of year2011-12-31$1,996
Participant contributions at beginning of year2011-12-31$16,846
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$370
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$273,232
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,018,229
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,744,997
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$2,007,811
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,720,137
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-11,596
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$109,953
Employer contributions (assets) at end of year2011-12-31$8,422
Employer contributions (assets) at beginning of year2011-12-31$8,014
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$23,845
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 name2011-12-31EDMONDSON BETZLER & MONTGOMERY PLLC
Accountancy firm EIN2011-12-31262451997
2010 : ROY ANDERSON LUMBER CO., INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$472,809
Total of all expenses incurred2010-12-31$74,800
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$74,800
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$338,882
Value of total assets at end of year2010-12-31$1,744,997
Value of total assets at beginning of year2010-12-31$1,346,988
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$250,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$197,074
Participant contributions at end of year2010-12-31$16,846
Participant contributions at beginning of year2010-12-31$12,754
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$30,716
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$398,009
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,744,997
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,346,988
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$1,720,137
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,315,011
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$133,927
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$111,092
Employer contributions (assets) at end of year2010-12-31$8,014
Employer contributions (assets) at beginning of year2010-12-31$19,223
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$74,800
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 name2010-12-31EDMONDSON BETZLER & MONTGOMERY PLLC
Accountancy firm EIN2010-12-31262451997

Form 5500 Responses for ROY ANDERSON LUMBER CO., INC. 401(K) PROFIT SHARING PLAN

2019: ROY ANDERSON LUMBER CO., INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01This submission is the final filingYes
2019-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ROY ANDERSON LUMBER CO., INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ROY ANDERSON LUMBER CO., INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ROY ANDERSON LUMBER CO., INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ROY ANDERSON LUMBER CO., INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ROY ANDERSON LUMBER CO., INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ROY ANDERSON LUMBER CO., INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ROY ANDERSON LUMBER CO., INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ROY ANDERSON LUMBER CO., INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ROY ANDERSON LUMBER CO., INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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